Bookly Files is an add-on plugin for the popular WordPress booking plugin, Bookly. The plugin is designed to help businesses manage their files and documents related to appointments and bookings. With Bookly Files, businesses can easily upload and attach files to appointments, view and manage files associated with appointments, and communicate with customers regarding their appointments.

Features

Bookly Files comes with a range of features that make it a valuable addition to any business using Bookly. Some of these features include:

File Uploads

One of the primary features of Bookly Files is the ability to upload and attach files to appointments. This feature is particularly useful for businesses that require customers to provide specific documents or information prior to their appointment. For example, a medical clinic may require patients to provide their medical history or insurance information before their appointment. With Bookly Files, patients can easily upload these documents when booking their appointment, and the clinic can access them directly from the appointment details.

File Management

Bookly Files also provides businesses with an easy way to manage files associated with appointments. Businesses can view and download files directly from the appointment details, and can also delete or replace files as needed. This feature helps businesses stay organized and ensures that all necessary documents are easily accessible.

Customer Communication

Another useful feature of Bookly Files is the ability to communicate with customers regarding their appointments. Businesses can send messages to customers directly from the appointment details, and can also attach files to these messages. This feature is particularly useful for businesses that need to request additional information or documents from customers prior to their appointment.

Customizable File Types

Bookly Files allows businesses to specify which file types are allowed for upload. This feature can help businesses ensure that they receive the correct types of files from customers, and can also help prevent the upload of malicious files.

Integration with Bookly

Bookly Files is fully integrated with the Bookly plugin, which means that businesses can easily access files associated with appointments directly from the Bookly dashboard. This integration also means that businesses can easily enable or disable the file upload feature for specific services or staff members.

Use Cases

Bookly Files is a versatile plugin that can be useful for a wide range of businesses. Some examples of situations where the plugin would be particularly useful include:

Medical Clinics

Medical clinics can use Bookly Files to manage patient files and medical records. Patients can upload their medical history and insurance information when booking their appointment, and the clinic can access these files directly from the appointment details. Clinics can also use the plugin to communicate with patients regarding their appointments and request additional information or documents as needed.

Legal Services

Legal services can use Bookly Files to manage client files and documents. Clients can upload legal documents and contracts when booking their appointment, and the service can access these files directly from the appointment details. Legal services can also use the plugin to communicate with clients regarding their appointments and request additional information or documents as needed.

Personal Services

Personal services such as hair salons or spas can use Bookly Files to manage client files and preferences. Clients can upload photos or specific instructions when booking their appointment, and the service can access these files directly from the appointment details. Personal services can also use the plugin to communicate with clients regarding their appointments and request additional information or documents as needed.

Comparison with Similar Plugins

While there are several plugins available that offer similar functionality to Bookly Files, there are a few key differences that set it apart.

Bookly Files vs. WP File Download

WP File Download is a popular file management plugin for WordPress. While the plugin offers many of the same features as Bookly Files, it is not specifically designed for appointment or booking management. This means that businesses using WP File Download may need to create a separate system for managing files associated with appointments. Bookly Files, on the other hand, is fully integrated with Bookly and is specifically designed for appointment and booking management.

Bookly Files vs. Gravity Forms File Uploads

Gravity Forms is a popular form builder plugin for WordPress that includes a file upload feature. While this feature can be useful for collecting files from customers, it does not provide the same level of file management and organization as Bookly Files. Businesses using Gravity Forms may need to manually organize and manage files associated with appointments, while Bookly Files provides a streamlined system for file management and communication with customers.

Bookly Files vs. WP Customer Area

WP Customer Area is a plugin that allows businesses to create private areas for customers to access files and information. While this plugin can be useful for businesses that need to provide ongoing access to files and information, it does not provide the same level of appointment and booking management as Bookly Files. Businesses using WP Customer Area may need to create a separate system for managing files associated with appointments, while Bookly Files provides a fully integrated system for appointment and booking management.

Conclusion

Bookly Files is a valuable add-on plugin for businesses using the Bookly booking plugin. The plugin provides businesses with a streamlined system for managing files and documents associated with appointments, as well as a convenient way to communicate with customers regarding their appointments. With customizable file types, easy file management, and full integration with Bookly, Bookly Files is a versatile plugin that can be useful for a wide range of businesses.