Bookly Tasks (Add-on) | V-2.6

Bookly Tasks Add-on — streamline unscheduled appointments and to-dos in Bookly

The Bookly Tasks Add-on helps service businesses handle requests that don’t need an exact date and time at checkout. Instead of forcing customers to pick a slot, you can capture the request first, manage it as a task in the Bookly backend, and then schedule it later or mark it done. This add-on plugs into Bookly Pro to add lightweight task management, to-do tracking, and skip-time booking flows inside your existing WordPress appointment system.

Why choose Bookly Tasks Add-on?

• Keep “to-do” style requests and unscheduled appointments in one place
• Let clients skip date & time selection on the front end
• Assign, track, and complete tasks directly from the Bookly Calendar or Appointments list
• Convert a task into a scheduled appointment when ready
• Send Email/SMS notifications when a task is completed
• Reduce back-and-forth and keep staff workflows tidy

Key Features of Bookly Tasks Add-on

• Unlimited tasks & unscheduled bookings
  Create and manage an unlimited list of tasks directly from the Bookly Calendar or the Appointments screen.
• Skip time selection at checkout
  Offer services that don’t require immediate scheduling—perfect for call-backs, quotes, follow-ups, or off-site jobs.
• Centralized task view
  See all unscheduled bookings and to-dos in one admin panel for fast triage and assignment.
• Flexible completion & scheduling
  Check off completed tasks or set a date/time later to turn a task into a standard Bookly appointment.
• Automated updates to clients
  Notify clients via email or SMS when a task has been completed, keeping communication tidy and timely.

How It Works (Admin & Staff)

1. Capture the request: Customers book a service without choosing a time. The request lands in your Tasks/Unscheduled list.
2. Manage the to-do: Staff review, assign internally if needed, add notes, or block time later.
3. Complete or schedule: Mark the task done (and optionally notify the client), or convert it into a dated appointment with a few clicks.

Practical Use Cases

• Service inquiries & quotes: Collect details first, schedule a call or visit later.
• Field work & follow-ups: Create tasks for site checks, equipment prep, or customer callbacks.
• Internal to-dos tied to clients: Prep materials, confirm details, or arrange resources before locking a time.
• High-demand scenarios: When immediate time selection isn’t practical, keep the pipeline moving with task placeholders.

Benefits for Your Workflow

• Frictionless intake for requests that don’t fit strict time slots
• Cleaner pipelines by separating “needs action” tasks from scheduled appointments
• Better team coordination with a shared list inside Bookly
• Happier clients thanks to clear updates and completion notifications

Requirements & Compatibility

• Requires Bookly Pro (premium add-on) and the core Bookly plugin for WordPress.
• Designed to work within the Bookly ecosystem (Calendar, Appointments, Notifications).

Who Is It For?

Agencies, salons, repair shops, clinics, tutors, and any service provider handling unscheduled requests, estimates, or follow-ups. If your team often says “we’ll schedule this later,” Bookly Tasks Add-on gives you a proper home for those items.

Conclusion

By letting customers skip time selection and by centralizing unscheduled bookings in a single admin view, Bookly Tasks Add-on keeps your pipeline organized and your team in sync. Add it to Bookly Pro to transform vague requests into trackable, actionable to-dos—then schedule or complete them with ease. Get started with Bookly Tasks (Add-on) to streamline intake and keep clients informed.