Docs / Setting Up
Quick Start Guide
The following guide outlines how to complete the Taskly quick start wizard, so that you can start setting up your workspace.
Getting Started Wizard
Enter your Business Name.
Enter your Business Email.
Enter your Business Phone. This phone number will be displayed on emails sent to customers who book with you.
Enter your Business Website. Taskly will point at this website when users finish the booking process. Leave this blank if you do not have a website.
Tip: Remember to include https://
Click Next
Click Browse. Upload your logo. Taskly will add your logo into the booking form and it will be included in all customer communication.
Choose your Brand Color. Taskly will use this colour on the booking form and in emails sent to your customers.
Click Next
Enter your Business Address. Google will auto-populate a list of addresses. Your address is not shared with customers unless you opt to take at-home bookings.
Click Booking Radius. Enter the distance you are willing to travel for bookings.
Taskly will ensure that you cannot be booked by customers who live outside of the radius from your business address. It's better to have a large radius and factor in travel time into your quotes.
Click Submit
You’re now ready to start setting up the rest of your platform. We recommend either setting up your categories and services next, or configuring your payment settings.
Was this helpful?