Bookly Tasks (Add-on)

Appointment-based work often involves responsibilities beyond the booking itself. Bookly Tasks (Add-on) lets staff create tasks for specific appointments, so the work connected to a client visit can be tracked alongside the scheduled booking. Staff can update task statuses as work progresses, giving the team a shared view of what has been handled.

A central task dashboard brings together tasks associated with upcoming appointments for daily planning. Tasks can include notes, deadlines, and priorities, and multiple team members can contribute to or monitor them. It fits service businesses such as salons, consultancies, and medical practices that use Bookly to manage appointments.

Features

• Appointment-linked tasks: Create and assign tasks directly to appointments, giving staff a clear record of responsibilities connected to each booking.
• Task status updates: Staff can update task statuses as work progresses, making it easier for the team to see what has been completed.
• Central task dashboard: View tasks associated with upcoming appointments in one place to help organize the team's daily work.
• Team task collaboration: Multiple team members can contribute to tasks and monitor their progress within the appointment workflow.
• Task details: Add notes, deadlines, and priorities to tasks so each action step includes details relevant to the business.
• Task notifications: Receive alerts about task updates and upcoming deadlines to keep staff informed about related work.

Best for

• Salons managing appointment-related tasks
• Consultancies coordinating staff responsibilities
• Medical practices organizing appointment workflows