# Check Cherry Help Center > 310 help articles for Check Cherry, the booking and client management platform for event professionals. Add .md to any help article URL below for a plain markdown copy of that one article, which is usually a far cheaper read than the complete file at https://www.checkcherry.com/llms-full.txt. Product facts and pricing are at https://www.checkcherry.com/ai-information. ## Packages - [How do I edit the design approval request email?](https://www.checkcherry.com/help/127-how-do-i-edit-the-design-approval-request-email): The artwork is ready and you want to let the client know. The design approval request email is what they receive when you upload their finished design. - [How do I configure add-on pricing and settings?](https://www.checkcherry.com/help/10-how-do-i-configure-add-on-pricing-and-settings): Add-ons are optional items clients can include with their booking — extra hours, premium backdrops, photo prints, props, or any upsell. - [How do I add event types to bookings?](https://www.checkcherry.com/help/30-how-do-i-add-event-types-to-bookings): Event types (wedding, corporate, birthday, etc.) help you categorize bookings and filter reports. - [How do I get my backdrops set up?](https://www.checkcherry.com/help/130-how-do-i-get-my-backdrops-set-up): Photo booth clients want to choose their backdrop before the event. - [How do I bulk edit packages?](https://www.checkcherry.com/help/53-can-i-make-changes-to-all-my-packages-at-the-same-time): Raising prices for the new season? Bulk edit lets you update pricing, deposits, or visibility across multiple packages at once. - [How do I offer custom templates to my customers?](https://www.checkcherry.com/help/79-how-do-i-set-up-design-collections): Design collections let your clients browse and choose artwork templates for their event, like photo booth overlays, print layouts, or backdrop designs. - [How do I bulk edit add-ons?](https://www.checkcherry.com/help/52-can-i-make-changes-to-all-my-add-ons-at-once): Need to change the price or visibility on several add-ons? Bulk edit saves you from opening each one individually. - [How can a client choose more than one artwork option?](https://www.checkcherry.com/help/96-how-can-a-client-choose-more-than-one-artwork-option): Design collections let your clients browse and select artwork templates for their event, like photo booth overlays, backdrops, or print layouts. - [How do I limit how many add-ons a client can select?](https://www.checkcherry.com/help/49-how-do-i-limit-how-many-add-ons-a-client-can-select): A client tries to add 10 extra hours to a 3-hour booking. Setting quantity limits on add-ons prevents this and keeps bookings realistic. - [How do I deactivate a package or service?](https://www.checkcherry.com/help/125-how-do-i-deactivate-a-package-or-service): Off-season and you do not want clients booking a service? Or a package that is still being configured? Set it to Private or Archived. - [How do I add my packages to Check Cherry?](https://www.checkcherry.com/help/110-how-do-i-add-my-packages-to-check-cherry): The Package Manager is where your entire service catalog lives. Setting it up well means clients can browse, compare, and book without needing to call you. - [How do I change the images on my packages?](https://www.checkcherry.com/help/115-how-do-i-change-the-images-on-my-packages): Every package can have an image that clients see during online booking and on proposals. - [How do I duplicate or delete a package?](https://www.checkcherry.com/help/85-how-do-i-duplicate-a-package): Built a new package and want another one just like it with a few tweaks? Duplicate it instead of creating from scratch. - [How do I create a multi-day package?](https://www.checkcherry.com/help/121-how-do-i-create-a-multi-day-package): A 3-day festival, a weekend-long wedding, or a week of corporate training. Some events need a package that spans multiple days instead of hours. - [How do I change the order my packages show up in?](https://www.checkcherry.com/help/116-how-do-i-change-the-order-my-packages-show-up-in): Clients see your packages in the order they appear in the Package Manager. Put your most popular package first — most people pick the first option they see. - [How do I manage my Minis?](https://www.checkcherry.com/help/119-how-do-i-manage-my-minis): Sessions let you create a single event day with multiple bookable time slots. - [Can I make changes to all my packages at once?](https://www.checkcherry.com/help/34-can-i-change-all-my-packages-at-the-same-time): Need to update the price on 10 packages at once, or change the deposit amount across all your services? Bulk edit lets you make changes to multiple packages - [How do I create a Mini?](https://www.checkcherry.com/help/118-how-do-i-create-a-mini): To create a mini session, click the Create New button - [How do I create add-ons?](https://www.checkcherry.com/help/165-how-to-create-add-ons): A client wants your standard photo booth package but also wants a guest book and an extra hour. - [How do I manage packages across multiple brands?](https://www.checkcherry.com/help/179-how-do-i-manage-packages-across-brands): If you have more than one brand in your Check Cherry account, each brand can have its own packages, pricing, and booking page. - [How do I configure package group settings?](https://www.checkcherry.com/help/186-how-do-i-configure-package-group-settings): Package groups sit between services and individual packages. They let you organize packages into categories like "Standard" and "Premium. - [How to Configure Package Settings?](https://www.checkcherry.com/help/187-package-settings): Every package in Check Cherry has its own set of options that control pricing, scheduling, availability, and online booking behavior. - [Can I bundle packages together?](https://www.checkcherry.com/help/33-can-i-bundle-packages): You have a photo booth and a DJ service, and when someone books the 360 booth, you want the premium lighting package to be reserved too. - [How do I change all my backdrops at once?](https://www.checkcherry.com/help/51-can-i-make-changes-of-all-my-backdrops-at-the-same-time): Updating prices or visibility on 50 backdrops one at a time is painful. Bulk edit lets you select a group and change them all at once. - [How do I recommend specific add-ons during booking?](https://www.checkcherry.com/help/196-how-do-i-recommend-specific-add-ons-during-booking): Some add-ons are perfect companions to certain packages. Recommending them puts them front and center during booking so clients are more likely to see them. - [Use the Backdrop Manager to organize your backdrops](https://www.checkcherry.com/help/217-use-the-backdrop-manager-to-organize-your-backdrops): Fifty backdrops with no organization means clients scroll forever trying to find what they want. - [How are packages organized in Check Cherry?](https://www.checkcherry.com/help/95-how-are-packages-organized-in-check-cherry): How you organize your packages directly affects how clients experience your booking page. - [What scheduling formats are available for packages?](https://www.checkcherry.com/help/227-what-scheduling-formats-are-available-for-packages): Each package in Check Cherry has a scheduling format that controls how clients pick a date and time when booking. - [How do I recommend specific backdrops during booking?](https://www.checkcherry.com/help/197-how-do-i-recommend-specific-backdrops-during-booking): Have a backdrop that pairs perfectly with a specific package? Mark it as recommended and it shows up at the top of the selection during booking. - [How do I make all packages in a service visible or private?](https://www.checkcherry.com/help/177-make-all-packages-in-a-service-visible-or-private): Turning off packages for the off-season, or launching a new service line all at once? Click the eye icon on the service title bar to toggle visibility for e - [How do I set a preferred location for a package?](https://www.checkcherry.com/help/470-how-do-i-set-a-preferred-location-for-a-package): Learn how to attach a specific address to a package so clients choose it during online booking instead of typing one in. - [How do I hide backdrops on a specific package?](https://www.checkcherry.com/help/82-don-t-allow-a-backdrop-on-a-package): Your DJ package does not need a backdrop selector, but your photo booth package does. You can disable backdrop selection on individual packages. - [How do I include add-ons with a package by default?](https://www.checkcherry.com/help/15-how-do-i-include-add-ons-with-a-package-by-default): Auto-attached add-ons are items that come included with a package by default. - [What happens to existing bookings when I archive or delete a package or add on?](https://www.checkcherry.com/help/513-what-happens-to-existing-bookings-when-i-archive-or-delete-something): Archiving or deleting an add-on, package or discount code only affects new bookings, so existing bookings and proposals keep what they have. - [How do I manage double-sided backdrops?](https://www.checkcherry.com/help/83-how-do-i-manage-double-sided-backdrops): If you have double-sided backdrops, you need availability rules to prevent overbooking. - [How do I offer backdrop-only rentals?](https://www.checkcherry.com/help/473-how-do-i-offer-backdrop-only-rentals): Learn the two ways to sell backdrop rentals without a photo booth, how to price tiers, and how to keep backdrops free with booth packages. - [How do I show design templates when a specific add-on is booked?](https://www.checkcherry.com/help/27-how-do-i-show-design-templates-when-a-specific-add-on-is-booked): A client adds your premium add on upgrade, and suddenly they need to pick an overlay design that matches. - [How do I get a link to all packages in a service?](https://www.checkcherry.com/help/176-link-to-all-packages-in-a-service): Want to send a client directly to your photo booth packages without them seeing your DJ or bartending services? Each service has its own shareable link. - [What will happen if I disconnect a template provider integration?](https://www.checkcherry.com/help/248-what-will-happen-if-i-disconnect-a-template-provider-integration): If you disconnect a design template provider (like Bespoke Booth or PB Backdrops), the associated design collection will be removed. - [How do I organize my backdrops into categories?](https://www.checkcherry.com/help/17-how-do-i-organize-my-backdrops-into-categories): If you offer multiple backdrops, organizing them into categories makes it easier for clients to browse and choose. - [How do I import backdrops from PB Backdrops?](https://www.checkcherry.com/help/160-how-do-i-import-backdrops-from-pb-backdrops): PB Backdrops offers a library of backdrop designs. Connect your account and their collection syncs into Check Cherry automatically. - [How do I see a list view of all my packages?](https://www.checkcherry.com/help/174-is-there-a-way-i-can-see-all-my-packages-or-add-ons-in-a-list): The Package Manager shows your packages in a nested tree. - [How do I share my backdrop gallery before a client books?](https://www.checkcherry.com/help/62-can-i-share-my-backdrops-with-a-client-even-if-they-haven-t-booked-yet): A client is browsing your website and wants to see backdrop options before they commit. ## Getting started - [Set up Two-factor authentication for login](https://www.checkcherry.com/help/386-set-up-two-factor-authentication-for-login): - [How do I duplicate an appointment?](https://www.checkcherry.com/help/384-how-do-i-duplicate-an-appointment): - [Give a discount when a customer pays in full.](https://www.checkcherry.com/help/392-give-a-discount-when-a-customer-pays-in-full): - [Email Deliverability FAQ [UPDATED]](https://www.checkcherry.com/help/349-email-deliverability-faq-updated): - [How does Check Cherry calculate travel distance?](https://www.checkcherry.com/help/378-how-does-check-cherry-calculate-travel-distance): Learn how Check Cherry measures travel distance from your business to a venue, why customers sometimes feel the number is off, and how to handle borderline addresses. - [How do I apply a different discount to each proposal alternative?](https://www.checkcherry.com/help/380-how-do-i-apply-a-different-discount-to-each-proposal-alternative): Use the Applies To field to scope a discount to one proposal alternative so the other options keep their own pricing. - [Branding](https://www.checkcherry.com/help/23-branding): Business Settings is where you configure your brand identity in Check Cherry. This includes your company name, contact info, logo, colors, and more. - [How do I configure privacy settings?](https://www.checkcherry.com/help/193-privacy-settings): If you collect personal data through your booking page or lead forms, a privacy notice helps you stay compliant and builds trust with clients. - [Why was a lead marked as spam?](https://www.checkcherry.com/help/415-why-was-a-lead-marked-as-spam): - [How do I customize my dashboard?](https://www.checkcherry.com/help/77-how-do-i-customize-my-dashboard): Your dashboard is the first thing you see when you log in. Customize it to show the numbers and widgets that matter most to how you run your business. - [How do I set up a Google Business Profile?](https://www.checkcherry.com/help/93-how-do-i-set-up-a-google-business-profile): A Google Business Profile is a free listing that shows your business on Google Search and Google Maps. - [What payment types can I accept and how do I set up payment methods?](https://www.checkcherry.com/help/368-what-payment-types-can-i-accept-and-how-do-i-set-up-payment-methods): - [Can I offer an add-on for an add-on?](https://www.checkcherry.com/help/407-can-i-offer-an-add-on-for-an-add-on): Add-ons cannot be nested, but extra categories do exactly this job: priced options that appear only when a specific add-on is selected. - [A customer paid by credit card - when will I get the payout?](https://www.checkcherry.com/help/325-a-customer-paid-by-credit-card-when-will-i-get-the-payout-1): - [Mobile Bartender Checklists](https://www.checkcherry.com/help/387-mobile-bartender-checklists): - [How do I remove a brand?](https://www.checkcherry.com/help/143-how-do-i-remove-a-brand): Every Check Cherry account can have at least two brands. - [How do I get client approval on multiple artwork files for one booking?](https://www.checkcherry.com/help/388-how-do-i-get-client-approval-on-multiple-artwork-files-for-one-booking): Add a separate Design Collection for each artwork file (welcome screen, overlay, intro graphic, print layout) so the client approves each one independently. - [Can you copy over my data from my old CRM?](https://www.checkcherry.com/help/65-can-you-copy-over-my-data-from-my-old-crm): Transitioning from another platform can be daunting, especially when it comes to migrating your data. - [How do I add my logo and brand colors?](https://www.checkcherry.com/help/109-how-do-i-add-my-logo-and-brand-colors): Your logo and brand colors show up everywhere clients interact with your business — booking page, proposals, contracts, invoices, and emails. - [How do I invite a client to log in?](https://www.checkcherry.com/help/173-how-do-i-invite-a-client-to-log-in): How to invite clients to log into their customer portal - [Can I get a report for total distance traveled?](https://www.checkcherry.com/help/478-can-i-get-a-report-for-total-distance-traveled): Need to know your total milage? The bookings report can show you that. - [How do I add print layout templates or designs to a booking?](https://www.checkcherry.com/help/394-how-do-i-add-print-layout-templates-or-designs-to-a-booking): - [How do I manage multiple locations?](https://www.checkcherry.com/help/398-how-do-i-manage-multiple-locations): Manage multiple locations (cities or metro regions) in Check Cherry. Use a Service per location under one booking page, a separate brand per location for its own booking URL, or separate accounts when your locations use different bank accounts. - [Using the Check Cherry API](https://www.checkcherry.com/help/402-using-the-check-cherry-api): Learn what the Check Cherry API is, who it is for, and how to create an integration key to build a custom integration. - [How can I add artwork to a booking?](https://www.checkcherry.com/help/468-how-can-i-add-artwork-to-a-booking): - [Where do I start?](https://www.checkcherry.com/help/250-where-do-i-start): This guide walks you through the essentials so you can start taking bookings as quickly as possible. You don't need to set up everything at once. - [Hide Staff contact info from Client](https://www.checkcherry.com/help/356-hide-staff-contact-info-from-client): - [What can my clients do in their portal?](https://www.checkcherry.com/help/161-what-can-my-clients-do-in-their-portal): A tour of the client portal: the tabs on a booking, what clients can do on each one, and which ones only appear in certain situations. - [How was my customer able to book without paying a deposit?](https://www.checkcherry.com/help/401-how-was-my-customer-able-to-book-without-paying-a-deposit): - [How do I switch to my other brand?](https://www.checkcherry.com/help/385-how-do-i-switch-to-my-other-brand): - [What countries can I use Check Cherry in?](https://www.checkcherry.com/help/229-what-countries-can-i-use-check-cherry-in): Planning to serve clients in Canada, the UK, or Australia? Check Cherry works internationally. - [Can I download a list of payments I've received?](https://www.checkcherry.com/help/342-can-i-download-a-list-of-payments-i-ve-received-1): - [How can I track bookings that don't come from my website?](https://www.checkcherry.com/help/365-how-can-i-track-bookings-that-don-t-come-from-my-website): - [How do I send a message to my mini session bookings?](https://www.checkcherry.com/help/367-how-do-i-send-a-message-to-my-mini-session-bookings): - [How can I share the booking link to my mini sessions photo page?](https://www.checkcherry.com/help/364-how-can-i-share-the-booking-link-to-my-mini-sessions-photo-page): ## Integrations - [How do I integrate my Google Tag Manager?](https://www.checkcherry.com/help/131-how-do-i-integrate-my-google-tag-manager): Google Tag Manager (GTM) lets you add tracking scripts to your Check Cherry booking pages without editing code. - [How do I connect Mailchimp to Check Cherry?](https://www.checkcherry.com/help/451-how-do-i-connect-mailchimp-to-check-cherry): Connect Mailchimp to sync leads and clients automatically, with tags that track each contact from lead to booking. - [How do I set up the Photobooth Templates integration?](https://www.checkcherry.com/help/190-photobooth-templates-integration): PhotoboothTemplates.com has a library of overlay and layout designs. - [How do I set up the Paddee integration?](https://www.checkcherry.com/help/84-how-do-i-set-up-the-paddee-integration): Paddee has a library of photo booth design templates. Connect your account and clients can browse and select designs directly from their booking. - [Understanding UTM Tags in Check Cherry](https://www.checkcherry.com/help/213-understanding-utm-tags-in-check-cherry): UTM tags are extra text you add to your booking link so you can track where bookings come from. - [How do I sync Check Cherry with QuickBooks Online?](https://www.checkcherry.com/help/209-how-do-i-sync-check-cherry-with-quickbooks-online): Entering bookings into QuickBooks manually after they are already in Check Cherry is double work. - [Connect Check Cherry to an AI assistant](https://www.checkcherry.com/help/399-connect-check-cherry-to-an-ai-assistant): Connect Check Cherry to an AI assistant like ChatGPT or Claude so it can read your business data and draft work for you, on request, on every plan. - [Automating Check Cherry with Zapier](https://www.checkcherry.com/help/453-automating-check-cherry-with-zapier): A complete guide to the Check Cherry Zapier integration: every trigger and action, how to connect your account, and the automations event businesses use most. - [How do I set up Google Ads conversion tracking?](https://www.checkcherry.com/help/245-how-do-i-integrate-google-ads-with-my-check-cherry-account): Spending money on Google Ads and want to know which ads actually result in bookings? Conversion tracking connects the dots between ad clicks and completed b - [How do I connect Google Analytics 4 to Check Cherry?](https://www.checkcherry.com/help/233-how-do-i-connect-google-analytics-4-to-check-cherry): Learn how to find your GA4 Measurement ID and connect Google Analytics to Check Cherry to track your booking traffic. - [How do I connect Check Cherry to Zapier?](https://www.checkcherry.com/help/218-how-do-i-connect-check-cherry-to-zapier): Zapier connects Check Cherry to thousands of other apps. - [How do I send mass emails to my clients?](https://www.checkcherry.com/help/244-how-do-i-send-mass-emails-to-my-clients): A client just had a great event and you want to email all your past clients about a holiday promotion. - [How do I connect SmugMug to Check Cherry?](https://www.checkcherry.com/help/449-how-do-i-connect-smugmug-to-check-cherry): Connect SmugMug to deliver client galleries straight from a booking and import your SmugMug photos anywhere you pick images. - [How do I troubleshoot Zapier issues?](https://www.checkcherry.com/help/242-how-do-i-troubleshoot-zapier-issues): If your Zapier integration is not working as expected, start by enabling enhanced logging to see what is happening. - [How do I use my Canva designs in Check Cherry?](https://www.checkcherry.com/help/450-how-do-i-use-my-canva-designs-in-check-cherry): Connect Canva to Check Cherry and import designs straight from your Canva Projects wherever you pick an image. - [What will happen if I disconnect a template provider integration?](https://www.checkcherry.com/help/372-what-will-happen-if-i-disconnect-a-template-provider-integration-1): ## Staff - [How do I assign staff to a booking?](https://www.checkcherry.com/help/455-how-do-i-assign-staff-to-a-booking): Assign staff to a whole booking or to individual packages, set roles and arrival times, and manage the roster from the booking's Staff page. - [How do I use staff check-in and check-out?](https://www.checkcherry.com/help/460-how-do-i-use-staff-check-in-and-check-out): Let staff punch in and out of bookings with notes, photos and location, correct their shifts, and export hours from the Staff Check-In Report. - [How can I let staff choose which events they want to work?](https://www.checkcherry.com/help/377-how-can-i-let-staff-choose-which-events-they-want-to-work): Let staff claim or request open packages, and approve their requests from the Staffing area or the booking's Staff page. - [How do I use Check Cherry as a staff member?](https://www.checkcherry.com/help/462-how-do-i-use-check-cherry-as-a-staff-member): A guide for staff: find open bookings to claim, accept or decline assignments, check your arrival time, and check in and out of events. - [How do I require staff to accept or decline assignments?](https://www.checkcherry.com/help/458-how-do-i-require-staff-to-accept-or-decline-assignments): Turn on staff confirmations so assigned staff accept or decline a booking, and track who has not replied from the Awaiting Response queue. - [How does staff time off work?](https://www.checkcherry.com/help/40-can-i-get-a-list-of-my-staff-s-time-off): Set up staff time off requests, approve or reject them, see how time off affects assigning staff, and export it from the Staff Time Off report. - [What is the Staffing Overview page?](https://www.checkcherry.com/help/461-what-is-the-staffing-overview-page): See your whole staffing pipeline on one page: unassigned packages, staff requests, assignments awaiting a reply, and time off requests. - [How do I set how many staff a package needs?](https://www.checkcherry.com/help/457-how-do-i-set-how-many-staff-a-package-needs): Set a default number of required staff per package, override it on an individual booking, and see how the count drives claiming and the filled badge. - [How do I invite a staff member to log in?](https://www.checkcherry.com/help/463-how-do-i-invite-a-staff-member-to-log-in): How to send an invitation to your staff to log in - [How do I set staff arrival times?](https://www.checkcherry.com/help/456-how-do-i-set-staff-arrival-times): Set the time each staff member is expected to arrive for a package, and use arrival times in messages and on staff calendars. - [Staff user roles and permissions](https://www.checkcherry.com/help/208-staff-user-roles-and-permissions): Not everyone on your team needs access to everything. Roles and permissions let you control what each person can see and do. - [User accounts in Check Cherry](https://www.checkcherry.com/help/216-user-accounts-in-check-cherry): Different people in your business need different levels of access. Here is how user accounts work and how to manage them. - [How do I secure my account?](https://www.checkcherry.com/help/164-how-secure-is-my-check-cherry-account): Practical steps to keep your Check Cherry account secure: two-factor authentication, strong passwords, controlling team access, and avoiding phishing. - [How do I add documents to a user account?](https://www.checkcherry.com/help/28-can-i-add-a-document-to-a-user-s-account): Keep important documents like W-9s, insurance certificates, or signed agreements attached to user accounts so you can find them when you need them. ## Payments - [How do I split payments between multiple people?](https://www.checkcherry.com/help/136-how-do-i-make-more-than-one-invoice-for-a-booking): The bride's parents want to pay half and the couple pays the rest. - [How do I pass processing fees to my clients?](https://www.checkcherry.com/help/519-how-do-i-pass-processing-fees-to-my-clients): Learn how to add a processing fee at checkout for any connected payment method, what clients see, and how the amount is calculated. - [Can clients save their payment info?](https://www.checkcherry.com/help/25-can-clients-save-their-payment-info): A repeat client books again six months later. Instead of re-entering their card details, you charge the one they saved last time. - [Can I accept ACH payments?](https://www.checkcherry.com/help/26-can-i-accept-ach-payments): Some clients prefer to pay from their bank account (ACH) instead of a credit card, especially for larger balances. ACH transfers have lower processing fees too. - [How do I offer a payment method to only one client or booking?](https://www.checkcherry.com/help/405-how-do-i-offer-a-payment-method-to-only-one-client-or-booking): A client wants to pay with Venmo, Zelle, or another method you don't normally accept. Here's how to allow it for one booking without offering it to everyone. - [Credit Card Payment Failures](https://www.checkcherry.com/help/404-credit-card-payment-failures): Learn about common reasons for credit card payment failures and what to do when one occurs - [Can a client pay a tip after a booking is paid in full?](https://www.checkcherry.com/help/24-can-a-client-pay-a-tip-after-a-booking-is-paid-in-full): The event went great and the client wants to leave a tip for your team. They can do this even if the booking is already paid in full. - [Why does my client see a "recurring transaction" charge?](https://www.checkcherry.com/help/403-why-does-my-client-see-a-recurring-transaction-charge): Learn why a bank labels a Check Cherry charge as a recurring transaction, what it actually means, and a message you can send to reassure your client. - [What happens to my payout when I issue a refund?](https://www.checkcherry.com/help/459-what-happens-to-my-payout-when-i-issue-a-refund): Refunds come out of your Check Cherry Payments balance first, and out of your bank account if the balance is short. Here is how the timing works. - [Why does my booking show a balance due, and how do I clear it?](https://www.checkcherry.com/help/515-why-does-my-booking-show-a-balance-due-and-how-do-i-clear-it): Learn how payments, refunds, and pricing adjustments set a booking's balance due, and which one to use to bring it back to $0. - [How do I update my payment account after a rebrand, entity change, or sale?](https://www.checkcherry.com/help/475-i-rebranded-my-business-how-do-i-update-my-payment-account): What to do with your Check Cherry Payments account after a new name, a move to an LLC, or a sale, from your EIN and bank account to your 1099-K. - [How do I let clients leave a tip?](https://www.checkcherry.com/help/43-how-do-i-let-clients-leave-a-tip): Let clients leave a tip, gratuity, or donation when they pay or book, with suggested amounts. - [How do I create Payment Plans for my clients?](https://www.checkcherry.com/help/123-how-do-i-create-payment-plans-for-my-clients): A payment plan lets your clients spread the cost of a booking over multiple installments instead of paying everything up front. - [When will I receive my credit card payout?](https://www.checkcherry.com/help/5-a-customer-paid-by-credit-card-when-will-i-get-the-payout): When a customer pays you by credit card through Check Cherry Payments, the funds don't arrive in your bank account instantly. - [ACH Payment Failures](https://www.checkcherry.com/help/290-ach-payment-failures): Learn how ACH payment failures work in Check Cherry, why they happen days after submission, and what to do when one occurs. - [How do I record a payment made outside of Check Cherry?](https://www.checkcherry.com/help/70-client-made-a-payment-outside-of-check-cherry): A client hands you a check at the venue, or sends you a Venmo. - [How do I change my bank account for payouts?](https://www.checkcherry.com/help/112-how-do-i-change-the-bank-account-connected-to-my-payments-account): Switched banks or want payouts going to a different account? You can update this in your payment settings or from the Payments Dashboard. - [What happens if a customer files a dispute on a credit card charge?](https://www.checkcherry.com/help/343-what-happens-if-a-customer-files-a-dispute-on-a-credit-card-charge): - [How do I charge a saved card?](https://www.checkcherry.com/help/117-how-do-i-charge-a-card-on-file): A client's final balance is due and they already have a card on file from their deposit. - [How do I change the payment due date on a proposal?](https://www.checkcherry.com/help/67-change-the-payment-due-date-on-a-booking-or-proposal): A client needs more time to pay, or you agreed on a different payment schedule. You can change the due date on any booking or proposal in a few clicks. - [How do I set up automated payment reminders?](https://www.checkcherry.com/help/205-set-up-automated-payment-reminders): The client signed and paid the deposit, but the final balance is just sitting there. - [What are the processing fees for Check Cherry Payments?](https://www.checkcherry.com/help/163-what-are-the-processing-fees-for-check-cherry-payments): Credit card processing fees for Check Cherry Payments are 2.9% + $0.30 per transaction. - [How do I refund a payment?](https://www.checkcherry.com/help/141-how-do-i-refund-a-booking): Sometimes you need to return money to a client — a cancelled event, a service change, or a billing correction. - [How do I tell clients where to send checks?](https://www.checkcherry.com/help/157-how-do-i-tell-clients-where-to-send-their-checks): If you accept checks, clients need to know where to mail them. - [Payment Plans vs Klarna](https://www.checkcherry.com/help/188-payment-plans-vs-klarna): Two ways to let clients pay over time, each with different tradeoffs for your cash flow and costs. - [How do I switch to Check Cherry Payments?](https://www.checkcherry.com/help/247-how-do-i-switch-to-check-cherry-payments): Ready to start accepting credit card payments through Check Cherry? Here is how to enable it and what to expect. - [How do I re-subscribe a client who unsubscribed?](https://www.checkcherry.com/help/162-how-do-i-re-subscribe-a-client-who-unsubscribed): If a client accidentally unsubscribed from your emails, you can re-subscribe them from their user account or from a booking. - [How do I set up ACH payment method?](https://www.checkcherry.com/help/153-how-do-i-set-up-payment-methods): Before you can collect payments from clients, you need to connect a payment processor. - [Can I Bill Clients in a Different Currency?](https://www.checkcherry.com/help/412-can-i-bill-clients-in-a-different-currency): Whether you can bill clients in USD, CAD, or other currencies in Check Cherry, and how to handle international clients. - [Will I get a 1099-K for my sales through Check Cherry Payments?](https://www.checkcherry.com/help/252-will-i-get-a-1099-k-for-my-sales-through-check-cherry-payments): If you process payments through Check Cherry Payments and meet the federal reporting thresholds, you will receive a 1099-K tax form. - [How do I use the Payments dashboard?](https://www.checkcherry.com/help/211-how-do-i-use-the-payments-dashboard): Money is coming in but where does it all go? The Payments dashboard shows your balances, payouts, individual charges, and refunds in one place. - [Can I take a security deposit or place a hold on a card?](https://www.checkcherry.com/help/414-can-i-take-a-security-deposit-or-place-a-hold-on-a-card): Check Cherry can't place a temporary card hold, but you can collect a refundable deposit or keep a card on file and charge only if needed. Here's how. - [How do I limit payment methods on a proposal?](https://www.checkcherry.com/help/50-can-i-limit-payment-methods-for-a-client): Sending a proposal to a corporate client who can only pay by check? You can restrict the payment methods on that proposal so they do not see credit card or - [How to write effective calls-to-action on your website](https://www.checkcherry.com/help/243-how-to-write-effective-calls-to-action-on-your-website): Most people who visit your website will leave without reaching out. - [Why is my client getting an error paying with an AMEX card?](https://www.checkcherry.com/help/4-why-is-my-client-getting-an-error-paying-with-an-amex-card): A client tries to pay and gets an error. Before you troubleshoot the payment processor, check which security code they are using. - [How do I send a client a payment link?](https://www.checkcherry.com/help/199-how-do-i-send-a-client-a-payment-link): Each booking has a unique payment link that you can send to a client so they can make a payment without logging in. ## Leads - [How do I see which lead form a lead came from?](https://www.checkcherry.com/help/133-how-do-i-know-which-lead-form-a-lead-filled-out): You have three lead forms on your website and a lead just came in. Which form did they fill out? Check the source field on the lead. - [How do I set follow-up dates on leads and proposals?](https://www.checkcherry.com/help/61-how-do-i-set-follow-up-dates-on-leads-and-proposals): Follow-up dates help you stay on top of leads and proposals that need attention. - [How are Leads handled?](https://www.checkcherry.com/help/94-how-are-leads-handled): A lead is someone who has shown interest in your services but hasn't booked yet. - [How do I import leads into Check Cherry?](https://www.checkcherry.com/help/46-how-do-i-import-leads-into-check-cherry): If you have leads in a spreadsheet, you can have them imported into your Check Cherry account. - [How do I track where my bookings come from?](https://www.checkcherry.com/help/106-how-do-i-track-where-my-bookings-come-from): A booking came in but you are not sure if it was from your website, a partner referral, or that Instagram post you ran last week. - [How do I reduce spam leads?](https://www.checkcherry.com/help/170-how-do-i-reduce-spam-leads): Getting inquiries from bots or people clearly not interested? Here is how to reduce spam without adding friction for real clients. - [How do I add extra questions to bookings and lead forms?](https://www.checkcherry.com/help/129-how-do-i-add-extra-questions-to-my-booking-process): Extra questions collect more information during online booking or on lead forms. Choose built-in questions or write your own. - [How do I un-flag a lead as spam?](https://www.checkcherry.com/help/158-how-do-i-un-flag-a-lead-as-spam): A real client got caught by the spam filter. Un-flag them so they show up in your active leads list and you can follow up. - [How do I create and publish lead forms?](https://www.checkcherry.com/help/122-how-do-i-create-and-publish-lead-forms): Build a lead form in the form designer, style it to match your website, and embed it to send inquiries straight into Check Cherry. - [Can I assign staff to leads?](https://www.checkcherry.com/help/32-can-i-assign-staff-to-leads): A lead comes in and you want one of your staff to handle the follow-up. Assign them to the lead so they know it is their responsibility. - [What is the Date demand card?](https://www.checkcherry.com/help/466-what-is-the-date-demand-card): Date demand shows whether anyone else is asking about the same date, so you can decide how hard to chase a lead and whether to discount. ## Mobile app - [How do I take a payment in the app?](https://www.checkcherry.com/help/156-how-do-i-take-a-payment-in-the-app): At the event and the client wants to pay the remaining balance? Collect a credit card payment right from the app on your phone. - [How do I view bookings in the app?](https://www.checkcherry.com/help/148-how-do-i-view-bookings-in-the-app): Open the Check Cherry app and your upcoming bookings are right there. Here is how to find past bookings and filter your list. - [How do I take a payment with Tap to Pay on iPhone?](https://www.checkcherry.com/help/465-how-do-i-take-a-payment-with-tap-to-pay-on-iphone): Accept contactless cards and Apple Pay on your iPhone with Tap to Pay on iPhone, right from the Check Cherry app. Requirements, setup, and how to take a payment at an event. - [The Check Cherry app dashboard](https://www.checkcherry.com/help/180-the-check-cherry-app-dashboard): Open the app and see your business at a glance — upcoming events, recent revenue, new leads, and quick actions. - [How do I switch accounts in the app?](https://www.checkcherry.com/help/155-how-do-i-switch-accounts-in-the-app): Running two businesses on separate Check Cherry accounts? You can switch between them in the app without logging out and back in. - [How do I take a payment with Tap to Pay on Android?](https://www.checkcherry.com/help/471-how-do-i-take-a-payment-with-tap-to-pay-on-android): Accept contactless cards and Google Pay on your Android phone or tablet with Tap to Pay in the Check Cherry app. Requirements, setup, and taking a payment. - [How do I duplicate a booking in the mobile app?](https://www.checkcherry.com/help/366-how-do-i-duplicate-a-booking-in-the-mobile-app): - [Push Notifications](https://www.checkcherry.com/help/194-push-notifications): Turn on push notifications in the Check Cherry app, see which alerts it sends by role, and fix notifications that are not arriving. ## Reporting - [Can I save and schedule reports?](https://www.checkcherry.com/help/55-how-do-i-save-and-schedule-reports): You run the same payment report every month for your bookkeeper. Instead of re-configuring it each time, save it once and have it emailed automatically. - [Can I track expenses in Check Cherry?](https://www.checkcherry.com/help/64-can-i-track-expenses-in-check-cherry): Revenue is only half the picture. If you are not tracking what you spend on each event, you do not actually know if you are making money. - [How do I see tips I have collected?](https://www.checkcherry.com/help/42-can-i-get-a-report-of-the-tips-i-ve-collected): Wondering how much your team earned in tips last month? The Tips report breaks it down by booking so you can see who tipped and how much. - [How do I see how many bookings I have had?](https://www.checkcherry.com/help/103-how-do-i-see-how-many-bookings-i-have-had): End of the year and you want to know how many events you did? Or wondering which package is your bestseller? The Utilization report has the numbers. - [How do I use the bookings report?](https://www.checkcherry.com/help/230-how-do-i-use-the-bookings-report): End of the quarter and your accountant wants a breakdown of every booking. - [How do I see which clients have not paid in full?](https://www.checkcherry.com/help/102-how-can-i-find-out-which-customers-still-haven-t-paid-in-full): Event is next week and you are not sure if the client paid the balance. The Outstanding Balance report shows every booking with money still owed. - [How do I download my client contact list?](https://www.checkcherry.com/help/39-how-do-i-download-my-client-contact-list): Export your client contact information as a CSV file from the Client List report. - [How do I add an expense to a booking?](https://www.checkcherry.com/help/31-can-i-add-an-expense-to-a-booking): Knowing your profit per event means tracking what you spent, not just what you earned. Attach expenses directly to a booking to see the full picture. - [How do I run a profit and loss report?](https://www.checkcherry.com/help/147-how-do-i-run-a-profit-loss-report): Check Cherry does not have a single P&L report button, but you can get there by running two reports and comparing the totals. - [What reports are available in Check Cherry?](https://www.checkcherry.com/help/198-what-reports-are-available-in-check-cherry): Where did all the money go? How many events did we do last month? Which package is selling best? Check Cherry has reports for all of it. - [How do I download my payment history?](https://www.checkcherry.com/help/38-can-i-download-a-list-of-payments-i-ve-received): Need a record of every payment you have received? Export it as a spreadsheet for your bookkeeper, your taxes, or your own records. - [How do I download my expenses?](https://www.checkcherry.com/help/37-can-i-download-a-list-of-all-my-expenses): Tax time, or your bookkeeper needs the numbers. Export your expenses as a spreadsheet in a few clicks. - [How do I see how much sales tax I have collected?](https://www.checkcherry.com/help/41-can-i-get-a-report-for-how-much-sales-tax-i-ve-collected): If you collect sales tax, you need to know how much you have collected and for which regions. The Sales Tax report gives you an itemized breakdown. - [How do I import expenses?](https://www.checkcherry.com/help/48-how-do-i-import-expenses): If you have existing expenses in a spreadsheet, you can import them into Check Cherry in bulk instead of entering them one at a time. ## Proposals - [How do I add a gallery to my proposal?](https://www.checkcherry.com/help/254-can-i-add-a-gallery-to-my-proposal): Photos of your past events are more persuasive than any description. - [How do I remove a proposal alternative?](https://www.checkcherry.com/help/144-how-do-i-remove-a-proposal-alternative): Offered three options on a proposal and the client said the middle one does not make sense? Remove it without starting over. - [How do I print or download a proposal as a PDF?](https://www.checkcherry.com/help/128-how-do-i-print-or-download-a-proposal-as-a-pdf): A venue wants a printed copy of your proposal, or a client needs a PDF for their records. You can generate both from any proposal. - [How do I add/remove packages and/or add ons from a proposal?](https://www.checkcherry.com/help/111-how-do-i-add-remove-packages-and-or-add-ons-from-a-proposal): To send a proposal to the client: - [How do I change the image on a proposal?](https://www.checkcherry.com/help/114-how-do-i-change-the-image-on-a-proposal): The cover image on a proposal sets the first impression. - [How do I send a proposal or reserve a date?](https://www.checkcherry.com/help/145-how-do-i-send-a-proposal-or-reserve-a-date): Proposals let you send a client your pricing and package options so they can review, accept, and pay online. - [How do I set proposal expiration dates?](https://www.checkcherry.com/help/154-how-do-i-set-up-the-length-of-time-before-proposals-expire): You sent a proposal two weeks ago and never heard back. - [How do I give clients different options on a proposal?](https://www.checkcherry.com/help/44-how-do-i-give-clients-different-options-on-a-proposal): Proposal alternatives let you offer multiple package options on a single proposal. The client can compare and choose the one that fits their needs. - [How do I prevent clients from adding add-ons to a proposal?](https://www.checkcherry.com/help/192-how-do-i-prevent-clients-from-adding-add-ons-to-a-proposal): By default, clients can add or remove add-ons when reviewing a proposal. - [How do I change the deposit amount on one proposal alternative?](https://www.checkcherry.com/help/113-how-do-i-change-the-deposit-amount-on-one-proposal-alternative): One proposal, three alternatives at different price points — but the deposit should be different on each. You can set that per-alternative. - [How do I change the way my proposals look?](https://www.checkcherry.com/help/253-how-do-i-change-the-way-my-proposals-look): Your proposal is often the first professional impression a client gets. - [How do I add company info to proposals?](https://www.checkcherry.com/help/255-how-do-i-add-company-info-to-proposals): Clients choose based on trust as much as price. ## Messaging - [Automated Messages - Overview](https://www.checkcherry.com/help/14-automated-messages-overview): Automated messages are emails (or SMS texts with Twilio) that Check Cherry sends on your behalf when certain conditions are met. - [How do I automatically request a review after an event?](https://www.checkcherry.com/help/201-how-do-i-automatically-request-a-review-after-an-event): The event is over and the client is still excited. That is the perfect moment to ask for a review. Set up an automated email that does it for you. - [Why are my emails going to spam?](https://www.checkcherry.com/help/87-why-are-my-emails-going-to-spam): Email deliverability is one of the most common questions we get. - [How do I create message templates?](https://www.checkcherry.com/help/75-how-do-i-create-message-templates): Create custom message templates you can send with one click from any booking, proposal, lead, or appointment. - [Can I include links in SMS text messages?](https://www.checkcherry.com/help/59-can-i-send-a-link-through-an-sms-text-message): Yes. Paste the full URL into your SMS message and most phones will make it tappable. This is useful for sending proposal links or payment links via text. - [How do I send text messages to clients?](https://www.checkcherry.com/help/60-can-i-send-and-receive-text-messages-to-my-customers-how-to-set-up-the-twilio-integration): A client texts you asking about their event, and you want to reply from Check Cherry instead of your personal phone. - [How does the design template selection email work?](https://www.checkcherry.com/help/88-email-template-when-a-design-template-is-selected): When a client selects their design template, you and the client both get email notifications. - [How do I review emails before they are sent?](https://www.checkcherry.com/help/146-how-do-i-review-emails-before-they-are-sent): An automated thank-you email is about to go out, but you want to personalize it first. - [How do I disable automated messages for a specific client?](https://www.checkcherry.com/help/80-disable-automated-messages-to-a-client): A repeat client does not need the welcome email sequence again. - [What is the difference between automated messages, custom templates, and system templates?](https://www.checkcherry.com/help/477-what-is-the-difference-between-automated-messages-custom-templates-and-system-templates): Automated messages send on their own, custom templates wait for you to pick them, and system templates cover the actions Check Cherry sends for you. - [Email to and from fields](https://www.checkcherry.com/help/347-email-to-and-from-fields): Understand the Recipients and Send Replies To fields on automated messages, including what each option means and where replies go. - [How do I send a client their photo gallery link?](https://www.checkcherry.com/help/149-how-do-i-send-a-client-their-photo-gallery-link): Attach a photo or video gallery to a booking in the Deliverables section, then send the link to your client by email or text. - [Where do I find messages awaiting review?](https://www.checkcherry.com/help/232-where-do-i-find-messages-awaiting-review): Turn on review for an automated message, then find the queue where you can approve, edit, or delete messages before they go out. - [Why does the email to my client show opened when I know it wasn't?](https://www.checkcherry.com/help/235-why-does-the-email-to-my-client-show-opened-when-i-know-it-wasn-t): If an email shows as "opened" but you know the client has not read it yet, there are a few reasons this can happen. - [Where can I see all my messages?](https://www.checkcherry.com/help/57-can-i-see-all-my-messages-together-in-one-place): Looking for a message you sent last week? Or checking if a client ever received your proposal email? Message History shows every email and SMS sent from you - [Understanding Email Bounce Errors](https://www.checkcherry.com/help/212-understanding-email-bounce-errors): When an email can't be delivered, you'll see a bounce status with a reason explaining why. - [What automations can I set up?](https://www.checkcherry.com/help/228-what-automations-can-i-set-up): What Can Automated Messages Do? - [How do I notify staff when they are assigned to an event?](https://www.checkcherry.com/help/12-how-do-i-notify-staff-when-they-are-assigned-to-an-event): Your DJ just got assigned to a wedding next Saturday but has no idea. - [How do I notify staff when a new booking is confirmed?](https://www.checkcherry.com/help/16-automatically-notify-staff-of-new-bookings): A new booking comes in at 11 PM and your staff does not know about it until you tell them the next day. - [How do I attach an invoice to an email?](https://www.checkcherry.com/help/11-how-do-i-attach-an-invoice-to-an-email): A client calls asking for a copy of their invoice. Instead of generating a PDF and emailing it yourself, send it directly from the booking with one click. - [Why are my Check Cherry emails in the Promotions tab?](https://www.checkcherry.com/help/467-why-are-my-check-cherry-emails-in-the-promotions-tab): Promotions is inbox delivery, not spam. Here is why Gmail sorts some Check Cherry emails there and how to pin every one of them to your Primary tab. - [How do I unsubscribe from the Daily Digest email?](https://www.checkcherry.com/help/159-how-do-i-unsubscribe-from-the-daily-digest-email): Getting a daily email summary you do not need? Turn it off from your profile. - [How do I notify staff when an event is booked?](https://www.checkcherry.com/help/202-send-an-email-or-text-to-your-staff-when-an-event-is-booked): A booking comes in at midnight and your team does not know until morning. - [Why is my email formatting not showing in the Messages tab?](https://www.checkcherry.com/help/169-i-don-t-see-the-formatting-on-my-emails-in-my-messages-tab): You formatted your email with bold text, images, and links, but the Messages tab on the booking shows it as plain text. - [How do I send a message from a booking?](https://www.checkcherry.com/help/200-how-do-i-send-a-message-from-a-booking): Two ways to message a client from a booking: write from scratch or grab a pre-written template with one click. - [Why doesn't my logo show next to my emails?](https://www.checkcherry.com/help/454-why-doesn-t-my-logo-show-next-to-my-emails): - [How do I create or update my email signature?](https://www.checkcherry.com/help/73-how-do-i-create-a-custom-email-signature): Your emails should look like they come from your business, not a generic template. - [How do I set an unavailable message?](https://www.checkcherry.com/help/29-can-i-add-a-message-for-when-i-m-unavailable): A client visits your booking page outside your business hours. - [Can I use Twilio to send and receive text messages to my customers?](https://www.checkcherry.com/help/358-can-i-send-and-receive-text-messages-to-my-customers-how-to-set-up-the-twilio-integration-1): If you need help setting up your Twilio account, review this article and the included links for helpful information on getting started. - [How do I send a message to session bookings?](https://www.checkcherry.com/help/150-how-do-i-send-a-message-to-session-bookings): Your session has 15 clients booked across different time slots. Send one message and everyone gets it. - [How does the design revision request email work?](https://www.checkcherry.com/help/13-automated-email-template-design-revision-requested): A client picks their overlay design, you create the artwork, and they want changes. ## Questionnaires - [How do I prevent a client from changing a finalized questionnaire?](https://www.checkcherry.com/help/138-how-do-i-prevent-a-client-from-changing-a-finalized-questionnaire): The event is in three days and you do not want the client changing their song list or timeline at the last minute. Set a deadline for questionnaire changes. - [How do I create song playlists?](https://www.checkcherry.com/help/124-how-do-i-create-song-playlists): Song playlists let your clients submit their music requests through a questionnaire. You can start with a pre-built song list or create your own. - [How do I add a Spotify playlist to a questionnaire?](https://www.checkcherry.com/help/7-add-a-spotify-playlist-to-an-event-questionnaire): DJs and event planners often want clients to share their music preferences. - [How do I use questionnaires to collect event details?](https://www.checkcherry.com/help/91-how-do-i-use-questionnaires-to-collect-event-details): Build questionnaire templates, tie them to packages so bookings get them automatically, let clients fill them out, and review, export, and get notified about their answers. - [How do I configure questionnaire settings?](https://www.checkcherry.com/help/195-how-do-i-configure-questionnaire-settings): Questionnaire templates are tied to packages and copied onto matching bookings automatically. Learn what each template setting does and how to apply changes to existing bookings. - [Add song selection to a booking questionnaire](https://www.checkcherry.com/help/6-how-do-i-add-a-song-playlist-to-a-booking): Use Song and Song List fields to collect music requests on a questionnaire, with optional curated suggestions and in-page previews. - [How do I reorder questionnaire tabs?](https://www.checkcherry.com/help/35-can-i-change-the-order-of-tabs-in-a-questionnaire): Clients see questionnaire tabs in the order you set them. If you want the song request tab before the timeline tab, just drag it. ## Online booking - [How do I configure the booking engine?](https://www.checkcherry.com/help/20-how-do-i-configure-the-booking-engine): Your booking page is the first thing clients interact with. These settings control how it looks, what info it collects, and how the flow works. - [How do I customize the look and feel of my booking engine?](https://www.checkcherry.com/help/21-booking-engine-themes): Your booking page should look like your brand, not like a generic form. - [How do I embed a design template gallery on my website?](https://www.checkcherry.com/help/222-how-do-i-embed-a-design-template-gallery-on-my-website): Show off your overlay designs and print layouts on your website. Clients can preview options before they book. - [How do I change the text on my booking page?](https://www.checkcherry.com/help/98-how-do-i-change-the-text-on-my-booking-page): The default text on your booking page says "How can we reach you?" but you want something that fits your brand better. - [How do I disable online booking for a package?](https://www.checkcherry.com/help/81-disable-online-booking): Not every package belongs on your public booking page. - [How do I share my booking page link?](https://www.checkcherry.com/help/203-how-do-i-share-my-booking-page-link): You want to send a client directly to your booking page, or to a specific package. Every level of your package structure has a shareable link. - [How do I embed an add-on gallery on my website?](https://www.checkcherry.com/help/219-how-do-i-embed-an-add-on-gallery-on-my-website): Let visitors browse your add-ons on your website before they start booking. An embedded gallery shows what you offer and links to your booking page. - [How do I embed a lead form on my website?](https://www.checkcherry.com/help/223-how-do-i-embed-a-lead-form-on-my-website): Put a contact form on your website that feeds leads directly into Check Cherry. No copy-pasting, no missed inquiries. - [How do I offer props, upgrades, and customization options?](https://www.checkcherry.com/help/226-how-do-i-use-extra-categories): Extra Categories let you offer additional selections during the booking process, like song requests, drink preferences, or equipment choices. - [How do I prevent last-minute bookings?](https://www.checkcherry.com/help/140-how-do-i-prevent-last-minute-bookings): An event is tomorrow and someone tries to book online. Lead time settings prevent bookings that are too close to act on. - [How do I embed a backdrop gallery on my website?](https://www.checkcherry.com/help/221-how-do-i-embed-a-backdrop-gallery-on-my-website): Clients want to see your backdrop collection before they commit. Embed a gallery on your website so they can browse without starting the booking process. - [How do I embed staff profiles on my website?](https://www.checkcherry.com/help/225-website-integrations-staff-profiles): Clients want to know who they will be working with. The Staff Profiles widget lets you showcase your team on your website with photos and bios. - [How do I add an availability calendar to my website?](https://www.checkcherry.com/help/220-how-do-i-add-an-availability-calendar-to-my-website): A potential client visits your website and wants to know if you are available for their date. - [How do I embed my booking page on my website?](https://www.checkcherry.com/help/224-how-do-i-embed-my-booking-page-on-my-website): Clients should be able to book directly from your website without being sent to a separate page. Embed your booking page so the experience is seamless. - [Why do my bulleted lists not look right in online booking?](https://www.checkcherry.com/help/363-why-do-my-bulleted-lists-not-look-right-in-online-booking): - [How do I include one item for free in a package and charge for additional ones?](https://www.checkcherry.com/help/472-how-do-i-include-one-item-in-a-package-and-charge-for-additional-ones): Include a set number of characters, props, cocktails, or lights in a package price and charge the item price for each one a client adds beyond that. ## Bookings - [How do I create a new appointment?](https://www.checkcherry.com/help/74-create-a-new-appointment): Need to schedule a consultation, tasting, or planning call with a client? Create an appointment in a few clicks. - [Integrating Appointments with Zoom or Google Meet](https://www.checkcherry.com/help/246-integrating-appointments-with-zoom-or-google-meet): Connect your Zoom or Google Meet account to Check Cherry so a video meeting link is automatically created when a client books an appointment. - [How do I get the end time to show up on a booking?](https://www.checkcherry.com/help/360-how-do-i-get-the-end-time-to-show-up-on-a-booking): - [What do the different booking statuses mean?](https://www.checkcherry.com/help/22-what-do-the-different-booking-statuses-mean): Every booking in Check Cherry has a status that tells you where it is in the lifecycle — from initial quote to completed event. - [How do I take bookings for multiple rooms or spaces?](https://www.checkcherry.com/help/520-how-do-i-take-bookings-for-multiple-rooms-or-spaces): Give each room its own service and booking limit so a venue can rent several rooms on the same date without one booking blocking the others. - [How do I send an invoice to a client?](https://www.checkcherry.com/help/166-how-do-i-send-an-invoice-to-a-client): A client needs to see what they owe and have a way to pay. There are two quick ways to get an invoice in front of them. - [How do I create a proposal from an appointment?](https://www.checkcherry.com/help/135-how-do-i-make-a-proposal-after-an-appointment): The consultation went well and the client wants to move forward. Create a proposal directly from the appointment so you do not have to re-enter their info. - [How do I enable appointments for staff?](https://www.checkcherry.com/help/56-how-do-i-enable-appointments-for-staff): Turn on Enhanced Appointment Scheduling so staff get their own scheduling links, what it costs, and how to turn it off. - [How do I check availability for a specific date?](https://www.checkcherry.com/help/104-how-can-i-see-what-other-events-i-have-on-a-certain-date): A client asks "are you available on June 14?" Instead of scrolling through your calendar, use the Check Availability button for an instant answer. - [How do I use the sales calendar?](https://www.checkcherry.com/help/66-how-do-i-use-the-sales-calendar): Your sales calendar is the central view of everything happening in your business — bookings, proposals, blockout dates, and staff time off, all in one place - [How do I change the type of an existing appointment?](https://www.checkcherry.com/help/171-i-need-to-change-a-meeting-typ-on-a-meeting-i-have-scheduled): Scheduled a phone call but the client wants to do Zoom instead? You can change the meeting type on an existing appointment. - [How do I test the booking process?](https://www.checkcherry.com/help/105-how-can-i-test-the-booking-process): Before you send your first real proposal, run through the booking process yourself. - [How do I create a multi-day booking?](https://www.checkcherry.com/help/120-how-do-i-create-a-multi-day-booking): Cover multiple dates on one booking by adding a package per date, or price by the day with a Date Only package. - [How do I make adjustments to an invoice?](https://www.checkcherry.com/help/134-how-do-i-make-adjustments-to-an-invoice): After a booking is created, you may need to change the pricing — adding a service, applying a discount, correcting a tax rate, or adjusting the package pric - [How do I prevent a client from making changes to a booking?](https://www.checkcherry.com/help/139-how-do-i-prevent-a-client-from-making-changes-to-a-booking): A confirmed booking is locked in, but sometimes you need to control how much the client can still change. The Change Policy lets you set the rules. - [How do I convert an appointment to a lead?](https://www.checkcherry.com/help/72-convert-appointment-to-a-lead): Had a discovery call and the client is interested? Convert the appointment to a lead so you can track it through your sales pipeline and send a proposal whe - [How do I show a different address on invoices?](https://www.checkcherry.com/help/207-show-a-different-address-on-your-invoices-and-proposals): Show a different business address on your invoices and proposals, and change the client details that appear in the Invoice For section. - [How do I delete a booking?](https://www.checkcherry.com/help/101-how-can-i-delete-a-booking): Created a test booking or a duplicate by mistake? You can delete it permanently. - [How do I configure my service settings?](https://www.checkcherry.com/help/204-how-do-i-configure-my-service-settings): Services are the top level of your package hierarchy. If you offer photo booths and bartending, each is a service. - [Preventing double bookings with appointments](https://www.checkcherry.com/help/397-preventing-double-bookings-with-appointments): Check Cherry automatically keeps appointments from colliding with your bookings, your other appointments, and your personal calendar. Here is how it works and how to fine-tune it. - [Setting up your appointment scheduling calendars](https://www.checkcherry.com/help/396-setting-up-your-appointment-scheduling-calendars): A scheduling calendar controls when clients can book a meeting with you, how long it lasts, and what details you collect. Here is how to set one up. - [How do I use checklists to stay organized?](https://www.checkcherry.com/help/178-how-do-i-use-checklists-to-stay-organized): Every booking in Check Cherry can have a checklist — a to-do list of tasks that need to happen before, during, or after the event. - [How do I send appointment notifications?](https://www.checkcherry.com/help/137-how-do-i-send-appointment-notifications): Clients expect a confirmation when they schedule a meeting with you, and a reminder before it happens. - [What is the difference between a client and a contact?](https://www.checkcherry.com/help/231-what-is-the-difference-between-a-client-and-a-contact): A booking has a client and might have contacts. They serve different roles — understanding the difference helps you set up bookings correctly. - [How do I use checklists to track equipment?](https://www.checkcherry.com/help/132-how-do-i-use-checklists-to-track-equipment): Checklists help you track equipment, setup tasks, and to-do items for each event. - [Getting started with appointments](https://www.checkcherry.com/help/92-getting-started-with-appointments): Appointments let you offer time-slot-based scheduling where clients pick from your available times. - [How do I add a PO number to a proposal or invoice?](https://www.checkcherry.com/help/469-how-do-i-add-a-po-number-to-a-proposal-or-invoice): Learn how to add a purchase order number to a booking, and how to collect it from clients automatically during online booking. - [Where can I upload files and images?](https://www.checkcherry.com/help/249-where-can-i-upload-files-and-images): Screenshots for your packages, documents for your staff, images for your backdrops. Here is where uploads go and what formats and sizes are supported. - [How do I duplicate a booking or proposal?](https://www.checkcherry.com/help/126-how-do-i-duplicate-a-booking-or-proposal): A client wants the same setup as last year, or you need to create several similar proposals for different dates. - [How do I add documents to a booking?](https://www.checkcherry.com/help/8-add-documents-for-clients-and-or-staff): Need to share a setup diagram with your staff, or send a client a PDF of their event layout? You can upload documents directly to a booking so everyone invo - [How do I change the brand on a booking?](https://www.checkcherry.com/help/167-i-created-a-booking-but-it-s-under-the-wrong-brand-can-i-change-the-brand-it-s-under): Created a booking under the wrong brand? You can change it without recreating the whole thing. - [How do I add an extra design template to one booking?](https://www.checkcherry.com/help/97-how-can-i-add-another-template-for-just-one-booking): A client wants an extra overlay option that is not in your standard design collection. - [Can I undo changes on a booking?](https://www.checkcherry.com/help/175-is-there-a-way-to-undo-changes-i-ve-made-on-a-booking): Changed something on a booking and wish you had not? Check Cherry keeps an activity log on each booking showing every change, who made it, and when. - [How do I postpone or cancel an event?](https://www.checkcherry.com/help/191-how-do-i-postpone-or-cancel-an-event): The client called and the event is off, or they need to push it to a later date. Here is how to handle both without losing any booking data. - [How do I schedule a meeting with a client on a booking?](https://www.checkcherry.com/help/172-how-do-i-schedule-a-meeting-with-a-client-on-a-booking): The client wants to meet before the event to walk through the venue or discuss details. - [How do I hide pricing from a client?](https://www.checkcherry.com/help/47-how-do-i-hide-pricing-from-a-client): Sometimes you need to share booking details with a client without showing the pricing. Check Cherry lets you hide pricing on individual bookings. ## Pricing - [How do I set up travel fees?](https://www.checkcherry.com/help/68-how-do-i-set-up-travel-fees): A travel fee is an additional charge based on the distance between your business and the event location. - [How do I charge extra when a client wants more than what's included?](https://www.checkcherry.com/help/408-how-do-i-charge-extra-when-a-client-wants-more-than-what-s-included): Your package or add-on includes a set quantity — 100 keychains, 50 prints, a 2-hour booth. Here's how to charge automatically when a client wants more. - [How do I create and use discount codes?](https://www.checkcherry.com/help/76-how-do-i-create-and-use-discount-codes): Discount codes let clients enter a code during booking or on a proposal to receive a percentage or flat-rate discount. - [How do I set up discounts with Flex Pricing?](https://www.checkcherry.com/help/89-how-do-i-set-up-discounts-with-flex-pricing): Flex Pricing discounts let you automatically apply percentage or flat-rate discounts based on rules you define. - [How do I charge for extra time?](https://www.checkcherry.com/help/99-how-do-i-charge-for-extra-time): The event is going great and the client asks for two more hours. Here is how to charge for that extra time. - [How Do I Charge by Guest Count?](https://www.checkcherry.com/help/291-how-do-i-charge-by-guest-count): Learn how to charge per guest, set up tiered pricing by guest range, and include a base number of guests in your package price. - [How do I set up surcharges with Flex Pricing?](https://www.checkcherry.com/help/90-how-do-i-set-up-surcharges-with-flex-pricing): Flex Pricing surcharges let you automatically add fees based on rules you define. - [How can I charge sales tax on my services?](https://www.checkcherry.com/help/100-how-can-i-charge-sales-tax-on-my-services): Sales tax requirements vary by state and service type. - [How do I mark a client as tax exempt?](https://www.checkcherry.com/help/210-how-do-i-mark-a-client-as-tax-exempt): Mark a client as tax exempt so sales tax is not applied to any of their bookings. - [How do I update Flex Pricing on existing proposals?](https://www.checkcherry.com/help/214-update-flex-pricing-on-a-booking): You just created a holiday surcharge, but your existing proposals and bookings still show the old pricing. Flex Pricing changes only apply to new bookings automatically. ## Best practices - [Email best practices](https://www.checkcherry.com/help/86-email-best-practices): Following email best practices helps your messages reach your clients inboxes instead of their spam folders. - [Subcontracting and White-Label Work](https://www.checkcherry.com/help/391-subcontracting-and-white-label-work): How to handle subcontracting and white-label event work in Check Cherry — who signs the contract, who gets paid, and how to keep pricing private. - [Can I use Check Cherry Without a Website?](https://www.checkcherry.com/help/395-use-without-website): Use Check Cherry to take bookings without a website. Share your booking link, send proposals, or use individual widgets. - [Check Cherry for Photo Booth Businesses](https://www.checkcherry.com/help/69-check-cherry-was-built-for-photoboothers): If you run a photo booth business, Check Cherry has features built specifically for how you work. Here is what sets it apart from generic booking software. - [What payment methods should I offer?](https://www.checkcherry.com/help/215-what-payment-methods-should-i-offer): A client is ready to book but you only accept checks. They move on. The more ways clients can pay, the fewer deals you lose to friction. - [How does the referral program work?](https://www.checkcherry.com/help/206-share-check-cherry-with-other-business-owners-and-get-rewarded): Know another event professional who could use Check Cherry? Refer them and you both save money. - [Best and Worst Practices for Event Professionals](https://www.checkcherry.com/help/2-20-best-and-17-worst-practices): After working with thousands of event businesses, we have seen the same patterns come up again and again. ## Calendar - [How do I sync the company calendar?](https://www.checkcherry.com/help/58-how-do-i-sync-the-company-calendar): As an admin, you can sync your company-wide sales calendar with Google Calendar or any calendar app that supports ICS subscriptions. - [Can I sync my personal calendar with Check Cherry?](https://www.checkcherry.com/help/63-can-i-sync-my-personal-calendar-with-check-cherry): You confirmed a booking in Check Cherry but it is not showing on your Google Calendar. - [How do I sync my calendar with Check Cherry?](https://www.checkcherry.com/help/71-how-do-i-sync-my-calendar-with-check-cherry): Calendar sync keeps your Check Cherry bookings visible on the calendar you already use every day — Google Calendar, Apple Calendar, Outlook, or any app that - [Why don't I see bookings on my calendar?](https://www.checkcherry.com/help/168-why-dont-i-see-bookings-on-my-calendar): If your Check Cherry calendar looks empty, it is usually a filter issue. - [How do I set blockout dates?](https://www.checkcherry.com/help/151-how-do-i-set-blockout-dates): Blockout dates mark times when you're unavailable for bookings — vacations, personal commitments, holidays, or any time you need off. - [How can staff connect to the sales calendar?](https://www.checkcherry.com/help/107-how-can-my-staff-connect-to-the-check-cherry-sales-calendar): Staff want to see their assigned bookings on their phone calendar, but they should not need admin access to set it up. - [How do I set my business hours?](https://www.checkcherry.com/help/152-how-do-i-set-my-business-hours): Business hours control when clients can book your services. You can set hours for the entire business or customize them per package. - [Why did I receive an email asking me to reconnect my Google Calendar?](https://www.checkcherry.com/help/234-why-did-i-receive-an-email-asking-me-to-reconnect-my-google-calendar): Google periodically revokes app permissions as a security measure. When this happens, Check Cherry sends you an email asking you to reconnect. ## Contracts - [How do I add custom contract terms for specific packages?](https://www.checkcherry.com/help/78-how-do-i-add-custom-terms-for-specific-packages): Some packages or add-ons may need different contract terms than your standard agreement. - [How do I add my contract/terms?](https://www.checkcherry.com/help/108-how-do-i-add-my-contract-terms): A contract protects both you and your client. It sets expectations about what you'll deliver, when payment is due, and what happens if plans change. - [How do I set up multiple contracts?](https://www.checkcherry.com/help/45-how-do-i-set-up-multiple-contracts): Your photo booth contract needs a damage liability section, but your DJ contract does not. - [Why isn't there a client name token for my contract?](https://www.checkcherry.com/help/409-why-isn-t-there-a-client-name-token-for-my-contract): Check Cherry intentionally has no client name merge token in contracts. The signer's name is captured at signing, and that makes a stronger record. - [How do I change the contract terms on a booking?](https://www.checkcherry.com/help/36-can-i-change-the-terms-on-a-booking): A client has a special request that requires different contract language. - [How do I counter-sign a contract?](https://www.checkcherry.com/help/185-how-do-i-counter-sign-a-contract): Some clients want you to sign the contract too. Check Cherry supports counter-signing after the client has signed.