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Bookly Addon – Chain Appointments: Seamless Multi-Step Booking Workflows

Bookly Addon – Chain Appointments enables service providers to create complex, multi-step appointment sequences that are booked and managed as a chained flow. Ideal for services that require multiple sessions, sequential procedures, or linked appointments (e.g., consultation → test → follow-up), Chain Appointments automates scheduling, enforces dependencies, and ensures each linked appointment is created, tracked and synchronized within Bookly.

Why Chain Appointments Addon is Essential

Some services naturally require a sequence of appointments where one session depends on the completion or timing of another. Manually creating and tracking these related bookings is time-consuming and error-prone. The Chain Appointments addon automates multi-step workflows, handles dependencies, reserves slots in advance, and simplifies both customer experience and admin operations.

Key Features & Capabilities

• Create chained workflows: Define appointment chains where completing step A automatically schedules step B, C, etc.
• Customizable intervals: Configure time gaps between chained appointments (e.g., follow-up 7 days after initial session).
• Conditional chains: Trigger different chain branches based on service outcome, staff selection, or custom field values.
• Atomic booking: Book all linked appointments in a single transaction so payment and confirmation are unified.
• Partial & full payment handling: Support deposit options for chained flows or charge full amount up front depending on business rules.
• Per-step staff & location mapping: Assign different staff members or locations to each step of the chain.
• Auto-notifications: Send targeted emails/SMS for each step — confirmations, reminders, pre-visit instructions or follow-ups.
• Conflict detection: Validate availability for all chain steps before confirming and offer alternative chains if conflicts exist.
• Rescheduling & cascading changes: Reschedule one step and optionally cascade changes to dependent steps with admin approval.
• Visual chain builder: GUI to design sequences, set conditional rules, and preview final appointment calendar entries.
• Single-order backend: Manage the entire chain from one order/booking panel — view all linked appointments, payments and notes.
• Shortcodes & embeds: Display chain selection on service pages or embed a pre-defined chain purchase button.
• Reports & tracking: Track chain completion rates, no-shows per step, and revenue attribution across chained services.
• GDPR & privacy: Chain data stored securely in WordPress with export/delete options for compliance.

Practical Use Cases

• Medical workflows: Initial consult → lab test → review appointment.
• Beauty procedures: Patch test → first treatment → follow-up session.
• Education: Placement test → course module 1 → progress review.
• Fitness & therapy: Assessment → program sessions → final evaluation.
• Home services: Inspection → repair appointment → post-service check.
• Events: Ticket purchase → orientation call → in-person attendance.

How Chain Appointments Works — Example Flow

1. Admin builds a chain: Step 1 (Consultation) → Step 2 (X-Ray 3 days later) → Step 3 (Follow-up 7 days later).
2. Customer selects the chain from the service page and picks a preferred date for Step 1.
3. The addon checks availability for all steps (staff, location, resource) and proposes or auto-reserves suitable slots.
4. Customer completes booking and pays (deposit or full payment depending on settings).
5. All appointments are created and linked; notifications are sent for each step with relevant instructions.
6. If a staff or slot conflict appears later, admin can reschedule steps or notify customers with alternative options.

Setup & Best Practices

1. Install Bookly Pro and activate the Chain Appointments addon.
2. Navigate to Bookly → Chains (or similar) and create a new chain using the visual builder.
3. Specify per-step: service, duration, staff, location, delay interval and notification templates.
4. Enable pre-check: test chain availability for a date range to surface front-end options to customers.
5. Decide payment flow: deposit per chain, deposit per step, or full upfront payment. Configure refund/reschedule rules.
6. Use conditional branching for complex workflows (e.g., if test positive → schedule specialist).
7. Train staff on chain management: how to view, reschedule, and mark steps as completed.

Advanced Features & Tips

• Chain templates: Save commonly used chains (e.g., “New client onboarding”) to speed setup.
• Automated reminders: Configure step-specific reminders (24h before step 1, 2h before step 2, etc.).
• Conditional rescheduling: Allow the system to automatically find the next available slot for dependent steps within a configurable window.
• Partial completion logic: Define what happens if a customer misses an intermediate step (skip next, reschedule chain, refund rule).
• Integrate with Chain-based Coupons: Create promotions that apply to the whole chain or specific steps.
• Use resources & equipment mapping: Reserve rooms, machines or equipment per step to prevent double-booking of physical assets.

Shortcodes & Developer Hooks

Useful shortcodes and hooks to extend Chain Appointments:

• [bookly_chain selector="onboarding"] — embed a chain selector for a predefined template.
• [bookly_chain_summary order_id="456"] — show chain details on confirmation or invoice pages.
• Action: do_action('bookly_chain_created', $chain_id, $order_id)
• Filter: apply_filters('bookly_chain_availability_args', $args) — modify availability check logic.
• Developer note: hooks fire per-step and for the overall chain lifecycle enabling deep customizations and integrations.

Conflict Handling & Rescheduling Policies

The addon provides robust conflict handling:

• Pre-check: availability for all steps is validated before confirming the chain.
• Soft-block: temporary reservation of slots while the customer completes checkout to avoid race conditions.
• Admin notifications: alert admins/staff when a chained step needs manual intervention.
• Cascade reschedule: reschedule one step and optionally propose new times for dependent steps to the customer.

Reporting & Analytics

Track how many chains are sold, completion rate per chain, average time between steps, revenue per chain and step-specific no-show rates. These insights help you optimize intervals, resource allocation and pricing for multi-step services.

Compatibility & Integrations

• Works with Bookly Pro core and most Bookly addons: Deposits, Packages, Notifications, Cart, Google Calendar integration and Staff/Locations.
• Integrates with payment gateways supported by Bookly (Stripe, PayPal, etc.) for single or step-based charges.
• Compatible with multilingual plugins and multisite setups (test and configure translations for chain labels and notifications).
• Developer-friendly: webhooks and API hooks allow pushing chain events to CRM, ERP, or external scheduling systems.

Security & Privacy

Chain appointment data is stored securely in your WordPress database. The addon supports GDPR workflows — data export, removal, and consent fields for each chained booking. Sensitive step details can be masked in shared calendars or public views.

Frequently Asked Questions (FAQ)

Download Bookly Addon – Chain Appointments

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

⬇️ Download Bookly Addon – Chain Appointments

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Conclusion

Bookly Addon – Chain Appointments streamlines complex, multi-step service workflows into a single, manageable booking experience. It reduces admin overhead, prevents scheduling mistakes, improves customer communication for every step, and provides analytics to optimize chained services. Ideal for medical, beauty, education, events, and any multi-stage service where reliability and coordination matter.