Customer Portal

00:00 - Intro
00:07 - Client' Account Overview
00:22 - How They Manage A Booking & Payment
00:37 - Package Information
01:15 - Sub Toolbar Overview
02:45 - Sending Links
03:04 - Main Toolbar Overview
03:36 - How A Client Becomes A Client Account
04:00 - How To Manually Add A Client
04:42 - Clients & Proposals
05:23 - Proposal Payment
05:43 - After Proposal Dashboard
06:00 - Outro

See exactly what your clients experience inside the Customer Portal. From viewing packages to making payments, signing contracts, and completing questionnaires, learn how Check Cherry makes the booking process simple, organized, and professional for your customers.