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.
Go to Bookings and open the booking you would like to update
Press Update Booking
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
Under Send change notification email to, choose whether to notify the Customer and/or Provider(s) of the change
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 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.
Open any booking in the series
Scroll to the Series tile and press Edit
Update the Repeat Type, Repeat every X weeks, Day of Week, and/or Ends On date
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.
Open the booking you would like to cancel
Press Cancel Booking
Enter a Reason for the cancellation — this reason will be sent to the customer
Under Send cancellation notification email to, choose whether to notify the Customer and/or Provider(s)
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
If you selected the wrong invoice setting when creating a booking, you can change it directly from the booking record.
Open the booking
Press the ⋮ menu in the top right
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.
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
Every booking has a Customer Portal — a secure link giving the customer visibility of their booking details.
Scroll to the Customer Portal section on the right-hand panel
Press Manage to control the customer's access level and expiry
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.
