Bookly Files (Add-on)

When an appointment requires advance information, collecting it during booking can give service providers the materials they need before the meeting. Bookly Files (Add-on) adds an upload option to the booking process, allowing clients to attach files as they make an appointment. It can suit legal firms, design agencies, consulting services, and other businesses that work with client documents or reference materials.

The add-on works within the Bookly booking workflow. Upload fields can be tailored to a service or appointment type, and clients can attach multiple files in one session. New uploads generate notifications, and attachments are available from the Bookly dashboard. Clients can submit files from a desktop, tablet, or smartphone.

Features

• Uploads during booking: Clients can attach documents or images while booking an appointment, so service providers can collect materials as part of the booking process.
• Multiple file attachments: Clients can submit several files in one session, useful when an appointment requires more than one document or reference item.
• Fields by service: Set up upload options for specific services or appointment types to request materials suited to each kind of booking.
• Upload notifications: Receive an alert when a client uploads files, so the new attachments can be reviewed ahead of the appointment.
• Dashboard file access: Access client attachments from the Bookly dashboard, keeping uploaded materials available alongside the booking workflow.
• Mobile file uploads: Clients can upload files from smartphones, tablets, and desktop devices while completing the booking process.

Best for

• Legal firms collecting client documents
• Design agencies requesting project references
• Consultants preparing for appointments