Features

Checklists & forms

How SpinBook's checklist items are bound to real tasks, complete themselves automatically, and when to override them by hand.

Every event has a checklist the couple works through. In SpinBook the checklist isn't a separate to-do list you have to keep in sync — most items are bound to the real task and complete themselves when that task is actually done.

The checklist only appears once you mark an event Booked — see event status & the lifecycle. New inquiries stay clean until you confirm them.

Bound items complete automatically

Each default item carries a binding to a real fulfillment step:

When the couple signs the contract or pays their balance, the matching checklist item turns green on its own — there's no separate box to remember to tick. The Make a Payment item completes automatically once the amount paid reaches the quoted total (nothing left owing); until then it stays open. It can't be completed — automatically or by hand — until you set a quoted total on the payments page (you can enter $0, but you have to enter it). Completed items show in green rather than gold.

The timeline item is deliberately a two-step: saving the reception timeline keeps a work in progress, but only Submit timeline marks it done. The couple can keep editing and re-submit, or un-submit to reopen the item — see the planning form & reception timeline.

Manual override (with a note)

Sometimes a task happens outside SpinBook — a contract signed on paper, a deposit paid by cash. From the DJ view you can mark a bound item done by hand and attach a short note (e.g. "paper contract on file"). The note is visible on the item so everyone knows why it was completed manually.

Custom items

You can add your own checklist items to any event (or to your default checklist in Settings, which seeds every new event). Custom items have no binding — they're simple checkboxes that you or the couple tick off.

Link a custom item somewhere

A custom item can carry a link, so tapping it takes the couple straight where they need to go — your hair-and-makeup partner's booking page, a rentals catalogue, a Google Form. Add it in the Link field when you create the item, or click the 🔗 icon on any custom item to add or change one later. Links open in a new tab, so the couple never loses their place in the portal.

Only full web addresses starting with http:// or https:// are accepted — anything else is rejected when you save it.

Bound items (Contract, Payments, Planning form…) can't be re-pointed: they always go to the task that completes them, so the link and the green check never disagree.

Removing and restoring items

Nothing on a checklist is ever destroyed — remove is always reversible.

• On one event — click the trash icon on any item to remove it from that couple's checklist. It disappears for them immediately, and reappears under Removed from this checklist on your DJ view, where Restore puts it back exactly as it was (including anything already ticked off, and any note you left).
• On your default checklist (Settings → Default checklist) — Remove stops an item being added to future clients, and Restore brings it back. Clients who already have the item keep it, so removing a default never silently changes a checklist a couple is partway through. To take it off an existing event too, remove it there as well.

Checklist

• Review the default checklist in Settings
• Add any custom items a specific event needs
• Let bound items complete themselves as tasks are done
• Use manual override + a note for anything completed outside SpinBook