Use the Bookly mobile app to empower your staff members with convenient appointment and client management capabilities.
Features
- Calendar: View current and upcoming appointments for all assigned services in one place. Filter bookings by service or customer to view appointment history.
- Appointments: Easily view, create, and delete bookings. Send notifications and reminders. Check and update the status of customer appointments (e.g., approved, pending, cancelled).
- Customers: Add new customers, view existing customer profiles, and update customer information.
- Instant Synchronization: Changes made in the mobile app are instantly reflected on your WordPress website, ensuring smooth and seamless operation.
- Push Notifications: Receive reminders and alerts about upcoming appointments and schedule changes.
Setup
1. Download the app for your device from Apple Store / Google Play.
2. In your Bookly Cloud account > Products, click on the Get started button near the Staff Cabinet Mobile App.
3. After activation, go to the Bookly Cloud > Staff Cabinet Mobile App section and click the New access token button.
4. Select a staff member or WordPress user you would like to provide access to the Staff Cabinet Mobile App. Click Save.
If you select a WordPress user with the Bookly Supervisor role, this user will have full access to the global calendar, staff schedules, customer management, and appointments across all services and staff members.
5. A new record will appear in the Access token column. Share the generated token with your staff member.
You can send the token or an authorization link via email by enabling the Send notification with access data option.
Make sure the New staff member's Staff Cabinet mobile app access token details notification template is enabled in the Email Notifications section and includes the {access_token} and/or {access_token_link} placeholders.
6. A staff member should open the Bookly Staff Cabinet mobile app on their device and enter the provided token on the first screen.
DEMOVIDEO TUTORIALSMAIN BOOKLY SETTINGSFAQADD-ONS
RELATED
Bookly Cloud Products – explore our cloud services that work for your business.
Staff Members – your team members who directly work with your clients to provide services.