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Mobile app dashboard

Quickly navigate around the app from the mobile dashboard.

Updated over 2 months ago

The mobile dashboard gives you at-a-glance information about your business, including:

Activity

  • Confirmed Bookings: How many were booked in the last week and how many are scheduled in the next week.

  • Proposals: How many were added in the last week and how many are expiring in the next week.

  • Leads: How many were added in the last week.

  • Mini Sessions: How many are scheduled in the next week.

  • Appointments: How many are scheduled in the next week.

  • Unclaimed Bookings: How many of your confirmed bookings do not have staff assigned or are pending review.

Tools

  • Calendar: Quickly view your bookings, proposals, leads and more in your Check Cherry calendar.

  • Checklist: View and check off tasks from your checklists.

  • Message Center: Go directly to your messages to review and reply to them.

  • Expense Tracking: See all your expenses in a list, click on each one to get details.

  • Check Availability: Quickly check your availability for a date, time and package.

  • Set Time Off: A place for staff to set their availability.


Add Item button

The Add Item button in the lower right gives you access to quick actions.

The functions available from this menu include create new proposals, bookings, leads, appointments, blockout dates and expenses.

Menu Selector (upper right corner)

The menu selector in the upper right corner gives you access to many important parts of your Check Cherry account, including:

  1. Dashboard

  2. Bookings

  3. Proposals

  4. Leads

  5. Calendar

  6. Settings

  7. Logout


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