Bookly Tasks (Add-on) — is an essential extension for the Bookly Pro plugin that seamlessly integrates project and task management into your booking workflow. If your services require multiple steps, staff collaboration, or follow-up actions after an appointment, this add-on transforms your scheduling system into a comprehensive project management hub. It eliminates the need for external tools by allowing you to create, assign, and track tasks directly within the Bookly interface, keeping all relevant information organized and accessible.
By connecting tasks to specific appointments, you ensure that nothing falls through the cracks. Staff members can view their assigned tasks, update statuses, and collaborate effectively, leading to improved service delivery and team productivity. Whether you're managing complex projects, multi-stage services, or simple post-appointment follow-ups, the Bookly Tasks add-on provides the structure and clarity needed to manage your operations smoothly and professionally, directly from your WordPress dashboard.
Why This is Important
Are you juggling separate to-do lists, spreadsheets, and booking calendars? Studies show that professionals waste up to 2.5 hours per day searching for information and switching between apps. This disjointed workflow leads to missed deadlines, poor communication, and ultimately, unhappy clients. For a service-based business, a single forgotten follow-up task can result in a lost customer, which costs 5 times more to replace than to retain.
The Bookly Tasks (Add-on) solves this problem by centralizing your entire service workflow. It bridges the critical gap between booking an appointment and completing the actual work. By integrating task management directly into your booking system, you can reduce administrative overhead by up to 40%, ensure 100% of post-appointment actions are tracked, and improve overall team efficiency. Stop letting important tasks slip through the cracks and start delivering a seamless, professional service from start to finish.
Features
- Seamless Integration: Works directly within the Bookly Pro interface for a unified experience.
- Task Creation & Assignment: Easily create new tasks and assign them to specific staff members.
- Link Tasks to Appointments: Connect tasks directly to a customer's booking for context and clarity.
- Set Deadlines: Assign due dates to tasks to ensure timely completion of all project stages.
- Task Status Tracking: Monitor the progress of tasks with customizable statuses like 'To-Do', 'In Progress', and 'Completed'.
- Staff Member Dashboards: Provide employees with a clear view of their upcoming and overdue tasks.
- Notifications & Reminders: Automatically notify staff about new assignments and upcoming deadlines.
- Internal Notes & Comments: Allow team members to add notes to tasks for better collaboration and communication.
- Project-Based Organization: Group related tasks under a single project or appointment.
- Reporting & Analytics: Gain insights into team productivity and task completion rates.
Workflow Efficiency: Manual vs. Automated
| Feature | Without Bookly Tasks (Manual) | With Bookly Tasks (Automated) |
|---|---|---|
| Task Creation | Manually create tasks in a separate app (e.g., Trello, notepad) | Create tasks directly from the appointment in one click |
| Staff Assignment | Notify staff via email or messaging app | Assign to staff member instantly with automatic notification |
| Progress Tracking | Manually request status updates from team members | View real-time status of all tasks in a central dashboard |
| Appointment Context | Staff must search for client/appointment details separately | All appointment details are directly linked to the task |
| Time Spent (Per Appointment) | 10-15 minutes of administrative work | 1-2 minutes to create and assign all related tasks |
How to install the plugin?
- Download the plugin archive using the button above.
- Navigate to Plugins > Add New in your WordPress dashboard.
- Click "Upload Plugin" at the top and select the downloaded ZIP file.
- Install, activate the plugin, and follow the quick setup wizard instructions.
FAQ
Do I need Bookly Pro to use this add-on?
Yes, the Bookly Tasks (Add-on) is an extension and requires the core Bookly Pro plugin to be installed and activated on your WordPress site. It is designed to work seamlessly with the Bookly Pro infrastructure to link tasks directly to appointments and staff members.
Can I create tasks that are not linked to a specific appointment?
Absolutely. While the primary function is to link tasks to bookings, you can also create general, standalone tasks for your team. This is useful for internal projects, administrative duties, or any other to-do items that are not tied to a specific client appointment.
Can my customers see the tasks associated with their booking?
No, the task management system is designed for internal use by you and your staff. It is a back-end tool to help you organize your workflow and ensure service delivery. Customers will only see their appointment details through the standard Bookly front-end interface.
How are staff members notified about new tasks?
The add-on includes a built-in notification system. When a task is assigned to a staff member, they will receive a notification within their WordPress dashboard and can also be configured to receive an email notification, ensuring they are always aware of their new responsibilities.
