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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.
Learn how to create a new checklist by adding tasks, subtasks, and other elements from the Checklist Builder.
Learn how to enable and disable settings that control customer and provider checklist access, checklist notes, automated checklist notifications, and more.
Learn how to set up checklists for different job types or combinations of services.
Learn how to set up conditional logic to show or hide tasks based on the state of other tasks in the checklist.
Learn more about checklist tags, including how to add new tags and manage tag settings for each checklist.
Learn how to translate checklists into a different language or multiple languages.
Learn how to view, filter, add, edit, archive, publish, and delete checklists from the admin checklist dashboard
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.
Learn more about the "Checklist Progress" dashboard, including how to view live checklist updates, send notes, send messages to the customer or provider(s), and more.
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
Learn how checklists work for providers, including how to view booking checklist(s), send checklist notes, and complete checklist tasks as a provider.
Learn how checklists work for customers, including how to view booking checklist(s) and send checklist notes to the provider(s), staff, and admin.