Party Desk Pro works best when the team follows the same review rhythm. These checklists turn the main workspaces into a repeatable operating routine.

Opening checklist

1. Review the Command Center. Open Command Center and note new requests, upcoming events, outstanding balances, unsigned documents, and operational warnings.
2. Check today and tomorrow. Open Calendar and confirm times, locations, durations, assignments, and turnaround windows.
3. Review new requests. Open Bookings, filter for new or unreviewed records, and verify the customer contact information and requested service.
4. Confirm communication. Check automation history for failed confirmations or reminders before manually contacting anyone.

Pre-dispatch checklist

1. Confirm each booking is approved and has the correct status.
2. Verify assigned employees can see the job in their portal.
3. Review equipment quantity, readiness, power or water requirements, and loading notes.
4. Open Routes & Mileage and check travel, setup, teardown, and venue-access time.
5. Confirm the team has only the customer information needed to complete the job.

Closing checklist

1. Update completed, cancelled, or rescheduled bookings.
2. Record confirmed offline payments and verify remaining balances.
3. Upload approved job media to the correct booking.
4. Record mileage and operational notes while the details are still fresh.
5. Review tomorrow's events before signing out.

Weekly management review

• Reconcile Party Desk payments with Square and bank records.
• Review unsigned contracts, overdue invoices, failed automations, and unassigned bookings.
• Check low or unavailable equipment and upcoming maintenance.
• Review reports for unusual cancellations, discounts, balances, or scheduling gaps.
• Run a current backup and review Setup & System warnings.