Synchronize Bookly appointments with Jetpack CRM

Chapter 6.5

Verified · Installation & Setup

Creates or updates Jetpack CRM tasks from Bookly appointments.

Navigate: MBOS → Integrations → Bookly CRM Sync

What does this control?

Creates or updates Jetpack CRM tasks from Bookly appointments.

How do I configure it?

1. Enable Bookly to CRM task sync.
2. Enable automatic sync (cron).
3. Save Sync Settings.
4. Refresh Staff List.
5. Map each Bookly staff member to the appropriate CRM Owner.
6. Save Staff Mapping.
7. Run Sync Now.

Why is this useful?

Keeps scheduling activity visible inside the CRM and assigns tasks to the correct owner.

How do I verify it?

• Confirm unmapped staff is zero.
• Review Sync Status and Recent Logs.
• Create a future Bookly appointment and confirm a CRM task appears.