Forgetting the lash glue, a spare battery or a client's trial date costs you more than money. A checklist fixes that. In Brightdesk you create checklist templates once, for example "Bridal Kit Prep" or "Post-Wedding Follow-up", and attach them to any booking with a tap. You can set a default template that's added to every new booking automatically, and Brightdesk sends you a reminder before (or after) the event.
In this tutorial
Two kinds of checklists
| Type | When | Example items |
|---|---|---|
| Pre-Booking (Prep) | Before the event | Confirm call time, pack kit, charge batteries, confirm venue address, collect balance reminder |
| Post-Booking (Follow-up) | After the event | Send photos/edits, record final payment, request a review, post on Instagram |
Step 1: Create a checklist template
Go to Settings → Templates → Checklists. Choose the Pre-Booking or Post-Booking side, then tap Create Template.
Fill in:
- Template Name: for example Wedding Preparation
- Description (optional): when to use it
- Reminder before booking (or after, for follow-ups): On booking day, or 1, 2, 3, 5 or 7 days before or after
- Checklist Items: one task per line
- Set as default: auto-apply this template to new bookings
Save the template.
Step 2: Add a checklist to a booking
Open a booking and go to the Checklists tab. Tap Add Checklist, choose Prep or Follow-up, and pick a template. If you set a default template, it's already there.
Step 3: Tick things off
Tap items as you finish them and the Progress bar fills up. Need something just for this client, like "Bring extra dupatta pins"? Use Add item at the bottom. When you're done, Mark All Complete.
Ready-to-copy checklist ideas
Makeup artist: bridal kit prep
- Confirm call time and venue with the bride
- Sanitize brushes and sponges
- Pack lashes, lash glue, setting spray, pins, safety pins
- Check foundation shades from the trial
- Charge the ring light and pack an extension board
Photographer: pre-wedding shoot
- Charge all batteries, format cards
- Clean lenses and sensor
- Confirm the shot list and family names
- Check sunrise/sunset times and the backup indoor location
Everyone: post-event follow-up
- Record the final payment (how)
- Mark the booking as Completed
- Send the review request
- Share a client story on social media
More ideas: pre-wedding shoot checklist for photographers.
Frequently asked questions
Can I change a checklist after attaching it to a booking? Yes. Add or remove items on that booking only, or use Change Template. Your original template stays the same.
How do checklist reminders reach me? As push notifications, so make sure notifications are turned on.