Overview

The checklist detail page is where you manage everything about a checklist after creating it. The page is organized into three tabs -- Overview, Steps, and Settings -- that give you full control over the checklist's metadata, sections, steps, property assignments, and configuration.

Every checklist in ArrivHQ is inherently a reusable template. You define its structure once and then apply it across multiple properties. When a checklist run is created, ArrivHQ copies the current sections and steps into the run as a snapshot. If you later edit the checklist, existing runs are unaffected. Only new runs pick up the changes.

How it works

Overview tab

The Overview tab shows the checklist's metadata and provides access to section management and property assignments.

Metadata is displayed at the top: the checklist name, type, audience, trigger configuration, description, and estimated duration. You can edit these values inline.

Sections editor lets you manage the logical groupings within the checklist. From here you can:

  • Add new sections with a name and optional description
  • Rename or reorder existing sections
  • Delete sections (this also removes all steps within the section)
  • Expand a section to see a summary of its steps

Property assignments are managed in a dedicated panel on the Overview tab. This is where you control which properties use this checklist:

  1. Click Assign Property to add a new property assignment.
  2. Select a property from the dropdown.
  3. Configure the assignment-specific settings: due offset (hours after trigger), default assignee (by user or role), and whether auto-create is enabled.
  4. Save the assignment.

Each property assignment has its own due offset and default assignee, so the same checklist can behave differently at each property. You can assign a checklist to as many properties as you need.

Steps tab

The Steps tab shows all steps organized under their section headers. This is where you do detailed step editing.

Steps are displayed grouped by section. Each section header shows the section name and a count of its steps. Within each section, steps are listed in order with their type, title, required/optional flag, and description.

From the Steps tab you can:

  • Add a step to any section using the Add Step button within that section
  • Edit a step by clicking on it to change its title, type, description, or required flag
  • Reorder steps by dragging them within their section
  • Move a step between sections by dragging it to a different section
  • Delete a step by clicking the delete action on the step

Each step shows its type icon so you can quickly see what kind of input is expected (checkbox, photo, text, numeric, etc.).

Settings tab

The Settings tab contains the checklist's configuration options in card-based form sections:

  • Trigger configuration -- change the trigger type (manual, reservation event, or recurring) and its associated settings. For reservation event triggers, select which event activates the run. For recurring triggers, configure the schedule (see Recurring Checklists).
  • Audience -- change who completes the checklist (host, guest, or both).
  • Notifications -- configure whether team members receive notifications when runs are created or steps are completed.
  • Estimated duration -- update the expected time to complete the checklist.

At the bottom of the Settings tab is the Danger Zone section, which contains the delete action. Deleting a checklist removes it from all property assignments permanently. Completed runs are preserved in history.

Limits and requirements

  • Only owners and admins can edit checklists, manage sections, assign properties, and change settings.
  • Each checklist can only be assigned once per property (duplicate assignments are prevented).
  • Deleting a section removes all steps within it.
  • Changes to sections, steps, or settings affect only future runs. Existing runs retain the structure they were created with.
  • An active paid subscription is required for checklist management.

FAQ

Is there a separate "template" feature in ArrivHQ? No. Every checklist functions as a template. You create a checklist once and reuse it across properties by adding property assignments. There is no distinction between a "template" and a "checklist" -- they are the same thing.

What happens if I delete a section that has steps? All steps within the section are deleted along with it. This does not affect existing runs that already include those steps.

Can I assign the same checklist to a property with different settings? Each checklist can only be assigned once per property. If you need different behavior for the same set of steps at a single property, create a second checklist with the desired configuration.

Do changes to a checklist automatically update existing runs? No. Each run is a snapshot of the checklist at the time it was created. Adding, removing, or reordering steps and sections only affects runs created after the change.