Bookly – WordPress online Booking and Scheduling Plugin
By Adarsh Sojitra on June 19th, 2021
Bookly is the most trusted service booking and appointment scheduling plugin for wordpress. More than 50,000 users run their business smoothly with bookly. The plugin has both free and paid versions, If you use the paid version you will have an access to online payment and unlimited staff members. The Premium version makes sense and it’s worth it if you want to earn money from your site. You have to pay an $89 one-time charge for the lifetime account.
Bookly offers dozens of add-ons that enable more features and enhance the plugin functionality. You can easily manage the appointment calendar and customer list from the admin panel. If any customer has cancelled an appointment and its time slot is empty, then the plugin provides you to add the customer automatically in an empty slot of the appointment calendar.
You can also set a text message notification system for your clients to notify them about approved, pending, and cancelled appointments.
Using Bookly Pro anyone can complete the scheduling process in just 5 to 6 steps. Here are 5 steps process to complete appointment scheduling:
1. Choose the desired service: Here you can see the way of how clients can interact with the bookly form. The easy user interface attracts clients and so they can easily choose a service and set their appointment date and time in a matter of a minute.
2. Pick a time slot: The most important part of booking an appointment is booking a time slot. You can see in the above image, the base on data and time, customers can choose the time that is convenient to them.
3. User info: User information is as simple as it could be. The default form field is name, phone number, and email. You can change your phone number field as skype id or add more field by customization.
4. Payment: Here clients can pay offline or one of many online payment options you set. There are more than 10 payment options available. You can also skip this step if you don’t want to charge from clients.
5. Booking confirmation: You can send confirmation via text message or email. It’s a professional way to tell your client about appointment confirmation. You can customize the booking form including editable heading, texts, and button as per your requirement, also you can add multiple booking forms on your website as you want. Overall, the plugin allows you to choose the way your customer will see your booking form on the front-end.
And here is the list of all the features you will find in this plugin.
- Intuitive WordPress admin panel
- Sleek, simple design
- Customize bookly pro to suit any needs
- Add an unlimited number of the booking form to your site
- Send SMS and email notifications to team members
- Add unlimited services and staff members
- Multiple language support
- Integrate woocommerce with bookly pro
- Manage your customer base effortlessly
- Set different price for different staff members
- Add custom schedule for individual staff members
- Receive secure and flexible payment
The plugin demo gives you a quick idea about plugin strength and functionality. So, let’s look at the plugin basic set-up by installing bookly on wordpress.
Install and activate the plugin
First, install and activate the bookly plugin from the plugin directory.
After activation, hover over bookly on the wordpress dashboard. You can see different tabs to set up.
Basic set-up includes the following:
Services mean different types of appointments that we set up on this tab and customers will able to book.
Customers will be able to choose a particular service in a dynamic way from the front-end. The plugin provides you to set table settings like color, visibility, price, duration, padding time, time slot length, and many more.
Staff members are the team members, they provide services to customers.
You can manually set your staff members list using drag and drop. You can allow your staff member to access the bookly calendar from their account. And also the categories for your staff members for better management. There are various properties of staff members like name, email, visibility time-zone, services, and more. These properties can be visible to clients at the time of booking.
These are a few general settings that you have to set up before publishing the booking form.
Here you can set your company name, logo, address, and company website.
Time slot length
The total number of appointments will depend on your time slot length. If you set the time slot length as 30 min, then your appointment will be scheduled every half an hour. I.e. 10:00, 10:30, 11:00, and so on.
Business hours work as a template for all new staff members. To display a list of available time slots, the system only considers the schedule of employee members, not the company’s business hours.
It is necessary to set currency based on the country you live in. there are more than 30 currencies are available to set.
Once you enable debug log, Your all appointment will be recorded in a log table. It is mandatory to enable debug log as it will be helpful for the plugin support team in case any issue happens in the future.
After providing the purchase code, you will have access to free updates of the plugin. This will help you to upgrade all the time. All you need to do is paste your code in plugin settings, from where you purchase bookly pro.
You can quickly start with the free version of bookly and scale your business with the PRO, and various advanced services.
So, this is how Bookly works. It is a great system to sell time slots for bookings and scheduling. You can utilize this plugin for various tasks. We hope this tutorial was helpful for you. If you have any questions, please let us know in the following comment section. We are happy to help!