Bookly Files Add-on

Bookly Files - extension for managing files in the booking process

Bookly Files is an add-on designed for the Bookly environment that extends the functionality of the booking system by enabling the transfer, storage, and exchange of documents related to appointments and services. The plugin allows you to add a file section to the booking form, client profiles, and appointment details in the administration panel, making it easier to gather necessary materials before and after the service is provided.

Examples of Bookly Files functionalities

• Possibility for customers to upload files during booking (file upload on the booking page).
• Staff adding and sharing files for specific bookings and customer profiles.
• Configurable file types and limits – Specify acceptable formats (PDF, JPG, DOCX, etc.), maximum size, and number of attachments.
• Displaying download links and file previews in the booking panel and in email/SMS notifications (if integration allows it).
• Optional required fields - ability to force documents to be sent before confirming the visit.
• Privacy and access permission settings – control who can view and download files (administrator, staff, client).
• File organization mechanisms: tagging, linking to specific services or booking categories, and options for permanent deletion or automatic expiration of attachments.
• File history view and activity log – a record of attachments added, downloaded, and deleted.

Benefits of using Bookly Files

Implementing the Bookly Files add-on streamlines the flow of information between client and service provider, reducing the need to use external email inboxes or document exchange platforms. Key benefits include:

• Better organization of documents assigned to visits – all files are located in the context of a specific booking.
• Reduce preparation time – clients can attach necessary files before the meeting, speeding up service.
• Higher level of professionalism – an aesthetic and integrated solution improves the user experience.
• Reduce errors and missing documentation – Enforcing attachments minimizes the risk of omitting important information.
• Easier management of confidential documents thanks to the ability to set access restrictions and storage limits.

Practical applications

Bookly Files is used in a wide range of industries where reservations are linked to required documentation or analysis materials:

• Medicine and telemedicine – sending test results, consent forms and referrals before your appointment.
• Law and Consulting – Attaching contracts, powers of attorney and identification documents to consultations.
• Schools, courses and workshops – sending preparatory materials or participants' work.
• Graphic design studio and photography – collection of source materials, briefs and final files from the client.
• Financial services – completing documents required for credit or accounting analysis.

Integration with the booking process and administration

Bookly Files was designed to complement the standard booking workflow. Files can be linked to a specific service, staff member, or client, and are managed directly from the Bookly dashboard. This prevents information from being lost in separate systems, and allows staff to quickly access all the documents necessary to complete the service.

The introduction of a Bookly Files add-on translates into significant operational improvements and improved customer service. This solution is particularly valuable where documentation is an integral part of the booking process—from initial forms and training materials to final reports and certificates.