Contracts

Learn how your customers sign off your Terms & Conditions and establish a contract when hiring your services. We also cover managing your terms in Check Cherry from basic to more advanced configurations.

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0:01 – Introduction to Signatures and Contracts
0:17 – Customer Signing Process Overview
0:34 – Payment and Signature Workflow
0:58 – Showing Terms Inline vs. in a Modal
1:49 – Self-Service Booking Example
2:15 – Expanded vs. Pop-Up Terms Comparison
2:49 – Understanding Terms and Conditions Purpose
3:13 – Creating a Single Agreement for All Bookings
3:44 – Adding Merge Fields for Dynamic Information
4:32 – Handling Multiple Services in One Agreement
5:12 – Adding Package-Specific Terms
5:55 – Creating Different Agreements per Service
6:21 – Using Optional Sections for Separate Terms
7:40 – Inserting Merge Tags for Dynamic Sections
8:44 – Setting Up Package and Add-On Based Terms
9:18 – Dynamic Terms Based on Customer Selections
10:45 – Overriding Terms for a Specific Booking or Proposal
11:41 – Editing and Saving Custom Terms
12:10 – Wrap-Up and Support Information
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