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Your checklist

What you still need to do before a program you are booked on, such as a form to sign, a document to send or a payment, and the lists you keep for somebody you booked.

Do an item on your list

  1. Open the checklist from its card on Home.
  2. Press an item to open it.
  3. Send what it asks: Choose a file and send, fill in the details, or type your full name and press I have read it and agree.
  4. For one you do yourself, press I have done this.

Then: Where the team checks it, it waits for their check; you are told if it is sent back, with why. When everything required is done, the list says so.

Keep the checklist for somebody you booked

  1. Open the checklist: each person you are the contact for has a list of their own.
  2. Open their list, and do each item for them.

Then: A child's, or a friend's with no address of their own, is kept by whoever booked them.

See what is due, and when

  1. Read each item's due date, and whether it is Optional.
  2. Look for Overdue or Due soon beside an item.

Then: You are emailed seven days before something is due, on the day, and each week while it is overdue: one email listing everything you still owe.

You see only the lists you hold: your own, and those of the people you booked. There is nothing here for a program with no checklist.