Checklists

Checklist module overview

Learn which features are included in the Bookingkoala Checklist Module, where to set them up, and how to use them for admin, providers, customers, and staff.

Add a new checklist

Learn how to create a new checklist by adding tasks, subtasks, and other elements from the Checklist Builder.

Checklist settings

Learn how to enable and disable settings that control customer and provider checklist access, checklist notes, automated checklist notifications, and more.

Checklist dependencies

Learn how to set up checklists for different job types or combinations of services.  

Checklist conditions

Learn how to set up conditional logic to show or hide tasks based on the state of other tasks in the checklist.

Checklist & job media tags

Learn more about checklist tags, including how to add new tags and manage tag settings for each checklist.

Translating checklists

Learn how to translate checklists into a different language or multiple languages.

Admin checklist dashboard

Learn how to view, filter, add, edit, archive, publish, and delete checklists from the admin checklist dashboard

Booking form checklist tools

Learn more about admin and staff checklist tools in the booking form, including how to hide checklists, update or complete subtasks, reset or complete a checklist for a provider, and add job media to a checklist.

Checklist progress dashboard

Learn more about the "Checklist Progress" dashboard, including how to view live checklist updates, add notes, send messages to the customer or provider(s), and more.  

Staff checklist permissions

Learn how to set up permission for staff members to view or access the Checklist Module features, including the admin checklist dashboard, the "Checklist Progress" dashboard, and other checklist tools on the booking form

Customer checklist access

Learn how checklists work for customers, including how to view booking checklist(s) and send checklist notes to the provider(s), staff, and admin.  

Export completed checklist(s)

Learn where to go to export the checklists you have created in BookingKoala.