Switching Is Easier Than You Think

Already tracking bookings in spreadsheets or another platform? We'll show you exactly how to bring everything into CheckCherry. No data left behind, no starting from scratch. 60 minutes. Free.

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0:00 Welcome & Introduction
2:43 Starting with a Brand New Account
3:46 The Launch Center Overview
4:15 Creating Your First Proposal (No Setup Needed)
5:53 Customer View: Accepting & Paying
6:46 Dashboard Overview After First Booking
7:16 Setting Your Logo & Brand Colors
9:38 Online Booking vs. Proposals
10:58 Customizing Your Booking Theme
12:21 Customizing Packages
14:31 Package Strategy: Basic, Mid-Tier & Premium
15:43 Editing Package Details & Images
16:44 Package Pricing & Scheduling
17:51 Minimum Length, Hourly Rates & Max Hours
18:34 Setting Your Deposit Amount
18:56 Q&A: How Does Minimum Length Work?
20:39 Deposit Tips & Refund Policy
21:16 Duplicating Packages & Adding Platinum Tier
22:14 Creating Package Groups (Open Air, 360, etc.)
24:03 Organizing by Wedding, Corporate, Schools
24:56 Services: Adding DJ, Photo Booth & More
26:09 Q&A: Can Packages Be Shared Across Groups?
27:43 Customizing Add-Ons & Upselling
29:12 Setting Up Backdrops
29:31 Payment Processing Setup
30:09 Q&A: DJ + Photo Booth — One Package or Two?
31:24 Allowing Multiple Packages Per Booking
32:40 Q&A: Bundle Discounts for Combo Packages
34:05 Advanced Package Settings
34:41 Payment Methods: Credit Card, Apple Pay, ACH
35:21 Design Templates & Overlays
36:08 Photo Booth Template Integrations
38:34 Q&A: Can You Schedule Template Delivery After Final Payment?
40:27 Integrating CheckCherry with Your Website
42:33 Contract & Terms Setup
43:16 Contract Best Practices: Keep It Minimal
44:40 Extra Questions in the Booking Process
45:05 Q&A: Different Contracts for Different Services
46:33 Optional Contract Sections by Package
47:48 Q&A: Custom Terms for VIP & Corporate Clients
48:28 Customizing Proposals: Deposits, Terms & More
51:02 Proposal Walkthrough: What the Customer Sees
52:25 Duplicating Bookings for Repeat Clients
53:00 Importing Existing Bookings & Historical Data
54:57 Support Resources, Video Tutorials & Search
56:51 Wrap-Up & Next Steps
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Check Cherry Live: Wedding DJ Edition

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