Bookly Custom Fields Addon 5.2

Quick summary

The Bookly Custom Fields Addon extends the Bookly booking form, allowing you to add custom fields to collect specific information from your clients before an appointment. It's designed for businesses that need more than just name, email, and phone number: clinics, academies, salons, consultancies, and more. If you've ever needed to ask a key question for each booking and ended up doing it via WhatsApp or email, this addon streamlines that process within WordPress.

What problem does it help solve?

In many online booking businesses, the standard form falls short. You need specific information to work effectively: reason for the visit, service preferences, medical details, child information, student level, language, number of people, and more. Without additional fields, this information is collected through isolated messages or calls, leading to confusion and wasted time.

When you start noticing that each booking requires an extra exchange of emails to complete information, the system stops being truly automated. The team has to review conversations, ask the same questions repeatedly, and sometimes the appointment arrives without the minimum necessary information. This not only affects internal organization but also creates a sense of disorganization for the client.

Bookly Custom Fields Addon focuses precisely on that point: incorporating specific questions aligned with your business into the booking process, integrated within the Bookly flow, so that the appointment is confirmed with everything you need from the start.

Why this solution makes a difference

In real-world projects, the difference isn't just about having more fields, but about how they're integrated into daily operations. With this add-on, additional information is gathered the moment a customer books, saved alongside the corresponding record, and readily available to the team without any extra steps. There are no scattered notes, no paper memos, and no messages lost across different channels.

This directly impacts your organization: you reduce errors due to misunderstandings, avoid incomplete bookings, and arrive at each appointment fully prepared. On the other hand, the client perceives a consistent process, with clear and specific questions, instead of subsequent messages requesting clarification. If you've ever had a client arrive without the necessary documentation, the appropriate attire, or missing a required piece of information, you understand the value of consolidating everything into a single form.

Furthermore, having structured information makes it easier to filter, review historical data, and align the team. This isn't about replacing Bookly, but rather about taking their booking form to a level more in line with real business needs.

Signs you need this product

• Your team needs to contact the customer after the booking to request information that could have been requested on the form.
• In WordPress, you check bookings on Bookly and you're missing key information to prepare the appointment or assign the right resource.
• There is a loss of time because each professional records the data differently (notebooks, spreadsheets, personal chats).
• This scenario arises when your business grows and the volume of appointments makes managing details through manual messages unfeasible.
• You've had service errors because you didn't know some important customer condition before the session.
• You manage several types of services, and each one requires specific information that doesn't fit into the basic fields.

When does it make sense to use it (and when doesn't)

The Bookly Custom Fields Addon provides real value when your business relies on online bookings and you need additional data to deliver excellent service from the very first contact. For example, in medical centers where medical history is important, in academies where student level is required, or in salons where hair or skin preferences and conditions need to be defined. In this context, having custom fields integrated into Bookly prevents last-minute improvisation.

On the other hand, it's not necessary if your booking system only requires name, email, and phone number, and you don't intend to offer more complex services. If your business operates with a single, very simple appointment type, with no variations or special conditions, this add-on will make little difference. It's also unnecessary if you manage bookings entirely manually, without using Bookly as the foundation for your online calendar.

Who it fits best for

• Professionals who work by appointment (doctors, therapists, psychologists, consultants, lawyers) and need prior information to prepare the session.
• Beauty salons, hairdressers, spas and barbershops that need to know preferences, treatment history or special conditions before serving.
• Language, music or training academies where it is key to register the student's level, objectives and availability directly when booking.
• Home service companies must confirm detailed address, available hours and particularities of the place.
• Project managers who use Bookly in teams with several professionals and need to standardize what is asked in each booking.
• Businesses that already use Bookly have found that post-booking communication is becoming complicated.

Practical benefits

• Real operational improvement: all relevant information is collected in a single point, associated with the booking within Bookly, without relying on manual reminders.
• A clearer user experience for the customer, who completes everything necessary in a single form without having to respond to subsequent messages.
• Greater control and internal organization, by having the data previously defined and ordered, visible to the team before each appointment.
• Saving time for both the business and the end user by eliminating repetitive questions and avoiding clarification calls.
• Reduction of errors in service delivery, because misunderstandings and "surprises" at the time of service are minimized.
• Ability to adapt the booking process to the reality of your sector, making Bookly a better fit for the way you work.

How it fits within WordPress

Within WordPress, the Bookly Custom Fields Addon acts as a specific extension to the Bookly platform. It doesn't replace or replicate the main booking system, but rather leverages it to enrich the form your users see when booking. In practice, it integrates seamlessly into the existing booking flow, adding fields tailored to your specifications while maintaining Bookly's core logic for schedules, services, and clients.

When working with WordPress, this type of extension makes sense when you already have Bookly as your core appointment management platform and want your site to reflect the nuances of your business without relying on external forms or parallel processes. This way, your admin panel remains the same, but with more comprehensive and organized information alongside each booking.

Typical use cases

• Physiotherapy clinic that, during the booking process, asks about the area to be treated, recent medical history, and whether the patient is coming for the first time or is a follow-up, documenting everything before the session.
• Language academy that requests current level, main objective and estimated exam date, to assign the appropriate teacher and group without additional email exchanges.
• Beauty salon that incorporates fields about allergies, hair or nail type, and desired service in more detail, so that the professional can prepare properly before the appointment.
• Home technical service that collects from the beginning the exact address, type of device, brand and description of the fault, which allows planning the trip and the necessary material.
• Online consulting where the client details their current situation, objectives and time availability, helping the consultant to make the most of the first session.

Frequently Asked Questions about the Bookly Custom Fields Addon

What type of information can I request with Bookly Custom Fields Addon?

With the Bookly Custom Fields Addon, you can request data tailored to your specific needs: short texts, multiple-choice responses, additional comments, special conditions, and other formats, depending on your Bookly settings. Importantly, this information is linked to the specific appointment, allowing the team to review it before meeting with the client. This way, the booking form transforms from a generic form into one that's directly adapted to your workflow.

At what point in the booking process are the custom fields displayed?

The fields configured using the Bookly Custom Fields Addon are integrated into the Bookly booking flow, so the customer sees them as a natural part of the form. This allows all the necessary information to be collected before the appointment is confirmed. Therefore, when you review bookings in your dashboard, you already have the additional details without having to chase the customer down to fill in information later.

Does Bookly Custom Fields Addon replace the contact form on my website?

No. The Bookly Custom Fields Addon is solely focused on enriching the Bookly booking form, not replacing general contact forms on your site. It's for specific questions related to each appointment, not for informal inquiries or generic requests. Typically, you'd use your contact form for preliminary questions and let Bookly, with this addon, collect the information directly related to a specific booking.

What happens to the data added by customers in custom fields?

The information collected through the Bookly Custom Fields Addon is linked to each booking within the Bookly environment, accessible from your WordPress dashboard. This means that each appointment includes the data the client provided in the form, ready to be reviewed before or during the service. This simplifies preparation and eliminates the need to rely on scattered emails or messages to gather important client details.

Does it make sense to use it if I offer several types of services on Bookly?

In multi-service setups, the Bookly Custom Fields Addon becomes especially relevant because each type of appointment may require different information. For example, an initial medical consultation doesn't need the same data as a follow-up appointment, and a haircut doesn't require the same information as a specific treatment. By having customizable fields, you can align the questions with each service, making the form consistent with what the client is booking.

Conclusion

The Bookly Custom Fields Addon exists to close a very specific gap: when Bookly already manages your bookings well, but key information is missing at the time of the appointment. By incorporating specific questions directly into the form, you reduce errors, save time, and better prepare each service. If your business relies on appointments and you need more than just basic data, this add-on helps your booking system truly reflect your daily workflow.