Help Center

Collaborative Services (Add-on)

Important: All add-ons for Bookly require Bookly Pro add-on installed.

Bookly Collaborative services add-on allows you to create services that require simultaneous participation of several staff members, or staff member and shared resources necessary for the service performance. This way, your customers can book appointments with two or more staff members working together. Also, you can create and manage various shared resources (like rooms, tables, equipment, specific tools, devices, and items) and avoid double bookings of them if the resource is already in use.

Setup and configuration

1. Purchase, download and activate Bookly Collaborative Services add-on in Plugins.

2. To create a collaborative service, go to Services tab in Bookly menu, click Add Service and select Collaborative.

collaborative-services-03.png

3. You’ll see a drop-down menu at the bottom of the service card which allows you to add as many simple services and resources (see below how to create resources and add them to your collaborative services) into one common appointment as you wish.

collaborative-services-04.png

Note that collaborative service consists of two or more simple services performed at the same time. You should set up simple services before creating a collaborative service. You can set services' Visibility to Private in case you don’t want to let your customers book those services separately.

Equal duration

Each simple service which is a part of collaborative service has its duration. If you enable the Equal duration setting, then the length of every service will be equal to the duration of the longest one. This is helpful when you use a resource as a part of collaborative service – the resource will be booked for as long as it is required to perform the whole appointment. If disabled, each simple service within one collaborative service, will be reserved for the duration determined in service settings.

How to create a resource and use it in a collaborative service

Sometimes, to perform an appointment, your staff members require specific resources, like meeting rooms, massage tables, medical devices, and other equipment. Bookly allows you to create and use these resources in any relevant collaborative services so that to make sure that a resource is not double booked if it’s already in use.

1. We recommend creating a specific category in the Staff Members section. Click New Category and add items in there that are going to be used by your employees as service resources.

collaborative-services-05.png

2. In the Services section, create a relevant service and assign a resource to it (like you usually do when assigning a regular staff member to a regular service). One resource can be assigned to as many services as you wish.

For better resource management, you can create separate categories for all simple services which you are going to use in collaborative services. You can then hide the Category field when you publish the booking form on your website.

collaborative-services-07.png

3. While creating a collaborative service, select all necessary resources from the Add simple service drop-down alongside with regular services.

 

When your client books the collaborative service, your Bookly Calendar and Appointments section will display separate appointments per each service involved in one booking.

collaborative-services-06.png

collaborative-services-08.png

A client will receive a single notification for the booked service. Your staff members will receive notifications per each booked appointment.

 

Try this demo to get a better understanding of how the Collaborative Services add-on works.

Bookly Collaborative Services add-on is available for purchase here.

If you wish you can join a community of translators who help us in Bookly localization. Join translation of Bookly and help us become closer and speak with you in your native language. Read more here.

 

RELATED

Compound Services add-on – combine existing services with spare time to build one complex appointment.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk