Important: All add-ons for Bookly require Bookly Pro add-on installed and activated.
Bookly Tasks add-on allows you and your customers to create tasks or appointments with no date and time selection. All created tasks will be listed in your Appointments section. Once your task has a date and time, you can edit the details of it and a new appointment will be added to your Bookly Calendar. If the task doesn’t require specific time for its performance, you can mark it as Done once it is completed.
- Create and manage an unlimited list of tasks;
- View all your unscheduled bookings and to-dos in one place – Bookly admin panel;
- Let clients skip date and time selection on the front-end;
- Check off completed tasks or set a date and time for unscheduled appointments;
- Send Email or SMS notifications once your task has been completed.
Setup and configuration
1. Purchase, download and activate Bookly Tasks add-on in Plugins.
2. To create a task from Bookly admin area, navigate to Appointments section and click New appointment. You’ll see a new option – Skip time selection, which allows creating appointments (or tasks) without date and time.
3. Once your task or unscheduled appointment is listed, you’ll be able to view it by clicking on Tasks in a time range drop-down menu. Click Edit to update the status of the task when it’s completed, or schedule a new appointment once your task has date and time.
4. Navigate to Email/SMS Notifications in Bookly menu. Create and configure the relevant template(s) for messages that will be sent when a new task is created and/or when the task's status is changed to "Done".
5. To let your customers skip the Time step in your front-end booking form, you should configure the relevant settings for each service separately. Go to Services section in Bookly menu, pick up a service, click > tab and select an appropriate option from the Time step settings:
Required – Time step is mandatory in a booking form
Optional – Customers may skip time slot selection
OFF – Time step is disabled (hidden) in a booking form, applicable to tasks.
6. Providers preference for ANY (Services > Edit > General tab)
Read here how this setting works with regular services.
If the Time step is disabled for a service, and you set most/least occupied that day for ANY option, the system will use the day of booking (when a customer creates an appointment) as a day of service performance and assign an appointment to a service provider that is most/least occupied on the day of creating a reservation.
Bookly Tasks add-on is available for purchase here.
Service Extras Add-on – create and bind extra items to services.
Files Add-on – let your customers add multiple attachments to the reservation.