Completing Booking Checklists on Mobile
Booking checklists are the checks your business requires as a booking happens. When a checklist applies to an item, the mobile app blocks each step until its part is done:
- Pre-departure checklists must be completed before a rental line is picked up.
- Pre-check-in checklists must be completed before an experience is checked in.
- Items in a "Before return / close-out" section must be completed before the booking is returned or completed.
Checklists can also be run sheets — items grouped into named sections that follow the booking ("Client welcome", "Briefing & training", "Return & closure"). Each section shows a badge for what it blocks; Reminder sections never block anything. Tap a line's chip at any time — from the moment the booking is confirmed — to open the checklist, tick what's done, and come back later. Progress saves automatically and syncs with the web portal.
You create and assign these checklists on the web portal (Settings → Booking checklists). On mobile, staff run them.
Reading the status chip
On a booking, each gated line shows a colored chip:
| Chip | Meaning |
|---|---|
| Not started (grey) | The checklist hasn't been started. |
| In progress (amber) | Some items are done; more remain. Shows e.g. 2/5. |
| Ready (green) | Complete — this line can be handed over. |
| Critical failure (red) | A critical item failed. Handover is blocked until it's fixed. |
Lines with no chip aren't gated.
Running a checklist
- Open the booking and tap the status chip on the gated line — at handover, or any time before.
- Work through each item — Pass/Fail, a tick, a typed value, a number, or a photo, depending on the item.
- On a run sheet, items appear under their section headers, each with its "Before pickup / check-in", "Before return / close-out", or "Reminder" badge and its own progress count.
- Items marked Critical must pass; a critical failure keeps the step blocked.
- Tap Done. The chip updates to reflect your progress — the chip counts the items that block the next action, so a run sheet reads "Ready" for pickup even while its return section is still open.
What happens at handover
- Pick up (rentals) and Check in (experiences) are blocked while any gated line isn't ready — you'll see a message naming the item.
- Experience check-in is gated everywhere it happens: the booking screen, the manifest, and the ticket scanner.
Overriding a checklist
If you have the Override booking checklist permission, a blocked handover offers Override & pick up / Override & check in. You must type a reason, which is logged against the booking. Overridden bookings show a permanent red Checklist overridden badge so the team can see it later.
Staff without the permission don't see the override option — they need to finish the checklist (or fix the critical failure) first.