Attach files to the booking form (Files Add-on)

Important

The Bookly Files (Add-on) enhances the functionality provided by Bookly Custom Fields (Add-on). It requires either the Bookly Custom Fields (Add-on) or the Bookly Customer Information (Add-on) to be installed. Additionally, Bookly PRO must be installed and activated to use any Bookly add-on.

With the Bookly Files (Add-on), customers can conveniently upload files related to their appointment directly within the Bookly booking form. Clients will be prompted to attach necessary files before confirming their booking. All uploaded materials will be accessible in the reservation details within the Bookly admin area.

Bookly booking form – Details step

Setup and configuration

1. Purchase, download, install and activate the Bookly Files (Add-on) in Plugins.

2. In the Appearance > Details tab, ensure that the Show files option is checked. This enables the file uploading feature in the booking form.

3. In Settings > Files, specify the Upload directory. This is the folder path where the uploaded files will be stored on the server. Ensure that there is no free web access to this folder to maintain security.

4. In the Allowed file extensions field, set up the file format allowed for uploading. Define the file types that users can upload, such as .pdf, .docx, .jpg, etc.

5. To add a File Upload button to your booking form, navigate to the Custom Fields section. Click on the + File button to add a file upload field. You can add multiple file upload fields to your form as needed.

Custom Fields section in Bookly

You can create internal fields that are visible only in the backend. If you want to hide some custom fields from the frontend booking form, you can click on the 'eye' icon to toggle its visibility.

6. In the Appearance > Details tab, you can customize the wording of the file upload button to suit your preferences.

Appearance section in Bookly

To view the list of uploaded files, click on the paperclip icon in the Appointments section > Attachments column. If there are no files uploaded, 'Attachments' column will be hidden.

Appointments section in Bookly

Attachment details in Bookly

Add or delete uploaded files by clicking on the customer's name in the Edit appointment window (Appointments > Edit > click on client's name > Edit booking details).

Booking details in Bookly

Note

You can have multiple File Upload fields in your booking form so that your clients can add more attachments (one file per field).

Starting from Bookly Files (Add-on) v2.7, uploaded files are saved under human readable filename with mask {appointment_id}-{customer_appointment_id}-{custom_field_id}.

Try this demo to get a better understanding of how the Files (Add-on) works.

Watch this video tutorial about the file uploading feature in Bookly.

DEMOVIDEO TUTORIALSMAIN BOOKLY SETTINGSFAQADD-ONS

RELATED

Custom Fields (Add-on) – get extra info from your customers.

Customer Information (Add-on) – create custom fields for a client’s profile.

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