Bookly Custom Statuses (Add-on)

Introduction to Bookly Custom Statuses Add-on Tutorial

Bookly Custom Statuses is a powerful add-on that allows you to create custom statuses for your appointments in Bookly, a popular WordPress plugin for creating online scheduling systems. With this add-on, you can easily manage and customize the statuses of your appointments to fit your specific business needs.

In this tutorial, we will walk you through the step-by-step process of setting up and using the Bookly Custom Statuses add-on. Whether you're a small business owner or a freelancer, this add-on is essential for streamlining your appointment management and improving your overall customer experience.

Table of Contents

1. Installing the Bookly Custom Statuses Add-on
2. Configuring Custom Statuses
3. Creating and Managing Custom Statuses
4. Using Custom Statuses in Bookly
5. Tips and Best Practices

1. Installing the Bookly Custom Statuses Add-on

To get started, you need to install the Bookly Custom Statuses add-on. If you haven't already, follow these steps:

1. Log in to your WordPress dashboard.
2. Go to the Plugins > Add New page.
3. Search for "Bookly Custom Statuses" and click the "Install Now" button.
4. Activate the plugin.
5. Go to the Bookly > Settings > Add-ons page and find the "Custom Statuses" add-on. Click the "Activate" button to enable it.

2. Configuring Custom Statuses

Before you can create custom statuses, you need to configure the add-on. Follow these steps:

1. Go to the Bookly > Settings > Custom Statuses page.
2. Check the box next to "Enable custom statuses" to activate the feature.
3. Choose the default status that will be used when an appointment is created (e.g., "Open" or "New").
4. Set the time delay (in minutes) before the default status changes to "Overdue". This is optional but helps to ensure that overdue appointments are properly flagged.

3. Creating and Managing Custom Statuses

Now that the add-on is configured, you can start creating custom statuses. Follow these steps:

1. Click the "Add Status" button to create a new custom status.
2. Enter a name and description for the status.
3. Choose the status color (optional).
4. Set the transition rules for the status. You can choose from a dropdown list of existing statuses or create a custom transition rule.
5. Click the "Save" button to create the new custom status.

To manage custom statuses, follow these steps:

1. Go to the Bookly > Settings > Custom Statuses page.
2. Click the "Edit" button next to a custom status to update its name, description, or transition rules.
3. Click the "Delete" button to remove a custom status.

4. Using Custom Statuses in Bookly

Now that you have created custom statuses, you can use them in Bookly. Follow these steps:

1. Create a new appointment or edit an existing one.
2. Click the "Status" dropdown menu and select the desired custom status.
3. Save the changes to the appointment.

You can also use custom statuses to create filters and reports in Bookly. For example, you can create a report to show all appointments with a specific custom status (e.g., "Overdue").

5. Tips and Best Practices

Here are some tips and best practices to keep in mind when using the Bookly Custom Statuses add-on:

• Use clear and concise names for your custom statuses to avoid confusion.
• Set up transition rules carefully to ensure that appointments move smoothly through the different statuses.
• Use custom statuses to create filters and reports that help you stay organized and focused.
• Update your custom statuses regularly to ensure that they reflect changes in your business or workflows.

By following this tutorial, you should now be able to set up and use the Bookly Custom Statuses add-on effectively. Remember to configure the add-on carefully and use clear and concise names for your custom statuses. Happy scheduling!