Payment Plans

00:00 - Intro
00:08 - Navigating to Payment Plans
00:31 - Adding a Monthly Payment Plan
01:00 - Setting a Due Date
01:25 - Setting Up a Split Balance Payment Plan
01:51 - How Clients See Payment Plans
02:45 - Adjusting Payment Plans in Proposals
03:24 - How Clients See Payment Plans in Proposals
03:48 - Outro

Offering payment plans isn’t just convenient—it’s a powerful way to increase bookings and reduce sticker shock for your clients. In this video, we’ll show you how to set up flexible payment options in Check Cherry, so you can get more ‘yes’ responses without chasing down full payments upfront.