Creating a booking checklist

This article covers the creation of checklists. Checklists provide a fillable form which can be checked for every booking, or reused across all bookings for that client.  Many checklists can be created and applied to each booking or client.

Checklists items include:

• Checklist item name

• Item comments

• A rating from 0-10, pass/fail, yes/no

• A record of when the item was last completed

Creating checklists

Steps

1. Navigate to Setup > Client CRM > Checklists

2. Click Add Checklist

3. Enter Checklist Name, Description, Legend (optional)

4. Select Checklist Type: 

   1. Booking checklist - update the same checklist across bookings; or 

   2. Booking checklist - use a new checklist for each booking 

   3. Online course assessment (this used within the Learning Management System)

5. Check Is Client Visible if you want clients to be able to view their own checklists under their My Progress menu (optional) 

6. Click Add Checklist Item in the bottom right

7. Enter Item Name, Tooltip (optional), Category (optional)

8. Select the Type to suit your checklist item:

   1. Rating 1-10

   2. Pass/Fail

   3. Yes/No

9. Enter Default Comment (optional)

10. Click Save

11. Repeat this for every new item or "step" you want on your checklist

Checklist item types

Here is what each of the checklist items look like when they are being completed by the admin/instructors:

Rating 1-10

Pass/Fail

Yes/No

Adding checklists to a booking

Steps

1. Navigate to Bookings menu

2. Select the relevant booking

3. Navigate to the Checklists tab 

4. Select the required checklist from the dropdown (many can be selected and completed)

5. Click on the Comment and Rating and fill them out

6. Click on the Last Completed date to set to todays date

Note: The Tally column is the number of times this item has been updated