Taskly allows you to run a report showing the last booking date for each of your contacts, making it easy to identify customers who haven't booked recently and reach out to generate repeat work. The following article outlines how to run this report.
Open Customers
Press Export Customers
Select/rename the Columns to export including Last Booking Date
Press Export
The export will run in the background and you’ll receive a notification in Taskly when it has been completed.
