How to Send Bookly Data to Gist

Gist is a CRM and live chat that helps you manage contacts and track interactions. Getting Bookly appointment into Gist does not require external tools. Advanced Form Integration handles it natively, and this guide covers every step.

The direct approach

AFI delivers appointment data straight from WordPress to Gist. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

• A WordPress site with Bookly installed and configured.
• A Gist account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Gist to AFI

1. Log in to your Gist account.
2. Go to Settings → API and copy your API Key.
3. In WordPress, go to AFI → Settings → Gist.
4. Paste the API Key and click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Bookly to Gist.

2. Pick your trigger

Select Bookly as the form provider. AFI fires when an appointment is booked, giving you access to customer name, email, phone, service name, staff member, appointment date, and time.

3. Select Gist as the destination

Choose Gist from the platform dropdown and pick Add Contact. This creates a contact in Gist.

4. Map fields

Match each Gist field on the left to the corresponding Bookly field on the right. Common mappings include customer name, email, phone, service name, staff member, appointment date, and time. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Bookly. Check Gist to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps email, name, and phone to Gist with unlimited records. Pro adds custom field mapping and tags. No per-record fees on any plan.

Frequently asked questions

Which Bookly events trigger the integration?

AFI fires when an appointment is booked. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Bookly to Gist in minutes.