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 (gray) | 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.
- Progress saves as you answer. Tap Save & close to finish later, or Done when the required checks are ready. The chip counts the checks required for the next action, so a run sheet can read Ready for pickup while its return section is still incomplete.
What happens at handover
- If you attempt Pick up or Check in before the required checks are ready, the app opens that item's checklist. Complete the checks, then use Pick up or Check in to finish the handover. To save progress without handing over the item, close the checklist with X.
- 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.