---
title: "Creating a booking checklist"
slug: "creating-a-booking-checklist"
updated: 2025-06-04T06:33:47Z
published: 2025-06-04T06:33:47Z
canonical: "support.bookingtimes.com/creating-a-booking-checklist"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.bookingtimes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a booking checklist

This feature is available on these plans ([view pricing](https://bookingtimes.com/prices))

	
		
			 **Kick Starter**
		
			 **Nail & Scale**

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, and they can be configured at the system level if they are required to be completed

Checklists items include:

- Checklist item name
- Item comments
- A rating from 0-10, pass/fail, yes/no, satisfaction rating, guidance rating, competent/not competent
- A record of when the item was last completed

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-JHXRWZGI.png)

---

## 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](/v2/docs/online-learning-management-system-lms))
5. Check ***Is Client Visible*** if you want clients to be able to view their own checklists under their **My Progress** menu (optional)

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-1713765179769.png)

1. Click **Add Checklist Item** button located the bottom right

![Checklist 2 add item](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/Checklist%202%20add%20item.png)

1. Enter ***Item Name, Tooltip*** (optional)*,* ***Category*** (optional)
2. Select the ***Type*** to suit your checklist item*:*
  1. Rating 1-10
  2. Pass/Fail
  3. Yes/No
  4. Satisfaction Rating
  5. Guidance rating
  6. Competent/Not competent
3. Enter ***Default Comment* (**optional)
4. Click **Save**
5. Repeat this for every new item or "step" you want on your checklist

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-ONFDD3CZ.png)

### 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

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-NP544TF3.png)

#### 

#### Pass/Fail

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-23ZIVC1E.png)

#### Yes/No

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-6B3BSDX7.png)

#### Satisfaction Rating

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-3HOYBABF.png)

#### Guidance rating

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-4CMF1F0P.png)

#### Competence rating

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-Z5C3TXBD.png)

---

## Adding checklists to a booking

A checklist can be added to a booking as needed, or it can be configured that a checklist is required to be updated on each booking (refer to section [Configuring checklists to be required on a booking](/v2/docs/creating-a-booking-checklist#configuring-checklists-to-be-required-on-a-booking) below).

### 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

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-HDBQXCXG.png)

## 

---

## Configuring checklists to be required on a booking

The system can be configured to require that a checklist is to be updated **on each service**. If a checklist has not been completed, the booking will appear on the Dashboard in the **Checklists** tab to show it’s not completed, and any commission report items (if applicable) will also be marked red to show they’re not completed.

### Steps

1. Navigate to **Setup > Services >** select **Service > Options** tab
2. Select **Require a checklist to be updated on each booking**

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-ZHK0TDT0.png)
3. If this option has been turned on, a green tick will appear on the calendar view when the staff has made an entry on the checklist for that booking. Please refer to the [Understanding booking symbols](https://support.bookingtimes.com/docs/understanding-booking-symbols) for more details.

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-XFHUJTPC.png)
4. For a checklist to be marked as 'complete' with the above configured, the staff member just needs to update any item on the checklist for the booking (as there is no submit button as such). If this isn't done, then it won't appear as a completed item for the instructor, and it will appear under the **Dashboard > Checklists** tab, and also highlighted red in the **Commission report** (if applicable) for that staff member.

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-WLJCXQYS.png)

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-ILSQZKIM.png)

## Related

- [How to share a booking checklist with a client](/how-to-share-a-booking-checklist-with-a-client.md)