Check Cherry Live: Wedding DJ Edition

0:00 Hey everyone, thanks for coming. So, uh, tonight we're doing, uh, Check Cherry Live DJ edition. Um, several requests for it. Uh, it seemed like a good time to do it. So, really appreciate you guys coming. Um, and we'll just talk kind of, we did one for photo boothers and before that, one for mobile bartenders and just talk about some specific use cases that are related to DJs and

0:23 how they use Check Cherry, that type of stuff. Um, obviously we like a collaborative environment. So, if you have uh you know a question or anything, feel free to raise your hand or put put it in the chat. I can read it out. Um we like you guys to interact. So, just remember that. So, yeah, tonight we're just going to be talking about the you know building packages, you know,

0:43 travel fees, sales tax, payment plans, uh DJ planning forms, timelines, song list, um and then our Calendarly style appointment scheduling. Uh we call it appointments in Check Cherry. Um, and then just, you know, kind of go from there and, uh, and see what you guys have. So, as usual, Matt's going to drive and I'll be fielding questions. Um, and so, Matt, I sent you an outline

1:09 of some stuff in there to cover. I know we kind of Yeah, this kind of stuff's getting easier, but um, and again, if you have questions, just feel free to chat, uh, or raise your hand and we can, you know, unmute you and and all that stuff. But, thanks everybody for coming and let's get let's get it underway. Yeah, absolutely. So, um, so as Jud mentioned, you know, we we've done

1:27 a couple of these and and to some extent, you know, if you've been to, uh, you know, we we'll probably be rehashing some some familiar things, but we wanted to have something a little bit more, uh, you know, focused on the DJs. So, um, so do you want to kind of start with, I guess, packages, Chud? [clears throat] Yeah, I think importantly, we want this to kind of cover both,

1:46 you know, those who are newer to Check Cherry, you know, and then also some of you guys who are using it currently. Um and I'm sure you guys will have some questions that type of stuff. So um you know I think we start with packages and kind of start some of the specific packages features that that we see DJs use um which makes Czecherry unique um and so and I guess like you know to start with

2:09 one thing that an interesting bit of Check Cherry's history um Check Cherry was started by uh with the third uh co-founder and he was actually a DJ and uh so he did it was a DJ who did photo booth as a add-on auxiliary service Um, and so, uh, we've been, uh, servicing DJs for a long time now. And, uh, we're known, you know, obviously in the photo booth world and other spaces. Um, but we've always

2:36 had DJs using Chick Cherry, giving us feedback and all that stuff and and have some specific stuff for you guys. Yeah, absolutely. So um so kind of going into our package setup here um under manage packages uh it's real common that you know in the DJ world that um you know specific packages are going to depend on on your customer type you know what what type of customers you service but

3:02 uh one of the common profiles we see is is people will tend to have um you know nested within their service you know you might have a [clears throat] few different uh uh types of of customer that you go after. And so if you do work with schools, you know, you might include that private parties, uh, weddings, um, you know, sometimes we'll have corporate separate things like that. And

3:25 let me just interject. I think it's a good idea. Number one, um, you know, when you're, uh, doing things like if you choose to offer online booking, this is a great way to work them into the right packages. Obviously, your packages are going to be different based on the different type of profile and the needs of the customer. So uh school packages would be very different than wedding

3:44 packages you'd imagine. Um and then furthermore um if you do automation you can do it based on package. So like a classic one is you know you assume a school is going to do it every year or so you could say hey nine months after the booking uh let's send an email and say hey are we doing it again or do you have any questions you know how let's schedule a meeting something like that. Um,

4:03 so there's a lot of other ways to kind of break it up this or a lot of other reasons just from as opposed to admin organization should I say. Exactly. And once you go in and you know you can obviously configure your pricing, you know what the package includes, all that type of stuff. Um, I'm not going to go too much [clears throat] into that, but uh, one thing I do want to take a a look

4:22 at is um, you know, if you do online booking, and you don't have to with Check Cherry, but it is, you know, it's a common common use case. Um, when you nest your packages like this with, you know, a service and then within that a few different groups, when somebody goes to book you, um, what they're going to see is the different services you offer on that top level. So, I've got DJ as one

4:43 of those services. And then within that, they're going to see all of those package groups that we set up. So, we had that schools, that parties, the weddings, the corporate. Um, if I click weddings, I'm going to see my just the wedding packages. And uh the reason we kind of break it up into steps like that is it uh discourages, you know, basically a wedding person is now they're

5:04 just comparing your wedding packages. You know, they're not they're not typically clicking back, clicking around, you know, comparing it to the school. Um you know, they kind of we kind of funnel them into what what applies to them. And so, you know, from there they can browse the different options you have and we'll have them, you know, collect their name, um, their email,

5:23 their phone number, all that type of stuff and walk them through building out an event. So, you know, that's typically going to be a date, a time, um, you know, typically the number of hours is going to affect the pricing and so as they choose different numbers of hours, that's going to live update. Um, any add-ons you have, you can include in there. And so that's another place

5:45 where you're typically, you know, it's real common that you're going to have certain add-ons applied to certain packages. You know, what you show your wedding uh people might be different than what you show your your corporate and schools. Um they can add stuff if they want. You know, things like uh I don't know, idle time or you know, other add-ons, equipment, um experiences. Um you can also have

6:06 other categories now. So, that's something we've we've added somewhat recently, but you know, historically we had add-ons and backdrops, but now you can add your own things, too. So, if you've got something that that doesn't fit within kind of the add-on or uh backdrop world, you can have additional steps where they can choose um choose other items. Uh we also support

6:27 uh for operations that have you know if you have a lot of of DJs that kind of subcontract for you or work you know work with you can also include their profiles as well. So we'll take a look at how to do that but um they can have a bio and um we don't have much loaded in here but you can have a little bit about them you know why they might be a good fit things like that. We'll choose one of

6:49 these. Um, based on the venue address, um, we can look up your sales, tax, and travel. So, if you, um, if you need to, uh, calculate travel fees, um, you can have that automatically as well. You can also do things like, um, include a search charge on certain venues or certain cities or things like that as well. And then once we get to the last page, um, has kind of a a summary. And this

7:15 is typically where the customer is going to be signing your contract as well. Um I'm logged in as the admin, so it's not going to have me sign, you know, it'll have the customer sign the first type, but if I were a customer, I would sign on this page. Uh the other thing I want to point out is um we do have you can uh have payment plans as well. So if you do um I think where that comes in

7:35 handy most is, you know, for weddings where it's it's uh you know, a one-time event, you know, it's a lot of money for people. they're not, you know, they might need help breaking it up into smaller, um, smaller options. You can set up different payment plan options in there as well. Um, but in general, um, you know, most common people are at least going to collect a deposit up front

7:56 and maybe offer the the, you know, the option to pay the full balance. I just want to just if I just step in and say if you ever have questions about Check Cherry, there's a little chat icon in the bottom right when you're logged into your account, just chat with us and we'll get back to you. Our support's done by real humans. Uh Matt and I still do support and respond to people at

8:14 times. Uh Sam does the bulk of it these days. Um but chat with us. We're here to help. Yeah, absolutely. And at that point, we'll collect their payment. So um that can be your, you know, uh bank account if you have that enabled, credit card, Apple Pay if they're on their iPhone, Android Pay if they're on uh an Android device. Um we also do support uh CLA as well. So if that's

8:36 something you're interested in, um we can help you get that enabled. And you can also load up uh you know if you do a lot of business with with other platforms that don't necessarily work well on the web um you know like zel or something they don't have an integration with websites but you can include your information there and customers can can send you money directly during uh using that.

8:57 Um you can also pass along payment processing fees too. So if you do want to you know pass along the any processing fees on credit card uh that is an option as well. Um, but once they do that, they're going to basically, um, confirm their booking, make their payment, and at that point, um, they basically have an account with you where they can come back and, you know, get confirm all of

9:20 their details. Um, and then they can come back and do things like filling out your questionnaires, making further payments, invoices, that type of stuff. Um that's if you know uh similarly if you do more of a collect leads and and send proposals workflow cherry works [clears throat] with that. So you can um you know if you go to create new in the top right you can also send somebody a

9:45 proposal just for that. And again those packages having those packages set up makes it real easy. You know drop a date a time um you know all that type of stuff in there. We have our first question here Matt. Yeah. Um, is the bank account an ACH and is there a fee? And so, um, I would assume is that maybe you can clarify. Uh, feel free to unmute yourself and clarify. Um,

10:08 we do support a payments. That's different than credit card payments. There's fees involved in both. Uh, 2.9 plus 30 cents for the card, 1.5% for AC. Exactly. And, uh, Apple Pay, Google Pay as well. Those are the same as credit card basically. Yeah. Um and so a common thing we see is that people, you know, maybe you want to offer both credit card and a um but if you turn on the

10:35 the pay the option to pass along those processing fees, um then it kind of lets the customer choose, you know, do they want the hassle of of putting a an actual bank account or would they just rather make that payment using credit card? And either way you end up um you [clears throat] end up even. So certainly an option to do that. And so going back to um a customer that's booked you,

10:58 um now that they have that account with you, um you can have emails going out to them. You can have um have them fill out uh planning forms, you know, things like uh you know, collecting songs, you know, uh promise songs, do not play lists, and for things like your weddings, you can do um um you know, kind of some more advanced planning. So maybe we'll we'll come back to that

11:23 a little bit more. Yeah, let's come back because out of all the customer types that we serve, I would say the DJs tend to use the planning forms the most. They have the mostate and detailed uh planning for forms by far. I would say yeah. Um another thing that is an option during, you know, during online booking when you're sending proposals, uh sometimes it comes up that

11:45 you need to um somebody needs to book multiple packages with you and that is something that that you can do as well. So, there's an option to turn that on or off, but by default, we leave that on. And basically, customers can book um additional packages with you at the same time. So, you know, once they get to the end of that booking process, um you know, if there's something else they wanted

12:05 to add, maybe if you if you if you add um if you offer a photo booth as an auxiliary service, you know, they can add that or uh you know, different other services that you might have. Uh what if I don't want to offer online booking? I'm not ready for that. Yep. And you can definitely turn it off. So few options on that even um you know basically what you can do

12:30 and just chat with this if you need help finding it. We have options to um to do more of a request for proposal workflow where you still show the pricing, let them kind of build out their event, but then you you do an approval before and they don't make that payment or or sign until you've had a chance to look at it, make sure everything makes sense. You can also do this uh lead form

12:51 option where uh we just, you know, don't allow online booking. They we collect their details and uh you can customize what details you want to collect. They'll fill that out. out, you'll get a lead form submission and you can get back to them with a proposal when you're ready. So, um, definitely depends. Yeah. So, you don't have to offer online booking. Uh, it is popular. Um,

13:12 everything with Check Cherry works with online booking. It's been a design constraint since day one. Um, and clients love it. Uh, we got another question. Uh, can you assign multiple staff to events? For example, I offer MC's, motivation, uh, motivators, dancers, and DJs. Customers like to request multiple staff for events. Absolutely. So within each a book with the block within each

13:34 booking um you can assign staff uh manually uh we also do have features to let staff claim events or request events as well. But in general you can allow your staff to um you know you can assign them and then you can assign additional staff as well. So uh and you can kind of give them a role as well if that's helpful. So um as many staff as you want. Typically, what's going to happen

13:58 once you assign somebody, they're going to get an email letting them know they've been assigned um you know, and then they'll be able to access that event within their own uh customer portal. So, if I come and and um log into uh let's see, these are both admins, so it's not going to look real different, but if I uh um you know, go into a a staff account, they'll

14:21 be able to see the bookings that they're assigned to. You can also kind of customize how much access they have. If you want to keep it more limited, uh, keep them from seeing things like pricing, you can do that. You can also give them access, you know, to to be able to make changes the day of and and see pricing and things like that as well. So, there's another question. Can we have an

14:38 can an event have multiple staff depending on the package or the add-on? And the answer is no. Uh, it's not a requirement. You can add them, but there's no setting on the package. Yeah. So, as far as uh like the request features or the claim features, is that Let's see here. Can we have an event have multiple staff depending on the when I have seven staff requesting one event,

15:03 I need two staff. Yeah, got that makes sense to have like, hey, I need two for this, you know, that type of thing. right now um when somebody requests so you can basically just for those that aren't aware um there's a setting where you can say okay I want my my when a booking comes in send out an email to all my staff members and they can request to work the booking or they can just

15:25 outright claim it so depending on your trust level and of your team so to speak and so but there's a caveat which is uh Check Cherry thinks that every booking only needs one staff so if you are using that feature Um, as soon as you have one, all the other ones, I suppose, probably go away or they're locked or something like that. It makes sense. I mean, I get it. I think Yeah. Yeah. There's a

15:48 few things kind of coming, you know, I I think are pretty likely to come out, you know, pretty soon. Um, that is one of them. Some kind of I don't know how how automatic versus manual it's going to be. um as far as you know where we're where we're going to keep that setting or how that's going to work. But a way to um you know to allow multiple staff to claim it is is certainly

16:09 um in one form or another something uh that I can see coming out pretty soon. And then um probably uh a way to assign staff to specific packages. So if you've got three different packages, u being able to assign a staff to a specific package is something that that you know is uh in my mind pretty high priority. something that I I think that we should It makes a lot of sense and

16:31 yeah, there's some Yeah, and we've got Yeah, we've got some some stuff that I I think will be coming out on that. We got You guys are awesome. Thank you for taking into consideration. Yeah. Thanks. Yeah. No, we like feedback. I mean, we want to build uh something that works for you guys. So, we love feedback. If you ever have feedback, chat with us, share them. Um it's just we get

16:50 a lot of feature requests. So, it's a really a game of prioritization on our Yeah. Basically. Yeah. Yeah. And the good thing I think the some of the staff features I think are are something that we've we've get consistent feedback. A lot of things it's just kind of you know we'll just get one request ever for the staff stuff comes up enough. I think it's pretty uh pretty obvious what

17:09 what we need to do on on some of those things. So um so yeah. So expect some some stuff coming out pretty soon on that. Got in the car. Didn't mean to derail the convo to staffing. No. All good. Yeah. We don't care. We're fine. We're not like that. [laughter] Um, another thing I think we wanted to look at was the payment plan. So, um, under payment settings, you can set up,

17:31 um, payment plans and how those work. Um, you can always customize a payment plan for somebody, but if you do, especially if you're offering online booking or you just kind of want to keep things simple, you can have these, uh, predefined payment plans. I wouldn't recommend setting up a lot of them, but what you can do is you can say, uh, we've got this one set up, you know,

17:54 deposit up front, then split balance into three equal payments. So, basically, you know, a total of four payments, you know, uh, deposit plus three more payments. Um, but we can add additional ones, too. So, we can say monthly plan, you know, if you've got people booking 12 months out and you want to give them an option to break it up into, you know, however many months off their

18:15 their payments are, you can do that. Um, you can also add these uh deposit plus split balance. So, if you want to let them break it into three payments, six payments, nine payments, whatever you want to do, you can. Um, it just gets a little confusing if they have a million options. So, I wouldn't I wouldn't recommend adding more than one or two, but um but it is real helpful. You can

18:34 also when you're building out a proposal come in under the manage booking, we also have this adjust payment schedule here and you can do uh fully custom payment plans there. So, if you do have somebody that, you know, they come in and they're just, "Hey, I get paid on the 10th of the month and can you, you know, do things like that, you can set that up. Um, give them a custom payment

18:58 schedule. Enter your dates." You know, it's got to add up to 100%. And then you can decide how, you know, how the autopay should work. You know, are they is that going to be required autopay? Is it going to be more of a those are the due dates, they can come back and pay anytime. Um, how do you want to handle that? So, lots of options around payment plans there as well. Um,

19:21 and then I guess uh we had a note on on travel fees. So, that's Oh, did I miss that? Yeah. And then, uh, travel fees. Um, that's another one that comes up real common where people want to have, you know, just charge for your travels. So, there's a couple ways you can do that. Um, simplest is just charging per mile. say, "Hey, I charge a dollar, $2, whatever it is per mile." You

19:45 know, you can include some free miles if you want. Uh, that's something we support. You can also do more of a flat fee structure. So, if you want to do, you know, zero to to 50 miles is is, you know, one price, 50 to 100 is another price, you can set up multiple travel zones with that as well. So, um, again, if you have any questions as you get that set up, just just chat with us. But

20:09 the travel uh that makes it really easy to kind of calculate that. It's a real popular feature and I think if you put in the free travel zone um what what it allows you to do is basically expand your you know serviceable market uh profitably so to speak you know and you have people going out you know you can pay them more all that stuff. So very you can also decide if you want to allow

20:28 bookings outside of your travel. So, say you've got a, you know, 100 mile radius or something, you know, you can set it to no, so that we'll basically prevent anybody from, you know, the other side of the country from from booking you and having to deal with, you know, with that. Um, it's not something we see super common. I mean, generally, you know, people people know, you know,

20:47 know you well enough or know where you're based if they're booking you, but um but it can be helpful. And then for places that need sales tax, you can uh you can also automate sales tax collection as well. So, uh not everywhere, you know, a lot of places uh tax is not required on services, but if it is in your state, you can um you can automate that as well and we'll look that up and

21:09 calculate it appropriately. You can also control whether each item, you know, we each package you have each add-on, things like that or tax, right? And that's what I was going to I think what I see is a lot of the DJs don't seem to be charging sales to ever have to for they're just a service or something however it falls into of course it varies by state but for the ones that are

21:26 doing like event production and they have other things going on um certain items can trigger uh sales tax requirements. So we went through great effort early on in check cherry uh to help you guys comply with uh your accountants or financial professionals advice on tax. So yeah, you can e add-ons, packages can be taxable or not, all that stuff. It's great. Yeah. Something as an example,

21:50 I think in here in California, my understanding is services are are generally not taxable, but um a lot of times uh people say if you're doing photo booths with prints where you're getting something physical, then it is. So um so you might have your photo booth packages be taxable and then not your uh not your DJ packages. So um then you want to jump into questionnaires. Maybe that's

22:14 a big topic. So, I think I think it's good. I mean, I guess if anybody has questions kind of where they're at, but um you know, I think I guess maybe proposals I guess would be a good you know, we talked about we didn't really talk about proposals much. So, um you know, you basically use a proposal when you you've got a person who's ready to buy. You know what

22:31 they want. You want to present an offer in front of them for them to sign and put a deposit down typically. And so, the proposal is going to allow you to give one link that you can email or text um and the person will look at it. They'll review it and then they'll uh sign off on your contract and then pay a deposit. And at that point, it automatically becomes a confirmed booking and

22:52 uh you're good to go. Emails get out. They have access to the portal, all that stuff. It's really slick. Um they look great on the phone. Uh if you're taking card, uh Apple Pay will show up. Google Pay. It's a great way for uh somebody to enter a card that they already have stored. Easy way to get deposits. Um but it's a popular feature. Um yeah, they'll also

23:14 do some things like you can have it um you know assuming you require a venue um you know you might not know the venue when you're putting the proposal together but it'll be you know based on your settings it'll generally be required and so that'll give you a chance to collect that venue um you know and again charge any any uh travel fees or tax if needed. Um so that can be helpful

23:34 as well. Um, you can also have um allow them if you want to kind of change the add-ons that are included. You know, if you uh have some different upsell options for them, typically they're going to be able to see those and add them um to their order as well. So, um so those can be helpful for sure. And once they approve that proposal, it's going to become a confirmed booking just like

24:00 um just as the same as if they've gone through the online booking or or anything else. We got a a comment here which is basically uh he likes to change the pick on the proposal to pick of their venue and uh we've actually had feature requests to make that automated that that you could have the picture on the in the places. Um it's something feature we haven't really

24:21 discussed. Um but yeah, I mean I think that I think personalizing it is going to increase conversions 100%. So I think that's really smart. Yeah. Yeah, that's definitely something that certainly makes sense. maybe a venue picture, maybe uh something you can customize yourself. Um we see a lot of times that people want to change this back this uh background image. Uh you can set

24:42 it globally on the on the service. You know, if you want to use a different default, you can also um change it pretty easily here. Uh and if you've got like media uploaded into Check Cherry, um you can, you know, pick one of those pretty quickly and switch it to uh to one of your uh your saved things as well. So if you've got certain things that you come back to a lot, you can do that.

25:06 Um so let's go into questionnaires. Um so questionnaires, planning forms, um it's a real you know real common thing that that people need uh you know common problem people need to solve. Um how it works in check cherry is under the manage you can have what we call questionnaire templates and uh within your account you might already have some but you can also create your own and when you

25:32 go when you do that we'll have a bunch of samples you can look at as well. So you know if you've uh you know if you're just kind of coming on need some some examples um that's a great place to start from. Uh similarly um you know we've evolved these a lot over the years. So if you've been a longtime customer um might be worth checking out if if there's something that's a little bit better

25:52 for for your needs as well. Um but based on those um uh planning forms you could come in and kind of similar to like a Google form or a type form or something like that you can customize different questions. Um, you know, each field can have a type. You can collect text, you know, um, all types of different options, you know, double text fields, drop downs, radio buttons, checkboxes,

26:19 dates, times, even an e signature. Yeah. Color pickers, um, songs, different different things. And so, you can kind of make them um, customized with with what you uh what you're looking to collect. Um, we also do have some playlist options as well. So, if you want to allow them to enter a Spotify playlist, an Apple Music playlist, or a YouTube music playlist, you can do that. And

26:46 um typically how it's going to work is you come in, set up the different questions you want, and then over here on the right, you can limit which packages and add-ons it shows up for. So, you can say, "Hey, this is only for my, you know, this is for all of my DJ packages except wedding." And then maybe for your wedding you have some more um more in-depth uh questionnaires that you have.

27:07 And I just want to interrupt you. You're going to see this feature all over Czech Jerry where you can kind of scope to package you know apply to certain packages. And this ties into a question here which says do I have to create separate add-on and backdrop link for each service category or can I create a master add-on uh bank to connect all my different services? And so I think what

27:28 what he's asking is, you know, basically just like he was doing there, you can with an add-on, you can check the check boxes to which add-ons are available for which packages, if I understand that correctly. Yeah. So you can the idea we don't like I mean Matt and I are not fans of duplicate work and a bunch of manual stuff. I mean it's you know and it's kind of it can be part of the process of

27:49 you know managing a business and having a system that does it that there is some repetitive stuff but as much as possible um you know we try to avoid that but yeah you can go to an add-on you'll see the the packages scope scoped packages show up with these packages just like that on the left or on the right sorry yeah you can also make fields conditional too um so if you have Um I I

28:17 don't have a good example here, but if you want to make uh you know only show this if certain conditions are met, um you can do that. So you can come in and say oh only show this if my package is um you know one of my uh you know whatever certain add-ons or certain packages or things like that. So that can be helpful. You can also say um you know based on other option or other uh

28:43 other fields. So if you've got um you know only show this if can we take requests equals yes or something like that. So um there's some uh some conditional options you can make use of as well. Here's another comment. Not going to lie, the playlist questionnaire confuses me. Maybe soon. Hi guys. Can you hear me? Yeah. Yeah. All right. So I I like what you guys just said and something

29:09 that I find very important is sometimes for example um if the event is outside there's a search charge it doesn't always apply uh so I I would like that to be not in the questionnaire but you know before they do the booking before they sign they give me all that information and based on the information that they give me for example if the venue doesn't have Wi-Fi I have to

29:31 bring my own router you know what I mean I have to bring my own internet and I charge them for So instead of it being an add-on, it would be an automated add-on that gets added on because they answered no. So is that can we attach some add-ons to personalized questions where there's a drop down of yes or no? Or let's say it's a thousand person event. I'm going to need more

29:54 than one staff and I have to charge them for it. I'm not going to absorb that cost. You know what I mean? Therefore, it's not something that you can automate with questionnaires. [snorts] Um maybe sometime I mean it's interesting. Well there is there is a part where we we automate uh in the beginning but I find that it's limited where it could be it could be customized. I think

30:15 it might maybe like a flex pricing rule or something like that. Yeah. Yeah. Yeah. Flex pricing rule. That's what you guys called it. Yes. One of the challenges we have and you kind of just say what what this other person is saying here which not going to lie the playlist questionnaires confuses me. Like we have to balance this world of powerful software with ease of use. And so that's

30:32 constantly something. So it's like we got to kind of find where can it fit, how can it be easy, how can it work, um how can it be in a way, yes, I'm with you 100%. But in another way is that the more you are the longer you are with Check Cherry, my questionnaire has evolved over the years. You know what I mean? And the compliments that I get from very wellpaying customers that find that Czech

30:57 cherry to them is godsend. You know what I mean? And this encourages me to to you know to better check Cherry and you know I'm always I'm always talking to you guys in private you know what I mean asking for requests and I'm I'm pretty sure that someone who just started this year doesn't have the same experience and knowledge that you know experienced boothers uh that that have been

31:21 with you guys for you know what I mean? Yeah. We have customers that are in kind of in different stages of their Exactly. Exactly. But if you give them that option, I think that eventually they could put it. You know what I mean? We appreciate the feedback. Yeah. No problem. No problem, guys. Yeah. Yeah. And so, um, and then there's a a question on the, uh, the playlist playlist

31:46 questionnaire. Um, I'll take a quick look at that. So, now that we've set up a, um, some templates, let's go to one of our bookings. And so basically when a booking comes in um they're going to get a copy of any of the questionnaires you have in your account. Let's go ahead and reset this. Um or let's add one of them specifically. I don't think this was a wedding, but let's add this

32:07 wedding planner questionnaire. And um and they can come in and fill it out. And so they can answer, you know, all the questions, you know, favorite music genres, can we take requests, you know, all this type of stuff. Um, you can also, um, if you have the Spotify playlist, uh, different playlists, they can upload those as well. Um, let's see here if this works. Um, it'll pull in,

32:33 uh, whatever playlist they add there will just pull that in automatically. Um, show a preview of it. Uh, you can also, um, you know, play previews, all that type of stuff. Um, similar with YouTube, we'll pull in the YouTube playlist, Apple Music playlist as well. You can also let them choose songs as well. Um, so once you have uh maybe we'll go back to the to the templates in a minute,

32:59 but if you've got um you know, if you want to let them uh choose songs, you know, that kind of uh suggestions. Um I think a better place to look at that is is with a ceremony. You know, when when somebody's planning out their ceremony, you know, some of the you know, certain songs are going to come up. you know, obviously real, you know, first dance suggestions that you might have.

33:20 For instance, you can come in, they can come in and see different options. They can preview it, see what that's going to look like, hit the play button. Um, things like that. So, um, and then once they're happy with something, they can hit choose, add any additional notes and save. And that way, um, you can come in, you can see what they chose, um, all that type of stuff. And then

33:45 you can come in and hit that preview if you want. Um, going back to the the templates real quick. So, um, under that manage questionnaire templates, you'll also see this song lists uh section. And so, this is kind of where you can come in and customize some of those suggestions. Um, you know, if you've got things like the, you know, for different um, batt, we don't know what song

34:12 to pick. [laughter] I'll pick it. I don't want to deal with it. Give me the top 50 and I'll listen to them and pick [laughter] something I like. Yeah. So, um, so we've got some, um, you know, some more detailed videos on on questionnaires and how to kind of set these up and do that as well. Um, but feel free to, you know, we're we're happy to help. Yeah, they're just like suggestions,

34:32 you know, and I think, uh, it's a really powerful feature that you can kind of use. And it does, this is one of those areas, you know, it takes some time to to cultivate and set up and curate a perfect list, that type of thing. But, um, I think client, but yeah, you can come in, add things, you know, if you've got a a bulk import from, you know, from a service, you can do that. You know,

34:52 add add whatever suggestions you want. And then what you're going to do on the questionnaire side is basically um have the customer um, choose from that. So you're basically going to say, "Hey, you're going to be choosing from this anniversary dance list." And those are the those are what and we understand that this can be a little bit complex. So again, I think the first

35:13 thing to do is just chat with us. You know, if you have questions, hey, I'm trying to do X. Can you help me? And kind of go from there because we can help you with screenshots, take a look, you know, all that stuff. Um, and kind of point you in the right direction. It's the It's the fastest way to get help uh at Czech Jerry, but if need be, we can schedule time. Yeah. Awesome.

35:33 Yeah. And let's see. We also had Oh, couple other things. We got more questions. Go ahead. Yep. Uh, sorry, I'm brand new in my first month here, so I have lots of questions. That's fine. Uh, I have a lot of mitzvah and kins clients. Can I customize these questionnaires to fit these events with my usual questions I ask in plain sessions with clients? So, um I you know, yes, you can uh

36:01 you could basically have a questionnaire for each one and then apply it to the packages. Maybe show her it's going to depend be dependent on you back to the package manager. You know how this when we started he it was like schools and uh parties and all another thing we see it depends on your market but if you're big in mitzvah and kinsay like that you would have a package group for those and then

36:23 you would just select kind of like he's going to select like schools. Yeah. Yeah. So, if I I've got schools here, but if I came into my packages and if I had um you know, if I had had come in and set up, you know, if this were you know, if I were to come in and and uh maybe duplicate this and we'll call it um but absolutely and I think it's a great idea, especially if you do a lot of it. I mean,

36:50 I don't even know if you do one a few a year, you know, one or two a year, I don't think it's worth it. uh just fall into parties, but if you're doing a lot because also with your packages, you can put images that are going to make sense to each of those customer profiles and that's going to help with conversions and just make people feel better. Yeah. And so now that I added that kinsay,

37:07 I can come in and and choose those kinsay packages as well. So does that make sense? I did I answer that correctly? If not, feel free to you can, you know, ask chat again more or or unmute yourself and clarify. Yeah, that was perfect. Thank you. Um, mitzvah and kinsai are actually a majority of my client base right now. And so I literally have like are we doing the hora? Are we doing zamir?

37:30 Like all of those questions like are we leading the um hamotzi and kdish? You know all of those things. Same with kins with court dances, father daughters. We um also have choreographers and dancers that do those dances for them as well. So, those are like add-on packages and I do actually have them separated already on Czecherry. I just am starting to do my questionnaires

37:55 and this is literally where I'm at in my Check Cherry journey right now. So, I'm like all the questions and again chat with us if you ever have questions and then also the uh you might have like a general questionnaire, you know, that that kind of applies to all events and then specific ones um for each each service because each you can have multiple questionnaires on a booking I

38:14 guess is what I'm getting at. So that would and sometimes it's helpful to uh as you're kind of building up out those templates or for a lot of different things um I find it helpful to kind of duplicate something you know maybe start with that general and then if you have a few extra questions just duplicate that and and customize that rather than having to build it from scratch.

38:32 Um one other thing that that kind of ties into a question um couple other fields that are useful um we do have a file upload field. So there's a question um can can you have somebody upload like an MP3 file or something like that? And so we do have a file upload field. Um that can be helpful for you know whatever file type you want to have you know upload your you know whatever MP3 um you

38:58 can do that. Um you can also do image upload. So if you have um you know if you just have a reason for them to upload images uh that'll that'll make sure that that they're uploading an image file and not you know not something else. she wants to or he or she they want to pass it to the um the staff member so that the DJ has it. So another I don't know if can you use attachments for that? Yeah,

39:20 you could also so every booking um so if this is more of something that like internal Yeah, more internal the Yeah, you're right. Probably the attachments feature would be a better fit for that. So every booking in addition to you know invoice, payments, questionnaires, um one of the tabs is attachments and you can up upload absolutely anything there. Um including a

39:43 link you know if you've got like a Google doc or something um you can even do like a link to something but you can upload your document there. And then um and then just take a look at these these uh permission settings at the bottom. You know do you want to allow staff to see it and do you want to allow customers to see it? you know, if you do have something internal for for whatever

40:02 reason, um you know, just uncheck the customer thing. But in general, we find people are are uh are using that for both. Um your staff and customers can also upload here, too. So, if there's any reason that you need them to to upload things, um you know, either the attachments work or or you can have that in a questionnaire, whichever kind of works for your use case. We got

40:23 a hand up. Go ahead and unmute yourself. Hi guys. Uh, I just recently spoke with Samantha and I asked her for a request for when it comes to people uploading something in their u in their questionnaire as they're choosing a template. Some companies they have multiple logos. So, I know that it's it is possible. Maybe you guys just limit it to one logo or one file per upload,

40:51 but is that a possibility to unlock multiple things and then tell them, listen, if you have bigger files, go to the attachments and upload from there? Um, one thing you can do currently with the file picker or the file upload, um, you can say this repeat this question option and then, you know, maybe just leave it blank. Um, and that'll let them um, uh, basically, you know,

41:16 upload a file and then if they have more files, they can click add to, uh, you know, to add add as many as they want. Um, so that that might work for for most use cases. Um, and then they can just come in, upload as many of the files as they as they need to. Um, here's here's where I find that this could be a bit tricky is if I have this question repeated like three times because,

41:40 you know, uh, they have three logos or they might have three logos, I'll leave that question that it's not mandatory. They don't have to upload. But if I put it as only one question, not a repetitive question, and just right at the bottom, you can upload up to five. So when they upload one, they can there's a plus button that they can upload a second one. I think that this this option would

42:05 be more user friendly. I don't know if you guys can take a look into that instead of repeating the same question over and over. If in reality they only have one, they're just going to upload one. You know what I mean? It's just aesthetically and user friendly. It would be best to have that option. I've seen it on other sites. I was just wondering if it's possible with you guys. Well,

42:24 I mean, anything's possible, right? I think it's about it's about private views. as many as the day. Yeah, I mean um yeah, I would if you put in the hint and stuff that hey there's you know um that they can uh you can upload up to five if not if you have more go to the attachments cuz in that they upload sometimes for weddings they upload the invitation. Uh for corporate they

42:46 also upload the invitation and the several logos for whoever it is that's working uh paying for the event. So that being said it's it's it would be useful. It's just a suggestion, guys. Yep. Yeah. Yeah. I mean, like I say, they can you could put in the logo. Oh, upload up to five images. Um, and then they can they could come in here. Um, I'm sure there's ways we can kind of improve that,

43:07 but then that would put a a max cap of of uh of five um on the the size as well because a lot of people ask me if I want to upload something, how big is the size? Uh if if that can be also informative uh like you can upload up to uh five files at 5 megabits uh megabytes maximum per file, you know. Yeah. Yeah. If you put that in the hint um you know upload um maximum of five megabytes in

43:37 that hint. Um then they'll they'll see that there. I'm going to argue they won't read it anyway, but go ahead. I I always push my clients to read it. Yeah. It's I even I even have my staff call them and do it step by step with them when they need help [laughter] actually. Yeah, it's good. Well, Matt, you have 15 minutes left. Let's move to automated messages because we have Absolutely.

43:58 which is like basically, you know, can I send a note to somebody automatically and check cherry? What do we offer all that? Yeah. So, we basically uh we kind of covered this in our last webinar. So, um, but basically, uh, we kind of we just, uh, launched an update to kind of the look and feel of of automated messages. Um, we'll be sending out an announcement on that, I think, tomorrow.

44:21 But basically, um, you know, if you come in here now, um, you'll see different messages. You know, even with a brand new account, there will be some messages in your account and just covering kind of common use cases. You know, when a customer books you, we'll send the customer booking confirmation to them. Um you can come in see a de a preview um you know edit it uh make changes things like that.

44:47 Um you can also um let's take a quick look at the different triggers we have. So lots of different ways to automate things. Um you know every you can base it you know based on the book date, the schedule date, payment due date. I would say these are the most common where you know maybe three days after somebody books you 5 days 10 days you know that sort of thing you can um

45:11 set up a sequence of emails yeah staff reminders before the schedule date uh it's booked hey fill out these questionnaires um hey questionnaires aren't complete you know so send an email asking them again or send the team an email to get on the phone with them um there's a lot we've also got some templates in here you can use as as kind of a starting point so if you come in and say

45:33 um you know, hey, I'm looking for a review request uh you know, hit the search and um you know, we'll we'll should have some examples in there you can use as well. So, you can use that template, add conditions, customize when it shows up, you know, change recipients, all that type of stuff. We also kind of re re-up updated the the tokens a little bit to have a little bit more description.

45:56 Um, we'll probably make some more tweaks to make these a little more uh I think, you know, more natural. But basically, if you click on any of these now, it'll have um a bit of a description and you can copy that and add it to your uh your message and that'll get substituted based on the the events information. So, you know, if you include uh client first name in there, then um

46:18 we'll substitute for whatever the whatever the client's name is when we send out that message. We got a comment. a new message organization rocks. Oh, thanks. Yeah. Yeah. And sorry, can I can I ask a quick question? Absolutely. Yeah. Uh I don't know if this have happened to someone else, but right before this call, I had a situation that was a Gmail and apparently went to spam.

46:44 Like I sent the proposal to her because she was reaching out for an event that is on Saturday and we're on the phone. I put the proposal together while on the phone then send it to her so she can share with her partners. She couldn't find it but later she like right on the phone there she told me it went to spam. Like is that like a new thing because um it's possible. It does happen

47:07 with check cherry uh more likely with Gmail it went to like promotions if it was a proposal. Um that would be my guess as opposed to spam. Um but it is possible and I would just you know I would just have them check. Um overall Check Cherry has great email deliverability. Um but we can't control everything when it comes to the sending and so on. And we have seen that proposals which

47:31 is just kind of like an offer or solicitation to buy uh does it's possible that could get put into promotions. Yeah. And basically what they're doing when you know um it's not something that check cherry controls that you you know um you have more control over it in in some ways than we do but what they're doing is is they're looking at the content of your message and your sending patterns

47:52 and deciding how likely it is that this message is is um you know is uh uh so do an inbox versus so do you think we can gamify it by changing the subject line instead of proposing Yeah, the content. Yeah, the certain content is way more likely to get you flagged. So, anything talking about, you know, offers, proposals, specials, that's going to put you be more likely to put

48:20 you into the promotions folder. Um um you know, and then uh the other thing that we see, you know, happens is um it's really common. It's a really common scam right now that people send businesses, you know, payment requests. They say, "Hey, here's your invoice, you know, pay me. Hey, here's your uh proposal. Pay me." And so, it's it's a common scam that that people send businesses asking, you

48:46 know, asking for payment. And so, um, you know, some uh particularly more on the corporate side, less on the Gmail side, but some corporate um firewalls will will flag anything that's saying like, "Hey, you know, sign here, you know, sign and pay here or signature or payments or things like that." um you know they're more likely to flag that as spam. Um unfortunately I mean you

49:09 can main things you know we we can you know if you do have a problem we can kind of take a look at your your message and um you know maybe make some recommendations if there's there's things that kind of jump out. Um you can also send messages via like SMS. You know you can send that proposal via SMS or things like that as well. though to kind of get around it um around it. But yeah,

49:31 a lot of it just kind of comes down to the the content of the message and the sending patterns. You know, if they see um if you send out a lot of messages with poor um click rates, you know, if you do a lot of like lead messages or things like that, um they'll, you know, that can trigger, you know, be make it more likely that you'll have issues. Let's keep let's keep moving. The

49:52 I post we did a webinar, a whole webinar on email deliverability. Um obviously an important piece of the business. the product, the service. Um there's a lot of information in there. Take a look, feel free to chat with us. U but the the long story short is we can't guarantee 100% inbox delivery. And secondly, Gmail considers promotions to be inbox delivery. They're algorithms just kind of

50:14 pushing stuff around based on the content. Um but yeah. Yeah. So let's take a quick look at I think appointments is a big one we should look at. So um and so if you go to um well I guess if you go to sales appointments but um we also have kind of more of an appointments feature in check cherry. So this is something where you know if you've ever used like a calendarly or even Google calendar has

50:37 a feature like this built in where you can um you know schedule meetings or or um you know maybe a planning session with somebody. you know, it can be something that happens before you book, you know, where somebody books a consultation with you, or it can also be something that happens after they book you, where um, you know, if if you do like kind of a a one-on-one planning with them

51:01 over Zoom or or, you know, wherever. Um, and so with Check Cherry, if you go to if you click your name in the top and go to appointment scheduling, um, you'll see uh, a place where you can set up um, I guess we call them scheduling calendars, but basically, you know, you can set up the different calendars that you want and you can share a link um, or embed it within your website

51:24 and let somebody schedule a time with you. And so based on your um upcoming availability, you know, we'll show whatever whatever time slots are available. Um and uh once they book you, you know, they come in, enter their details, and then you'll get a notification that that somebody booked you. Um and you'll see that under your uh under sales appointments. Question concerning. So let's say I

51:50 want a universal book with any of our agents. Okay, I'm not available in the morning, but that person wants an an appointment in the morning and uh my my partner is available in the morning. You know what I mean? Like book anyone who's available. So, just to get the fastest, quickest response to the client, you know, uh and let's say, for example, they're available next Tuesday

52:17 at 3 p.m. I'm available, my partner's available. Choose your agent. You know what I mean? Is or or a random agent, you know? I have my for example my barber okay when I book my barber appointment online it's through square okay uh what happens is I can book any barber I can book him specifically and and it would show me his availability but if I put any availability any person it doesn't matter

52:43 it'll just put me automatically with anybody you know what I mean um we understand it makes sense it makes sense you know just something just you know chick cherry continues to mature Uh, and this is all from scratch, you guys. What do you mean? This is like like the the appointment thing. It's not attached to like some sort of calendar with Google or anything. This is all you guys like.

53:07 Hats off. We write we write, Cherry. Yeah. No, the only way we're going to have software that I think works well together. So, Amazing. Amazing. Yeah. But it the downside is it does take us it takes time. We could integrate with Calendarly for example, but it takes time for us to kind of flush out features, get feedback, prioritize all that stuff. Um, and you know, just it just takes

53:30 time. Yeah. Yeah. Yeah. Um, and so um you can also uh connect a Zoom account. So if you do use Zoom, then um um you know it can have uh automatically set up a Zoom meeting or a Zoom appointment as well. So uh that can be helpful. Um and uh there's a comment Jim uh asks uh Google Meet integration soon. Uh yeah. So uh sooner than that um actually we're looking at we've got some code in fact for

54:01 um one of the things that we need to that we want to add is support for multiple to basically um allow people to connect their own Google calendars and and kind of have their own um you know like right now with Google calendar you can do a global like franchisewide or businesswide um sync but one of the things that that came up before we were able to do the Google Meet

54:27 integration is kind of the way they they do it. We needed to um to add support for uh individual calendars where basically people need to be able to uh link their own calendars not to the business but just to their own user account. Um so that'll be coming soon and then once once we have that then the Google meet should be should be easier for us to add. Um it just kind of originally

54:50 we were planning to launch that pretty quick and then um there were some uh some other things that we have to have to get out first. So yeah, behind the scenes sometimes work for other things. I mean it's just it's interesting but it's not we don't want to bore you with details. Um yeah, but yeah, I mean I think this is this is an important feature and I think you know if you're the

55:07 person who wants to talk with somebody um qualify them and have a call to action on your website that says let's schedule a meeting. I mean this is going to be great. Yeah. And I mean something like a calendarly is going to be certainly more more focused on on the appointment feature. So I mean there's you know there's still reasons to use a a more dedicated feature as well. And if you do

55:28 use something else you know you can also just drop those links in the automated messages as well. So um certainly whatever whatever kind of works best for your needs. Um let's see. We're getting a little long on time. Anything else you want to go over real quick Jud? Uh we kind of did staff a little bit. Um no I mean I think that's good. I mean the operation staff and I think that's good.

55:50 Um if anybody has questions now is a good time uh to chime in. I think I always like leaving Q&A. I mean it tends to happen during the during um but happy to hear some more thoughts uh feature request or comments, questions, anything. Uh I have another one guys. Sorry I've been taking a lot of your time. [laughter] Is there a possibility to send an automated email when

56:15 um when the checklist has been done to notify for example me my staff is going to go and prepare do the checklist and and then I get a notification okay this booth has been prepared and ready to go. So when you say is it a possibility? So the answer is always pretty much that. Yes, but is that something in the works? You know, is it a priority is another matter and I would say I

56:39 don't think that's heavily requested right this point. So okay, you know, I think stuff like I mean just even in the past two minutes Google meet integrations with calendar for more appointments, you know, even uh uh Microsoft uh stuff or Microsoft calendar integrations would our users would benefit more from that as opposed to something that you're like this and that's kind

57:03 of like we just have to prioritize. So yes, it's absolutely possible. We get it. Um it's probably not a high priority at the moment. No problem. Thank you. Yeah. Yeah. Yeah. I would say kind of top things coming are um some staffing updates and some more um more calendar um updates as well. So those are uh probably you know main main things coming down the pipe. Okay, we have another

57:26 one. Reporting for staff utilization and possible feedback from clients. Um so um we got for staff utilization. I feel like we had something that's not used often. Staff utilization. Yeah. What what do you mean by that? I guess um feel free to unmute yourself or just comment more. Yeah, I'm just um you know throughout the year at the end of the year you know to look at

57:52 um who has been assigned to what event and um and possibly you know like Google feedback or some kind of internal feedback that I can then have a performance review at the end of the year. Yeah. Yeah. Um um the last one for like performance reviews u we don't really have I guess if we attached questionnaires to users or something like that. I mean I think that makes a lot of

58:14 sense or that could work. It could be interesting. Yeah. And uh so there isn't anything there which you know I I don't know if you can even upload documents on that. I might just have a file on the desktop you know until until we do more stuff like that. I know in the booking report you can get the staff assigned um you know and um you know one of the things we do with checker's reporting

58:34 at this point is you know it we give you access to basically all your data I mean there's tons and tons of of of options but um it doesn't have like a complex report builder to group things and all kinds of stuff like that um so you might have to analyze it outside of check cherry but that will can't you do a st a staff member signed so I guess yeah so so two things Yeah, under sales reporting,

58:58 um, you can definitely do if you view report, you know, maybe filter it to confirmed events, say, "Hey, I just want, you know, events this year." Um, and then if you turn on the staff column, um, that'll at least tell you who is assigned. Then you can download that. That's perfect. Yeah. Y. Um, another thing I could see, I thought maybe we had it, but we don't. But under this, um,

59:26 I like this most frequently booked this time of year. Um, and if you view that, uh, we don't have staff, but we do have packages, add-ons, backdrops, if you have any extra categories, those will show up. And then for people that use the referer features, um, it'll show like who refer business to you. So, those are all those are all helpful as

59:46 well for for this time of year. U, maybe it makes sense to add staff there as well. Um, I can see that being useful. Um, and then one other place that comes up, I think client list, oddly enough, has a column that's like, you know, staff events. Uh, there's some stuff in there you can kind of play with, but that's that's not great for like a a showing a year a yearby-year

1:00:10 thing. So, I think probably that first one is your best bet right now. Yep. question.