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How to skip time slot selection (Tasks add-on)

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.

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Features:

  • 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.

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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.

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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 edit-button.png > time-tab-1.png 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.

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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.

DEMO | VIDEO TUTORIALS | MAIN BOOKLY SETTINGS | FAQ | ADD-ONS

 

RELATED

Service Extras Add-on – create and bind extra items to services.

Files Add-on – let your customers add multiple attachments to the reservation.

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