Checklists help you track equipment, setup tasks, and to-do items for each event. Create templates and assign them to packages so the right checklist is automatically attached to every booking.
Creating a Checklist Template
Manage → Checklist Templates
Go to Checklist Templates.
Click New Checklist.
Add items to the checklist.
In the settings, set the visibility (who can see this checklist).
Click Edit next to each line item to assign the checklist item to specific packages, staff and/or assign due dates.
Checklist Settings
- Name: Title of the checklist.
- Packages: Which packages this checklist applies to.
- Visibility: Whether staff and/or clients can see and edit the checklist.
- Auto-assign: Automatically attach this checklist to new bookings for the assigned packages.
Using Checklists on Bookings
Once assigned, checklists appear on the booking page. Staff can check off items as they are completed. This is useful for load-in/load-out equipment tracking.