Where to Configure
Go to Experiences in your admin panel.
Open or create an experience.
On the second page (Trip States & Tasks), you’ll see a toggle for Skip Checklist.
Turn this on to remove automated tasks for all trips created from this experience.
How It Works
Skipping checklists only applies to experiences where no checklist is configured.
Everything else—assigning guides, setting the meetup location and time, and collecting client documents—functions the same as normal.
The key difference: you choose the trip status manually.
At the top of the trip screen, next to the client’s name, you’ll see a Trip Status dropdown. With checklists skipped, you can update this at any time:
In Progress (yellow): Trip isn’t complete. No action needed now, but stay aware.
Ready: Everything is prepared and waiting, but not completed.
Completed: Trip is finished and paid. It crosses off in your calendar.
Overdue: Work is still pending before this trip can be closed.
Important Notes
Skipping checklists does not affect payment status.
If you mark a trip as Completed, it will cross off in your calendar—even if payment hasn’t been received.
Always confirm the trip is truly done and paid before setting it to Completed.