The purpose of this article is to help you learn how to:

  • Export completed checklist(s)


Exporting Completed Checklist(s)

In Bookingkoala, "Checklists" are interactive lists of duties associated with particular services or bookings. Providers, staff, and admin can use checklists to add media, log details, send notes, and complete tasks. 

Should you want to export this or other checklists, you can do so through the Checklist Dashboard.  To manage all of your business's checklists inside the Checklist Dashboard from the left-side menu in the admin dashboard under: 

Settings > General > Checklist

Next, click on Options under the Actions column and select Export completed checklist(s).  

This will open the Export completed checklist(s) page.  Select a start and end date for the booking checklists you would like to export.  Then, select one or more to all of fields you would like included in the file. 

At the bottom right corner of the page, click the Export as email button and decide if you would like to Export all bookings together (into a single file) or Export each booking separately (into separate files per checklist).

Once you've made your selection, you will see a system notification at the top of the page confirming the checklist(s) export has been successful.  Please allow up to 15 minutes for the export file(s) to arrive via email.