Check Cherry Help Center

How do I make a proposal after an appointment?

If you had a call or in-person meeting with a client and they want to book, you can easily create a proposal for them by converting their appointment in Check Cherry to a proposal, then send it to the client to sign, pay & confirm.

Updated over 3 weeks ago

Start by finding the appointment

Click your name in the upper right corner of your Check Cherry account.

Choose My Appointments
Click on the appointment you want to convert to a proposal
Click the Convert button and choose Proposal

After you create the proposal, you can send it to your client so they can sign, pay and confirm.

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