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 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 for specific staff members.
  • Email, Phone, 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.

If you want to display a staff member photo in a booking form navigate to Appearance > Time tab in Bookly menu. Click on the underlined text and insert {staff_photo} shortcode.

staff-photo-booking-form.png

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

Staff Cabinet Add-on – let your staff members manage their bookings without access to WordPress admin panel.

 

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

23 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
    Support Team

    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
    Support Team

    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
    Support Team

    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
    Support Team

    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
    Support Team

    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
    Support Team

    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

  • Avatar
    Cameron

    hi Denis, my client has all staff performing the same function so the training courses they sell are either weekdays / weekends, and they are full day slots with 4 slots per day. They then decide themselves which of their staff will take which training session.
    So that brings me onto when they have more staff 1 day they want to add more slots, but the only 1 i can see to do that is by deleting bookings already made, as if i add more slots to that particular day, it adds it to every other day too.
    Cheers.

  • Avatar
    Product Team

    Hi Cameron, they can add all staff members with their schedule and time slot availability will be handled automatically by the plugin.

  • Avatar
    Cameron

    Hi Alex, thanks, but it seems you didn't actually read what i wrote.
    But on the off chance that you did can you advise how that would work in this situation please.

  • Avatar
    Product Team

    Hi Cameron, I didn't understand your question. Could you please provide more details about your inquiry.

  • Avatar
    Kelvin

    Hello

    I installed Bookly yesterday and I need to know something, this pluguin is used to run on classifieds sites?

  • Avatar
    Support Team

    Hi Kelvin,

    I'm not sure I understood your question correctly. please provide more details about this matter.

  • Avatar
    DiCal

    Hello,
    I need to manage 2 or more appointments per slot (say 2 per hour) and I don't want my customer to select a staff member.
    Is it possible to hide the staff member slider and assign the appointment to the one that's free with no-overbooking?
    Imagine you are a towing service: you don't need to know who'll pick up your car, you just need to set an appointment if at least one of the trucks is available.

  • Avatar
    Support Team

    Hi,

    You can hide the employee field by updating the shortcode of the booking form in the page editing mode. Please check this for more details: https://support.booking-wp-plugin.com/hc/en-us/articles/212800185-Publish-Booking-Form

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