Automated Messages

0:00 In this video, we're going to walk through how to use automated messages in Check Cherry. This feature helps you automate communication with clients and staff so you can reduce busy work and provide a consistent experience. To get started, we're going to head to manage automated messages. And you'll see that we have some templates here that you can go through. We're going to start

0:20 with customer booking confirmation. you have a live preview of what the message will look like, the details within that message, and for what booking it is for. So, we're going to edit this template. And from here, you can see the message outline where you have a description that pretty much just covers what the message will be about, what it's going to do. So, send an email when the

0:44 date of a booking is created, and you can give it some extra conditions here. If you were making an automated message for a balance not fully paid, you can set that as a condition for this message to be created. And you'll see here that you have recipients and you can choose different recipients for this like event contacts, business contacts, all staff, anything like that. Or you can even

1:07 type in a customer's email or like an accountant. You can also send replies to a specific member of staff that you wanted to send this to. And you can even change the subject here and give it values. If you ever get stuck on what value to add, just know that on the bottom right here, you'll see a bunch of values that you can use for any reason. You can see where these values are used, like the

1:33 package name, package description, and with tags. This is just basically for, you know, organizing groups and making sure you know which message is meant for what group and where to find it. You can also organize an automated message to be with a certain package. So say you didn't want this to be for any kind of photo booth package or specific package that you choose. You can even

1:58 review a message. So before this message is sent, if you click yes, then before this message sends, it will go to sales messages. And you'll see it right here in your messages. And you'll see under your automated messages where we've added our tags. These boxes are for internal organization, kind of like folders. So, when you click on these, it will show you all of the automated

2:20 messages for the tag you created within them. And we're going to go through creating a new automated message. We're going to choose a pre-built template. We're going to send a customer a reminder one week after booking that they have not yet chosen a template. So, you can give it a description like this to be really specific and know what this message is for.

2:42 We're going to send an email one week after the date of a booking is created. You can change this to a month. You can change it to one year if you wanted to do that. And this is another reason to choose a template because you can kind of see which conditions work with what. So, you know, designs any collections have unselected templates. So, you can even look at here and it'll give you

3:05 kind of a place to start. You could also send a text message. And you'll notice it's a little more simplified than the email. you just have a text message body. And what I like to do is I like to go back to my email message, copy it, make it the same. And if you wanted to send an email and a text to the customer, you could even specify in the description that you wanted

3:27 to send them a text reminder one week after booking. And make the same one again for an email reminder. And if you wanted to connect SMS to your automated messages, just go to manage, business settings, integrations, and scroll down to SMS with Twilio, and you'll see that you can manage your Twilio account here and add it and set that up. Automated messages help you stay

3:52 on top of client communication while saving time, whether it's reminders, confirmations, or staff notifications. Once they're set up, Check Cherry takes care of the rest. Thanks for watching. If you have any questions, feel free to reach out to our support staff.