Update a Booking

Taskly allows you to update bookings after they have been created — including changing the assigned staff, date and time, and address. The following article outlines how to update a booking and the options available when managing recurring series.

Update a Booking

1. Go to Bookings and open the booking you would like to update

2. Press Update Booking

3. Update any of the following:

   • Assigned Staff — add or change the staff member(s) assigned to the booking

   • Starts At and Ends At — update the date and time of the booking

   • Address — update the job address

4. Under Send change notification email to, choose whether to notify the Customer and/or Provider(s) of the change

5. Choose how to apply the update:

   • Press Update Booking to apply the changes to this booking only

   • Press Update Series to apply the changes to this booking and regenerate all future planned bookings in the series based on the updated details

When you press Update Series, future bookings are regenerated using the edited booking as the new anchor — inheriting its updated date/time, staff, and address. The series' repeat pattern (e.g. weekly on Mondays) is preserved.

Edit a Recurring Series

Edit Series is for changing the recurrence pattern of a series — for example, switching from weekly to fortnightly, changing the day of the week, or extending the end date. It does not change the date/time, staff, or address of the bookings.

1. Open any booking in the series

2. Scroll to the Series tile and press Edit

3. Update the Repeat Type, Repeat every X weeks, Day of Week, and/or Ends On date

4. Press Submit

Future bookings are regenerated under the new pattern, using the existing booking's date/time and staff as the anchor. No notification emails are sent.

Update Series (via Update Booking) and Edit Series are two different things. Use Update Series to change when or who — use Edit Series to change how often.

Cancel a Booking

1. Open the booking you would like to cancel

2. Press Cancel Booking

3. Enter a Reason for the cancellation — this reason will be sent to the customer

4. Under Send cancellation notification email to, choose whether to notify the Customer and/or Provider(s)

5. Choose how to apply the cancellation:

   • Press Cancel Booking to cancel this booking only

   • Press Cancel Series to cancel all future planned bookings in the series

Turn Auto-Invoicing On or Off

If you selected the wrong invoice setting when creating a booking, you can change it directly from the booking record.

1. Open the booking

2. Press the ⋮ menu in the top right

3. Toggle Generate invoice on or off

This is equivalent to changing the Generate invoice setting at the time of booking. Learn more about invoicing options.

Contact the Customer

From any booking record you can quickly reach the customer directly:

• Press the phone icon next to their number to call them

• Press On My Way to send an on my way SMS (requires SMS to be enabled). Learn more about On My Way SMS.

• Press the email icon to send an email directly to the customer

Customer Portal

Every booking has a Customer Portal — a secure link giving the customer visibility of their booking details.

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

2. Press Manage to control the customer's access level and expiry

3. Press Copy Link to copy the portal link and share it with the customer

The portal link stays the same even when access settings are updated, so you can share it once and adjust permissions at any time.