Bookly Files (Add-on) 4.1
Bookly Files (Add-on) enables clients to attach files to the online booking form, streamlining pre-service information collection. The main benefit is centralized review of submissions right in each booking, saving time for you. Plus, it integrates with Bookly PRO and offers simple file management on WordPress.
Description
Bookly Files (Add-on) is a WordPress plugin that lets clients attach files directly to your online booking form. It helps you collect appointment-related materials in advance, reducing back-and-forth emails and manual preparation.
Instead of searching across messages, you can review submitted files right in each booking’s details. As an add-on for Bookly PRO, it works alongside your existing booking setup to streamline pre-service information collection.
Main Features
- File uploads in the booking form — Adds upload fields so clients can attach relevant documents when booking.
- Appointment-related attachments — Enables customers to submit materials tied to a specific appointment.
- Files shown in booking details — Makes all customer-submitted files available for review within each booking record.
- Centralized submission review — Keeps pre-service documents organized per booking for faster decision-making.
- Integration with Bookly PRO — Functions as an add-on that requires Bookly PRO installed and activated.
- File management in WordPress — Provides straightforward handling of uploaded items within your WordPress environment.
Benefits
- Less admin work — Reduces time spent requesting and collecting materials outside the booking flow.
- Faster preparation — Lets you access needed documents before the appointment starts.
- Clearer booking context — Keeps files attached to the correct booking for easier review and follow-up.
- Improved UX for clients — Allows clients to submit everything at the moment they schedule.
- More efficient organization — Centralizes submissions so you spend less time searching across communications.
Who is it suitable for?
- Service businesses using Bookly PRO for online appointments
- Consultants and advisors who need documents before a session
- Agencies coordinating client materials per booking
- Clinics and wellness providers collecting intake forms or supporting files
- Trainers and coaches preparing onboarding materials ahead of time