Frequently Asked Questions
Everything you need to know about Task Toad, setup, pricing and how it helps travel agents save time and win more bookings.
Getting Started
What is Task Toad?
Task Toad is a WhatsApp-powered workflow assistant built specifically for travel agents. It helps ensure enquiries, follow-ups, customer communication, reviews and repeat business opportunities don't fall through the cracks.
Who is Task Toad designed for?
Task Toad is designed for independent travel agents, homeworkers, small agencies and growing travel businesses that want to spend less time managing admin and more time selling travel.
How long does setup take?
Most accounts can be set up quickly. Once you've completed your onboarding form, we'll guide you through the rest of the setup process.
Do I need any technical experience?
No. Task Toad is designed for travel agents, not developers. If you can use WhatsApp, you can use Task Toad.
Do I need WhatsApp Business?
Depending on your chosen setup, Task Toad may use WhatsApp Business features to provide the best experience. Full guidance is provided during onboarding.
Can I use my existing phone number?
In many cases, yes. We'll discuss the best setup for your business during onboarding.
Do my customers need to install anything?
No. Your customers continue communicating as normal through the channels you already use.
Will my customers know Task Toad is being used?
Task Toad works quietly in the background, helping make sure communication and follow-ups happen at the right time.
Features & Automation
What does Task Toad automate?
Task Toad can automate: Customer follow-ups; Review requests; Pre-travel reminders; Post-trip aftercare; Birthday messages; Loyalty touchpoints; Repeat business nurturing; Customer updates; Booking journey communications.
Does Task Toad replace my CRM?
No. Task Toad is designed to work alongside the tools you already use, helping ensure important tasks and customer touchpoints happen automatically.
What is the Traffic Light Dashboard?
Task Toad's Traffic Light Dashboard gives you a simple visual overview of your customer journey. Active – Everything is progressing normally; Waiting – Waiting for documents, responses or decisions; Urgent – Requires attention; Relationships – Reviews, aftercare, birthdays and repeat business opportunities.
Can Task Toad help me generate more reviews?
Yes. Review requests can be sent automatically at the ideal point in the customer journey.
Can Task Toad help generate repeat business?
Yes. Task Toad includes post-trip follow-up and relationship-building touchpoints designed to encourage repeat bookings.
Pricing & Billing
Is there a free trial?
Yes. All plans include a 14-day free trial.
Do I need a contract?
No. There are no long-term contracts and you can cancel at any time.
Can I upgrade my plan later?
Absolutely. As your business grows, you can move to a plan that better suits your needs.
What happens if I exceed my plan limits?
We'll contact you and help you move to the most appropriate plan for your business.
Security & Data
Is my customer data secure?
Yes. Customer information is handled securely and with appropriate safeguards.
Who owns the customer data?
You do. Your customer data always belongs to you.
Is my information shared with third parties?
No. Your information is only used to provide the Task Toad service.
Why Task Toad?
Why was Task Toad created?
Task Toad wasn't built by a software company looking for a new market. It was built by a travel agent who got tired of watching enquiries go cold, follow-ups get forgotten, reviews get missed and valuable commissions slip through the cracks simply because there weren't enough hours in the day. Task Toad was created to make sure the right things happen at the right time—helping travel agents stay organised, look after their customers and grow their business without burning out.