TASKPILOT AI · PRACTICAL GUIDES

Prepare the privacy information for your cleaning enquiry form

A practical preparation checklist for the business privacy-notice link required by SmartBookings. Avoid unnecessary sensitive enquiry information.

Published and updated · TaskPilot AI

Your business needs its own notice

TaskPilot's privacy notice explains TaskPilot's processing. It is not a replacement for the notice your cleaning business gives its customers. Before sharing your enquiry form, prepare a public notice that describes your own actual practices and make it available over HTTPS. The dashboard validates the link format, not the legal completeness or continuing availability of its content.

Gather the facts before asking for review

Identify your business and contact details, the information you request, why you use it, who receives it and how long you keep it. Include the systems and providers you actually use, rather than copying another company's list. Consider how people can exercise their rights and how you will handle a complaint. This is a preparation checklist, not legal advice or a legally approved privacy template; qualified advice may be needed for your circumstances.

Keep the first enquiry proportionate

The form needs enough information to understand the request and contact the person. Do not ask people to include card information, passwords, keysafe codes or unnecessary sensitive details in free text. Acknowledging the notice does not create marketing permission. TaskPilot sends relevant transactional notifications; it does not provide consent for your business to run an unsolicited campaign. Keep any separate marketing arrangements outside this enquiry acknowledgement.

Your practical checklist

  1. Describe your actual business processing.
  2. Publish the notice at a public HTTPS address.
  3. Check the link yourself after saving it.
  4. Review the notice when your practices change.

Questions about this workflow

Does the green setup check mean legal approval?

No. It confirms a valid HTTPS link was saved; it is not a legal review.

Must the TaskPilot founder write my notice?

No. You supply your business notice and seek qualified advice if needed. Standard onboarding does not require founder document preparation.

Preparation reference: ICO guidance on the right to be informed. This checklist does not replace qualified review.

Start with a focused, self-service plan

For small UK cleaning businesses: one account, up to 30 service choices, a hosted or optionally embedded enquiry form, 200 processed enquiries per verified paid month, manual quotation and booking records, transactional notifications and data export.

  1. Create your account and confirm your email.
  2. Pay securely through Stripe; payment is verified before paid features unlock.
  3. Save your services and privacy notice; the dashboard validates readiness.
  4. Share your form, review enquiries and agree prices and bookings yourself.

£199 one-time automated activation and guided onboarding + £79/month. £278 initially, then £79/month until cancelled. No VAT is charged. The paid period starts at payment. No founder consultancy, bespoke integration, automatic pricing, AI phone agent or staff scheduling is included.

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