Collect Event Timelines With Questionnaires

Every event runs on a timeline: grand entrance, first dance, toasts, last call. If your client’s timeline lives in a text thread, something’s getting missed. In this walkthrough we set up timeline fields inside a Check Cherry questionnaire so your client fills in the times and it’s sitting on the booking when you need it.

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0:00 : Every event runs on a timeline, grand entrance, first dance, toasts, last call, and if your client's timeline lives in a text thread, something's getting missed. : In Check Cherry, we can collect the timeline right inside the questionnaire. : Your client fills in the times and it's sitting on the booking when you need it. : Let's set one up. : Head to manage, then questionnaires. : And from there, you can open the template you want or click New Questionnaire Template. : For a longer questionnaire, add a tab and name it timeline. : Click New Field, give it a label like Grand Entrance.

0:37 : Now turn on the timeline option. : We've got 3 choices here a length of time, a start time, or a start and end time. : Length works for something like a 45 minute cocktail hour. : Start time works for a single moment like the first dance. : Start and end works for blocks like dinner service. : Want clients to build the whole schedule themselves? : Make the field repeatable and set a starting and max number. : Now they can add as many moments as their day needs.

1:04 : Add some hint texts so they know what they're looking for. : In the right sidebar, assign the questionnaire to the packages it belongs to. : Every new booking with those packages gets it automatically. : Save it, and here's what your client sees. : They log in, open the questionnaires tab, and click Fill Out, and answers save as they go. : When they're done, they click Submit final version. : Back on the booking, open the questionnaires tab and the full-timeline is right there. : Download it as a PDF or a print-friendly version to bring to the event.

1:38 : Don't want last-minute changes? : Go to business settings, availability, change policy. : And pick how many days before the event that it locks. : One more thing, template changes only apply to new bookings. : To add your timeline to bookings that you already have, you sync from the template menu, and that's timelines and Check Cherry. : If you ever have any questions, feel free to reach out to our support staff. : We'll be glad to help you.

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