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    • Create a Booking
    • Update a Booking
    • Cancel a Booking
    • Create Additional Invoice for Booking
    • Mark Booking as Complete
    • Tag Bookings
    • Add Notes to Bookings
    • Before and After Photos
    • Manage the Customer Portal
    • Setup and Manage Recurring Bookings
Docs / Job Management

Manage the Customer Portal

Every booking in Taskly has a Customer Portal — a secure, personalised link that gives your customer a real-time view of their booking details, invoices, and photos. The following article outlines what customers can see in the portal and how to manage access.
Manage the Customer Portal

What Customers See

The Customer Portal shows customers everything related to their booking in one place:

  • Booking summary — status, date and time, address, and services

  • Financial summary — total invoiced, amount paid, balance due, and a list of individual invoices with their payment status. Customers can pay outstanding invoices directly from the portal.

  • Photos & Documents — before photos are always visible to customers. After photos and documents can be optionally shared when uploading them.

  • Activity timeline — a chronological log of key events such as booking confirmed, booking completed, invoice issued, and payments received.

The ability to view and navigate all bookings from a single portal is coming soon.

How Customers Access the Portal

Customers don't need a login. Each booking has a unique, secure link that Taskly automatically includes in all emails sent to the customer — including quote emails, booking confirmations, reminders, change notifications, review requests, and invoices.

Sharing Photos and Documents

When uploading after photos or documents to a booking, you can choose whether to share them with the customer via the portal.

  1. Press Manage on the relevant section (After Photos or Documents)

  2. Toggle Share with customer portal on or off

  3. Upload your files

Before photos are always shared with the customer automatically.

Managing Portal Access

You can control whether the portal link is active and when it expires directly from the booking record.

  1. Open the booking

  2. Scroll to the Customer Portal section on the right-hand panel

  3. Press Manage to update the access settings:

    • Access — enable or disable the customer's access to the portal

    • Expires at — set an expiry date for the link, or leave it with no expiry

The portal link itself stays the same even when access settings are updated. If you disable access or let the link expire, the customer will no longer be able to view the portal at that link.

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NextSetup and Manage Recurring Bookings
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