Top 5 Automations to Use in Bookly

Publish Date : 2022-01-21 00:00:00


Top 5 Automations to Use in Bookly

What distinguishes a WordPress online booking plugin from the rest of the event management systems? Of course, a user-friendly design, a variety of essential features, and the ability to quickly interact with your preferred tools are all important.

 

Bookly is widely regarded as the best feature-rich online booking and scheduling plugin available.

 

In this piece, we'll go through the top 5 Bookly automations that will help you manage your administrative workload and increase your productivity. Some features come standard with the Bookly PRO version, while others require additional purchase.

 

Automated Email and SMS Notifications

 

Automatic reminders are the easiest method to avoid missed or late bookings, thus we highly recommend setting up several types of email and/or SMS notifications. You don't have to notify your employees or customers when a booking is created or modified. To keep everyone informed, Bookly will automatically send a text or email notice.

 

Bookly's configurable templates can be emailed to clients, staff, or other special recipients at specific times. You can also send unique birthday notes and follow up after a customer's last session.

 

Furthermore, you can brand your communication by employing HTML formatting components in your emails to offer your company a more professional appearance.

 

Sync with Google & Outlook Calendar

 

All newly generated appointments in a connected calendar will be automatically reflected in real-time two-way synchronisation between Bookly and personal accounts. The staff member's calendar in Google and/or Outlook Calendar is automatically updated as soon as the client makes a booking or any modifications to an existing appointment, so they can easily check it on the phone.

 

This feature allows your employees to manage their list of bookings with maximum efficiency because their timetable will always be well-organized and available for them.

 

Mailchimp Integration

 

One of the most popular and versatile email marketing systems is Mailchimp.

 

The connection of Bookly and Mailchimp allows you to automate your email marketing. When you link your Bookly plugin to your Mailchimp account, all of your customers' contact information is automatically exported to a Mailchimp audience.

 

The real-time two-way synchronisation between Bookly and personal accounts will automatically reflect all newly generated appointments in a connected calendar when the synchronisation is enabled. Whenever a new appointment is scheduled or an existing appointment is modified, the staff member's schedule in Google and/or Outlook Calendar is automatically updated, allowing them to quickly check it over the phone.

 

Bookly includes built-in interfaces with Zoom and Google Meet, allowing you to make interactive appointments from any location and on any platform – desktop or mobile – at any time.

 

Zoom & Google Meet for video meetings

 

The ability to give services online is critical nowadays. For those who work in different areas, remote meetings have become commonplace. If your company offers online video meetings, your employees should be able to view them from a variety of online meeting platforms at all times.

 

What distinguishes a WordPress online booking plugin from the rest of the event scheduling systems is its ability to accept payments online. There's also a user-friendly interface, a slew of essential features, and the ability to interact with your favourite tools with relative ease.

 

Bookly is widely regarded as the most comprehensive online booking and scheduling plugin available on the market.

 

In this piece, we'll provide you a high-level overview of the top 5 Bookly automations that can help you handle your administrative workload more efficiently and effectively. It should be noted that some functions are already included with the Bookly PRO edition, but others require the purchase of additional add-ons.

 

Bookly has built-in Zoom and Google Meet interfaces, allowing you to schedule interactive meetings from anywhere and on any platform – desktop or mobile.

 

Zapier Integration

 

Zapier is a programme that connects two or more apps and automates tasks between them. It aids in the optimization of workflow and the completion of various activities in a timely manner.

 

When you link your Bookly booking system to Zapier, you'll be able to create unique zaps that automate certain workflows using your preferred business tools.

 

When a new appointment or customer is made in Bookly (a new appointment is booked), the data is sent to Zapier and utilised to trigger (perform) an action in another app.

 

If you want to stay on top of your reservations, then these 5 essential automations can help you save valuable time on your daily routine while also increasing productivity and efficiency in your business. Allow automations to do the heavy lifting for you so that you may concentrate on more vital tasks.

 

You can see the complete list of Bookly features and useful integrations by visiting this page.

See something you like and want to put it to use right away? Please do not hesitate to contact us if you have any questions — we will be pleased to help!



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