Bookly Custom Fields Addon

He Bookly Custom Fields Addon This extension allows you to add custom fields to the Bookly booking form, capturing specific data for each client or appointment without relying on external solutions. It's ideal for service-based businesses that need to collect specific information before confirming a booking. The Bookly plugin is required to operate.

Introduction to Bookly Custom Fields Addon

When a booking system only collects name, email and date, the operator loses critical information that they then chase by email or phone: this add-on closes that gap by integrating additional fields directly into the booking flow, eliminating friction between the customer's request and the preparation of the service.

The technical nature of this extension is straightforward: it extends Bookly's native form with configurable field types—text, selector, checkbox, number—that are stored alongside each appointment in the back office. This reduces manual work for the administrative team and minimizes errors due to incomplete or misinterpreted data.

An administrator managing a physiotherapy clinic, for example, can set up a required field where the client indicates their area of pain before confirming the appointment. When the therapist opens the day's appointment panel, all the information is already available, without any additional messaging.

Product overview

Efficient management of booking data is one of the areas where the most time is wasted in service businesses: this module acts directly on that area by offering total control over what information is requested, when and with what character — mandatory or optional — affecting both the customer UX and the internal traceability of the team.

Without this tool, the booking form only provides basic information. The operator ends up sending manual messages to complete the information, with the risk that the customer won't respond, that the data will arrive late, or that each team member will handle different versions of the same request.

• Without the add-on: The Bookly form collects generic data; service-specific information arrives by email or phone, fragmented and outside the system.
• With the active add-on: Custom fields are configured by service category, with their own labels, response types, and visibility controlled from the back office.
• Observable result: The appointments arrive complete at the management panel, the team doesn't chase after information, and the client perceives a more professional and fluid process.

Requirements and compatibility

Before incorporating this extension into a production environment, it is advisable to verify that the Bookly plugin is correctly configured and operational, as this add-on depends on your form structure to function — without that active base, the additional fields have nowhere to anchor or data to process.

• Main dependency: Requires the Bookly plugin active and with at least one service and booking form configured for the additional fields to be visible and functional.
• Operational compatibility: The fields are integrated into the frontend booking flow, automatic confirmation notifications, and the backoffice appointment view, without conflicts with Bookly's native modules.
• Before deploying to production, it is advisable to test the configuration of required fields in a staging environment, especially if the booking form is embedded in pages with conditional logic or highly customized templates.

Key benefits for your operation

• Elimination of the round trip due to missing information: One of the biggest hidden costs in service businesses is the time the team spends requesting data that the customer should have provided when booking. This module makes that data collection part of the booking flow, with required fields that block confirmation if they are incomplete. The result is that every appointment arrives in the back office with everything needed to perform the service.
• Customizing the form by service type: Not all services require the same information, and forcing a customer to fill out irrelevant fields degrades the experience. This tool allows you to assign specific fields to particular categories or services, so the form adapts dynamically based on the customer's selections. Fewer unnecessary fields mean a higher conversion rate during the booking process.
• Improved traceability in appointment history: When additional data is recorded with each appointment, the team can review a client's history and see what information they provided during previous visits. This improves service continuity and reduces preparation time before each session.
• Automatic notifications with customized data: The values captured in the additional fields can be included in the confirmation emails and SMS messages that Bookly automatically sends. The customer receives a confirmation that reflects their own data, reducing verification inquiries and creating a perception of a more professional service.
• Control over field visibility in the back office: Not all collected information needs to be visible to all team members. This add-on lets you configure which fields appear in the admin panel and which are exclusively for internal use, improving organization without exposing unnecessary data.
• Scalability without additional technical complexity: As the business grows and adds new services, the extension allows you to create and assign new fields without touching any code. This means the operations team can adjust forms as needed without relying on the technical team for every change.

Featured Features of Bookly Custom Fields Addon

• Multiple configurable field types: The extension supports free text, dropdown menus, checkboxes, radio buttons, and numeric fields. This is important because each type of service has different data needs—a checkbox to confirm a cancellation policy doesn't work the same way as a text field to describe symptoms—and having variety avoids patchwork solutions with poorly adapted fields.
• Assignment of fields by category or service: Instead of displaying all fields to all customers, the tool allows you to link each field to specific services. In an operation with multiple service categories, this reduces form friction and keeps each question asked of the customer relevant.
• Required and optional fields with real-time validation: The operator decides which data is essential to process the booking. Validation occurs before the customer proceeds to the payment or confirmation step, preventing appointments with incomplete data from reaching the back office and generating additional follow-up work.
• Integration with Bookly automatic notifications: The values from the additional fields can be inserted as variables in email and SMS templates. When a confirmation includes specific client data—their therapist preference, file number, or booking note—the perceived level of personalization increases without any additional manual work.
• Clear visualization on the appointment panel: The collected data is organized within the details of each appointment in the WordPress back office, eliminating the need to open additional records or export data. This streamlines pre-session review and reduces errors due to missed information.
• Code-free configuration from the administration panel: All fields are created, edited, and sorted from a visual interface in the back office, without touching theme files or custom functions. In operations with limited technical resources, this makes all the difference between a self-maintaining configuration and one that creates ongoing external dependencies.

Who is this product for?

This add-on is designed for operators already using Bookly who have realized that the standard form doesn't capture enough information to run their services efficiently. These are businesses where each appointment requires specific preparation, and generic data isn't sufficient to begin that preparation without additional contact.

• Administrators or technicians who need each appointment to arrive in the system with complete data, without relying on subsequent manual follow-ups to complete the customer's file.
• Teams that manage multiple service categories and need the booking form to be relevant and specific to each one, maintaining operational consistency without duplicating configurations.
• Those responsible for automation or customer communication who want automatic confirmation notifications to reflect the specific data of each booking, increasing personalization without manual work.

Real-world use cases

• Beauty center with multiple services: A center that offers facial, body, and nail treatments needs different data for each category. Without this extension, the form is generic, and the team asks via email about the client's skin type or allergies. With the module configured, each service has its own required fields, and when the client confirms the appointment, the therapist already has all the information in the dashboard. The team saves time, and the client perceives a more professional service from the first contact.
• Psychology consultation with initial anamnesis form: An online psychologist needs to collect the reason for the consultation, the client's availability, and whether it's their first visit before confirming the appointment. Before using this plugin, they would send a form by email after the booking, risking it arriving incomplete or late. With the additional fields integrated into Bookly, the client fills everything out in the same booking step, and the professional reviews that information before the session without any further exchange.
• Language academy with online enrollment: An academy that manages bookings for individual classes needs to know the student's level, target language, and learning objective. The extension allows you to create a dropdown field with levels and a text field for the objective. This data is linked to the appointment, and the teacher can access it directly from the back office before preparing the class. The result is a more tailored first session and a perception of personalized service that improves student retention.
• Repair shop with equipment management: A repair shop that receives electronic devices needs the customer to describe the problem and the device model before confirming the appointment. Without this tool, that information arrives by phone or email, fragmented and outside the management system. With the fields configured in Bookly, the technician sees the model and a description of the fault directly on the appointment panel, can prepare the necessary tools in advance, and reduces diagnostic time during the visit.

Frequently Asked Questions about the Bookly Custom Fields Addon

Short description

Extend the Bookly form with configurable custom fields — text, selector, checkbox — to capture specific booking data directly into the appointment flow, without additional exchanges or incomplete information in the back office.