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Bookings

• 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 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.

• How do I enable appointments for staff?

  The account owner can use appointments by default, but staff need it enabled on their account before they can schedule their own.

• 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 add documents to a booking?

  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

• Getting started with appointments

  Appointments let you offer time-slot-based scheduling where clients pick from your available times.

• How do I add an extra design template to one booking?

  A client wants an extra overlay option that is not in your standard design collection.

• How do I create a multi-day booking?

  Some events span multiple days — a weekend wedding, a multi-day corporate retreat, or a festival.

• 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 test the booking process?

  Before you send your first real proposal, run through the booking process yourself.

• 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 use checklists to track equipment?

  Checklists help you track equipment, setup tasks, and to-do items for each event.

• How do I send appointment notifications?

  Clients expect a confirmation when they schedule a meeting with you, and a reminder before it happens.

• 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 check availability for a specific 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 delete a booking?

  Created a test booking or a duplicate by mistake? You can delete it permanently.

• How do I convert an 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 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 create a new appointment?

  Need to schedule a consultation, tasting, or planning call with a client? Create an appointment in a few clicks.

• 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.

• Can I undo changes 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 create a proposal from 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 configure my service settings?

  Services are the top level of your package hierarchy. If you offer photo booths and bartending, each is a service.

• How do I show a different address on invoices?

  Your business address and your invoicing address might be different — maybe you use a PO box for mail, or your legal entity name differs from your brand.

• 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 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.

• 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 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.

• 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 change the brand on a booking?

  Created a booking under the wrong brand? You can change it without recreating the whole thing.