⬇️ Download Bookly Addon – Tasks (Latest Version)

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Bookly Addon – Tasks: Automate, Assign & Track Workflows for Your Booking Business

Bookly Addon – Tasks extends the Bookly appointment system with a professional task management layer. Turn appointments into actionable tasks, assign work to staff, track progress, and automate follow-ups — all inside your WordPress dashboard. This addon helps service businesses stay organized, reduce administrative overhead, and deliver consistent, on-time service.

Overview — What the Tasks Addon Does

With the Tasks addon you can convert every booking or appointment into one or more tasks, create ad-hoc tasks, and manage them with features such as due dates, priorities, assignees, task statuses, reminders, and internal notes. The addon is ideal for teams that need to coordinate preparation steps, pre-appointment checks, post-service follow-ups, or multi-step workflows connected to Bookly bookings.

Core Features

• Auto-create tasks from appointments — Automatically generate tasks when a booking is confirmed, paid, or completed.
• Manual & ad-hoc tasks — Create tasks from the Bookly backend or directly from the appointment detail screen.
• Assign tasks to staff — Assign one or multiple staff members, set observers, and manage workload distribution.
• Task statuses & priorities — Use customizable statuses (To Do, In Progress, Done, Blocked) and priority levels (Low, Medium, High).
• Due dates & reminders — Set deadlines and automatic notifications (email/SMS) to responsible staff before or after due time.
• Recurring tasks — Schedule repeating tasks for maintenance, follow-ups, or subscription-based services.
• Task templates — Save task templates for repeated processes (prep checklist, post-service follow-up, cleaning checklist).
• Comments & internal notes — Staff can add private notes, attach files, and track progress in the task thread.
• Kanban & list views — Visualize tasks in Kanban columns or compact lists for fast management (status drag-and-drop).
• Filters & search — Filter by staff, status, priority, date, service, or custom tags to find tasks fast.
• Reports & exports — Generate task reports, export CSV for timesheets or billing reconciliation.
• Role & permission controls — Limit who can create, edit, or delete tasks using WordPress roles or Bookly staff permissions.
• Webhook & integrations — Trigger webhooks on task events for external automation (Zapier, Integromat/Make, custom APIs).
• GDPR-friendly data handling — Tasks and attachments stored on your WordPress site; optional retention/cleanup rules.
• Performance-minded — Efficient queries and caching-friendly rendering to avoid slowing down the appointments dashboard.

Why Bookly Tasks Improves Your Business

Turning bookings into tasks creates structure. For example, salons can require pre-appointment prep tasks, clinics can require pre-screening or test confirmation tasks, and event managers can create checklists for equipment setup. Task automation reduces human error, improves staff accountability, and increases on-time performance — which all lead to better reviews and repeat bookings.

Practical Use Cases

• Healthcare clinics: Pre-appointment paperwork verification, lab test follow-ups, post-appointment instructions.
• Salons & spas: Prepping a room, ordering supplies, post-service feedback follow-up.
• Fitness studios: Class setup, attendance confirmation, equipment maintenance.
• Home services & repair: Parts ordering, pre-visit checks, post-service warranty tasks.
• Education & training: Prepare materials, send certificates, schedule follow-up sessions.
• Agencies & consultants: Client onboarding checklists, deliverable tracking, billing reminders.

How It Works — Workflow Example

1. Customer books an appointment via Bookly.
2. The addon auto-creates a task: “Prepare materials for [Service] — Appointment #123”.
3. Task assigned to staff member with due date 24 hours before appointment.
4. Staff receives email/SMS reminder; adds internal notes and marks progress.
5. After task completion, the staff marks the task done; if not done, manager receives escalation notification.

Setup & Best Practices

1. Install Bookly Pro and the Tasks addon, then assign necessary capabilities to staff roles.
2. Create task templates for common processes (prep, cleanup, follow-up).
3. Enable auto-task creation rules in the addon settings (e.g., on booking status change).
4. Configure reminder intervals and notification templates to fit your workflow.
5. Train staff to use Kanban for daily duties and list view for backlog management.
6. Use reporting weekly to identify bottlenecks and understaffed time slots.

Integration Notes

• Email & SMS: Uses Bookly notification engine — supports Twilio, SMS gateways, and WordPress mail for templates.
• Payment-aware tasks: Trigger tasks only for paid bookings (useful for paid preps or delivery tasks).
• Attachments: Attach files (designs, forms, images) to tasks from the appointment screen.
• Third-party automation: Use webhooks to push task events to external systems for advanced automations.

Security & Compliance

Tasks data and attachments remain stored on your WordPress installation. The addon supports:

• Retention policies for old tasks
• Data export & deletion for GDPR requests
• Role-based access to sensitive task notes and attachments

Shortcodes & Developer Hooks

Quick examples to display tasks or task summaries on the frontend (developer-friendly hooks also included):

• [bookly_tasks_list staff_id="12" status="todo"] — render task list for staff member.
• [bookly_task_summary date_from="2025-01-01" date_to="2025-01-31"] — monthly task summary.
• Actions/filters: do_action('bookly_task_created', $task_id, $data), apply_filters('bookly_tasks_query_args', $args).

Frequently Asked Questions (FAQ)

Download Bookly Addon – Tasks

Use the official, licensed download link below to get the latest stable version. This addon requires Bookly Pro and appropriate Bookly staff accounts to function correctly.

⬇️ Download Bookly Addon – Tasks

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SEO & Performance Tips

• Enable caching and use a lightweight admin theme to keep the Bookly dashboard responsive.
• Use task templates to avoid manual creation overhead.
• Keep attachments small and use cloud links for large files to avoid bloating WordPress storage.
• Regularly archive completed tasks to maintain performance on large installations.

Conclusion

Bookly Addon – Tasks brings professional task and workflow management directly into Bookly. By automating task creation, assigning work, and tracking completion, it helps businesses scale operations, reduce mistakes, and deliver a better client experience. Perfect for teams, multi-location businesses, and any service provider that relies on careful preparation and follow-up.