Important: This plugin is an add-on that requires the Bookly Pro
Do you provide services that do not require choosing day and
time? Bookly Tasks Add-on allows you to plan and keep the list of
your tasks or unscheduled appointments well-organized in your
Bookly admin area.
With the Bookly Tasks add-on, you can accomplish different
operational goals. It enables advanced CRM features and lets you
set tasks for your employees. It also allows you to change the flow
of the booking process and accept inquiries from clients without
specifying exact date and time.
As an example in the first use case, you can set tasks for your
employees to agree on the meeting with a specific client. Once
itâ€™s done, they set the date and time of the
meeting, which automatically converts the task into the
As an example in the second use case, the Bookly Tasks add-on is
helpful for modifying your booking process if you
donâ€™t have a regular schedule. You can disable
and hide the Time step at all and just accept inquiries from
clients, which automatically creates the backlog of tasks. These
tasks can be marked as completed or scheduled later. Once you
define the time, the task is converted into the appointment. In
combination with e-mail and SMS notifications, you can inform the
client about your availability.
- Create and manage an unlimited list of tasks from the Bookly
Calendar or Appointments section
- Keep track of all your unscheduled bookings, upcoming
reservations and to-dos in one place â€“ Bookly
- Let clients skip date and time selection on the front-end
- Let administrator assign the time slot for the customer in the
- Check off completed tasks or set a date and time for
- Send notifications once your task has been completed
Find out just how easy it is to set up and use the Bookly Tasks
add-on in our .
Check to see the Bookly Tasks add-on in action.