Bookly – Tasks

The Bookly Tasks Add-on helps businesses manage service requests that do not require an immediate appointment time. Instead of forcing customers to choose a date and time during booking, the system allows them to submit a request that appears as a task in the admin panel.

With this extension, customers can skip the time selection step when booking certain services. This option works well for requests that need review or scheduling later. For example, clients may request consultations, quotes, or service follow-ups without choosing a specific time slot.

The add-on stores these requests as tasks inside the Bookly appointments section. Administrators and staff members can then review the request, assign a time slot later, or mark the task as completed when the work is finished.

Moreover, the system helps teams stay organized by keeping unscheduled bookings and internal tasks in one place. Staff members can track pending requests, convert tasks into scheduled appointments, or manage them as internal to-do items. This workflow reduces confusion and improves coordination between team members.

Another useful feature is task tracking. Businesses can monitor which requests require action and which tasks have already been completed. Once a task is finished, the system can notify the customer automatically through email or SMS notifications.

This feature is particularly helpful for businesses that handle flexible service requests. For example, repair companies, consultants, and maintenance providers often receive requests that require evaluation before scheduling a specific time.

Additionally, the add-on allows businesses to create an unlimited list of tasks. Administrators can view all pending requests in one place and assign them to staff members as needed. This helps maintain a clear overview of ongoing service requests and ensures that no task gets forgotten.

Overall, the Bookly Tasks Add-on for WordPress improves workflow management by combining appointment scheduling with task tracking. Businesses can capture customer requests, organize internal work processes, and convert tasks into appointments when needed.

Create and Manage Unscheduled Service Requests

The add-on allows customers to submit booking requests without selecting a date or time. These requests appear as tasks inside the admin dashboard.

Staff members can review each request and decide when to schedule the appointment later.

Skip Time Selection During Booking

Some services do not require immediate scheduling. With this feature, the booking form allows customers to skip the time selection step.

This option makes the booking process faster for services that need review before scheduling.

Track Tasks and Convert Them to Appointments

Administrators can convert tasks into standard appointments once a date and time become available. Staff can also mark tasks as completed when the work finishes.

Key Features

• Allow customers to skip date and time selection

• Create tasks from unscheduled booking requests

• Manage unlimited tasks in the admin panel

• Convert tasks into scheduled appointments

• Track pending and completed tasks

• Organize internal service workflows

• Send email or SMS notifications when tasks are completed

• Fully compatible with Bookly PRO and other add-ons

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