How to Use Zyncro
A complete step-by-step guide to setting up and using Zyncro for your scheduling needs.
Why Zyncro?
"Time is your only non-renewable resource. Don't spend it fighting your calendar."
Zyncro was built with a singular mission: to bring sanity back to scheduling. We believe tools should be a shield for your focus, not another source of noise. Every feature you'll find in these docs—from the buttery-smooth visual timeline to our hardened security—is designed to help you save your most valuable asset.
Table of Contents
— Host Guide —
— Guest Guide —
— Common —
1. Getting Started
Zyncro is an enterprise-grade scheduling platform. Create booking pages, sync your calendar, connect video providers, and accept payments — all from one place.
Sign Up & Onboarding (3 Steps)
- Visit
zyncro.inand click Get Started - Sign in with Google or GitHub — your profile photo is auto-filled
- Step 1 — Identity: Enter your Full Name, choose a unique Zyncro URL (e.g.
zyncro.in/yourname), and accept Terms - Step 2 — Personalize: (Optional) Upload a profile photo, cover banner, and confirm your timezone is auto-detected
- Step 3 — Done! Confetti fires and you're redirected to your dashboard instantly
Free Plan Includes:
1 event type, Google Calendar & Meet, Zyncro Meet (unlimited), and unlimited 1-on-1 meetings
2. Setting Up Your Profile
Your profile appears on your public booking page. Make it professional!
Profile Settings
- • Full Name
- • Profile Picture
- • Bio / Description
- • Job Title & Company
Social Links
- • LinkedIn URL
- • Twitter/X Handle
- • Personal Website
- • Custom Banner Image
Path: Dashboard → Settings → Profile
3. Connecting Your Calendar
Zyncro uses its own native OAuth integration engine — no third-party middleware. Connect Google, Microsoft, or Zoom directly to automatically sync your calendar and generate real meeting links.
- Go to Integrations
- Click Connect Google
- Sign in & allow calendar access
- Your Google Calendar + Meet are now live
Zoom
- Go to Integrations
- Click Connect Zoom
- Authorize via Zoom OAuth
- Zyncro now auto-creates Zoom links on each booking
Microsoft Teams
- Go to Integrations
- Click Connect Microsoft
- Sign in with your Office 365 account
- Teams meeting links are generated automatically
How It Works Under the Hood
Each connection stores a refresh token in our UserIntegration table. When a booking is confirmed, Zyncro auto-refreshes the token, calls the provider's API, and embeds the generated meeting link into the confirmation email — zero manual steps.
4. Creating Event Types
Event types are the different meeting options you offer. For example: "30-min Discovery Call" or "60-min Consultation".
Creating an Event Type:
- Go to Dashboard → Event Types
- Click "Create New Event Type"
- Enter the event details:
- Title (e.g., "30-min Discovery Call")
- Duration (15, 30, 45, or 60 minutes)
- Description (what the meeting is about)
- URL slug (e.g.,
zyncro.in/yourname/discovery-call) - Meeting Location — choose one of 4 types (see below)
- Slot Intervals: How dense your slots appear (15m, 30m, or 60m steps)
- Buffers & Limits: Minimum notice period and max bookings per day
- Price: Set ₹0 for free, or enter any amount for paid events
- Cancellation Policy: Visible only for paid events — Flexible / Moderate / Strict / No Refund
- Click "Create" to save and go live
Meeting Location Types
Video Call
Connect Google Meet, Zoom, Microsoft Teams, or use built-in Zyncro Meet. Links are auto-generated on every booking.
In-Person / Office Visit
Enter your office address. A Google Maps link is automatically sent to guests in the confirmation email.
Phone Call
Guest provides their phone number during booking. You call them at the scheduled time — no app needed.
Custom Link
Paste any meeting URL — Whereby, Discord, Telegram, or any other platform. Sent to guests automatically.
5. Managing Availability
Zyncro features an enterprise-grade visual timeline for managing your working hours with surgical precision and 60fps smoothness.
Visual Controls
- Drag to Slide: Grab the center of any bar to move your entire shift along the day.
- Variable Resizing: Use the side handles to extend or shorten blocks with magnetic 30m snapping.
Precision Features
- • Floating Accuracy: Real-time clock follows your cursor on hover.
- • Split-Shifts (Multi-Slot): Add multiple blocks per day (e.g., 9 AM - 12 PM and 2 PM - 6 PM) for complex schedules.
- • Date Overrides: Set custom hours for specific dates (like holidays or travel days) without changing your weekly routine.
- • Instant Sync: Visual changes update manual time inputs automatically for 100% accuracy.
Path: Dashboard → Settings → Availability
7. Managing Bookings
The Dashboard gives you a command center for all your past, upcoming, and live meetings.
● Live Tab
Instantly see meetings happening right now. The "Live" tab creates a focused view so you never miss a start time.
Manual Approval
Enable "Requires Approval" on any event type to screen guests. Bookings stay in 'Pending' status until you manually approve or reject them from the dashboard.
Quick Share
Need to resend a link? Tap the Copy Link button on any card to grab the meeting URL instantly.
8. Accepting Payments & Integrations
Zyncro offers two primary ways to receive payments from your clients: Payment Gateways (Instant direct-to-bank) and Manual Bank Transfer (Zyncro-managed payouts).
Option A: Direct API Integration (Zero Touch)
Connecting your own payment gateway via Direct API ensures that funds route directly from the client to your bank account using your own merchant credentials.
Zero-Touch Policy
Zyncro acts purely as a secure bridge. We do not hold, touch, or intercept your payments.
0% Platform Fee
In Direct API mode, Zyncro charges ₹0 commission. You only pay your gateway's standard fees.
Razorpay Integration
- Go to Dashboard → Integrations → Payment Gateways.
- Select the Razorpay tab.
- In your Razorpay Dashboard, go to Account Settings → API Keys to generate a Key ID and Key Secret.
- Paste these into Zyncro, accept the Legal Liability terms, and click Connect.
PayU Integration
- Go to Dashboard → Integrations → Payment Gateways.
- Select the PayU tab.
- In your PayU Dashboard, locate your Merchant Key and Merchant Salt under Integration Details.
- Paste these into Zyncro, accept the Legal Liability terms, and click Connect.
Option B: Manual Bank Verification
If you don't have a payment gateway account, Zyncro can collect payments on your behalf and route them to your bank account manually.
Setup Process:
- Go to Dashboard → Integrations → Manual Bank.
- Fill in your exact Account Name, Account Number, and IFSC Code.
- Upload a clear photo of a cancelled cheque or bank statement as Proof of Account.
- Accept the AML and compliance Terms & Conditions, and Submit the application.
- Wait 1-2 business days for an Admin to manually review and approve your details.
Manual Payout Timelines & Fees
Manual bank transfers take up to 4 Business Days to reflect in your account after a booking is successfully completed. Please note that standard payment gateway charges are deducted from the total amount before the final transfer.
Refunds — Handled by Zyncro
Zyncro manages the complete refund lifecycle for you. You set a Cancellation Policy per event type (Flexible / Moderate / Strict / No Refund), and the system automatically enforces it. When a guest cancels within the eligible window, a refund request is raised and processed — you don't have to touch your gateway dashboard.
See Section 9 — Cancellation & Refund Policies for the complete breakdown.
9. Cancellation & Refund Policies
Every paid event type on Zyncro has a Cancellation Policy. You choose the policy when creating or editing an event type. Zyncro automatically enforces it — guests see the policy before confirming their cancellation, and refunds are processed accordingly.
| Policy | Eligible for Refund if Cancelled | Best For |
|---|---|---|
| Flexible | 24+ hours before the meeting | Coaches, tutors, discovery calls |
| Moderate | 48+ hours before the meeting | Consultants, freelancers |
| Strict | 7+ days before the meeting | Workshop seats, high-value sessions |
| No Refund | Never — non-refundable | Webinars, limited-seat events |
How to Set a Policy:
- Go to Dashboard → Event Types → Edit any paid event
- Scroll to the Cancellation Policy section (only visible when price > ₹0)
- Select one of the four policies from the dropdown
- Save — takes effect immediately for all future bookings
When a Guest Cancels (Eligible)
- • Guest clicks Cancel link in their confirmation email
- • Zyncro shows refund amount and policy before confirming
- • A Refund Request is created — our team reviews within 2–4 business days
- • Refund credited to guest's original payment method in 5–7 business days
- • Your earnings ledger is automatically adjusted
When You (Host) Cancel
- • Open the booking in your Dashboard → click Cancel
- • Host-initiated cancellations are always fully refunded — no policy window applies
- • Razorpay refund is processed automatically
- • PayU: processed manually from your PayU dashboard (Zyncro notifies you)
- • Guest gets a cancellation email with refund details
PayU Refunds — Important Note
PayU does not support automatic refunds via API. When a refund is approved for a PayU payment, you will see a "Process from PayU Dashboard" notification. Log in to your PayU merchant account and initiate the refund from there. Once done, our system marks it complete.
10. Host Earnings & Payouts
Every payment from a guest flows into your Earnings Ledger. Zyncro gives you a real-time earnings dashboard with a transparent 3-day hold system before funds become available for payout.
Pending Balance
Money received but in the 3-day chargeback protection hold. Not yet available for payout.
Available Balance
Cleared funds, ready to request as a payout to your bank account.
Paid Out
Total lifetime amount transferred to your bank account.
How the 3-Day Hold Works
Day 0: Guest pays ₹2,000 for a consultation → money enters your Pending Balance
Day 3: Automatic settlement — money moves to Available Balance (runs daily at midnight IST)
Anytime after Day 3: You request a payout → team processes → money hits your bank via NEFT/IMPS within 1–2 business days
Requesting a Payout
- Go to Dashboard → Earnings → Payout
- Add your bank details: Account Name, Account Number, IFSC Code (or UPI ID)
- Minimum payout amount: ₹100
- Click Request Payout — our team reviews within 1–2 business days
- You'll receive a confirmation email when the transfer is initiated
Supported Payout Modes
NEFT · IMPS · RTGS · UPI. No charges for standard transfers. Your bank's standard processing time applies.
Refund Impact on Balance
When a refund is issued for a booking, the amount is automatically debited from your ledger in the same bucket (pending or available).
Earnings Dashboard — What You See
Summary Cards
- • Total Earned (all time)
- • This Month's Revenue
- • Average per Booking
- • Total Bookings Count
Monthly Chart & Transactions
- • 12-month revenue bar chart
- • Full transaction history with status
- • Refunded bookings clearly marked
- • Payout request history
11. Analytics Dashboard
Understand your business at a glance. The Analytics Dashboard gives you a data-driven view of your booking patterns, revenue trends, guest behaviour, and reliability metrics — so you can make smarter decisions.
Overview
- • Total bookings in selected range
- • Revenue generated (₹)
- • Cancellation rate %
- • Completion rate %
- • Average booking value
Event Type Breakdown
- • Which event types get booked most
- • Revenue share per type
- • Cancellation rate per type
- • Avg booking value per type
Peak Times
- • Heatmap of busiest hours (IST)
- • Best day of the week
- • Best time slot of the day
- • Helps you optimize availability
Guest Insights
- • Repeat vs new guests ratio
- • Most loyal guests (most bookings)
- • Guest attendance rate
- • Cancellation patterns by guest
Time Filters
Filter all analytics by Last 7 days · Last 30 days · Last 3 months · Last 6 months · Last 1 year. All data is cached for fast loading and refreshes every 5 minutes.
Plan Access
Pro Plan: Overview + Event Type Breakdown + Peak Times. Business/Enterprise Plan: Full access including Guest Insights and Reliability Stats. Analytics are not available on the Free plan.
9. Invoicing & Billing History
Keeping your finances in order is our priority. Zyncro generates fully tax-compliant GST invoices for every single transaction.
Digital Integrity Seal
"Digitally Signed & Verified"
Every invoice includes a cryptographic SHA-256 seal and a UTC timestamp. This ensures the document is authentic and has not been tampered with, making it legally valid for tax audits.
GST Ready
Perfect for business expenses. Our invoices clearly state:
- Seller GSTIN & Address
- Buyer Details (if provided)
- Tax Breakdowns (CGST/SGST/IGST)
- HSN/SAC Codes
How to Download Past Invoices:
- Navigate to Dashboard → Billing
- Scroll down to the "Billing History" table
- Locate the transaction you need
- Click the Download PDF button
* Note: A copy is also automatically emailed to you immediately after payment.
10. Video Call Integration
Zyncro supports 4 video call providers. All meeting links are generated automatically via native API integrations — no copy-pasting required. Each provider is connected once from your Integrations page and works for all future bookings.
Zyncro Meet
Built-in video calling. No account needed. A unique room link is generated for every booking. Guests join directly from their browser — no downloads.
Google Meet
Connect Google via Integrations. A unique Meet link is auto-created via the Google Calendar API for every confirmed booking. No manual link sharing needed.
Zoom
Connect Zoom via Integrations → Connect Zoom. A Zoom Meeting is created automatically via the Zoom API each time someone books you. The join link goes into the confirmation email.
Microsoft Teams
Enterprise-grade. Connect your Office 365 account via Integrations → Connect Microsoft. Teams online meeting links are generated via the Microsoft Graph API on every booking.
How to Switch Providers
Go to Dashboard → Event Types → Edit any event type. Under Video Call Provider, select the platform you've already connected. The change takes effect immediately for new bookings.
10. Use Zyncro as an App (PWA)
Zyncro is a Progressive Web App (PWA), meaning you can install it on your Desktop, Android, or iOS device for a native-like experience.
Desktop (Chrome/Edge)
Click the "Install" icon in your browser's address bar to add Zyncro to your applications folder.
Mobile (iOS/Android)
iOS: Tap the "Share" icon (square with arrow) and select "Add to Home Screen".
Android: Tap the three dots and select "Install App" or "Add to Home Screen".
Offline Access
Check your upcoming schedule even when you're not connected to the internet.
14. Notifications — Email, WhatsApp & Push
Zyncro sends automated notifications to both you (host) and your guests across three channels — Email, WhatsApp, and Web Push. Every important event in the booking lifecycle triggers the right notification automatically.
- • Booking confirmation (guest + host)
- • 24h reminder before meeting
- • Cancellation notice
- • Refund status updates
- • Payment receipts with PDF invoice
- • Instant booking confirmation on WhatsApp
- • 24h meeting reminder with join link
- • Cancellation + refund updates
- • Payment success/failure alerts
- • Requires guest phone number at booking
Web Push
- • Browser push notifications (no app needed)
- • New booking alerts in real-time
- • Works on Desktop, Android Chrome, iOS Safari
- • Guest and host can each opt in independently
Managing Your Notification Preferences
Each user (host and guest) can control which channels are active per notification type.
- Go to Dashboard → Settings → Notifications
- Toggle each channel (Email / WhatsApp / Push) on or off per notification type
- Changes take effect immediately — no page reload needed
WhatsApp — Indian Guests Love This
Most Indian users check WhatsApp before email. Enabling WhatsApp notifications for booking confirmations and reminders significantly reduces no-shows. Guests receive a message directly in their WhatsApp with the meeting join link — one tap to join.
11. Automated Daily Assistant
Zyncro acts as your personal executive assistant, sending you automated briefings to start and end your day perfectly.
☕ Morning Agenda
Delivered at 7:00 AM
Wake up to a clean summary of your day's schedule. Includes 1-click join links for your first meetings.
- • Today's Meeting List
- • Guest Names & Times
- • Direct Video Call Links
🌙 Nightly Wrap-Up
Delivered at 9:00 PM
End your day with a productivity scorecard. See what you accomplished and what changed.
- • Total Meetings Completed
- • Cancellation Report
- • Tomorrow's Preview
Zero Configuration
These reports are automatically enabled for all users. You'll only receive them on days when you have scheduled activity.
12. Enterprise CRM & Contact Management
Zyncro allows you to maintain professional relationship continuity with a built-in CRM that tracks every guest interaction.
Standalone Contacts Page
Access Dashboard → Contacts to see a complete directory of everyone you've met. Filter by guest name, email, or meeting count.
Reputation Scoring
The system automatically calculates a Reputation Rating (Good/Risky/New) for every guest based on their attendance history and cancellations.
Private Notes
Add timestamped private notes to any meeting. These are never visible to guests and help you stay prepared for follow-ups.
Relationship History
Instantly drill down into any contact to see their full meeting timeline, historical ratings, and previous conversation notes.
13. Account Security (2FA)
Protect your account with enterprise-grade Two-Factor Authentication (2FA). Zyncro supports standard TOTP apps like Google Authenticator and Microsoft Authenticator.
How to Enable 2FA:
- Go to Settings → Security
- Toggle "Two-Factor Authentication" ON
- Scan the QR code with your Authenticator App
- Enter the 6-digit verification code
- Important: Save your Recovery Codes in a safe place.
14. Session Management
Monitor where you are logged in and remotely sign out of suspicious devices.
Active Sessions
View a list of all devices (Browser, OS, IP, Location) currently accessing your account.
Remote Revocation
Click "Revoke" on any session to instantly log out that device. This is critical if you lose a phone or laptop.
15. Account Data & Deletion
You control your data. Zyncro provides self-serve tools to manage or delete your account permanently.
Permanent Deletion
Warning: This action is irreversible. All your data, bookings, and subscription history will be wiped instantly.
- Go to Settings
- Scroll to the bottom "Danger Zone"
- Click on "Delete Account"
- Confirm the final warning dialog
16. Verifying Digital Invoices
Zyncro issues Digital Integrity Invoices that are legally valid under the Information Technology Act, 2000.
How to Verify?
Check the bottom-right corner of your PDF for the "Digitally Signed" seal containing a unique SHA-256 hash ID.
Is it Valid?
Yes. Invoices generated electronically with a unique identifier and timestamp are valid for GST input credit and tax audits without a physical ink signature.
17. Technical & Security
Documentation regarding the security architecture and compliance of Zyncro.
Hardened Defense
Multi-Layer Security:
- ✓ XSS Prevention: All user input is multi-layer sanitized using DOMPurify.
- ✓ Race Condition Shield: Millisecond-level availability checks prevent overbooking.
- ✓ JWT Sessions: Signed, stateless tokens for session-mixing protection.
- ✓ Digital Integrity Seal: Every invoice contains a unique authentication ID and UTC timestamp to prevent tampering.
Data Integrity
Enterprise Performance:
- ✓ Atomic Transactions: Prisma transactions ensure 100% data consistency.
- ✓ 60fps UI Logic: Decoupled performance architecture for smooth dashboard interactions.
- ✓ Proactive Failover: Dual-Gateway payment architecture with manual recovery support.
19. Zoom Integration Guide
19.1 Installation & Setup
Follow these steps to authorize Zyncro to create Zoom meetings on your behalf.
- Log in to your Zyncro Dashboard.
- Navigate to the Integrations page from the sidebar.
- Locate the Zoom card and click the Connect Zoom button.
- You will be redirected to Zoom's authorization page. Sign in if required and click Authorize.
- Once redirected back to Zyncro, Zoom will be active for all your event types.
19.2 Usage & Use Cases
The Zoom integration is designed to automate your meeting workflow completely.
Core Use Case
When a guest books a slot on an event type where "Zoom" is the selected video provider, Zyncro automatically calls the Zoom API to create a unique meeting room and embeds the join link in the confirmation email.
Prerequisites
- • An active Zyncro Pro account.
- • A valid personal or business Zoom account.
- • Proper permissions to add apps in your Zoom account.
19.3 De-authorization & Data Policy
We respect your privacy and provide simple tools to manage your connection.
How to Uninstall Zyncro from Zoom:
- Log in to your Zoom App Marketplace account.
- Navigate to Manage > Added Apps.
- Search for the Zyncro app and click Remove.
- Confirm the removal request.
Implications of Removal:
Once uninstalled, Zyncro will no longer be able to create meetings for you. Existing meeting links will remain valid on Zoom until their scheduled time, but new bookings will default to Zyncro Meet.
Data Retention:
Upon de-authorization (uninstallation), your Zoom OAuth refresh tokens are deleted instantly from our secure database. Historical booking data (names, times) is retained in Zyncro for your accounting records unless you delete your Zyncro account entirely.
19.4 Troubleshooting
Common Issues
Q: The "Connect Zoom" button results in an error.
A: Clear your browser cache or try connecting in an Incognito/Private window. Ensure you are not already logged into a different Zoom account in the same browser.
Q: Zoom meetings are not being created for new bookings.
A: Check if your token has expired by visiting Dashboard > Integrations. If it says "Disconnected", simply click "Connect Zoom" again to refresh the link.
Still stuck? Contact our specialized integration team at [email protected] for 1-on-1 assistance.
Guest Guide
Everything you need to know as a guest — booking, joining, cancelling, and getting a refund.
G1. How to Book a Meeting
Your host will share a booking link — it looks like zyncro.in/hostname/event-name. Open it in any browser — no account needed.
Booking Steps:
- Open the booking link — you'll see the host's calendar with available slots
- Pick a date from the calendar, then pick a time slot
- Enter your Name, Email, and Phone (phone is optional unless the host requires it)
- Answer any custom questions the host has added
- If the event is paid: you'll see the price — click Proceed to Pay and complete payment via Razorpay or PayU
- Check your inbox — you'll get a confirmation email with the meeting link and all details
Timezone Handling
Zyncro auto-detects your timezone. All slots are shown in your local time, so there's no mental math needed — even if the host is in a different city or country.
G2. Joining Your Meeting
You don't need to install anything. The meeting link in your confirmation email is all you need.
Zyncro Meet
Click the link → browser opens the meeting room. No account, no download. Works on Chrome, Safari, Firefox on any device.
Zoom / Google Meet / Teams
The link opens the respective app or web client directly. If Zoom is not installed, it opens in-browser automatically.
Reminder Emails: Zyncro sends you an automatic reminder before your meeting — so you never forget. The reminder includes a one-click join link.
G3. Cancelling a Booking & Getting a Refund
You can cancel a booking at any time using the link in your confirmation email. Whether you get a refund depends on the host's cancellation policy.
How to Cancel:
- Open your booking confirmation email
- Click the "Cancel Booking" button at the bottom of the email
- A secure page opens showing your booking details and refund eligibility
- If you're eligible for a refund, the amount is shown in green before you confirm
- Click "Yes, Cancel This Booking" to confirm
- You'll receive a cancellation email — with refund status clearly stated
If You Are Eligible for Refund
- • A refund request is automatically created
- • Our team reviews it in 2–4 business days
- • Amount credited back to your original payment method (Razorpay / PayU) in 5–7 business days after approval
If You Are NOT Eligible
- • The page will clearly show "No refund available" with the reason
- • The booking is still cancelled
- • You can file a dispute if you believe there's an exceptional circumstance (see G4)
Didn't receive the cancellation link?
Check your spam folder. If you still can't find it, email us at [email protected] with your booking ID (shown in the confirmation email) and we'll cancel it for you.
G4. Filing a Dispute
If something went wrong with your meeting — host didn't show up, you couldn't join, meeting quality was poor — you can file a formal dispute and request a refund, even after the meeting has ended.
How to File a Dispute:
- Open your booking confirmation email
- Click "Report an Issue" or "File a Dispute" at the bottom
- Select the reason:
- Host did not show up
- Could not join the meeting
- Meeting quality was poor
- Host provided wrong information
- Other reason
- Add any additional details and submit
- Our team reviews all disputes within 3–5 business days
7-Day Dispute Window
Disputes must be filed within 7 days of the meeting's scheduled end time. After that, the window closes.
If Approved
Full refund to your original payment method within 5–7 business days.