How to Send Bookly Data to ServiceM8

ServiceM8 is a field service management platform. Bookly handles an appointment is booked on your WordPress site. ServiceM8 is where that data needs to go. Here is how to connect them without Zapier or code.

Why connect directly?

Cloud automation tools like Zapier charge per task and route your data through external servers. AFI processes everything on your WordPress site. No per-appointment fees, no external dependencies.

What you will need

• A WordPress site with Bookly installed and configured.
• A ServiceM8 account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect ServiceM8 to AFI

1. Log in to your ServiceM8 account.
2. Go to Settings → API and generate API credentials.
3. In WordPress, go to AFI → Settings → ServiceM8.
4. Enter the credentials and click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Bookly to ServiceM8.

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 ServiceM8 as the destination

Choose ServiceM8 from the platform dropdown and pick Add Job. This creates a job in ServiceM8.

4. Map fields

Match each ServiceM8 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 ServiceM8 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 name, email, phone, and address to ServiceM8 with unlimited records. Pro adds custom field mapping and job status. 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 ServiceM8 in minutes.