Bookly Document Upload & Share: Streamline Bookings (GPL v3.8)

Are you still relying on insecure email attachments or cumbersome external platforms to exchange documents for your appointments? This powerful GPL extension seamlessly integrates secure file upload and management capabilities directly into your Bookly booking system. Perfect for healthcare providers, legal consultants, educational institutions, or any service business requiring document exchange, this addon streamlines your workflow, enhances data security, and ensures all necessary information is collected efficiently before, during, or after a service.

• Client File Uploads: Empower clients to upload required documents (e.g., ID, medical records, intake forms, project briefs) directly during the booking process or from their customer cabinet.
• Staff File Uploads: Allow your staff members to upload relevant documents (e.g., preparatory materials, post-appointment instructions, follow-up forms) associated with specific bookings.
• Secure File Storage: All uploaded files are stored securely within your WordPress environment, linked directly to their respective appointments for easy retrieval and management.
• Configurable Upload Fields: Define custom upload fields for specific services or staff, ensuring you collect precisely the files you need for each booking type.
• Control File Types & Sizes: Set restrictions on acceptable file formats (e.g., PDF, JPG, DOCX) and maximum file sizes to maintain system integrity and security.
• Direct Access from Booking Details: Easily access and download all attached files directly from the individual booking details in your Bookly admin panel.
• Streamline Pre-Service Intake: Collect essential client documents in advance, drastically reducing in-person paperwork and saving valuable time at the start of an appointment.
• Enhance Data Security: Avoid transmitting sensitive documents via less secure email, leveraging your website’s security for file exchange.
• Improve Collaboration: Facilitate seamless document sharing between clients and relevant staff members, ensuring everyone has the necessary information.
• Notification Integration: Optionally include links to uploaded files or notify parties when new files are attached, ensuring timely awareness.
• Better Compliance & Record-Keeping: Maintain a centralized, organized, and auditable record of all booking-related documents for compliance and future reference.
• GPL Licensed for Unrestricted Use: As a GPL v3.8 product, this addon offers you the flexibility to use, modify, and distribute it across unlimited sites, providing unparalleled adaptability and long-term value for your WordPress booking system.