Checklists

Create private checklists for coaches, volunteers, and members.

A coach may need to upload yearly training proof. A volunteer may need to sign a policy. A guardian may need to finish a signup item. Golbi keeps those tasks in one place.

What it covers

Checklists can include review and renewal.

Checklist sets

Group forms, signatures, file uploads, dues steps, and admin approvals into one checklist for a role, team, season, or program.

People finish their own tasks

Coaches, volunteers, guardians, and members see their own tasks, due dates, upload steps, and review status.

Admin review

Allowed reviewers can approve, reject, ask for changes, waive, or add due dates for submitted items.

Preview

Checklists work best when tied to roles and seasons.

Meridian Youth Club
Sample club site · no real member data
Demo
Website
Public schedule, sign-up button, sponsor block
Forms
Player signup, volunteer interest, contact form
Contacts
Families, guardians, coaches, board contacts
Dues
Admin-only payment notes
Checklists
Coach training and yearly renewals
Files
Private policies, waivers, and season documents

The demo shows checklists as part of the group setup. Admins can think about roles, seasons, due dates, uploaded proof, review choices, and renewals.

Need to model coach or volunteer rules?

Ask how to set up yearly training, school approvals, guardian forms, volunteer policies, or upload tasks for each role.

Example

Yearly coach training flow.

Admin creates a coach checklist for the season.
Coach sees a private checklist with a training upload item.
Coach uploads a PDF or image.
Allowed reviewer approves the upload and records a due date.
Golbi tracks renewal and reminds the coach before the due date.
Feature status

Set clear expectations before assigning checklists.

Product status

What works now, what is planned, and what Golbi does not do.

View demo
Public organization websites
Public pages for teams, clubs, nonprofits, and school programs.
Early access
Forms and form inbox
Sign-up and interest forms that connect to your group records.
Early access
Contacts, families, and guardians
People records that can link children to parents or guardians.
Early access
Membership dues list
Private admin tracking for payments, payment notes, reminders, and balances.
Early access
Requirements and uploads
Private checklists for training, signed forms, uploads, approvals, and renewals.
Early access

We keep this list careful on purpose. Do not tell members, parents, board members, or sponsors that a planned tool is ready until it is live in Golbi.

Privacy

Checklist status can be sensitive.

Missing training, rejected files, waiver reasons, background-check forms, and review notes should not be visible to other members, coaches, volunteers, or public visitors. Golbi should show details only to the right person or admin. If a roster needs a label, use a simple one like eligible or not eligible.

Turn yearly paperwork into a private checklist.

Set up the basics now and bring your team in when you are ready.