Within BookingsPlus is the option to attach a checklist to a booking. These checklists are bespoke to your venue & are designed to guide you through the steps involved when taking a new booking, ensuring that nothing is missed. Combined with the reminders, this can be a valuable tool to running your lettings effectively.
The checklists are set up within the Manage area of your website. They are then available to use when creating a booking. At the bottom of this page are 3 suggested checklists, please feel free to copy these and amend as appropriate to suit your venue. You can, of course, create your own from scratch.
To set up the checklist, click to the [Manage] tab.
In the example above, there are 4 checklists set up in the system. These can easily be edited - simply click on the Items column to see the full checklist.
From here, simply click to Edit or Delete as needed. If you wish to add any additional steps into the checklist, click on 
Once your checklists are all set up, they will be ready to add to any bookings you make. On the booking form, click on the drop down box to select the appropriate checklist. 
Once the booking is saved, the checklist will appear in a banner across the top. By clicking on the banner, you can mark items as actioned. The colour of the banner will change from red to amber to green, as items are completed.
The status of the checklist can also be viewed from the [Bookings] tab which is ideal for looking at all the forthcoming bookings. From this page, click on the checklist icon to update items completed.
For examples of checklists click here Suggested checklists
