Bookly Tasks (Add-on)

Streamline your internal operations and ensure nothing falls through the cracks with Bookly Tasks. This essential add-on for the Bookly booking system transforms your appointment management by allowing you to create, assign, and track internal tasks directly within your WordPress dashboard. Whether you are managing a team of service providers, technicians, or administrative staff, Bookly Tasks bridges the gap between client bookings and the necessary behind-the-scenes work required to deliver exceptional service.

Key Features

• Internal Task Management: Create tasks that are not necessarily tied to a specific client booking, allowing you to manage general business operations, maintenance, or administrative duties alongside your appointment schedule.
• Assign Tasks to Staff: Easily delegate responsibilities by assigning tasks to specific team members already registered in your Bookly system, ensuring accountability and clear ownership of every project.
• Task Status Tracking: Monitor progress with customizable status updates. See at a glance which tasks are pending, in progress, or completed, helping you maintain full visibility over your team’s workload.
• Integration with Bookly Calendar: View your internal tasks directly within the Bookly calendar interface. This unified view helps you identify gaps in your staff’s schedule, allowing you to assign tasks during downtime rather than during busy appointment windows.
• Detailed Task Descriptions: Provide comprehensive instructions, deadlines, and notes within each task, ensuring your team has all the information they need to complete their work accurately and efficiently.
• Improved Team Coordination: Eliminate the need for external project management tools by keeping your service-related operations centralized within the platform you already use to manage your bookings.

Use Cases / Who It’s For

Bookly Tasks is designed for businesses that rely on Bookly to manage appointments but need a way to organize the work that happens before, during, or after those appointments. It is an ideal solution for service-based businesses where staff members have responsibilities beyond just seeing clients.

For example, a salon owner can use this add-on to assign inventory restocking or cleaning tasks to staff members between appointments. A property management company can use it to assign facility maintenance or inspection tasks to technicians. Even medical or consulting offices can benefit by assigning administrative preparation tasks—such as reviewing patient files or preparing presentation materials—to the appropriate team members.

If you find that your staff is juggling client appointments while trying to keep track of a separate to-do list via email, sticky notes, or external apps, Bookly Tasks provides the professional, centralized solution needed to keep your operations running smoothly.

Setup / How It Works

Getting started with Bookly Tasks is designed to be straightforward for anyone already familiar with the Bookly ecosystem.

1. Installation: After purchasing, install and activate the Bookly Tasks add-on as you would any other WordPress plugin. Ensure you have the base Bookly plugin installed and active.
2. Configuration: Navigate to the Bookly settings menu where the new Tasks section will appear. Here, you can define your task statuses and configure basic display preferences to match your workflow.
3. Creating Tasks: Access the Tasks interface from your WordPress dashboard. Create a new task by entering a title, description, and due date.
4. Assignment: Select the staff member responsible for the task from your existing Bookly staff list.
5. Monitoring: Once assigned, the task will appear in the system. Your staff can view their assigned tasks, and administrators can track the status of all tasks via the central dashboard or the integrated calendar view.