Help Center

Staff

Staff members in Bookly are your team members that work directly with your clients to provide the services.

The plugin cannot function without at least one default staff account created.

Your team members can have access to their individual calendars in Bookly via their WordPress accounts (see below).

 

Create and edit staff members in your WordPress Bookly menu > Staff Members.

staff-details-backend.png 

Properties of Staff Members

  • Full Name - visible to clients at the time of booking.
  • Services - choose all if they can provide all kinds of appointments, or link them to just a few.
    Override default service price and capacity for specific staff members.
  • Email, Phone, and Info - add this info to booking form or client notifications.
    The email address will also be used for staff notifications.
  • Schedule & Days Off - by default, everybody has the same schedule as the whole company. Each staff member can have their individual working days, hours, and breaks, as well as holidays.

See this video tutorial to get a better understanding of how to create and manage Staff Members in Bookly.

Watch this video to discover the main Bookly settings and features.

 

RELATED

Basic Setup

Critical Settings

Services

Booking Form Appearance

Publish Booking Form on One or Several Pages of One Website.

 

GOOD TO KNOW

Google Calendar sync - to add new appointments to each staff member's Google Calendar, and block busy events in Google Calendar from being booked as Bookly appointments.

WordPress user access - lets staff view a stripped-down version of the company's WordPress calendar with that staff member's appointments only. Also, lets them edit their personal info.

Notifications and reminders via email and text messages can be sent to staff, too.

Locations Add-On - if you have several offices/shops, where you provide services.

 

Don't have a copy of the plugin yet? Learn how to install it.

Have more questions? Submit a request

15 Comments

  • Avatar
    Denver Prophit Jr

    In general settings, there is an option to redirect staff to xxx page after they approve appointment. I do not find any instructions on what should be on this new page.

  • Avatar
    Denis

    Hi, this page is a general confirmation page that informs the staff member that the appointment was confirmed.

  • Avatar
    Denver Prophit Jr

    Then I would suggest in your documentation how to limit access to page by role and a gist/pastebin of suggested text along with a few shortcodes that spit out the appointment that was just confirmed. And, what about the what-if? What if there is a mistake somehow? What action could the staff member take on the confirmation page via shortcode? Edit the appointment?

  • Avatar
    Denis

    1) Not sure I understood you, are you asking if there's an option to limit the access to specific pages depending on the role of the user? If that's the case then at the moment this is not supported.

    2) In case the staff member did a mistake he'll need to access his account and edit the appointment in the back-end.

  • Avatar
    Denver Prophit Jr

    https://developer.wordpress.org/reference/functions/wp_roles/ and the page should be created by your plugin. https://codex.wordpress.org/Function_Reference/add_pages_page and assigned a role of staff. It would help me a great deal if all the pages are created and I can go edit them. Appointment accepted, rejected, canceled, staff accepted, rejected.

    I bought the plugin weeks ago and I'm stuck at pages I don't know what to say.

    Edited by Denver Prophit Jr
  • Avatar
    Denis

    Thanks for details, currently this functionality is not supported. I advise adding this feature to our feature request list: https://support.booking-wp-plugin.com/hc/en-us/community/topics/200189331-Feature-Requests.

  • Avatar
    Denver Prophit Jr
  • Avatar
    Peter

    Hi, is there a way to delete a bookly staff member without deleting a WP user?

  • Avatar
    Denis

    Hi Peter, when you delete a staff member - the associated WP user account is not deleted.

  • Avatar
    Peter

    Hi Denis, thank you for your reply. I think i missed the link or the button to delete a staff member in the back office?

  • Avatar
    James Tanner

    [Pre Sale Question]

    Can Staff manage their own calendars? Eg the staff member can log in and specify when they are available and arrange/view/edit/cancel/move etc their own appointments?

  • Avatar
    Denis

    Hi James, yes, if staff members are associated with WP user accounts they can adjust their schedule and make changes to their appointments.

  • Avatar
    James Tanner

    Many thanks for your help Denis.

    One other question - regarding the Google Calendar syncing. Will it sync to each staff's individual calendar, or does it sync to a single google calendar that all staff have access to also.

    Regards

  • Avatar
    Denis

    Hi James, it can sync to each individual calendar of the staff members, or you can sync one google calendar with all staff members.

  • Avatar
    James Tanner

    Hi Denis,

    Perfect thanks, I have now purchased via CodeCanyon. If I need anything else I will use the correct support route. Thanks again

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