Checklists

0:00 in this video we're gonna cover checklist and checklist are a feature of check cherry that are really designed to help you look more professional and stay on your a-game with checklists you can build and manage a to-do list a task list an equipment list and you can also automatically generate those lists based on the package that the client selected even the

0:27 add-on and or backdrop okay let's take a look at what this looks like within a booking I'm at the overview of Jenna and John's wedding and you'll see a checklist tab if I click the checklist tab I have three separate checklist I have post event tasks pre-event tasks and an equipment checklist and so if you go into one you'll see here's all the equipment I might need to perform

0:56 my services keep in mind you can reorganize these tasks check them off sort by various things like due date and so on you'll notice the equipment checklist doesn't have any due dates this is probably it's not something that makes sense to have a due date however if I go back to the checklist you'll see my pre event checklist they do have a due date and so there

1:23 are some tasks which are past due and you'll see those in red with the due date and coming due soon here and of course you can you know focus on what you want to see quite easily coming too soon it's past two that take the stuff most of time you'll probably just be looking at all of them and you'll notice it's really easy to know where you stand with checklist just kind of figure out

1:51 where are you at and what's going on you can also add descriptions to checklist so confirm with staff does not have one but you can add additional notes that type of stuff you can change the due date and this will all override things just for this booking there's also a Settings portion for each checklist and you could edit the checklist settings and you'll see here I can override the

2:19 name and the visibility so show items and your consolidator to-do list you'll find that here and that'll have you know all of the two dudes you want to see or have to do you can also limit permission based on staff accounts so do you want the staff to be able to see and check items off on these lists so you might want to uncheck that if you are in a situation where it's an admin only

2:47 list you might also want your staff to be able to edit add and remove items on the list that you know give them full control to do what they need to do to accomplish the task just a trust factor and again this will just update the settings for this particular checklist for this booking okay so checklists are great when you're actually managing them on an event by event basis but it's

3:21 really cool with check cherries you can also build checklists automatically and associate them with each new booking using checklist templates and so let's click on that and you'll see I already have three checklist templates I can create a new template at any time here are the settings I've mentioned before about visibility and and so on and let's take a look at the equipment checklist

3:46 for example and so here are several things and if I click the plus sign I can add a new item I can edit any of them change the name add some notes to it and then also automatically assign due dates what does it do is it how many days weeks months before after is it based on the event date the book date the due date and so on let's add a new one I'm gonna add a back drop checklist you know

4:23 do I have my back drop for the booking and I'm not going to give it a due date I don't want to be nagged about it I'm just gonna go through my equipment checklist as I'm packing up so to speak for the booking and you'll also notice there's an applies to section and so if I click Edit you can choose which items will be built for which package and also add-ons and backdrops and so this

4:53 is a backdrop so I'm gonna say I don't care what package they selected I don't care what add-on they selected but if they select a backdrop any of them I want to make sure I get grabbed this and so let's save that and you'll see here it's telling me it's no packages but all backdrops this will be built so the way that this was designed really is more so that you would have one

5:18 equipment checklist template and then many items and then you would individually go through and say hey this item belongs to this package or this add-on and so on you could certainly build you know a checklist for your photography service in a checklist for your you know party rentals business completely up to you but really designed in fine grain control at the individual item level on a

5:48 template as to where that is going to show up and automatically be built now let's take a moment to look at the consolidated to-do list and so here it is you'll see it'll show which booking or package you know here's the booking here's the package the due date you can add notes and see notes I can go right to the checklist on that booking and manage it look at other things it's all there and

6:26 also we have those handy filters to see let's do what's not do and you can also search so you know there's Jenny oh that's checklist we hope it helps you run a better business thanks for watching