Zoho Bookings Overview

Zoho Bookings is a versatile scheduling application that allows businesses to manage appointments, services, and bookings efficiently. With features like automated reminders, client notifications, and integration capabilities, Zoho Bookings is an essential tool for businesses looking to streamline their appointment scheduling processes.

Benefits of ID Verification for Zoho Bookings Users

Integrating IdentityCheck with Zoho Bookings adds a layer of security and trust by ensuring that the person booking the appointment is who they say they are. Here are some possible uses:

• Verification for high-value service bookings
• Ensuring identity for regulated industry consultations
• Security validation for access to exclusive events or services

Setting Up the Integration

To get started with integrating IdentityCheck with Zoho Bookings using Zapier, follow these steps:

1. Sign in to your Zapier account. If you don’t have one, create an account first.
2. In Zapier, click on ‘Make a Zap’ to start setting up the integration.
3. Select Zoho Bookings as your trigger app and set the trigger event (e.g., New Appointment).
4. Authenticate your Zoho Bookings account to connect it with Zapier.
5. Next, choose IdentityCheck as your action app and set the action event (e.g., Initiate ID Verification).
6. Authenticate your IdentityCheck account in Zapier.
7. Map the necessary fields from Zoho Bookings to IdentityCheck to start the verification process.
8. Test the integration to ensure everything works as expected.
9. Turn on the Zap to enable the integration.

Using ID Verification in Zoho Bookings

Once the integration is set up, using ID verification in Zoho Bookings is seamless. Here’s how:

1. When a new appointment is booked through Zoho Bookings, the system will automatically trigger an ID verification request via IdentityCheck.
2. The customer will receive an email or notification to complete their ID verification before the appointment.
3. IdentityCheck will guide the customer through a series of steps to verify their identity (e.g., submitting a government-issued ID, taking a selfie, etc.).
4. Once the ID verification is complete, the status will be updated in Zoho Bookings, allowing you to proceed with confidence.
5. If the verification fails or is incomplete, you can follow up with the customer for further action or reschedule the appointment as needed.

Integrating IdentityCheck with Zoho Bookings via Zapier enhances your booking process by adding a crucial layer of security, ensuring that all appointments are legitimate. Start using this powerful combination today to benefit from secure and verified bookings.