Bookly Tasks (Add-on)

Booking tools usually stop at the appointment itself. The preparation and follow-up that surround it often live in notes, chats or memory. Bookly Tasks (Add-on) gives each appointment its own set of tasks, so the team can see who is responsible for what and what has been finished.

Staff add and update tasks from within the appointment workflow, and a central dashboard shows the tasks tied to upcoming appointments. Several team members can contribute to the same task. It suits service businesses such as salons, consultancies and medical practices that already run their schedule with Bookly.

Features

• Tasks linked to appointments: Create tasks and assign them directly to appointments, so each team member knows which responsibilities belong to a given booking.
• Live status updates: Staff can change a task's status as work progresses, which gives the rest of the team clear visibility and helps prevent overlooked duties.
• Central task dashboard: See all tasks connected to upcoming appointments in a single view, which makes it simpler to plan the daily workflow.
• Multi-user collaboration: Several team members can contribute to and monitor the same tasks, which supports shared accountability across the staff.
• Notes, deadlines and priorities: Add notes, deadlines and priority levels to each task, so every action step can match the way your business works.
• Task notifications: Receive alerts about task updates and upcoming deadlines, so the team stays informed without chasing each other manually.
• Built to work with Bookly: The add-on is designed to fit into the existing Bookly booking system and extends the appointment process you already use.

Best for

• Salons and clinics that run appointments with Bookly
• Consultancies coordinating staff tasks around client bookings
• Service teams that need shared task tracking