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Creating Categories and Services
Taskly allows you to categorize services on your booking form, so that customers can easily find what they are looking for. In this guide, you'll learn how to create categories, then create services and add those to categories on your booking form.
Categories and Services are not be displayed on the Quick Embed booking form - only the full booking form.
Create Service Categories
Click Categories
Click New Category
Click the Name field.
Enter the name of the category, e.g. Residential Cleaning
Click Create or Create & create another if you have additional categories to add.
Creating Services
Click Services
Click New Service
Click the Name field.
Enter the name of the service you would like to offer to customers, e.g. Hourly Deep Cleaning
Click the Description field.
Enter the Description you would like to be displayed to customers on your booking form when they select the service.
Click the Price Minimum field.
Enter the price you would like the service to be displayed ''From'' on your booking form, e.g. ''From $109.00''
Taskly prices ''From'' on your website so that your customers can get an idea of the minimum price to expect, leaving the flexibility with you to decide the price as you generate quotes.
Select the Categories field.
Select the Categories you would like this service to be contained within on your booking form. Services can be displayed in multiple categories.
Click Enabled to publish the service on your booking form.
Click Create or Create & Create Another if you have additional services to add.
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