Bookly Custom Fields Addon 5.1

quick summary

The Bookly Custom Fields Addon extends Bookly’s booking forms with additional fields tailored to each business. It allows you to collect specific customer information for online bookings within WordPress, improving data quality and facilitating more accurate decisions for a physical store or service project.

General description

Bookly Custom Fields Addon is an extension designed for those who manage bookings, appointments, or services from WordPress using Bookly and need to go beyond basic customer data. It adds options to customize the information requested during the booking process, aligning it with each business’s internal procedures.

In real-world settings, it’s used to adapt the appointment form to different sectors: academies, clinics, agencies, consultancies, or local businesses that operate on an hourly basis. This way, administrators obtain key information from the first contact, avoiding unnecessary email exchanges and improving daily organization.

What is the Bookly Custom Fields Addon used for?

The Bookly Custom Fields Addon is used to collect additional information at the time of booking, beyond just name, email, or phone number. It helps ensure that each appointment is accompanied by the necessary information for the team, improving service preparation and reducing misunderstandings with the client.

In e-commerce environments with product or service reservations, it allows you to add relevant questions before payment, such as project specifications or customer preferences. On membership websites or online academies, it’s used to determine the student’s level, interests, or availability. On corporate websites, it helps ensure that meeting requests are more filtered and organized. On appointment-oriented landing pages, it improves the quality of leads obtained, providing more useful data for the sales team.

Who is it ideal for?

• Service businesses that work with online bookings, such as health centers, beauty salons, training centers, consulting firms, or advisory services, need each appointment to include personalized questions to better prepare the service.
• Projects by agencies, design studios, WordPress developers or implementers that configure booking systems for clients and require adapting the form to each sector without resorting to external solutions.
• Marketing and management teams seeking to better segment users, gather relevant information for future campaigns, and optimize workflow from the first contact with the customer.

Key benefits

• Greater efficiency in appointment management, as staff receive all the key information from the start to prepare the booking and organize the daily schedule.
• A more refined user experience, with forms that ask relevant questions aligned with the requested service, avoiding unnecessary steps and subsequent doubts.
• Total flexibility to adapt the booking form to different types of service, specific campaigns or customer segments without redesigning the entire flow.
• More organized management in sites with a large number of bookings or extensive service catalogs, where it is essential to classify appointments, filter information and maintain consistency in the data collected.
• Reducing errors, misunderstandings and wasted time by concentrating all important questions into a single step, before confirming the appointment or booking.

Main features of Bookly Custom Fields Addon

• Incorporation of additional fields in the Bookly booking form, to collect specific information about the client or the service requested during the appointment process.
• Possibility to use different types of fields commonly found in WordPress forms, adapting questions to specific needs: brief information, selections, guided options or more detailed answers.
• Configuration focused on control and organization of the workflow: the collected data is integrated into the reservation system, facilitating its consultation from the administration area and its use in daily management.
• Defining which fields are displayed at each stage of the booking process, what information is mandatory and how it is presented to the user, allowing for clear forms without overwhelming the customer.
• Usage consistent with Bookly’s usual logic: extra data is linked to the booking, reducing the dispersion of information among contact forms, individual emails, or manual notes.

Use cases

• Managers of medical or wellness centers who need to know symptoms, basic history, or preferences before a consultation, preventing the client from having to explain everything upon arrival.
• Marketing agencies or creative studios that book consulting sessions and wish to receive an initial briefing from the client directly upon booking, in order to prepare for the meeting in advance.
• Training websites that schedule classes or individual tutorials and require data such as knowledge level, learning objectives and availability, organizing the teacher’s schedule more precisely.