Checklist dependencies

The purpose of this article is to help you learn:

• What are dependencies
• How checklist dependencies work
• How to set up "any" and "exact" combination dependencies
• How to create checklists for multiple industries
• How to set the checklist priority for multiple checklist dependencies

Getting Started

This article goes over how to customize checklist conditions for a new or existing checklist in the Checklist Module.  If you have not created a checklist yet, click here to learn how to create your first checklist.

What are "dependencies"? 

"Dependencies" are used in the BookingKoala booking form to display custom options based on the selection made on the booking form. 

Most commonly, the booking form uses dependencies to show or hide services based on selections made on the form.  In the example below, this service category is only enabled for the "One Time" frequency, meaning bookings under this category must be scheduled one at a time.  

In the Checklist Module, checklist dependencies determine which checklists appear based on the selected form parameters in the booking form. These form parameters include options like extras, packages, pricing parameters, addons, items, and package addons.

Starter and Growing Plan Checklist Features

In the Starter and Growing Plans, you can create a unique checklist for each service category, allowing you to tailor tasks based on the specific services you offer. 

However, these plans do not include access to advanced features like setting up dependencies based on parameters such as location, frequency, or extras. Additionally, the "EXACT Combination" option or the use of the “ Exclude checklist option” and the ability to reuse the same checklist across multiple industries are not available in these plans.

Premium Plan Checklist Features

• The Premium Plan includes all features in the checklist dependencies section, including the ability to make "EXACT/ANY Combinations" and the "Exclude checklist option" available for every form parameter, except service categories, locations, and frequencies.  

• Service categories, locations & frequencies form parameters will work like the "ANY"  type combination.

• This Plan also includes the option to use the same checklist for multiple industries and forms.

Setting Up Checklist Dependencies

To manage checklist dependencies within the Checklist Builder in BookingKoala, follow these step-by-step instructions to access the settings section and configure your checklist dependencies effectively.

Checklist dependencies are managed under the "Dependencies" section in the Checklist Builder "Settings" section.  

As an admin or staff member (with permission), you can access the admin checklist dashboard from the left-side menu in the admin/staff dashboard under: 

Settings > General > Checklist

Once the dashboard has opened, select "Options" then "Edit" under the "Actions" column to open a specific checklist.

Next, click on the "Settings" tab to the right of the "Builder" tab at the top of the Checklist Builder page. 

Then, click on the "Dependencies" section from the left-side menu.

Now you can see the form parameters with their Exact/Any & Exclude options.

Service categories, locations, and frequencies do not have an "Exact" or "Any" option; they are automatically set to "Any" by default. Additionally, unlike other form parameters, they do not include an "Exclude" option.

 

Exclude Checklist Option

1. The "Exclude Checklist" option is available in the Premium Subscription only.
2. Exclude options are used to exclude a checklist when the user does not select anything from a specific form parameter.

For example, if you want to exclude a checklist for a booking where no 'Extras' are selected, simply check the exclude option next to 'Extras' in the checklist dependencies, and the checklist will not be shown.  

For the bookings where no extras are selected, this checklist will be excluded.

 

"Any" Combination Dependencies

• The "Any" combination option is available in the Starter, Growing, and Premium Subscriptions.

• Any combination of the selected form parameters can be used to define the checklist dependencies.

Suppose you want to show the checklist for the bookings where the four-wheeler is selected in the items section, then you can select all the four-wheelers in the items in the dependencies section with the “Any” combination.

 

"Exact" Combination Dependencies

The "Exact" combination option is available in the Premium Subscription only.

If you select "Exact", the system will check an exact combination of booking form parameters based on the dependencies in this section.   

• If the combination of dependencies on the booking form matches the ones enabled for the checklist, it will be displayed for the booking. 
• If the combination does NOT match the dependencies settings, the checklist will not be shown.
• For this option, only the parameters selected/enabled in the booking will be checked by the system.

Let’s say you are setting up your checklist for the Hair Salon industry. Now you can set different checklists according to the needs of the customer. Suppose the customer selects for Facials in the ‘Items’ section. You can select Facials in the ‘Items’ section of the checklist dependencies.

Now, the checklist will be visible if and only if the Facials are selected for the booking in the Items section.

 

 

Beneath each "Industry" and "Form" tab, parameters for each booking form can be enabled or disabled to create custom checklist dependencies.

Saving Changes to Checklist Dependencies

At the very bottom of the "Settings" section, be sure to click the blue "Save" button if you have set up or made any changes to the checklist's dependencies.  

A green system alert will appear in the top right corner, confirming that the dependencies have been saved successfully.   

Save and Publish

Once you've finished making changes, please remember to click the "Save & Publish" button to save the new checklist settings.  

Set the Checklist Order of Priority

If you have created more than one checklist using "Any" combination dependencies, you can change the order of priority in which checklists are displayed on the "Checklist Progress" page for providers, admin, customers, and staff.  

To set the checklist priority, open the admin checklist dashboard under:

Settings > Checklist

Click the white "Set Priority" button near the top right corner of the page. 

A "Checklist Priority" menu will appear on the right side of the screen. To change the checklist order, hold the "drag to reorder" icon to the left of the schedule name and drag it up or down the list.  

Once you are finished setting the order, click the blue "Update Priority" button at the bottom left corner of the menu. A green system alert will appear in the top-right corner of the page, confirming that the priority has been updated successfully.  

Next Steps

Once you have gone through the checklist "Dependencies" section, you should review the two remaining sections located in the "Settings" tab: Conditions and Tags.  

• Click here to learn how to display or hide certain tasks/subtasks using conditional logic in the "Conditions" section.  
• Click here to learn how to set up and manage checklist tags under the "Tags" section.  

You can also return to the Checklist Builder or the other checklist Settings sections to adjust other aspects of the checklist.

• Click here to learn how to build a checklist by adding tasks, subtasks, and other elements from the Checklist Builder.
• Click here to learn how to enable and customize checklist settings in the "Settings" section.