⬇️ Download Bookly Addon – Collaborative Services

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Bookly Addon – Collaborative Services: Coordinate Multi-Staff Services & Team-Based Appointments

Bookly Addon – Collaborative Services is a premium extension designed for businesses that require multi-staff collaboration on a single booking. Perfect for salons (stylist + colorist), medical centers (doctor + nurse), event teams (photographer + assistant), and professional services (consultant + analyst), this addon enables coordinated appointments where multiple staff members share responsibility, commission, and notifications for one service booking.

What Is Collaborative Services?

Collaborative Services allow you to define services that require two or more staff members to participate in the same appointment. The addon handles staff assignment, combined scheduling, split payments/commissions, coordinated notifications, and combined calendar entries — ensuring the booking is smooth for both customers and staff.

Key Features

• Multi-staff assignments — assign two or more staff members to a single service.
• Role-based responsibilities — define roles per staff member (lead, assistant, observer) with different duties and visibility.
• Synchronized scheduling — the addon checks availability for all assigned staff and reserves time slots atomically.
• Split payments & commissions — optionally split revenue, calculate commissions, or record payables per staff.
• Combined notifications — send targeted notifications to each staff member with role-specific instructions and checklists.
• Resource & room allocation — reserve shared resources (rooms, equipment) alongside collaborative staff scheduling.
• Visual staff planner — backend view that shows multi-staff allocations and conflicts in a single timeline.
• Role-specific pre/post tasks — auto-generate tasks for staff (prep, cleanup, follow-up) tied to the collaborative appointment.
• Custom fields per staff — collect different information per participant (e.g., photographer notes vs makeup preferences).
• Shortcodes & widgets — embed collaborative booking selector and staff previews on service pages (Elementor/Gutenberg compatible).
• Compatibility — works with Bookly Pro, Group Booking, Cart, Deposits, and Google Calendar integrations.
• Privacy & masking — control visibility of client details per staff and mask sensitive info on shared calendars.
• Analytics & reporting — report revenue/splits per staff, utilization per role, and collaborative service conversion stats.

Why Collaborative Services Improves Your Operations

Many real-world services require more than one person to deliver a great result. Without coordinated scheduling, you risk double-bookings, miscommunication, and unpaid staff time. Collaborative Services centralizes multi-staff work into one booking flow: customers choose a single service, the system checks everyone’s availability, and the booking confirms for all participants simultaneously. The result: fewer admin headaches, better staff coordination, and a frictionless customer experience.

Ideal Use Cases

• 💇‍♀️ Salon services where a stylist and colorist work together
• 📸 Photoshoots with a photographer + assistant + makeup artist
• 🏥 Medical procedures requiring clinician + nurse
• 🎤 Events and workshops with a host + support team
• 🏗 Home services needing technician + helper + inspector
• 💼 Consulting sessions involving lead consultant + analyst

How Collaborative Booking Works — Workflow

1. Admin creates a collaborative service and assigns required roles (e.g., Lead, Assistant, Observer).
2. Customer selects the collaborative service on the booking page and chooses a preferred date/time.
3. The addon checks availability for all required role-eligible staff and proposes slots where everyone is available.
4. Customer completes booking and pays (deposit or full amount). The system reserves time for all staff and resources.
5. Notifications are sent to each assigned staff member with role-specific details and any pre-appointment tasks.
6. After completion, commissions/revenue splits are recorded and reports update staff utilization metrics.

Advanced Options

• Flexible role requirements: require all roles or allow substitute roles (e.g., assistant optional if none available).
• Priority staff mapping: prefer certain staff members when multiple eligible staff exist (round-robin or priority order).
• Partial confirmations: hold a tentative booking if one staff member needs manual confirmation (useful for freelance staff).
• Auto-resolve conflicts: suggest nearest matching slot where all required staff are available or enable auto-assign substitutes.
• Combined calendar entries: create linked events for each staff calendar with a shared group identifier for easy management.
• Per-role checklists: add prep/clean/checklist items that appear on each staff member’s task list linked to the appointment.

Configuration & Best Practices

1. Define staff roles clearly in Bookly staff settings (Lead, Assistant, Support).
2. Create collaborative services and set which roles are mandatory vs optional.
3. Set up resource locking (rooms, machines) to avoid double-booking shared equipment.
4. Enable commission rules if you pay staff per collaborative service; test with sandbox payments first.
5. Use combined notifications to ensure every participant receives the correct instructions and attachments.
6. Train staff to check linked events and task lists; use the visual planner to resolve conflicts early.

Shortcodes, Hooks & Developer Tools

Examples to extend or embed collaborative booking flows:

• [bookly_collaborative_service id="123"] — embed selector for a collaborative service.
• [bookly_collab_summary order_id="789"] — show a combined appointment summary on confirmation pages.
• Action hook: do_action('bookly_collab_assigned', $order_id, $staff_assignments)
• Filter hook: apply_filters('bookly_collab_availability_args', $args, $service_id)

Reporting & Accounting

The addon records revenue splits, staff payables, and utilization per role. Export reports for payroll, reconcile commissions, and analyze which collaborative offerings sell best. Use reports to optimize pricing (e.g., add a collaboration fee) or adjust staff mixes for better margins.

Compatibility & Integrations

• Full compatibility with Bookly Pro core and most Bookly addons (Cart, Packages, Deposits, Google Calendar).
• Works with payment gateways supported by Bookly for deposits and combined payments.
• Integrates with Tasks addon to auto-create per-role checklists and follow-ups.
• Compatible with multilingual plugins and multisite setups (translate role labels and notifications).
• Developer-friendly webhooks & API hooks for CRM or payroll system integrations.

Security & Privacy

Collaborative appointment data lives inside your WordPress installation and follows Bookly’s privacy controls. You can mask customer details on shared calendars, limit staff access to sensitive fields, and maintain GDPR export/delete capabilities.

Frequently Asked Questions (FAQ)

Download Bookly Addon – Collaborative Services

Use the official link below to download the latest stable version. This addon requires Bookly Pro and is intended for licensed users.

⬇️ Download Bookly Addon – Collaborative Services

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Conclusion

Bookly Addon – Collaborative Services empowers multi-staff businesses to offer higher-value, team-delivered services while keeping scheduling, payroll, and communications centralized. It reduces scheduling conflicts, automates staff notifications and tasks, and provides analytics for smarter staffing and pricing decisions. Ideal for salons, studios, medical centers, event teams and any service operations that rely on coordinated teamwork.