Taskly sends automated emails to your customers and staff at key points in the booking lifecycle. This page lists every email and what triggers it.
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 through your website booking form. The customer receives an acknowledgement confirming their request has been received and that you will be in touch soon.
Bulk Booking Request Acknowledgement
Triggered when a customer submits a bulk booking request through your bulk booking link. The customer receives an acknowledgement confirming their request has been received.
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 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.
Note: For bookings created through the bulk booking flow, Taskly does not send a customer booking confirmation. Reminder, completion, and review emails for these bookings still follow your settings.
Booking Reminder
Triggered a set number of 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 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, including 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. Bulk created bookings still send provider assignment confirmations.
Bulk Booking Request Received
Triggered when a customer submits a bulk booking request. Admins receive a notification that a new bulk request is waiting to be actioned in Bulk Requests.
Booking Reminder
Triggered a set number of 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.
Alongside the automated emails above, you can send a manual message at any time using Send Message from a Bulk Request, Booking Request, Quote, or Booking. These messages can be written freehand or sent using a saved message template.
Message templates should only contain the message body. Taskly automatically adds the greeting and sign-off, so don't include these in the template itself.
Learn how to create and edit message templates.
If you have SMS enabled, some of the above notifications can also be sent by text message, including booking reminders, review requests, and on my way notifications. Learn how to enable SMS.
