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Customer List

All new customers are automatically logged in the customer list. See an individual customer’s full history of appointments by either searching for their name/email in the appointments list or by sorting the appointments list by client name or email.

Notice there’s the "import" button just above the list. By uploading the list of your existing clients, you’ll make sure that, when they come back, duplicate logs won’t be created for them (as long as they provide the same info as both name and email).

You can also export the list as a .csv .


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



Custom Fields - get all the info you want from customers.

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    I noticed that you guys recently released some Bookly addons. It’s great news! However, I still have some questions and feature requests that would make your plugin even more powerful.
    I noticed that Bookly having all those numerous addons, still lacks some important feature; There is still no option to see each customer’s past and future appointments list and look into appointment history for each customer separately in an easy way.
    From a medical clinic point of view, I think that there should be an option to look into each customer’s medical treatment history with all the attached files, notes and info inserted using your addons, especially Customer Information addon, Custom Fields addon, and Bookly Files addon. All that data should be easily accessible in one place, right after clicking or searching each customer’s profile. I think that there should be an option to show all customer’s data with an option to view, edit or add files (x-ray photos, pdf files, xml files, etc.).
    It could work like this:
    After searching and clicking on a particular patient/customer on customers’ list page (print screen 1:, site admin would be taken to a page with all of customer’s past and future appointments list (print screen 2: Each appointment should have an option to browse existing appointments info and add some additional info like: Appointment’s notes, Appointment’s files (support for adding numerous files in unlimited amounts: PDFs, JPGs, PNGs, XMLs, etc.). Site admin could choose one past or future appointment and see all the data attached to it to have a clue of a patient’s/customer’s treatment history (print screen 3: These features could be helpful not only for medical treatment practices, but also for other businesses.
    All of that could be integrated with these existing addons: Customer Information addon, Custom Fields addon, and Bookly Files addon.
    I attached some files (print screens) to this message to show you how easily this could be integrated within current Bookly UI’s architecture.
    What do you think about that? Is that possible? I guess that it could be easily integrated into your plugin. Are you planning to add these features in future release?
    It would make your plugin way more powerful.

    Best regards.

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