Managing Checklist Items

MANAGING CHECKLISTS
  • Go to the Admin screen and click Checklist Items
  • You will now see Event and Online Booking tabs
  • The checklist is now associated with different party types. You can create checklist items for Event Orders and for Online Booking. This means, if someone books online it will add different items than events booked in house!

 

 

  • Click Add Checklist Item in the top right
  • Fill in the information required.

Name -The name of the checklist item Description - This will show up in the notes field as instructions for this item

Global -This is used if you want this to show up on every event order of that type.

 

 

For example: I want a Confirmation Call to show up on every Online Booking order. I will make an item named Confirmation Call and mark it as a Global Item. This way no matter what event is booked or what items are added this checklist item will always show up!

Complete By: - This is the amount of time from the Event Date that you want this to be completed. If the checklist item needs to be completed 3 days prior to the Event Date, enter -72 hours or -3 days.

  • Click Save

If you did not make this a global item You will now see a widget on the right with all your products listed. You can select as many products as you want to associate to this item. If you select an item, anytime that item is booked or purchased the checklist item will be added into the checklist.

 

 

Note: you can now add checklist items to an Event and Package not just standard products

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.