By the end of this article, you'll know how to use our new digital cleaning checklist feature.

You cannot assign checklists directly to customers.

Clients do not see checklists in appointment details.

Checklists cannot be shared through links, emails, or texts like booking forms.

Navigate to the Checklists page to create a new checklist from scratch.

Enter a name for your checklist.

Add the necessary sections.

Include the items you need.

Don't forget to save your checklist.

Alternatively, you can create a checklist using templates from multimillion-dollar cleaning businesses.

Choose a template that suits your needs.

Name your checklist.

Remember to save your work.

From the Checklists page, you can archive, duplicate, edit, or assign checklists to appointments.

Assign checklists to specific appointments for your staff

Select a one-time appointment or apply the checklist across all future recurring appointments for that client profile.

Click on Assign.

Access the checklist from your calendar view by going to an appointment.

Click on 'assign a checklist'.

From here, create a new checklist from scratch, a new checklist from a template, or assign an existing one.

Assign the checklist to this appointment or this and all future appointments.

To fill out your checklist, click on Details from the appointment sidebar.

Check individual items or bulk-check the whole section.