Fermé Publié le il y a 2 mois Paiement à la livraison
Fermé Paiement à la livraison

Zoho Bookings Customization Brief for "Debra Stevens Training and Coaching (DSTC)"


DSTC offers bespoke in-house training workshops to various clientele. Our primary contact points range from HR professionals and training departments to managerial stakeholders. Our key objective is to simplify and systemize the booking process, facilitator allocation, and post-course actions with the Zoho Bookings app, all while keeping costs to a minimum.

Primary Requirements:


The setup and customization should emphasize minimal user involvement to reduce costs associated with multiple user licenses.

Recommend and implement strategies or features within Zoho Bookings that can help minimize user-based charges.

Course Offerings Customization:

Accommodate different course content.

Allow for variable durations: mainly half-day, full-day, and hourly rates for one-on-one sessions.

Facilitator Tiers & Management:

Categorize into three levels: Lead/Senior Facilitators, Facilitators, and Performance Facilitators/Role Play Actors.

Capability to book several facilitators for a single workshop with varied combinations.

Booking & Scheduling:

Mechanism to document bookings made verbally or via email.

Manually input by Debra Stevens for facilitator assignments, session details, and scheduling.

Notify facilitators internally of their assigned dates.

Synchronization with Debra Stevens' calendar to prevent overlaps.

Invoicing & Payments:

Extract necessary data for invoicing seamlessly.

Desired: Integration with Xero for automated invoice creation and tracking.

Post-Course Activities:

Feature to gather emails from learners post-course completion, potentially through a QR code leading to a sign-up form.

Store this data for subsequent marketing campaigns.

Policies & Notifications:

Address cancellations and postponements based on DSTC's policies.

Generate reminders for both facilitators and course participants.

Integration Requirements:

Smooth integration with Zoho CRM for a centralized data hub of clients and facilitators.

Integration possibilities with an upcoming membership platform and email marketing tools, ensuring a unified system.

Closing Remarks:

The ultimate aim is to harness Zoho Bookings for a streamlined, efficient, and cost-effective booking process for DSTC. We want to centralize operations, diminish manual handling, and boost growth, all while keeping costs low and user licenses to a minimum. Your expertise will guide us in achieving this balance.

CRM Zoho

Nº du projet : #37203656

À propos du projet

22 propositions Projet à distance Actif il y a un mois

22 freelances font une offre moyenne de 224 £ pour ce travail


Hi there! I will surely assist you with Zoho Bookings Customization. I am a ZOHO Consultant/developer who takes the time to learn your company’s unique business and sales process to ensure that your Zoho system is bu Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% GBP en 7 jours
(1 Évaluation)

I am expert in zoho bookings and other zoho apps.....................I can help you with this.............Connect to me in chats..................

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% GBP en 3 jours
(30 Commentaires)

Hi there I am Manish an elite Zoho Developer ready to integrate and customize Zoho Bookings to match your business obectives. Waiting to hear from you soon. Thank you Manish

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% GBP en 3 jours
(6 Commentaires)

Hello Peter R., We would like to grab this opportunity and will work till you get 100% satisfied with our work. We are an expert team which have many years of experience on Zoho Please come over chat and discuss you Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% GBP en 2 jours
(4 Commentaires)

As a leading expert in Zoho CRM, I understand the primary requirements for zoho bookings customization for DSTC. With my expertise in cost-efficiency, course offerings customization, facilitator tiers & management, boo Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% GBP en 7 jours
(3 Commentaires)

Hi I am expert bookkeeper with proficiency in Xero, QuickBooks Online and MYOB Account....................

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% GBP en 2 jours
(1 Évaluation)

Hello Debra, My name is Adnan Gohar and I am an experienced and results-driven professional with a strong track record of success. I understand that you are looking for someone to help you customize the Zoho Bookings a Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% GBP en 7 jours
(1 Évaluation)

Hi there! My name is Manpreet and I am a senior web and mobile developer with extensive experience in Vue.js/jQuery+Laravel/Symfony+REST/GraphQL/Websockets. I have worked on a number of projects that required me to c Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% GBP en 7 jours
(0 Commentaires)

Hi there, my name is Hammad and I am a full stack developer and website designer with 4+ years of experience in the industry. I specialize in creating beautiful and functional websites and mobile apps, as well as conte Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% GBP en 4 jours
(0 Commentaires)

Hello, I hope this message finds you well. I am writing to express my keen interest in your project posted on Freelancer.com. I have done similar kind of project in the past.I would like to chat with you so that we ca Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% GBP en 7 jours
(0 Commentaires)

Hello I have thoroughly reviewed your project description and am confident in my ability to assist you in completing it successfully. I believe it would be highly beneficial to delve deeper into the specifics of the Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% GBP en 7 jours
(0 Commentaires)

Dear , I have read your brief and understand your primary requirements for customizing Zoho Bookings to simplify and systemize your booking process while keeping costs to a minimum. I have extensive experience in Zoho Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% GBP en 30 jours
(0 Commentaires)

I have about 5 years of experience in Zoho Apps.. Also I have depth knowledge in Bookings App.. I can completed your requirement and giving further support in future in free of cost.

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% GBP en 7 jours
(0 Commentaires)