There are several ways a new user can be added to your Check Cherry account, and several different levels of access:
Customer / Client accounts
A Client account can log in and see events that they are associated with. A client account is created when:
A person completes a booking, by signing the Terms and paying.
A lead form is filled out.
You add a user directly to your CC account by going to Manage -> User Accounts.
A client account has an email associated with it and allows the user to log in to their client portal. This gives them the ability to review and change their booking(s) (if allowed by your business settings). They can also pay from within their client portal.
When an admin views a booking, the client info will show up on bookings in the right sidebar and there will be an Action button on each booking that gives you tools to manage the client's account.
Actions an admin user can take on a Client account:
Edit the name, email, phone number and company name.
Send a password reset email.
Disable automated emails.
Hide pricing on the booking.
Send an email invite to create an account if the email has changed.
Add another client to the booking.
Edit details such as address, bio and private notes.
Add a role such as Staff or Admin.
Impersonate the client so you can see exactly what they see when they log in.
Staff accounts
A Staff account is an account with permissions to view certain items in your CC account.
You can give any user with a valid email the permissions of a Staff account. You can also create a new user account and assign Staff permissions.
Designating a user account as Staff gives it permission to see various items in your CC account; selecting the checkboxes in the right sidebar will allow you to select what the staff member can see.
Actions a user can take using a Staff account:
Bookings: Extended Permissions
Allows this team member to see pricing, messages, make edits to bookings and more
Bookings: See All Bookings
Allows this team member to see all confirmed bookings, including those they are not assigned to
Sales: Manage Leads & Proposals
Allows this team member to manage leads and create proposals including pricing and messaging
You can also make the staff member visible to clients when booking online; by default, they will be visible for all packages.
When creating a new Staff user account, be sure to assign a password and provide that password to the user so they will be able to log in.
Admin accounts
All Check Cherry accounts allow for at least two (2) Admin accounts. An admin account has the same permissions as the account owner.
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An Admin can impersonate any other user account by simply clicking on the user in Manage -> User Accounts and clicking "Impersonate User" from the dropdown arrow beside the user's photo.
Contacts on a booking or proposal
A Contact is merely a reference card to hold contact information; it does not give the person access to a client portal and does not require an email. However, if an email is included in a booking for a contact, they will be able to receive automated emails.
Contacts only appear on Proposals and Bookings. You may add as many contacts to a booking as you like.
