Collecting the right details from clients before an appointment is one of the most overlooked yet critical parts of running a service-based business. Bookly Customer Information (Add-on) solves that problem directly by letting WordPress site owners create unlimited custom fields that appear on the booking form and get saved permanently to each client’s profile. Built by Nota-info as an extension for the widely used Bookly PRO booking system, this add-on transforms a standard appointment form into a fully customizable intake tool. Whether you run a salon, a law practice, a medical clinic, or a consulting agency, this add-on gives you the flexibility to gather exactly the information your business needs — no coding required.
Key Features
- Unlimited custom fields: Create as many fields as your workflow demands. There is no hard cap, so you can build a short intake form for a quick consultation or a detailed questionnaire for a complex service.
- Multiple field types: Choose from text inputs, checkboxes, drop-down menus, and radio buttons. This lets you mix open-ended questions with structured, easy-to-analyze answers.
- Required or optional fields: Mark any field as mandatory to ensure critical data is never missed, or leave it optional when you want to keep the booking process frictionless.
- Flexible display frequency: Decide whether a custom field appears once or every time a client books. This is ideal for one-time consent forms versus recurring preferences that may change.
- Profile integration: Once a booking is completed, all custom information is automatically stored on the client’s profile inside Bookly for future reference.
- Editable records: Staff can update customer information on a client profile at any time, keeping records accurate as circumstances change.
- Fast setup: Like every Bookly add-on, installation and configuration take only a few minutes and integrate seamlessly with the core Bookly PRO system.
Who Is This For? Use Cases
The Bookly Customer Information (Add-on) is designed for any WordPress site already running Bookly PRO that needs to capture more than a name and email address. Its real strength lies in how adaptable the custom fields are, which makes it valuable across a wide range of industries.
Salons, Spas, and Wellness Studios
Beauty and wellness businesses often need allergy information, skin sensitivity notes, treatment preferences, or consent for specific procedures. With drop-down and checkbox fields, clients can quickly flag relevant conditions before their appointment, and the data stays on file for every future visit.
Medical and Dental Practices
Clinics can build structured intake forms that capture medical history, insurance details, or reason for visit. Because fields can be set to appear every time, practices can re-confirm information at each appointment without rebuilding the form.
Consultants, Coaches, and Agencies
Professional service providers frequently need context before a session — business goals, project scope, or budget range. Text fields and radio buttons let clients describe their needs upfront, so the first meeting starts with substance rather than basic questions.
Freelancers and Solo Operators
Independent professionals who book their own clients benefit from a lightweight way to gather requirements without juggling external form tools. Everything lives inside the same Bookly dashboard, reducing tool sprawl and manual data entry.
Developers and Agencies Building Client Sites
When delivering a booking-enabled WordPress site to a client, developers can configure custom fields to match the client’s exact intake process. Because the add-on integrates cleanly with Bookly PRO, there is no need to write custom code or maintain a separate integration.
Technical Details & Compatibility
The Bookly Customer Information (Add-on) is a WordPress plugin built specifically as an extension for the Bookly PRO Appointment Booking and Scheduling Software System. It is important to understand that this is not a standalone product — Bookly PRO must be installed and active for the add-on to function. The two work together as a single system, with the add-on extending the Details step of the standard Bookly booking form.
- Platform: WordPress, distributed through CodeCanyon.
- Dependency: Requires the Bookly PRO plugin. It will not operate independently.
- Integration: Seamlessly plugs into the Bookly booking flow, adding custom fields to the Details step.
- Setup time: Configuration takes only a few minutes, consistent with other Bookly add-ons.
- Data storage: Custom field responses are saved to the client profile within Bookly, not to a separate database table or external service.
- Documentation: Detailed setup and usage documentation is provided by the developer.
Because the add-on relies on the Bookly PRO framework, it inherits that plugin’s responsiveness and performance characteristics. The custom fields render within the existing booking form, so there is no additional page load or third-party script to slow down the checkout experience for clients.
Pros and Cons
Pros
- Highly flexible field system covering text, checkbox, drop-down, and radio button inputs.
- Unlimited fields mean the add-on scales with your business as your intake requirements grow.
- Client data is retained automatically on the profile, eliminating repetitive questions and manual note-taking.
- Control over display frequency — show fields once or on every booking, depending on the purpose.
- Fast, code-free setup that fits naturally into the existing Bookly workflow.
- Strong value at $39.00 for a feature that would otherwise require custom development.
- Backed by Nota-info, the developer behind the broader Bookly add-on ecosystem, and supported by a product with over 1,692 sales.
Cons
- Requires Bookly PRO — the add-on cannot be used on its own, so the total cost includes the core plugin.
- Field functionality is focused on information collection rather than advanced conditional logic or multi-step branching.
- Custom field data lives inside Bookly, so exporting to external CRMs or marketing tools would require additional integration work.
- No standalone rating shown in the available product data, so buyers should review the demo and documentation before purchasing.
Frequently Asked Questions
Do I need Bookly PRO to use the Bookly Customer Information (Add-on)?
Yes. This plugin is strictly an add-on and will not function without the Bookly PRO plugin installed and activated. You should purchase and set up Bookly PRO first, then install this add-on to extend the booking form with custom fields.
Can I make some custom fields required and others optional?
Absolutely. Each field can be configured independently as required or optional. This lets you enforce essential questions — such as consent or contact details — while leaving less critical fields open for clients who prefer not to answer.
Can I show a custom field only the first time a client books?
Yes. The add-on lets you choose whether a field appears once or every time during subsequent bookings. This is useful for one-time intake forms, while recurring fields can be shown at each appointment to keep client information current.
Final Verdict
Bookly Customer Information (Add-on) fills a genuine gap in the Bookly PRO ecosystem. Standard booking forms capture the essentials, but service businesses almost always need more — medical history, preferences, consent, project details, or intake notes. Rather than forcing site owners to bolt on a separate form plugin and manually reconcile the data, this add-on keeps everything inside Bookly, saving responses directly to each client’s profile for future reference.
The feature set is focused and practical: unlimited fields, four input types, required/optional control, and flexible display frequency. Setup is measured in minutes, not hours, and the integration feels native because it is. At $39.00, it represents a sensible investment for anyone already committed to Bookly PRO, especially compared to the cost of commissioning custom development.
Credibility matters when buying add-ons, and this one has it. With 1,692 sales on CodeCanyon and a developer, Nota-info, known for producing Bookly extensions, the product has a track record that reduces the risk of a poor purchase. The availability of a live demo, video tutorials, and detailed documentation further supports an informed buying decision.
If your booking process currently leaves you short on client information, or if you are tired of chasing details after the appointment is already booked, this add-on is a straightforward fix. Install Bookly PRO, add the Customer Information extension, configure your fields, and start collecting the data your business actually needs — from the very next booking. Visit the CodeCanyon product page to purchase and download today.