Codersly Booking Pro Documentation

System Requirements

Recommended Hosting

• A supported and regularly updated PHP environment
• HTTPS enabled
• Reliable outgoing email or SMTP configuration
• Working WordPress cron
• Regular database and file backups
• Sufficient resources for the expected booking volume

Installation

Step 1: Install Codersly Booking Free

1. Download Codersly Booking Free from the Codersly website.
2. Go to WordPress Dashboard → Plugins → Add New → Upload Plugin.
3. Upload the Codersly Booking Free ZIP file.
4. Click Install Now.
5. Click Activate Plugin.

Download Codersly Booking Free

Step 2: Install Codersly Booking Pro

1. Go to Plugins → Add New → Upload Plugin.
2. Upload the Codersly Booking Pro ZIP file received after purchase.
3. Click Install Now.
4. Click Activate Plugin.
5. Open Codersly Booking → License.
6. Enter your purchase code or license key and activate it.

License Activation

Codersly Booking Pro requires a valid active license to unlock premium features.

Activate the License

1. Open WordPress Dashboard → Codersly Booking → License.
2. Paste your Codersly-issued purchase code or license key.
3. Click Verify & Activate.
4. Wait for the successful activation message.
5. Return to the Codersly Booking menus and refresh the page if needed.

License Page Actions

• Verify & Activate: activates the current site.
• Validate: checks the stored license with the Codersly license service.
• Deactivate: removes the current site from the license before moving or replacing the installation.

License Summary

The License page can display the product, source, domain limit, domains used, expiry information when supplied by the license server, last validation time, and the last license error.

Initial Setup

Complete the core configuration before accepting live appointments.

Recommended Setup Order

1. Install and activate Codersly Booking Free.
2. Install and activate Codersly Booking Pro.
3. Activate the Pro license.
4. Review Settings → General and choose the booking-form style.
5. Configure currency, tax, and any additional booking fee in the shared booking settings.
6. Create your service categories and services.
7. Configure service duration, pricing, buffers, notice rules, capacity, recurring options, extras, and payment rules.
8. Create staff members and service locations.
9. Assign services to the correct staff and locations.
10. Configure the business schedule, then add staff/location schedules and special dates when required.
11. Configure booking rules, form fields, notifications, and reminders.
12. Configure WooCommerce payments only if online payment is required.
13. Review the automatically created frontend pages and portal shortcodes.
14. Place a complete test booking before going live.

Before Going Live

• Test the public booking form on desktop and mobile
• Test service, staff, location, date, and time selection
• Test group capacity and recurring bookings when enabled
• Test extras and coupons
• Test customer email verification and the Customer Portal
• Test a linked staff account and the Staff Portal
• Test cancellation and rescheduling rules
• Test WooCommerce checkout if payment is enabled
• Confirm email delivery and reminder scheduling
• Create a full website and database backup

Frontend Pages and Shortcodes

Codersly Booking Free owns the central frontend-page registry. Pro extends that registry with licensed customer and staff portal pages.

Booking Page

Automatic Page Creation

The plugin creates or repairs required frontend pages through the shared Codersly Booking page manager. Missing shortcodes can be appended without replacing unrelated customized page content.

Repair Missing Pages

1. Open Codersly Booking → Settings → Frontend Pages.
2. Review the registered pages and their shortcodes.
3. Use the available page-repair action if a required page was deleted or a shortcode is missing.

Admin Dashboard

The WordPress administrator manages the booking system from the existing Codersly Booking menu.

Main Menus

• Dashboard: booking summary and quick actions
• Appointments: appointment list, status filters, details, and manual booking
• Calendar: Month, Week, Day, and List appointment views
• Services: services, categories, recurring/group settings, extras, and service-level payment rules
• Staff: staff profiles, service assignments, overrides, and calendar blocking
• Locations: service locations and assigned services
• Customers: customer records and booking history
• Schedule: business, staff, and location availability plus special dates
• Reports: booking, revenue, utilization, staff, service, and location reporting
• Settings: booking rules, booking form, notifications, payments, integrations, frontend pages, tools, privacy, and activity logs
• License: Pro license activation and validation

Dashboard Summary

The Pro dashboard includes quick statistics such as today's appointments, pending appointments, approved appointments, and collected revenue from paid bookings.

Services and Categories

Codersly Booking Pro supports multiple services and service categories. Each service can have its own appointment rules, pricing, capacity, recurring settings, extras, and payment behavior.

Service Configuration

• Name and description
• Service category
• Appointment duration in minutes
• Base price
• Buffer time before and after the appointment
• Minimum booking notice
• Maximum bookable days in advance
• Minimum attendees
• Maximum attendees / seats
• Group price mode: price per attendee or one fixed booking price
• Enable or disable recurring appointments
• Maximum recurring appointments for the service
• Optional WooCommerce product ID
• Service-level full payment, percentage deposit, fixed deposit, or inherited global payment rule
• Active or inactive status

Service Extras

Extras can be added to a service and selected by customers during booking.

• Extra name
• Additional price
• Additional appointment duration
• Maximum quantity
• Active / inactive status

Service Categories

Use the Categories tab inside Services to organize services under reusable category names and slugs.

Staff and Locations

Staff Members

Create staff profiles and assign the services each staff member can perform.

• Name, email, phone, and biography
• Optional linked WordPress User ID for the Staff Portal
• Assigned services
• Per-service duration override
• Per-service price override
• External private iCalendar feed URL
• Optional external-calendar busy-time blocking
• Active / inactive status

Locations

Create physical or service locations and assign the services offered at each location.

• Location name
• Email and phone
• Address
• Optional map URL
• Assigned services
• Active / inactive status

Availability and Schedule

Pro availability can combine the business schedule with staff and location schedules so customers only see appointment times that satisfy the required availability rules.

Schedule Types

• Business schedule: the overall business opening availability
• Staff schedule: working hours for an individual staff member
• Location schedule: opening hours for a selected location

Weekly Availability

Each weekday can be open or closed and can contain up to two configured working shifts.

Holidays and Special Dates

Add a special date to close the day completely or define different opening hours for that date.

External Calendar Busy Times

A staff profile can use a private iCalendar feed from services such as Google Calendar, Outlook, or Apple Calendar. When external blocking is enabled, imported busy periods can be excluded from available booking times.

Public Booking Form

The Pro booking form replaces the Free renderer while Pro is active and extends the public [codersly_booking] shortcode with advanced choices and pricing.

Typical Customer Booking Flow

1. Select a service.
2. Select an available staff member or choose Any available staff.
3. Select a location or choose Any location.
4. Select the appointment date.
5. Load and choose an available time slot.
6. Choose the number of attendees when group capacity is enabled.
7. Select a recurring pattern and number of appointments when recurring booking is enabled.
8. Select optional service extras.
9. Enter a coupon code when available.
10. Enter customer name, email, phone, and configured booking-form fields.
11. Accept the terms when terms acceptance is required.
12. Submit the booking and complete WooCommerce payment when payment is required.

Booking Form Settings

• Show or hide Company field
• Show or hide Address field
• Show or hide Customer Message field
• Require Terms & Conditions acceptance
• Set the Terms page URL
• Add custom Text, Email, Phone, Number, Textarea, Select, or Checkbox fields
• Make individual custom fields required

Customer Timezone

The booking form can detect and store the customer timezone while the business schedule remains based on the configured WordPress/business timezone. This allows appointment times to be presented more clearly for customers in different timezones.

Recurring and Group Appointments

Recurring Appointments

Recurring booking can be enabled separately for each service.

• Daily
• Weekly
• Every two weeks
• Monthly

The service can also define the maximum number of appointments allowed in one recurring series.

Recurring Availability Validation

The system validates each appointment in the requested series. If one of the requested dates cannot provide the selected service, staff, location, capacity, or time, the recurring request is not silently created with an invalid occurrence.

Group Booking Capacity

Services can accept more than one attendee for the same appointment slot.

• Minimum attendee requirement
• Maximum seats / capacity
• Remaining-seat validation for an existing group slot
• Price per attendee
• One fixed price for the entire booking

Extras and Group Pricing

Selected extras are added to the booking price and can also increase the total service duration. Coupon discounts, booking fees, taxes, and payment rules are then applied to the calculated booking total.

Appointment Management

Open Codersly Booking → Appointments to review and manage booking records.

Appointment Status Tabs

• All
• Pending
• Pending Payment
• Approved
• Completed
• Cancelled
• No-show
• Rejected

Appointment Details

Pro appointment details can include the booking ID, customer contact information, service, staff, location, date and time, attendees, recurring series ID, coupon, customer timezone, total price, status, payment status, meeting URL, extras, notification activity, and payment information.

Manual Appointment

Administrators can create an appointment manually by entering the customer, attendee count, service, staff, location, date, time, and optional meeting URL. The selected service capacity and schedule rules are still validated.

Status Updates

Administrators can update appointments to supported operational statuses such as approved, completed, cancelled, no-show, or pending. Status changes can trigger customer notifications and configured webhook events.

Booking Calendar

Codersly Booking Pro unlocks advanced appointment calendar views inside the shared Calendar menu.

Calendar Views

• Month
• Week
• Day
• List

Calendar Filters

Appointments can be filtered by staff member and location to help administrators review availability and booking activity for specific resources.

Calendar Information

Calendar entries can display the appointment date and time, customer, service, staff/location information, and booking status.

Customer Management

Codersly Booking Pro provides customer records and booking history through the Customers menu.

Customer Information

• Name
• Email
• Phone number
• Linked WordPress user when applicable
• Appointment history
• Booking activity associated with the customer record

Verified Customer Accounts

When customer registration is enabled, customers can create an account from the Booking Account page. The account uses email verification before protected customer booking records are shown.

Customer and Staff Portals

Booking Account

[codersly_booking_account]

The Booking Account page provides customer registration and login. Customer registration can be enabled or disabled from the Pro settings.

Customer Portal

[codersly_booking_portal]

Verified customers can review their appointments from a frontend dashboard.

• Booking ID and service
• Appointment date and time
• Staff and location
• Attendee count and recurring indicator
• Booking and payment status
• Customer cancellation when enabled and allowed by the deadline
• Customer rescheduling when enabled and allowed by the deadline
• WooCommerce payment link for eligible unpaid orders
• Google Calendar and Outlook add-event links

Staff Portal

[codersly_booking_staff_portal]

A linked active staff member can view assigned appointments and customer contact details from a mobile-friendly frontend dashboard.

• Review assigned appointments
• Review customer, service, location, and attendee information
• Open a meeting URL when present
• Update an assigned appointment to Approved, Completed, No-show, or Cancelled

Payments, Deposits, Refunds, and Coupons

Codersly Booking Pro can use WooCommerce to collect booking payments. WooCommerce and your chosen WooCommerce payment gateway must be installed and configured separately.

Global Payment Modes

• Full payment
• Percentage deposit
• Fixed deposit

Payment can be required globally, and individual services can inherit the global setting or use their own full-payment or deposit rule.

Service Payment Configuration

• Optional WooCommerce Product ID
• Use global payment setting
• Full payment
• Percentage deposit
• Fixed deposit
• Service deposit value

Paid Booking Cancellation

When a paid booking is cancelled, the administrator can configure the plugin to leave the WooCommerce order unchanged, cancel the WooCommerce order, or attempt a full refund.

Payment Tabs

• Transactions
• Deposits
• Refunds
• Coupons
• Payment Settings

Coupons

Create percentage or fixed-amount coupons with optional service restrictions, minimum booking amount, usage limit, start date, end date, and active/inactive status.

Notifications and Reminders

Codersly Booking Pro provides editable email templates, scheduled reminders, and delivery logs.

Notification Tabs

• Templates: edit customer received, customer status, reminder, and administrator messages
• Reminder Rules: configure reminder times before an appointment
• Email Logs: review sent and failed notification records

Reminder Schedule

You can enter up to ten reminder times as hours before the appointment. For example:

168, 48, 24, 2, 1

Reminders are processed through WordPress cron.

Template Tokens

Available message tokens include booking ID, customer name, service, staff, location, business and customer date/time, attendee count, recurring-series information, extras, status, cancellation URL, rescheduling URL, meeting URL, Google Calendar URL, and Outlook Calendar URL.

Integrations

Private iCalendar Subscription

Codersly Booking Pro generates a private iCalendar feed that can be subscribed to from Google Calendar, Apple Calendar, or Outlook.

Staff External Calendar Blocking

Each staff profile can optionally contain a private external iCalendar URL. When external calendar blocking is enabled, busy periods from that feed are considered when determining staff availability.

Google Calendar and Outlook Links

Customer booking records can provide add-event links for Google Calendar and Outlook. These links open the selected calendar service when the customer clicks them.

Outgoing Webhooks

Configure a Webhook URL to send booking, payment, status, and rescheduling events as JSON to an external endpoint.

When a webhook secret is configured, Codersly Booking Pro signs the request using an HMAC-SHA256 signature so the receiving system can verify the payload.

WooCommerce

WooCommerce is used only when you enable online booking payments. The payment is processed by WooCommerce and whichever WooCommerce gateway your site has configured.

Reports and CSV Export

Codersly Booking Pro provides date-filtered operational and financial reports.

Report Summary

• Total appointments
• Total attendees
• Collected amount
• Outstanding amount
• Average booking value
• Cancellation rate
• No-show rate
• Booked-slot utilization
• Repeat customers
• New customers

Performance Reports

• Status summary
• Service performance
• Staff performance
• Location performance
• Daily booking and revenue activity

CSV Export

Use Settings → Tools & Data to export the complete appointment list as a CSV file for reporting or migration.

The export can include booking and series IDs, customer information, service, staff, location, UTC and timezone data, attendee count, pricing components, extras, discounts, coupons, status, payment information, WooCommerce order ID, company/address information, and configured custom booking fields.

Codersly Booking Free vs Pro

Troubleshooting

Pro features are not appearing

• Confirm Codersly Booking Free is installed and active.
• Confirm Codersly Booking Pro is installed and active.
• Open Codersly Booking → License and validate the license.
• Clear the WordPress cache, object cache, CDN cache, and browser cache.
• Refresh the Codersly Booking admin page.

Booking or portal page is blank

• Confirm that the page contains the correct shortcode.
• Use Settings → Frontend Pages to repair missing pages.
• Go to Settings → Permalinks and click Save Changes.
• Check whether the active theme or page builder is suppressing shortcode output.

No appointment times are available

• Confirm the selected service is active.
• Confirm the business schedule is open for that day.
• Check the selected staff and location schedules.
• Check special dates or holiday closures.
• Check minimum notice, maximum advance days, buffers, and group capacity.
• If external calendar blocking is enabled, check the staff iCalendar feed.

Customer cannot open the portal

• Confirm customer registration is enabled when registration is expected.
• Confirm the customer is logged in.
• Complete email verification.
• Confirm the Customer Appointments page contains [codersly_booking_portal].

Staff Portal shows no active staff profile

• Open the staff record in WordPress admin.
• Confirm the staff status is Active.
• Link the correct WordPress User ID to the staff profile.
• Confirm appointments are assigned to that staff member.

WooCommerce payment is not available

• Confirm WooCommerce is installed and active.
• Configure at least one WooCommerce payment gateway.
• Enable booking payment in Settings → Payments.
• Review the service-level payment rule and WooCommerce Product ID when used.

Reminder emails are not being sent

• Confirm reminder hours are configured.
• Confirm WordPress cron is working.
• Check Email Logs.
• Configure a reliable SMTP service and review spam filtering.

Useful Links

• Codersly Booking Free Product Page
• Codersly Support
• Codersly Website

Frequently Asked Questions

Support

If you need help with installation, license activation, services, staff, locations, schedules, recurring appointments, group capacity, extras, coupons, customer accounts, portals, WooCommerce payments, reminders, integrations, reports, or frontend pages, contact Codersly Support.

Contact Codersly Support

Include the Following Information

• WordPress version
• PHP version
• Codersly Booking Free version
• Codersly Booking Pro version
• WooCommerce version when the issue involves payments
• Relevant screenshot or screen recording
• Exact steps to reproduce the problem
• Error log or Plugin Check details when available

Thanks,
Codersly Support