What are checklist templates

Checklist templates help you maintain a consistent service standard - no matter which team member is on shift.

Why create templates?

Imagine you run a studio with three rooms. Before each visit, someone on your team needs to check the lighting, prepare backdrops, and make sure the room is tidy. Without a checklist, it's easy to miss things - especially on busy days when sessions follow one after another. A template is your "playbook" for a specific situation - you create it once, and it works automatically with every booking.

Four template types

Each template is tied to a specific moment in the visit:

• Before session - tasks to complete before the client enters the room (e.g., check equipment, set air conditioning, prepare props according to booking notes)
• After session - cleanup after the client leaves (e.g., reset equipment settings, clean the floor, close windows and doors)
• Check-in - steps when greeting the client (e.g., verify booking, hand over keys, brief introduction to studio rules, show emergency exit)
• Damage report - points to check in case of an incident (e.g., describe damage, take photos from multiple angles, mark severity level)

When does a checklist get created?

You don't need to manually create a checklist for every booking. When a booking changes status - for example, gets confirmed or a visit begins - the platform automatically generates the right checklist based on the matching template.

If you have a "Before session" template assigned to Room A, every confirmed booking in that room will get a ready-made checklist with tasks to check off. Your team doesn't need to remember anything - the list appears on its own.

Studio-wide or room-specific?

You can create templates assigned to a specific room (e.g., a cyclorama room has different requirements than a portrait room) or to the entire studio - in which case the template applies to all rooms at once.

What if I don't have any templates?

Nothing bad happens - bookings work normally, and clients come and go as usual. Templates are an organizational tool for your team. You can add them at any point, and they'll start working from the next bookings onward. Learn more in the article about creating checklist templates.