Checklists are lists you tick off on your visits, like "Lock the back door" or "Refill the water bowl". Your clients can see them in their report.
Add a checklist
From Home, tap the menu button in the top right.
Scroll down and tap Checklists. On iPad, tap Checklists in the sidebar, under Company.
Tap the + button.
Choose the type: Client checklist or Pet checklist.
Give it a name, like "Before I leave".
Tap Add checklist item and type the item. Add as many as you need. Drag the handles to reorder them, or tap the red button to remove one.
Tap the ✓ to save.
Client and pet checklists
Client checklists are for the whole visit. Leave Clients empty and it's on every visit, or tap Add clients to choose who it's for.
Pet checklists go on each pet. Leave Pets empty and it's on every pet, or choose the pets it's for.
Using them on a visit
Your checklists are added when a walk or visit starts. Tick items off on the Notes screen, or on the summary when you tap End. Client checklist items are under Overall notes, and pet checklist items are on each pet's card.
Your clients see the checklist in the visit's notes in the Walkies Journal app and on their report card picture. You can hide it from report card pictures in Activity settings.
Changing a checklist only affects visits that start afterwards.