Add Document Checklist

Add Document Checklist

You can create a document checklist for each plan to ensure customers are well prepared before their meeting.

Things to Keep in Mind
  1. Customers will see the checklist once they have purchased the plan.
  2. Assigned members can view and upload documents directly from the booking summary.
  3. Clear, specific names and descriptions help avoid confusion during uploads.
How to Add a Document Checklist
  1. Go to Plans: Navigate to Settings > Plans.
  2. Open Advanced Settings: Find the plan you want to update and click on Advanced.
  3. Click 'Add Documents' and start building your checklist.
  4. Enter Name and Description:
    1. Use clear, specific names (e.g. Form 16 - FY 2024-25).
    2. Add a helpful description (e.g. A tax document you can download from your employer’s portal).
  5. Click Next: You can add another document or save the checklist.
  6. Edit or Delete: Use the list view to make changes to any document in the checklist.


Need More Help?
Contact our support team.