How can we
help you?

Staff

• How do I add documents to a user 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.

• How secure is my Check Cherry account?

  Your Check Cherry account holds client data, payment info, and business records.

• 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

  Different people in your business need different levels of access. Here is how user accounts work and how to manage them.

• Invite a client or staff person to log in

  When a client books online and signs their contract, they are given the option to create a login.