Bookly/Square Integration Progress — 2026-04-05
Progress update call on the Bookly widget + Square appointment integration for [1]. Two parallel blockers identified: variation handling requires new product page layouts before Bookly can launch, and the Zapier→Square appointment creation is still broken pending Chris getting direct Square access. A temporary UX stopgap was agreed to reduce client friction in the meantime.
Overview
Date: 2025-10-14 (ingested 2026-04-05)
Meeting type: Project progress call
Project: [2]
Attendees:
- Katie Schueller — La Marie Beauty (client, driving/phone)
- Roxana Lopez — La Marie Beauty (client)
- Lisa Frommelt — La Marie Beauty (client)
- Chris Ostergaard — Asymmetric (lead developer)
- Melissa Cusumano — Asymmetric (project lead)
- Mark Hope — Asymmetric
Key Decisions
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New product page layouts must precede Bookly launch. Bookly cannot handle WooCommerce product variations natively. The agreed path is to build individual service pages (or a custom variation selector) with tabbed layouts. Bookly will not go live until these layouts are ready.
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Temporary "Book Now" redirect to Square booking page. Until the full Bookly integration is complete, the "Book Now" button site-wide will redirect to La Marie Beauty's full Square booking page. This addresses an immediate UX problem where mobile users can't see all services (injectable services fall below the fold due to alphabetical ordering and slow lazy-loading).
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End-of-October deadline acknowledged as tight but quality takes priority. The team agreed a slight delay is preferable to a rushed launch that requires post-launch fixes. Katie confirmed she's on board with this.
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Chris needs Square team member access to properly test Zapier integration. Testing against borrowed team member IDs is insufficient — Chris needs his own team member record in Square to simulate a real appointment creation environment.
Action Items
| Owner | Action | Notes |
|---|---|---|
| Katie | Add Chris as a team member in Square | Normal team member access (not developer access) |
| Katie | Add service IDs and variation IDs to the shared spreadsheet | New column alongside existing team ID list; include service name, service ID, and any variation IDs |
| Melissa | Set up call with dev team re: new product page layouts | Discuss tabbed variation layout; get timeline estimate; update team by next week |
| Melissa / Dev | Implement temporary "Book Now" redirect to Square booking page | Redirect to full Square booking URL as stopgap |
| Chris | Continue troubleshooting Zapier→Square appointment creation | Resume once Square team member access is granted |
Status by Work Stream
Bookly Widget — Product Filtering
✅ Working. The developer has implemented a hard-coded filter so that clicking "Book Now" on a service page passes the correct product filter to the Bookly widget. The selected service displays correctly.
Bookly Widget — Variation Handling
🔴 Blocked — requires new page layouts. Bookly cannot natively handle WooCommerce product variations. Options discussed:
- Create individual service pages per variation (volume-heavy)
- Build a custom variation selector that sets the product dynamically
Neither can proceed until Melissa's dev team scopes and builds new product page layouts with tabbed variation UI. Bookly launch is gated on this work.
Zapier → Square Appointment Creation
🔴 Blocked — pending Square access. Chris has the Zapier→Square "Create Appointment" action configured and has the team member ID list from Katie, but appointment creation is failing. The suspected cause: without his own team member record in Square, Chris cannot properly simulate the appointment assignment and the timestamp/team member pairing fails validation. Unblocked once Katie adds Chris to Square.
Booking UX (Temporary Stopgap)
🟡 Decision made, implementation pending. Current site has a mobile UX problem: the services page requires scrolling past a slow-loading list, and injectable services (high-value bookings) are buried at the bottom alphabetically. Additionally, not all services available in Square are yet on the website. Agreed fix: redirect "Book Now" to the full Square booking URL temporarily.
Square Locations Clarification
Chris asked about the two Square locations (Madison and Milwaukee). Katie clarified:
- Madison — active physical location, all regular team member transactions
- Milwaukee — legacy location, no physical presence; retained because it's unclear why it was set up; new purchase links created by Katie route through Milwaukee for unknown reasons, but no team member appointment transactions go through Milwaukee
This is a relief for the Zapier integration — Chris does not need to account for Milwaukee in appointment routing logic.
Key Transcript Excerpts
Chris: "We have been able to, with our developer, get the Bookly widget to display the selected products. So when you go to a service and click Book Now, we're able to get the products filtered to display the selected product service. We haven't — at least we can't through Bookly — go granular and do variations."
Roxana: "Until we have it fine-tuned, can that 'Book Now' go right to Square, like the full original Square site, even if it's not the specific appointment? … Right now people on their mobile don't realize they have to scroll all the way to the bottom and it doesn't load properly."
Roxana: "I don't think we can launch Bookly without the page layouts, because of the way the variations work."
Chris: "I'd rather have this done properly rather than roll it out with some potential hiccups here and there."
Related
- [3]
- [4]