Payments

0:00 In this video, we're going to go over payments. Check Cherry makes it easy for clients to pay, collect signatures and deposits, and also offer multiple payment options, and even collect partial payments and tips. Enroll in Check Cherry Payments to get access to credit cards, Apple Pay, Google Pay, AC, and CLA. You can also link your existing PayPal account or list custom payment

0:24 methods you accept outside of Check Cherry. Ultimately, your payment page will look like this. Clients love payment options and increase the chances that you'll be able to get the deposit for successful online bookings, proposals accepted, and for clients to pay their outstanding balance. Google Pay and Apple Pay will show for eligible clients. Apple Pay shows automatically with anyone

0:46 using the Safari web browser. Then we have a debit or credit card number. It's the traditional way for the client to manually enter in their credit card information. We also give options for PayPal. PayPal chooses which buttons show up. In this case, pay later option or anything like that. Then there are custom payment buttons. They're not true integrations with Jack Cherry. It's just a great

1:10 call to action letting the client know that you are available for these types of payment methods. So to get started, we're going to go to manage payment settings. And once you get everything set up, it will ask you to confirm your email address. You'll have an overview of check payments and what the stats will be and the kind of cards we accept. If you hit payment dashboard, it'll show all the

1:34 payments that you've received or that you're going to receive and when your next payout is scheduled for. You can even see details and it'll show what's on the way, upcoming payouts, and available in your balance. So, let's head back to payment methods. You can even mess with the settings here, sign in and see your account details and even see your statement descriptor. On the right here,

2:04 you'll see customer payment options. You'll see that I have the credit card enabled and the autopay option. You can do credit card and bank account. It will tell you to enroll in these. And then the settings, it will ask you if you want this payment option during checkout, what you would like the label to be. So if you just want it to be card or you can go with default

2:33 on credit card. It will also ask you if you want to pass along payment processing fees to your customers and do you want to say and it will ask you if you want to save your customer's payment method on the file for future use. You can click no, yes, or require it. Let's hit save. And you'll see the same options available for each payment method. We also integrate with CLA. And it will

3:02 ask you if you want payment processing fees and if you want to show this during checkout. And you can also rearrange these payment methods by the order of whichever you think would be most used. So, if you need a check to be on the bottom, cla to be the second payment option, or bank account to be up at the top, you can do that and even move Zel up if you'd like to. And that will change the

3:28 order in which the customer sees these payment methods on the final ending screen. And if you wanted to add a payment option, here is the manual payment manual payment option. We can add that and say we wanted it to be zel. And in the description here, that's where you can give your instructions for how the customer would need to pay that. You can also change the button color.

3:59 And with PayPal, you click the connect PayPal button. And then this is where you connect with PayPal and proceed to log in. After you connect to PayPal, it will have you reenter your account email and your merchant ID. And if we scroll down, you'll see that we have some additional payment settings like due dates where you can come in

4:23 here and you can change your due date to say when is the final payment due being 7 days after the scheduled date for the event. And what do you want to call it? Deposit, initial payment, booking fee, or retainer. We're going to leave it at deposit. And here is the default number of days until a proposal expires, which I have at 30. Or you can even go with 14 or seven.

4:58 And here is where you can enable or disable tips and even include a message. So to see what this looks like on the client side, we're going to run through the booking engine. and we'll go with deposit. Go to the next step and you'll see all of our payment methods that are available. You'll see Apple Pay, credit card, bank account, CLA, check,

5:28 and even zel. That's how payments work in Check Cherry. If you have any questions whatsoever, feel free to reach out to our support staff. We'll be glad to help you.