Important
All add-ons for Bookly require Bookly PRO installed and activated.
Bookly Tasks (Add-on) allows you and your clients to generate tasks or appointments without selecting a date and time.
All created tasks will be listed in the Appointments section of Bookly.
When a task is assigned a date and time, you can modify its details, and a new appointment will be added into your Bookly Calendar. If the task does not require a specific time for completion, you can mark it as Done once it is finished.
Features
-
- Create and manage an unlimited list of tasks
- View all your unscheduled bookings and to-dos in one place within the Bookly admin panel
- Allow clients to 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 a task has been completed
Setup and configuration
1. Purchase, download, install and activate the Bookly Tasks (Add-on) in Plugins.
2. To create a task from the Bookly admin area, navigate to the Appointments section and click on New appointment. You'll notice a new option labeled Skip time selection, which allows you to create appointments (or tasks) without specifying a date and time.
3. Once your task or unscheduled appointment is listed, you can view it by selecting Tasks in the 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 a date and time.
4. Navigate to the Email/SMS Notifications section. 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 allow your customers to skip the Time step in your front-end booking form, you need to configure the settings for each service individually. Go to the Services section, choose a service and click Edit. Open the Time tab and select an appropriate option from the Time step settings.
Required: Time step is mandatory in the booking form.
Optional: Customers may skip time slot selection.
OFF: Time step is disabled (hidden) in the 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 the "ANY" option, the system will use the day of booking (when a customer creates an appointment) as the day of service performance. It will then assign an appointment to a service provider that is the most/least occupied on the day of making a reservation.
7. To permanently hide the Time step selection in your booking form, navigate to the Appearance section and uncheck the box next to Show Time step.
Try this free live demo to get a better understanding of how the Bookly Tasks (Add-on) works.
Watch this quick video tutorial about Bookly Tasks (Add-on).
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.