Taskly sends automated emails to your customers and staff at key points throughout the booking lifecycle. The following article outlines every email Taskly sends and when it is triggered.
You can view a log of all emails sent from your account in the Notification Log in Taskly.
Booking Request Acknowledgement
Triggered when a customer submits a booking request via your website booking form. The customer receives an acknowledgement confirming their request has been received and that you will be in touch soon.
Quote Sent
Triggered when you send a quote from a booking request. The customer receives an email with their quote details — proposed date and time, pricing, and your personal message — with a link to accept or decline online.
Quote Accepted — Booking Confirmation
Triggered when a customer accepts a quote. The customer receives a booking confirmation with their booking details and a link to their Customer Portal. If the payment workflow is Pay Upfront, the invoice is raised immediately and a payment request is included.
Booking Declined
Triggered when you decline a booking request. The customer receives an email with your decline message (if provided).
Booking Confirmation
Triggered when you create a direct booking (if you choose to send a notification during the Create Booking flow). The customer receives a confirmation with their booking details and a link to their Customer Portal.
Booking Reminder
Triggered X days before an upcoming booking, based on your reminder settings. The customer receives their booking date, time, address, and a link to their Customer Portal. Learn how to set up booking reminders.
Booking Change Notification
Triggered when you update a booking's date, time, staff, or address and choose to notify the customer. The customer receives an email with the updated booking details.
Booking Cancellation
Triggered when you cancel a booking and choose to notify the customer. The customer receives a cancellation email including the reason you provided.
Booking Completed
Triggered when you mark a booking as complete.
If the payment workflow is Invoice on Completion, the customer receives a completion email with a link to their invoice and Customer Portal.
If the payment workflow is Pay Upfront (and no deposit balance is due), the customer receives a completion email with no invoice attached.
Invoice Issued
Triggered when an invoice is raised — on completion, upfront payment, deposit balance due, or ad hoc. The customer receives their invoice details with a link to pay online.
Overdue Payment Reminder
Triggered when you manually send an overdue reminder from an unpaid invoice. The customer receives a payment reminder with a link to pay. Learn how to send overdue reminders.
Review Request
Triggered when you mark a booking as complete (email and SMS if enabled). The customer receives a review request asking for feedback. Taskly only sends this if the customer has not submitted a review in the past 6 months. Learn how to set up reviews.
Site Visit Confirmation
Triggered when you schedule a site visit on a booking request. The customer receives a confirmation with the visit date and time.
Site Visit Rescheduled
Triggered when you reschedule a site visit. The customer receives an updated confirmation with the new date and time.
Booking Assignment
Triggered when you create a booking or send a quote with staff assigned (if you choose to notify them during the Review step). The assigned staff member receives a notification with the booking details.
Booking Reminder
Triggered X days before an upcoming booking, based on your reminder settings. Assigned staff receive a reminder with the booking date, time, and address. Learn how to set up booking reminders.
Booking Change Notification
Triggered when you update a booking and choose to notify providers. Assigned staff receive an email with the updated booking details.
Booking Cancellation
Triggered when you cancel a booking and choose to notify providers. Assigned staff receive a cancellation notification.
Site Visit Confirmation
Triggered when you schedule a site visit and assign staff. The assigned staff member receives a confirmation with the visit date and time.
Site Visit Rescheduled
Triggered when you reschedule a site visit. Assigned staff receive an updated confirmation with the new date and time.
Quote Rejected Notification
Triggered when a customer rejects a quote. You (the account owner) receive an email with the customer's reason and a link to view the booking request.
If you have SMS enabled, some of the above notifications can also be sent via text message — including booking reminders, review requests, and on-my-way notifications. Learn how to enable SMS.
