Creating a Checklist is the easiest way to receive payments from your team via credit card and track other items.
Checklist Types
Simple Checklist: This is used to keep track of things like signed waivers, equipment returns, and anything else that doesn't involve money.
Collect Fees: This type of checklist is used to track & collect fees.
From the App
Press the More option in the bottom right
Click on Collect & Track
Click on the '+' in the upper right to begin creating
Enter the name of the checklist, who it is assigned to, the type of checklist, amount owed (if collecting fees), due date and any additional instructions needed.
From the Web
Click Connect > Collect & Track in the left menu
Click Create Checklist
Enter the name of the checklist, who it is assigned to, the type of checklist, amount owed (if collecting fees), due date and any additional instructions needed.
Once you click Add, each member of your team will get an email and a push notification alerting them of the new checklist.