Bookly Tasks (Add-on)

Bookly Tasks is an add-on extension for the Bookly booking system that enables staff members to manage and track tasks related to their appointments and business operations. This add-on extends Bookly's core functionality by introducing task management capabilities, allowing team members to organize workflow items, set priorities, and maintain accountability within the booking management system.

Key Features

• Task Creation and Assignment - Staff members can create tasks and assign them to team members directly within the Bookly interface
• Task Status Tracking - Monitor task progress through customizable status options such as pending, in progress, and completed
• Priority Levels - Set task priorities to help team members focus on urgent items first
• Due Dates - Assign deadlines to tasks to ensure timely completion and accountability
• Task Categories - Organize tasks by type or department for better workflow management
• Task Notifications - Receive alerts when tasks are assigned, updated, or approaching their due dates
• Team Collaboration - Add notes and comments to tasks for internal communication and documentation
• Task History - View a complete audit trail of task changes and activity logs
• Integration with Bookly - Seamlessly works within the existing Bookly booking management system without requiring separate applications
• Staff Dashboard - Display assigned tasks on staff member dashboards for quick access and visibility

Best For

Bookly Tasks is ideal for service-based businesses, salons, spas, and appointment-driven companies that need to coordinate internal workflow alongside their booking operations. It works well for teams that require task delegation, follow-up management, and accountability tracking within their booking system. This add-on is particularly useful for businesses with multiple staff members who need to coordinate preparation tasks, post-appointment follow-ups, or administrative work related to client bookings.