Bookly Addon – Custom Fields WordPress Plugin

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Bookly Addon – Custom Fields: Tailor Booking Forms with Unlimited Custom Fields

Bookly Addon – Custom Fields is an essential premium extension for Bookly that gives you full control over the booking form. Add, customize and manage unlimited fields to collect the exact data you need from customers during the booking process. From simple text inputs to conditional fields, file uploads, and advanced validation rules — this addon empowers businesses to create tailored booking experiences that improve conversions, reduce pre-appointment friction, and provide staff with the information they need.

Why Custom Fields Matter

Default booking forms often lack the flexibility required by niche services. Collecting the right information up front reduces back-and-forth, streamlines staff preparation, and improves service delivery. With Custom Fields, you can create professional, service-specific forms that gather medical info, client preferences, document uploads, legal consents, or any other business-critical data.

Comprehensive Feature List

  • Unlimited custom fields — create as many fields as you need per form or service.
  • Field types: text, textarea, number, email, phone, date/time, dropdown, radio, checkbox, file upload, URL, hidden fields.
  • Conditional logic — show or hide fields based on previous answers, selected services, staff, or date.
  • Service-specific fields — assign different custom fields to different services or categories.
  • Validation rules — required fields, regex patterns, numeric ranges, and custom error messages to ensure correct input.
  • Multi-step & grouped fields — organize long forms into sections or steps for better UX.
  • File uploads — accept documents, images, PDFs with size/type restrictions and secure storage.
  • Prefill & default values — pre-populate fields for returning customers or based on URL parameters.
  • Frontend layout control — custom labels, placeholders, helper text and CSS classes for styling.
  • Admin display — custom fields appear in appointment details, customer profiles and notification emails.
  • Export & reporting — include custom field data in CSV exports for CRM or accounting systems.
  • GDPR tools — consent checkboxes, retention policies, and data export/delete support.
  • Shortcodes & template tags — easily render custom fields or display collected data on pages/emails.
  • Developer hooks — actions & filters for custom integrations and validation.

Business Benefits

Implementing tailored custom fields reduces manual admin, increases conversion by removing friction, and provides staff with the exact context they need for each appointment. Whether collecting medical history, tailoring beauty treatments, requesting ID documents, or capturing corporate PO numbers — custom fields let you adapt the booking flow to your business model.

Ideal Use Cases

  • 🏥 Healthcare & Clinics: medical history, insurance numbers, consent checkboxes.
  • 💇‍♀️ Salons & Spas: style preferences, allergies, pre-treatment photos.
  • 🏫 Education & Training: student IDs, course codes, material preferences.
  • 🏢 Corporate Services: company name, PO number, department.
  • 🛠 Repair Services: serial numbers, device photos, problem descriptions.
  • 📚 Consulting & Legal: client intake forms, NDA confirmations, file uploads.

How It Works — Setup & Workflow

  1. Install Bookly Pro and activate the Custom Fields addon from your WordPress dashboard.
  2. Open the Custom Fields panel under Bookly and create a new field — choose type, label, placeholder and validation rules.
  3. Assign the field to specific services, staff, or make it globally available across all booking forms.
  4. Configure conditional logic to display the field only when certain criteria are met (e.g., service = “Tattoo” → show “Design Upload”).
  5. Test the flow on mobile and desktop; the booking form will show the custom field inline and save submissions to the customer profile.
  6. Access collected data in appointment details, export as CSV, or include it in automated notification emails.

Advanced Tips & Best Practices

  • Keep forms concise: use grouped fields and multi-step flows to avoid overwhelming users.
  • Use conditional logic: show fields only when needed to reduce friction and improve completion rates.
  • Validate strictly: avoid bad data by enforcing formats (e.g., numeric, email) and helpful error messages.
  • Secure file uploads: limit file types and sizes; store uploads in protected directories and consider cloud storage for large files.
  • Prefill returning users: use saved customer data to pre-populate fields and speed up bookings.
  • Ask for consent: include GDPR checkboxes and clearly explain why you collect data.
  • Monitor & optimize: A/B test form layouts and field necessity — remove unused fields to boost conversions.

Shortcodes & Developer Integration

Developers can extend and display custom field data easily. Example shortcodes and hooks:

  • [bookly_custom_field field="custom_field_key"] — render a custom field in content or emails.
  • [bookly_custom_fields_form service_id="45"] — show all custom fields for a specific service.
  • Action hook: do_action('bookly_custom_field_saved', $appointment_id, $field_key, $value)
  • Filter hook: apply_filters('bookly_custom_field_display', $html, $field, $appointment_id)

GDPR, Privacy & Security

Custom Fields addon includes privacy-friendly features: consent fields, data export for user requests, deletion on demand, and retention policies to purge old custom data. Files are stored securely and access to sensitive fields can be restricted by staff permissions.

Performance & Compatibility

The addon is built to be lightweight and works well with caching plugins, page builders (Elementor, Gutenberg), and multisite setups. Custom field rendering is optimized to avoid excessive DB queries, and large datasets can be exported to external CRM systems for reporting.

Download Bookly Addon – Custom Fields

Get the latest official version using the link below. This package is intended for licensed users and integrates fully with Bookly Pro.

⬇️ Download Bookly Addon – Custom Fields

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Frequently Asked Questions

Can I require custom fields only for new customers?

Yes — you can set visibility rules so fields appear only for guests or when the customer profile is empty.

Do custom field values appear in notification emails?

Yes — include custom field shortcodes in email templates to display collected values in confirmations and reminders.

Can I migrate custom field data between sites?

Yes — export custom field definitions and values via CSV or use the built-in migration tools if available.

Conclusion

Bookly Addon – Custom Fields is a must-have for businesses that need custom data collection inside their booking flow. It improves operational efficiency, enhances customer experience, and gives you the flexibility to tailor the booking form to your exact needs. With robust validation, GDPR tools, and developer hooks, it fits both non-technical users and advanced development teams.

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