Bookly Files (Add-on)

Some services need paperwork or reference material before anyone sits down with a client. Legal firms may want contracts, and design agencies may want images or briefs. Without a way to collect them, teams end up in long email threads asking for attachments after the booking is made.

This add-on works inside the Bookly booking flow. Clients upload several files in different formats without leaving the booking, and the upload options can be set for each service or appointment type. You get alerts when new files arrive and can open the attachments from your Bookly dashboard, which helps your team prepare earlier.

Features

• File uploads during booking: Clients can attach documents or images as part of the Bookly booking process, so the information you need arrives together with the appointment request.
• Works inside Bookly: The add-on is built to fit your existing Bookly setup, adding file upload functionality without changing how the rest of your booking workflow runs.
• Multiple files per booking: Clients can attach several files in one session, which reduces the need for follow-up messages asking for extra materials.
• Support for common file types: Clients can upload materials such as PDFs, images and other documents, which covers contracts, reference material and similar items.
• Customizable upload fields: Set up file upload options for each service or appointment type, so every booking asks only for the files that suit that service.
• Secure file handling: Files uploaded by clients are stored and managed within your system, which helps keep submitted materials private.
• Mobile-friendly uploading: Clients can upload files from smartphones, tablets or desktop computers, so the booking form stays usable on any device.
• Notifications and dashboard access: You receive alerts when new files are uploaded and can open the attachments directly from your Bookly dashboard.

Best for

• Law firms collecting documents before consultations
• Design studios that need reference images upfront
• Bookly sites offering services that require attachments