Checklist

Track your customer's progress

Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

The Checklist is one of the unique feature in Fit Pro Tracker. You can create a list of items required or a "to do list" and use it as a reminder. Checklist helps to ensure consistency and completeness of a task for every client.

Create the Checklist

Click the profile icon on the upper right corner of the page.

Click the settings button.

On Your Location page, select the Checklist tab. You can create your checklist by clicking the Add Requirement button and you can also edit existing items by clicking the pencil icon.


Manage the Checklist

Go to a contact's Profile and select the Contact Info menu and then select the Checklist tab. Tick the box of the item that is already done or completed. It will display the date and staff who completed the item.


Important Note:

When creating the Checklist, the order of items is based on the date it was added to the system.


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