Bookly Collaborative Services (Add-on) Review
Introduction
Are you tired of managing complex services that involve multiple employees and resources? Look no further than the Bookly Collaborative Services (Add-on), a powerful plugin that allows you to create and sell services that require collaboration between staff members and shared resources. In this review, we’ll explore the features and benefits of this add-on and provide an overview of its setup and usage.
Important Note
Before we dive into the review, it’s essential to note that this plugin is an add-on that requires the Bookly PRO plugin. Make sure you have Bookly PRO installed on your WordPress site before purchasing and setting up the Collaborative Services add-on.
What is Bookly Collaborative Services (Add-on)?
The Bookly Collaborative Services (Add-on) is designed for businesses that offer services that involve multiple staff members working together or shared resources. This plugin allows you to create complex services that can be booked by clients, ensuring that all necessary staff members and resources are available for the appointment.
Key Features
The Bookly Collaborative Services (Add-on) offers several features that make it an invaluable tool for businesses that require collaboration and resource sharing. Some of the key features include:
- Create collaborative services with multiple employees in one appointment
- Add and share various resources (rooms, cars, computers, chairs, equipment, etc.) between employees
- Avoid double bookings of shared resources if the resource is already in use
- Clients book collaborative services as standard appointments
- Decide whether clients can choose a staff member for collaborative services in the Bookly booking form
Seamless Integration
The Bookly Collaborative Services (Add-on) seamlessly integrates with the Bookly PRO Appointment Booking and Scheduling Software System, making it easy to set up and use. The plugin is designed to work effortlessly with your existing Bookly setup, ensuring a smooth and hassle-free experience for both you and your clients.
Documentation and Support
The Bookly team provides detailed documentation on setting up and using the Collaborative Services add-on, making it easy to get started even if you’re new to Bookly. Additionally, the plugin is supported by the Bookly team, ensuring that you’ll receive help and guidance whenever you need it.
Conclusion
The Bookly Collaborative Services (Add-on) is a powerful plugin that simplifies the process of managing complex services that require collaboration between staff members and shared resources. With its seamless integration with Bookly PRO, easy setup, and robust features, this plugin is a must-have for any business that offers services that involve multiple employees and resources.
Rating: 4.5/5
Overall, the Bookly Collaborative Services (Add-on) is an excellent plugin that offers significant benefits for businesses that require collaboration and resource sharing. While it may have a few minor limitations, its features and benefits far outweigh any drawbacks. If you’re looking for a reliable and easy-to-use plugin to manage complex services, the Bookly Collaborative Services (Add-on) is an excellent choice.
Recommendation
I highly recommend the Bookly Collaborative Services (Add-on) to any business that offers services that require collaboration between staff members and shared resources. With its seamless integration with Bookly PRO and easy setup, this plugin is a valuable addition to any Bookly-powered website.
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Introduction to Bookly Collaborative Services Add-on
Bookly is a popular plugin for creating a booking system on your WordPress website. The Collaborative Services add-on is an extension of the Bookly plugin that allows multiple administrators to manage bookings, appointments, and services collaboratively. This tutorial will walk you through the step-by-step process of setting up and using the Bookly Collaborative Services add-on.
Benefits of using Bookly Collaborative Services Add-on
The Bookly Collaborative Services add-on offers several benefits, including:
- Multi-admin management: Allows multiple administrators to manage bookings, appointments, and services.
- Enhanced collaboration: Enables team members to work together seamlessly to manage bookings and services.
- Improved productivity: Automates tasks and reduces errors, making it easier to manage a team.
- Customizable permissions: Allows administrators to set specific permissions for each team member, ensuring they only have access to tasks and information they need.
Getting Started with Bookly Collaborative Services Add-on
To get started with the Bookly Collaborative Services add-on, follow these steps:
Step 1: Install and Activate the Add-on
- Log in to your WordPress dashboard.
- Go to Plugins > Add New.
- Search for "Bookly Collaborative Services" and click Install Now.
- Activate the add-on.
Step 2: Configure the Add-on Settings
- Go to Bookly > Settings.
- Scroll down to the "Collaborative Services" section.
- Click on the "Settings" button.
- Configure the following settings:
- Enable collaborative services: toggle this option to enable or disable collaborative services.
- Permissions: set the permissions for each role or user, allowing you to control what each user can do.
- Roles: add or remove roles to assign specific permissions.
Step 3: Assign Users to Roles
- Go to Bookly > Settings.
- Scroll down to the "Roles" section.
- Click on the "Assign" button.
- Select the user or role you want to assign and click "Save".
Step 4: Set Up Services and Permissions
- Go to Bookly > Services.
- Create or edit a service.
- Under the "Collaborative Services" section, configure the following:
- Service permissions: set the permissions for each role or user, allowing you to control what each user can do.
- Roles: add or remove roles to assign specific permissions.
Step 5: Manage Bookings and Services
- Go to Bookly > Bookings.
- View and manage bookings and services from a single dashboard.
- Use the filters and sorting options to quickly find specific bookings and services.
- Update or cancel bookings and services as needed.
Conclusion
In this tutorial, we've covered the steps to set up and use the Bookly Collaborative Services add-on. This add-on provides a powerful way to manage bookings, appointments, and services collaboratively with multiple administrators. By following these steps, you'll be able to set up the add-on and start using it to streamline your workflow and improve productivity.
Troubleshooting Common Issues
If you encounter any issues while setting up or using the Bookly Collaborative Services add-on, refer to the troubleshooting guide below:
- Permission issues: check the permission settings for each role or user to ensure they have the correct access.
- Service issues: check the service settings to ensure the correct permissions are set for each role or user.
- Booking issues: check the booking settings to ensure the correct permissions are set for each role or user.
By following this tutorial and troubleshooting guide, you'll be well on your way to successfully using the Bookly Collaborative Services add-on.
General General settings for Bookly Collaborative Services (BCS) add-on allow you to enable or disable it, set API username, API key, enable API debugging and set SSL verify peer.
BCS-enabled: Enabled Enable/Disable API: YES API username: default_user API key: 123456789abcdefg API debugging: OFF SSL verify peer: OFF
Shared Resources Here you can define shared resources that could be used by multiple BC service providers. Each line is a new resource; format: ,
Shared_Resource1,Resource 1 name,group1
Service Providers A service provider is a special BC provider that provides booking and availability for shared or fixed resources. Here, you can add multiple Service Providers.
Provider1,True,False,"Bookly Bookly Provider" Default: "Provider1";
Resources Assignments This section is used for resource assignments for service provider.
Resource1,4,"Bookly Add Bookly Provider"
Please make sure to use bookly_addons path ("bookly_addons" instead of just).
Here are the features mentioned in the content:
- Create collaborative services with several employees in one appointment
- Add and share various resources (rooms, cars, computers, chairs, equipment, etc.) between employees
- Avoid double bookings of shared resources if the resource is already in use
- Clients book collaborative services as standard appointments
- Decide whether clients can choose a staff member for collaborative services in the Bookly booking form
These features enable businesses to offer complex services that involve multiple employees and shared resources, while ensuring that everything is properly scheduled and avoid conflicts.
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