Setup Booking Reviews

Taskly allows you to automatically capture reviews for your bookings — either as private feedback within Taskly, or by directing customers to your Google My Business profile. The following article outlines how to enable and configure your review settings.

Taskly has built-in logic to ensure that customers are only asked for a review if they have not submitted one in the past 6 months. This prevents repeat customers from being asked for feedback too frequently. Review requests are sent when you mark a booking as complete.

Enable/Disable Reviews

1. Go to Settings and select Communication

2. Scroll to Booking Reviews and enable or disable the toggle

3. Choose whether to send review requests via Email, SMS, or both

   You can edit the message displayed with your review request — a preview is shown below the message editor. SMS requires SMS to be enabled. Learn how to enable SMS.

4. Press Save Changes

Review requests rely on the customer's Customer Portal access. If portal access is turned off for a customer, they will not receive review requests.

Edit Your Review Capture Form

1. Go to Settings and select Review Settings

2. Edit the Form Headers and messages as desired

3. Press Save Changes

Add a Google My Business Review Link

If you would prefer to capture positive reviews on your Google My Business profile, you can add a Google My Business link. Taskly will only direct customers who select a positive rating to your Google profile — customers who select a negative rating will have their feedback captured privately within Taskly only.

1. Go to Settings and select Review Settings

2. Enable Show Google Review Link

3. Enter your Google Place ID

   If you don't know your Google Place ID, you can find it here using Google's tool. If you're having trouble, contact us at [email protected].

4. Press Save Changes

5. Press Open Google Review Link to test that the link opens your Google review page correctly