Docsroom

Templates / Pubs and bars

Licence papers, door staff and band bookings, sorted from one link.

Licence papers, SIA badges and band riders end up in a dozen inboxes and a drawer behind the bar. Docsroom asks once, gives everyone their own link and reminds whoever has not replied.

8 templates80 requestsWritten for pubs and bars

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Eight templates for pubs and bars

Open a template to see every request in the order it is asked, and watch it written in and answered.

Function room starter checklistfor function room customers · once they have asked for the room11 requests11 requests
Function room starter checklistBaker 18th · back room9 of 11 back
  • The party
  • FormFunction detailsdate, start time, numbersAssigned to LBLeanne Baker, organiserFrom Gemmain 2 daysComplete
  • QuestionUnder 18s cominghow many, and how oldAssigned to LBLeanne Baker, organiserFrom Gemmain 3 daysComplete
  • DecisionFinish time11pm, midnight or laterAssigned to LBLeanne Baker, organiserFrom Gemmain 4 daysReady to check
  • QuestionMusic or DJwho is playingAssigned to LBLeanne Baker, organiserFrom Gemmain 4 daysReady to check
  • Food and bar
  • DecisionFood on the dayour buffet, yours or noneAssigned to LBLeanne Baker, organiserFrom Gemmain 5 daysComplete
  • QuestionAllergies to know aboutnames and what to avoidAssigned to LBLeanne Baker, organiserFrom Gemmain 5 daysAwaiting reply
  • DecisionBar optiontab, cash bar or free barAssigned to LBLeanne Baker, organiserFrom Gemmain 5 daysReminder sent
  • Booking it in
  • UploadDeposit payment receipta screenshot is fineAssigned to LBLeanne Baker, organiserFrom Gemmain 5 daysComplete
  • ApprovalFunction room termsread and approveAssigned to LBLeanne Baker, organiserFrom Gemmain 6 daysReady to check
  • ApprovalDamage and noise rulesread and approveAssigned to LBLeanne Baker, organiserFrom Gemmain 6 daysReady to check
  • TableGuest listone name on each rowAssigned to LBLeanne Baker, organiserFrom Gemmain 12 daysComplete
Bar staff starter checklistfor new bar staff · before their first shift11 requests11 requests
Bar staff starter checklistCiaran Walsh · bar staff9 of 11 back
  • About you
  • QuestionRight to work share codenine charactersAssigned to CWCiaran Walsh, bar staffFrom Gemmain 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to CWCiaran Walsh, bar staffFrom Gemmain 3 daysComplete
  • QuestionEmergency contactname and numberAssigned to CWCiaran Walsh, bar staffFrom Gemmain 4 daysReady to check
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to CWCiaran Walsh, bar staffFrom Gemmain 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to CWCiaran Walsh, bar staffFrom Gemmain 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to CWCiaran Walsh, bar staffFrom Gemmain 5 daysAwaiting reply
  • ApprovalTips policyread and approveAssigned to CWCiaran Walsh, bar staffFrom Gemmain 5 daysReminder sent
  • Behind the bar
  • UploadPersonal licenceif you hold oneAssigned to CWCiaran Walsh, bar staffFrom Gemmain 6 daysComplete
  • ApprovalChallenge 25 policyread and approveAssigned to CWCiaran Walsh, bar staffFrom Gemmain 6 daysReady to check
  • ApprovalFire and cellar rulesread and approveAssigned to CWCiaran Walsh, bar staffFrom Gemmain 7 daysReady to check
  • TableWeekly availabilitydays and times you can doAssigned to CWCiaran Walsh, bar staffFrom Gemmain 7 daysComplete
Door staff packfor door supervisors · before their first night11 requests11 requests
Door staff packDanny Cole · door supervisor9 of 11 back
  • Licence and ID
  • UploadSIA licencefront and back photosAssigned to DCDanny Cole, door supervisorFrom Gemmain 2 daysComplete
  • QuestionSIA licence numberso we can look it upAssigned to DCDanny Cole, door supervisorFrom Gemmain 2 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to DCDanny Cole, door supervisorFrom Gemmain 3 days1 file sent
  • QuestionRight to work share codenine charactersAssigned to DCDanny Cole, door supervisorFrom Gemmain 3 daysReady to check
  • How you work
  • DecisionEmployed or self-employedpick oneAssigned to DCDanny Cole, door supervisorFrom Gemmain 3 daysComplete
  • FormBank and tax detailsUTR if self-employedAssigned to DCDanny Cole, door supervisorFrom Gemmain 4 daysAwaiting reply
  • UploadPublic liability insuranceif self-employedAssigned to DCDanny Cole, door supervisorFrom Gemmain 5 daysReminder sent
  • UploadFirst aid certificateif you have oneAssigned to DCDanny Cole, door supervisorFrom Gemmain 5 daysComplete
  • House rules
  • ApprovalDoor and search policyread and approveAssigned to DCDanny Cole, door supervisorFrom Gemmain 5 daysReady to check
  • ApprovalIncident reporting rulesread and approveAssigned to DCDanny Cole, door supervisorFrom Gemmain 6 daysReady to check
  • DecisionNights you can workFriday, Saturday or bothAssigned to DCDanny Cole, door supervisorFrom Gemmain 6 daysComplete
Band and DJ booking packfor bands and DJs · before the gig date11 requests11 requests
Band and DJ booking packRye Street Blues · Saturday gig9 of 11 back
  • About the act
  • FormAct detailsmembers and contactAssigned to RTRob Tanner, band leaderFrom Gemmain 2 daysComplete
  • UploadPhoto for the postera clear group photoAssigned to RTRob Tanner, band leaderFrom Gemmain 4 daysComplete
  • DecisionSet lengthtwo sets or threeAssigned to RTRob Tanner, band leaderFrom Gemmain 4 daysReady to check
  • Insurance and safety
  • UploadPublic liability insurancefor the bandAssigned to RTRob Tanner, band leaderFrom Gemmain 6 days2 files sent
  • UploadPAT test certificatefor your own kitAssigned to RTRob Tanner, band leaderFrom Gemmain 6 daysComplete
  • ApprovalVolume and finish rulesread and approveAssigned to RTRob Tanner, band leaderFrom Gemmain 7 daysAwaiting reply
  • On the night
  • QuestionLoad-in timeand where to parkAssigned to RTRob Tanner, band leaderFrom Gemmain 7 daysReminder sent
  • DecisionPA and backlineours, yours or sharedAssigned to RTRob Tanner, band leaderFrom Gemmain 7 daysComplete
  • UploadStage plan and rideramps, mics and powerAssigned to RTRob Tanner, band leaderFrom Gemmain 8 days1 file sent
  • QuestionGuest list placesnames for the doorAssigned to RTRob Tanner, band leaderFrom Gemmain 8 daysReady to check
  • FormFee and bank details5 questionsAssigned to RTRob Tanner, band leaderFrom Gemmain 9 daysComplete
Licensing and age checksfor the licensee · each year, and when anything changes9 requests9 requests
Licensing and age checksThe Fox and Anchor · licensing pack7 of 9 back
  • Premises
  • UploadPremises licencefull licence and planAssigned to DMDave Marlow, licenseeFrom Gemmain 5 daysComplete
  • UploadLicence summary on displaya photo of the wallAssigned to DMDave Marlow, licenseeFrom Gemmain 5 daysComplete
  • UploadPersonal licencefor the named supervisorAssigned to DMDave Marlow, licenseeFrom Gemmain 6 days1 file sent
  • QuestionPremises supervisorwho holds the role nowAssigned to DMDave Marlow, licenseeFrom Gemmain 6 daysReady to check
  • Permits and events
  • QuestionTemporary event noticesdates you will need oneAssigned to DMDave Marlow, licenseeFrom Gemmain 8 daysComplete
  • UploadGaming machine permitif you have fruit machinesAssigned to DMDave Marlow, licenseeFrom Gemmain 8 daysAwaiting reply
  • Age checks
  • UploadRefusals registerphoto of the latest pageAssigned to DMDave Marlow, licenseeFrom Gemmain 10 daysReminder sent
  • UploadIncident bookphoto of the latest pageAssigned to DMDave Marlow, licenseeFrom Gemmain 10 daysComplete
  • ApprovalChallenge 25 policyread and approveAssigned to DMDave Marlow, licenseeFrom Gemmain 12 daysReady to check
Insurance, music and TVfor the licensee · each year, before renewal8 requests8 requests
Insurance, music and TVThe Fox and Anchor · yearly pack6 of 8 back
  • Insurance
  • UploadPublic liability insurancecurrent certificateAssigned to DMDave Marlow, licenseeFrom Gemmain 7 daysComplete
  • UploadEmployer’s liabilityif you have staffAssigned to DMDave Marlow, licenseeFrom Gemmain 7 daysComplete
  • UploadBuildings and contentsschedule pageAssigned to DMDave Marlow, licenseeFrom Gemmain 8 days1 file sent
  • QuestionInsurance renewal datethe earliest oneAssigned to DMDave Marlow, licenseeFrom Gemmain 8 daysReady to check
  • Music, TV and tables
  • UploadMusic licencePPL and PRSAssigned to DMDave Marlow, licenseeFrom Gemmain 9 daysComplete
  • UploadTV licencefor the screensAssigned to DMDave Marlow, licenseeFrom Gemmain 9 daysAwaiting reply
  • UploadSports TV subscriptionthe commercial oneAssigned to DMDave Marlow, licenseeFrom Gemmain 10 daysReminder sent
  • UploadPavement licencetables outsideAssigned to DMDave Marlow, licenseeFrom Gemmain 10 daysComplete
Cellar, kitchen and fire safetyfor licensee or manager · each year and after any repairs11 requests11 requests
Cellar, kitchen and fire safetyThe Fox and Anchor · safety checks9 of 11 back
  • Gas and electrics
  • UploadGas safety certificateengineer’s copyAssigned to DMDave Marlow, licenseeFrom Gemmain 5 daysComplete
  • UploadElectrical safety reportlatest testAssigned to DMDave Marlow, licenseeFrom Gemmain 6 daysComplete
  • Cellar and lines
  • UploadBeer line cleaning recordlatest visitAssigned to DMDave Marlow, licenseeFrom Gemmain 7 days1 file sent
  • UploadCO2 alarm servicecellar gas alarmAssigned to DMDave Marlow, licenseeFrom Gemmain 8 days2 files sent
  • UploadGas cylinder inspectionCO2 and mixed gasAssigned to DMDave Marlow, licenseeFrom Gemmain 8 daysComplete
  • UploadCellar temperature logthis month’s sheetAssigned to DMDave Marlow, licenseeFrom Gemmain 9 daysAwaiting reply
  • Fire and water
  • UploadFire risk assessmentsigned and datedAssigned to DMDave Marlow, licenseeFrom Gemmain 10 daysReminder sent
  • UploadFire alarm test logweekly test recordAssigned to DMDave Marlow, licenseeFrom Gemmain 10 daysComplete
  • UploadWater safety checklegionella reportAssigned to DMDave Marlow, licenseeFrom Gemmain 12 days1 file sent
  • Kitchen and policy
  • UploadFood hygiene ratingif you serve foodAssigned to DMDave Marlow, licenseeFrom Gemmain 12 days2 files sent
  • ApprovalHealth and safety policyread and approveAssigned to DMDave Marlow, licenseeFrom Gemmain 12 daysComplete
Drinks supplier setupfor breweries and suppliers · before the first delivery8 requests8 requests
Drinks supplier setupKettleburn Brewery · new supplier6 of 8 back
  • Their details
  • FormSupplier details6 questionsAssigned to RPRavi Patel, sales repFrom Gemmain 3 daysComplete
  • UploadPrice listcurrentAssigned to RPRavi Patel, sales repFrom Gemmain 4 daysComplete
  • QuestionDelivery daysand cut-off timeAssigned to RPRavi Patel, sales repFrom Gemmain 4 daysReady to check
  • Cellar and stock
  • UploadProduct and ABV listcask, keg and bottlesAssigned to RPRavi Patel, sales repFrom Gemmain 6 days2 files sent
  • QuestionEmpties and returnshow casks are collectedAssigned to RPRavi Patel, sales repFrom Gemmain 6 daysComplete
  • QuestionAWRS registration numberif you wholesale alcoholAssigned to RPRavi Patel, sales repFrom Gemmain 7 daysAwaiting reply
  • Terms
  • UploadBusiness insurancecertificateAssigned to RPRavi Patel, sales repFrom Gemmain 8 daysReminder sent
  • ApprovalTrade termsread and approveAssigned to RPRavi Patel, sales repFrom Gemmain 9 daysComplete

Written for pubs and bars. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Every licence in one dated list

Premises and personal licences, SIA badges and insurance certificates arrive in one place, each with the date it came in.

Door staff and bands sorted early

Licences, insurance and house rules are asked for well before the night, and Docsroom reminds whoever has not replied.

Just a link, no sign-up

Bar staff, bands and brewery reps open their own link on a phone. Nobody makes an account or remembers a password.

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More kits like this

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