Extra Questions In Check Cherry

0:00 Your standard lead form does a great job with the basics. It captures a name, an email, and an event date. But most of the time, that's not everything you need to know. What kind of event is it? What's the venue? How many guests? How did they hear about you? In this video, I'll show you how extra questions let you collect all of that right on the form, so you're not stuck emailing back and forth just to get a client's details.

0:25 So why bother with extra questions? Two reasons. First, They help you qualify leads faster and when somebody tells you up front that it's a 300 person wedding at a specific venue, you already know. You already know if it's a fit, and you can put together an accurate quote without a single follow up. Second, they cut down on the back and forth. Instead of replying to ask what type of event or how many guests, you get those answers the moment they submit. One quick word of caution before we set these up, only ask for what you actually need. Every extra field you add is one more thing standing between the lead and the submit button.

1:06 And some people will drop off, so keep it lean. All right, let's set them up. From your dashboard, go to the Manage menu, click Booking Engine, and then click Extra Questions. This is the one place where you control every extra field across your forms. On this screen, you'll see the questions you can turn on and you can add your own. Let's add one now. I'll enable a question and give it a clear, simple label. Something like, what type of event is this?

1:35 Keep your labels short and obvious. The client is filling this out on their phone half of the time, so event type beats a long wordy question every time. Now here's the most important setting and the one people ask about most. For each question, you decide where it shows up, and you've got two choices. The first is select during online booking and proposals. Pick this and the question shows up on your contact forms where someone's just reaching out, but it stays off of your online booking checkout. The second is only for lead forms. This puts the question everywhere a client can submit information, both your contact forms and your online booking flow.

2:16 So which one should you use? Most businesses go with only for lead forms, and here's the logic, your online booking already captured the package, the date, and the add-ons. It knows what the client is buying. It's your lead forms that need the extra context because at that point, you don't know much about them yet. So that's usually where the extra questions belong. Once your questions look right, click save, and that's it. Your changes are live on the forms right away. That's it.

2:46 If you ever have any questions, feel free to reach out to our support team. We're always here to help.