Connect Zoho Bookings

Prerequisites

• •An active Zoho Bookings account with at least one workspace and service.
• •A Zoho user permitted to approve Bookings access.
• •A published booking service and the staff or resource customers should use.

Connect the account

• •Open the AIChatVault agent and select Integrations, then Zoho Bookings.
• •Choose Connect with Zoho Bookings and approve access.
• •Return to AIChatVault and select the relevant workspace.
• •Select the service, then choose the supported staff or resource.

Configure booking behavior

• •Set the timezone used when presenting or processing availability.
• •Provide the booking URL used as the fallback customer path.
• •Enable direct booking only after selecting the required resource and confirming the workflow is appropriate.
• •Save the settings and run Test Connection to verify token, workspace and service access.

How Zoho Bookings works end to end

1. 01
   The customer asks to schedule

   The AI agent identifies an appointment request within the active conversation.

2. 02
   The configured booking context is loaded

   AIChatVault uses the selected Zoho workspace, service, staff or resource and timezone.

3. 03
   The approved booking path is used

   The agent can present the configured booking URL or use direct booking behavior when it has been explicitly enabled and a resource is selected.

4. 04
   Zoho processes the appointment

   Zoho Bookings validates the service and resource configuration and returns the booking outcome.

5. 05
   The customer receives confirmation or recovery guidance

   The agent communicates the supported result or directs the customer to the fallback booking page when direct completion is unavailable.

Test before launch

• •Ask the agent for an appointment using a realistic date and service.
• •Confirm the expected service and staff selection is used.
• •Verify timezone handling and the fallback booking URL.
• •Cancel any test appointment created in Zoho Bookings.