The Bookly Staff Cabinet (Add-on) is designed to streamline your business operations by empowering your team members to manage their own schedules, appointments, and profile settings directly from the front end of your website. By providing a dedicated, secure portal for your employees, you eliminate the need for them to access the WordPress admin panel, significantly enhancing both security and administrative efficiency for your business.
Key Features
- Dedicated Front-End Dashboard: Each staff member receives a personalized interface to manage their bookings, calendar, and profile without requiring WordPress administrative privileges.
- Comprehensive Calendar Management: Staff can effortlessly view their appointments in various modes—including month, week, day, or list view—and perform essential tasks like creating, rescheduling, or canceling bookings.
- Self-Managed Availability: Give your team the autonomy to set their own working hours, designate days off, and configure special days or hours, ensuring your booking system always reflects their real-time availability.
- Profile and Service Control: Employees can view and update their personal details, manage assigned services, and adjust pricing or capacity settings, depending on the permissions you grant them.
- Granular Permission Settings: As an administrator, you maintain full control. You can configure visibility limitations, such as enabling a read-only mode for the calendar or restricting the ability to update prices or services.
- Data Portability: Staff members can easily export their individual calendar information into a CSV file, making it simple to analyze their schedule or keep external records.
- Responsive Design: The interface is built to function smoothly across various devices, allowing your team to manage their commitments whether they are at a desk or on the go.
Use Cases / Who It’s For
This add-on is an essential tool for any business utilizing Bookly PRO that relies on multiple staff members or service providers. It is ideal for salons, clinics, fitness studios, consulting firms, and educational centers where employees need to actively participate in managing their own time. By offloading scheduling tasks to the staff, business owners and managers can focus on strategic growth rather than administrative maintenance, while simultaneously protecting the integrity of the WordPress admin dashboard.
Setup / How It Works
- Installation: Ensure that the Bookly PRO plugin is installed and activated on your WordPress site, then install and activate the Bookly Staff Cabinet (Add-on).
- User Association: Navigate to your WordPress Users section to create accounts for your staff members. In the Bookly Staff Members menu, assign each staff member to their corresponding WordPress user account.
- Page Creation: Create a new page on your website where you want the Staff Cabinet to appear.
- Configuration: Use the provided shortcode or the dedicated Bookly Staff Cabinet block within the Gutenberg editor to insert the interface. During this step, you can select specific properties and set the visibility permissions to define exactly what each staff member can see and edit.
- Deployment: Once published, your staff members can log in to your website and immediately access their personalized cabinet to begin managing their workflow.