Bookly Tasks (Add-on)

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Handle Unscheduled Work Smoothly with Bookly Tasks (Add-on) 🗂️⏳

Bookly Tasks (Add-on) is built for service businesses that don’t always operate on fixed time slots. Instead of forcing clients to choose a specific date and hour, this add-on lets you capture requests as tasks first—then schedule them when the timing makes sense.

Whether you handle consultations, follow-ups, custom quotes, or flexible service requests, Bookly Tasks (Add-on) adds a practical layer of workflow management directly inside Bookly.

Turn Requests into Actionable Tasks:

• 📝 Create Unlimited Tasks: Add and manage unscheduled appointments directly from the Bookly Calendar or Appointments list.
• 🔄 Convert Tasks into Appointments: Assign a date and time later, automatically transforming a task into a confirmed booking.
• 👩‍💼 Internal Workflow Support: Employees can create tasks for follow-ups, callbacks, or pending service arrangements.

Flexible Booking Form Experience:

• ⏭️ Skip Date & Time Selection: Allow clients to submit service inquiries without locking into a schedule.
• 🚫 Disable the Time Step: Hide the time selection stage entirely when your business doesn’t follow a regular schedule.
• 📥 Task Backlog Creation: Client inquiries automatically generate manageable tasks inside the admin area.

Stay Organized & Keep Clients Informed:

• 📅 Schedule When Ready: Assign appointments only after confirming availability or details.
• 📨 Email & SMS Notifications: Notify clients once their task has been completed or converted into a scheduled appointment.
• ⚙️ Seamless Integration: Installs quickly and works directly within the Bookly PRO environment.

Who Bookly Tasks (Add-on) Is For:

Bookly Tasks (Add-on) is ideal for businesses that operate on request-based services, variable availability, or internal coordination before confirming appointments. It keeps your booking system flexible while maintaining a clear and organized workflow inside WordPress.

If fixed time slots don’t reflect how your business actually runs, Bookly Tasks (Add-on) gives you the freedom to capture requests first and schedule smarter.