Zoho Bookings and Twilio SMS Integration

Zoho Bookings and Twilio Integration to Text Message Clients Their Appointment Details


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Use Zoho Bookings and Twilio to Text Message Clients Their Appointment Booking Details

Using a Twilio account with your Zoho Bookings account allows your business to make bookings and keep your clients up to date with their appointment details. Send Email and SMS text message notifications to your clients anytime you book, reschedule, or cancel an appointment. Twilio manages your SMS Gateway and Zoho Bookings handles the calendar and appointments. Using the integration between these two applications lets you automate and schedule notifications, so you do not have to think about it.

Use Zoho Bookings to keep track of your company calendar, client and employee appointments, equipment rentals, and booking payments. Integrate Zoho Bookings with your website to let clients book online any time. Twilio will send your clients and employees automatic text messages to remind them of their bookings. Connect Zoho Bookings with your other business apps like Zoho CRM for the ultimate business system.

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A)  Zoho Bookings for Calendar Bookings:
  • 4 Staff - $15/mo Billed Annually - Basic
  • 10 Staff - $45/mo Billed Annually - Premium

Premium add-ons available for more staff and workspaces.

Compare Zoho Bookings Plans in Detail

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B)  Zoho One - All 40+ Zoho Business Cloud Applications, Including Zoho Bookings:
  • $30/mo/user - All employees must have an account for this price
  • $75/mo/user - For any number of users

All Applications Come At Enterprise Tier

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C)  Twilio for SMS:
  • $1/mo for 1 Local Phone Number to Text From
  • $2/mo for 1 Toll-Free Phone Number to Text From

  • $0.0075 per Text Message to Send and Receive

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A)  Zoho Bookings for Calendar Bookings:
  • 4 Staff - $15/mo Billed Annually - Basic
  • 10 Staff - $45/mo Billed Annually - Premium

Premium add-ons available for more staff and workspaces.

Compare Zoho Bookings Plans in Detail

 
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B)  Zoho One - All 40+ Zoho Business Cloud Applications, Including Zoho Meeting:
  • $30/mo/user - All employees must have an account for this price
  • $75/mo/user - For any number of users

All Applications Come At Enterprise Tier

How to Integrate Your Twilio Account With Zoho Bookings

Connecting your Zoho Bookings with Twilio is straight forward and requires an account with both services. Once you are all signed up for Twilio and Zoho Bookings you can copy and paste your Twilio account information into Zoho Bookings to give access to your SMS gateway hosted on Twilio. In Zoho Booking's settings navigate to the "Integrations" section and click "Others" to bring up the screen below. Click on your preferred SMS gateway as shown here in Zoho Bookings, in this case Twilio.
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After you click on the Twilio button this next screen will pop-up asking for your Twilio Auth Token, Account Sid, and From number. You can find this information in your Twilio.com account after setting up a phone number and billing with Twilio.

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You can have multiple SMS accounts connected to Zoho Bookings, but only one account can be active at a time. Enter in your Twilio details and mark this integration as Active by clicking the checkbox. When all the info is pasted in just click the Configure button at the bottom to complete the integration between Twilio and Zoho Bookings.
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Setup and Customize Your SMS Notifications for Clients and Employees

Within Zoho Bookings find your workspace in the settings menu, then click on Notifications. This section of Zoho Bookings lets you customize Email and SMS messages to both your clients and employees. Choose if and when you want to send automated reminders for your appointments.
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Use the built-in variables to customize your Email and SMS Notifications to clients and employees. Clients can have their own set of messages for SMS and another for Email. Employees can also be reminded about the details and times or upcoming appointments. Using the variables available you can create a customized looking message even though it is completely automated. The variables look at the system details for each booking and fill in the spaces with relevant booking, staff, and business details.

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Burkhardt & Company specializes in helping businesses setup enterprise resource planning software including Zoho Bookings and Twilio.

As you can see this Zoho Bookings and Twilio cloud software is very simple to use and powerful for business. When combined into a larger business process and ERP system, the automation capabilities offered by the Zoho One package when properly setup are immense. Contact us now with the button below, or book a free consultation or Zoho demonstration appointment to see how we can help your business.
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