Getting Started with Check Cherry

0:05 cool meeting is being live streamed watch out don't make a mistake so welcome to everybody that's joined so far we'll we'll give a couple of minutes for people to hop on oh they put like a zoom logo there that's interesting okay we'll figure that

0:37 out everybody got audio from me yep all right cool cool cool yep yep yeah we didn't do the webinar on Zoom so we'll see how this all goes but you know we thought we' just kind of keep it collaborative and all that stuff now Sam what's your business name search Choice photo booth okay cool he's a pH there

1:12 want to make sure I got the program opened up here so I can follow along in case you make any references over to the uh to the site there well and just one thing is to everybody is just remember any chat anytime you have questions with us um you know while you're in your account just pop it open chat questions um we'll get back to

1:29 typically pretty quick but you know as soon as possible even if it says we're away yeah know the questions I've had so far you guys have been a spot on it's been quick so I'm I'm happy camper and this uh our whole experience with check Cherry has been nothing but positive and has made life a whole lot easier for us awesome all the way around love hearing that

1:47 thanks are we able to speak I can hear you we're just going to see how this goes all right so I just want to say thank you guys especially Matt Matt's been very helpful with me I know he probably knows me now on a first a basis that I'm the only bartend Ser have a bartender in the room yes than I one

2:16 of those also that's right love it thank you now I think go for it right yeah yeah and I guess uh you know just kind of what we're going for with the webinar so it's been a couple years since we've um since we've done uh done onead of the webinars and you know we kind of get requests for um for different things you know whether it's the basics or um kind of to dive

2:44 into more depth in certain areas so um so we're plan to do them you know we're going to shoot for every couple weeks doing a webinar of some kind and we'll probably switch between uh more of the intro ones like like what this is where we just kind of cover High Lev things um if you're you know if you've been using check Cherry for a while this is probably going to be pretty boring

3:06 you know all kind of rehash stuff that you know um but we're going to do some kind of more like deep dives into a subject um you know we're talking about maybe some round tabls where just kind of get some people in on a subject and and discuss um and maybe do some you know about kind of you know maybe we'll we'll take look at take a look at what's new in CET Cherry things like that

3:26 so um so you know this is kind of the first one you know feel free to you know participate we'll kind of run you through the basics and just kind of cover a high level um highle look at at what chck Cherry is and I'm going to share my screen here okay so um so before the call I went ahead and and just created a a blank test account um just so

3:58 we could kind of you know start from scratch you know what it looks like when you first sign up for Czech cherry and um when you first get in you know there's not much here you know we don't have any of your event data any you know we don't know too much about your business so it's pretty uh pretty empty um but the one thing I want to kind of point out is this getting started area over here um

4:22 this is going to have a these are going to be kind of the main things you're going to want to look at um you know just kind of going through these uh through this checklist and that'll get you you know pretty far along the process of you know customizing it and um you know check Sher has a lot of different features but we'll try to have you know hopefully somewhat reasonable defaults

4:43 for things um and as you go through just a a few resources to to keep in mind outside of you know the getting started um we do have videos we have kind of a a welcome video but we also have more in-depth videos so if you want to take a look at the proposals or payments or something like that just see more about how that works you know hop over there and then um down in the the bottom

5:08 right of your account we've got a a live chat widget so you can chat with this anytime and um you know and we we're happy to answer questions you know point in the right direction share screenshots links all that type of stuff can I just interrupt you reals um so in internally we think of chat as like one big Band-Aid over the things that are confusing or you know some of the

5:33 quirks of check Cherry so again just chat with us anytime it's like it really works well for us and then we see that several people are confused about the same thing and we don't want to answer the same questions so we try to find ways to fix things or make things easier that type of stuff so like I say just you know we see it as like one big Band-Aid so just chat with us you're not

5:54 bugging exactly and Andy everybody body's business is different so you know we see a lot of different types of business but you know it's it's hard for us to you know know exactly until we kind of learn a bit you know learn a little bit about what what you're doing you know we're we' probably seen it before and can you know hopefully um provide some tips and things like that so um so

6:17 first getting on um you know dep the first thing listed you know you can add a card if you want um customized packages uh before we do any of that I'm GNA I'm just going to add a logo just to give a little color and you know personalize the account a little bit um so if I click that it's going to take me over to where I can customize my business settings my brand

6:38 settings um so I'm going to edit these details we gave it kind of a madeup name Cherry snap Booth you know an email of some kind and what I'm going to do is just upload a logo in here let's see here just to give it a little bit of color we'll see how this logo works and then going to update the colors a little bit too we'll go with maybe kind of a black color scheme on that and I also want to

7:06 reiterate we can pick the color from your website easily with some tools that we have to get the exact text color so you can also chat with us and we can match colors and help you we want check Cher to look great we give like I would say kind of like minimal control but we're looking for like Maximum Impact right so we want something that's easy to manage on our end but

7:24 also looks great for you guys um so you know if you ever need help matching colors just ch with us exactly and so I kind of gave it you know kind of a black color scheme um but like I say you know you can play around with the colors with with the text you know with your logo see you know see what works well and um you know if if your logo doesn't quite fit in right or something

7:45 like that you know just let us know we're happy to help on that that sort of thing as well so um there's you know some other information on this page your business name you know if you want to list your address your phone number all that type of stuff is you know hopefully pretty self-explanatory but you can fill that in um if you want and so uh so let's go back to

8:04 the dashboard and now that we've got a little bit of color um let's take a look at the packages so kind of the first thing when you're going through and setting up cck Cherry is is setting up your packages and the reason for that is this this impacts a lot of of what check Cherry does so whether you're offering online booking or you're sending out proposals or different things like

8:26 that um having some packages set up really really makes things go a lot more smoothly and so we create some basic ones within your account you know you'll see these a basic package a standard premium and so you can you know you can come in you can delete them you can duplicate them make copies um but let's go ahead and and just edit one of these right now

8:48 and so when I click on it you know it shows me a few different little bit more information where I can edit you know the general information and so maybe I want to customize this you know maybe I don't call it basic I call call it bronze or starter or something like that um and then you can come in and and exactly what what this is going to also if I can interrupt

9:10 it's which is important to know is for those that don't offer online booking and just send proposals and do a lot of custom quotes you could think of the packages like package templates so to speak like you build a proposal you add a package it's going to pull in a lot of the comment and stuff and then we've gone through Great Links to allow you to override almost anything on

9:29 a proposal or booking um when we first built chech Cherry it was like really uh much more stringent in terms of what you could override and so you can use those packages and then put the proposal in like find the package that best matches what the person wants and then you can override and I guess we'll show you that later but it's still worthwhile to put the packages in I would argue

9:49 right at least something you know something basic and and if you've already got this on your website you know it's going to be real easy you can pretty much just copy and paste that over um but if you know if this is the first time you've really sat down and thought you know what what is it we're offering um you know it can take a little longer but um but under the general

10:08 you'll find kind of the you know title name you know you can upload an image that sort of thing um under the pricing um you know that's basically that's the important thing where you can kind of tell us what what you charge for your services so that can be as simple as a flat rate you know if you charge you know if you sell photo boots and you charge 400 bucks for them um you know you can

10:32 put that in and how many hours that includes and and be done um but more commonly we see people have you know maybe it starts at 400 bucks for four hours and then I have an hourly rate um you know if you have a maximum number of hours the people people can book you can put that in um but basically what you want to do is is just kind of set up you know what what you're

10:53 going to charge we also have some options along the top here with um different like date picker styles Styles things like that you can probably just kind of leave it as is yeah minimal I think for event service providers because they're not going to change their date of a wedding or party based on your availability the minimal mode works great because they could

11:13 just get in there and give you your date they don't have to pop through six eight months you know to find their date with the uh automatic slots or the predefined slots and the predefine slots is rarely used more like venues like venues will use that where they'll have like um imagine you have like a daytime booking for business meetings but then like nights and

11:33 weekends is much more expensive so you can really limit availability and then the automatic slots is used for people that like kind of both sides have flexibility so like a photographer hey pick a time that works for you and it works for both of us but minimal I think for event service providers um is the best user experience I would say for your clients and then yeah and date only obviously is

11:56 for longer term rentals yeah yeah I would definitely say you know DJ and photo booth probably minimal you know photographer venue may be automatic you know maybe not and then predefined kind of unusual um and then data only you know if you if you don't need a time you know you can just switch to data only and um and that's an option to you know you can also do multi-day

12:17 rentals there so if you you know Booth out for a week or something like that you can do that but again less common U most of the time people are just kind of leaving that as the the default um and if we SC down a bit another one that comes up a lot is the deposit so this is where you're going to set your deposit rate um that can be a fat flat rate it can be a percentage um if you don't take a

12:39 deposit up front you know you can set that To None um once in a while we'll see people that that want the whole balance do up front um you can set that to 100% but most commonly I would say you know people set it to a you know reasonably small amount try to get the get the commitment and then um and then accept the the final payment closer to the in so let's go ahead and save that and so

13:03 um you know and so you can kind of come through and and adjust all of your packages to kind of map match what you want what if you get something I'm sorry can I interrupt real quick go ahead so for the for the for this example you picked the minimal on that because for some reason it seems like when I set mine up I went with the automatic time slot and I don't know why it seemed like it

13:21 was a function that the automatic had that the minimal didn't have but as we go through here you're doing the minimal so I'm going to double check when we're done if I switch it back I'll switch it back cool yeah yeah this is the minimal and I can even show what that looks like but um but if we were to go to the customer side now so easiest way if you're kind of configuring

13:40 things and you want to see what the what the customer is going to see if you click create new in the very top right you can jump straight to the online booking to the multi-step booking um and so if we do that now we're going to see the customer view of that and so we'll see okay we've got these three packages um I'm going to pick that that middle one and then

14:01 that's going to take me to a step where um we'll start to collect the customers information and then the next step after that is where um where you'll see that date picker and so you know this one they can jump straight to a date straight to a time and um you know one thing I've noticed is that people like the other ones because they look prettier

14:26 right it's got like a calendar and it and it does look prettier but you know what for Event Services I don't think it's it's as functional and quick because if you're getting married in a year and a half you've kind of got a bump way ahead in a bunch of clicks find out see what that looks like real quick we can change it on that is it small let's see here well it's fine I don't know

14:51 so if I come back now yeah so now it's going to look kind of more like this have to go like yeah yeah world I've got to jump you know it's just and you just you know it's just where it's just like give me a time and a date and I'll let you know if you're Avail I'm available so to get to the client view you're going under create new and then you're going to multi-step

15:12 booking and you're toggling back and forth he's got two tabs open right now and so um the other tab there has uh yeah so I see so you're using you're clicking back and forth between the tabs on the top yeah okay yeah or you can come you know you can hop up to the the package menu through the through here as well so so if I've just got my regular check Cherry open for my use and I want

15:35 to open up the customer view to open up another tab I'm I'm I'm sorry this might be yeah so you click create new in the kind of the top right there that'll that'll give you the multi-step um multi when I click that it's gonna open a new tab no uh no but if you uh right click uh and you open a new tab I think yeah command bring up the customer side uhhuh exactly

16:03 or like I say you can you know ignore the tabs and just just kind of do it manually so um and so so let's run through you know while we're here another another thing I'll point out you know this this this color scheme you know we've got kind of a purple pink uh background something you're probably gonna want to change yeah probably not great for you know somewhat intentional but yeah

16:26 so uh you know when you're on one of these Pages there's a an edit booking themee button here um so you can click that and change it to something else so if you want to change it to you know if we want to keep kind of that that black theme um we can do that and I'm going to close that and let's see here and now we've got more of a you know kind of a

16:50 dark theme to The to that step so um so that I think helps a lot with kind of you know just keeping it so it matches your matches your website style matches your you know your branding um again we'll select a date looks like we've got this you know whatever date mode you have um based on the venue uh we could do things um you know this is we use this venue for

17:15 calculating things like sales tax if you need to worry about that in your state or also um travel fees and then if that's all you've got set up you know then that's that's going to be kind of the end of the book process and so from there um the customer this is the step typically where the customer would um would eign uh because I'm logged in as the admin it's not going to have me eign but

17:40 typically a customer would be able to I important note that I I don't even recall exactly why and how the process is so different when you're logged in it's not that different but like kind of early on in chech Cherry where we were building it out there was some reasons why we had it be different uh maybe you have better memory but it's being logged in as an admin as you tweak your package

18:02 settings and booking themes is totally the way to go but then if you want to make an actual test booking it's best to log out or open a private window and you'll get the full client experience like emails get sent out like you can sign and pay all that stuff so that's another thing and I suppose someday we should have like a sandbox mode or something that's a little bit more but yeah

18:24 yeah part the idea is we want to let you you know if a customer's right there in front of you um you you're pretty safe to kind of use the online booking to walk them through the buying process uh without having to worry about things like emails getting kicked off to them or you know abandoned cart notifications or things like that yeah that was I think kind of the kind of the idea there so

18:47 um and then once you choose a uh a payment amount um now customers can come through and they can um you know they can make a payment if they're on their iPhone um it's going to show the Apple pay option if they're on their their Google device it'll show a Google pay um but we you know in addition to that credit card filled will also show um you know whatever whatever other

19:10 payment methods their their device supports hold on I got questions here hold on in chat I wasn't paying attention so somebody say there a way to indicate non-refundable on the previous screen um and at this point no and um I guess maybe at some point we'll have more options um you know for people to put messaging here um I'm of the belief that if you put non-refundable the

19:36 person who wants a refund and disputes you on your policy that they signed off in the terms is still going to be a problem like it doesn't solve anything to put non-refundable at that and if anything it probably kill kills sales um as opposed to just you know not showing it having in your terms maybe put in your packet description something of that nature

19:57 but I just don't I don't think that the person who's going to be a problem with that deposit like the text is going to solve that that they're not going to you know another person you can do also on that is um you know as you're kind of going through your setup one of the steps is to add your terms or contract basically what your customers are agreeing to um you can you know

20:18 call that out you can say you know for the top even how that all text is right there that giant everything's non-refundable I don't know I just think it's sales and in experience the if they pay with card it's pretty hard to to you know win a charge back regardless it seems like but you know um is there a way to indicate oh no wait the other person says does the date

20:45 only option do minimal or just the calendar so um I think the date only option is only the calendar and it's because typically you're doing more than one day if I remember right but it's only the calendar yeah but that maybe that's an enhancement opportunity another person said use the word retainer versus deposit retainers are non-refundable

21:06 we do have a setting on that because it's a hot button issue and you can look up articles um my understanding is the it's not as simple as that and it depends on your state and you're better off just giving the money back yeah but we do we do have an option for you know some people like to call them you know payments fees retainers um in a few different kind of a drop

21:31 down as opposed to something you enter yourself reason being you know use it in different cont pay yeah there's been other various feedback at times I don't know like I said I would I would probably just lower toal's amount give them the money back is probably the way I would go personally but I think it gets harder when somebody's like cancels last minute and has paid a lot of money

21:50 then I think you got a problem and then you can also you know typically we're going to take the you know assume the final payment is do on the day of the event we do have settings for that as well so if you want to take your final payment you know a week or two before the event um you can do that and how affect your online booking is say you set this you know this final

22:13 payment due date to be a couple of weeks before your event um that's going to make it so that if somebody books last minute you know if they book a week before the event it's going to charge that full amount up front Kelvin do you have do you have a do you have a handup icon is that like a is that a zoom thing that I don't know about it is a zoom thing yeah it is we have we have

22:34 we have this Emoji going on okay cool okay cool yeah I didn't want to just kind of intrude right so I just had a quick question for you guys about the um the when it comes to the actual checkout itself I noticed that there's a credit card so some let's say a client decides to pay with a credit card is there like there's a section that you can I guess charge credit card fees you can

22:52 we have we're testing something out with check Cherry payments so if you don't see this in your account chat with us um but you can uh with check Cherry payments it's a stripeback service so it's stripe is the one who's providing it um there's more of an integration when it comes to payouts like all new accounts get check chry payments kind of by default for uh for for a year or so now

23:13 um but you can also Force saving cards and charge uh credit card processing fees basically yeah is there a way where for example if someone's paying with e transfer you don't charge a percentage but let's say if you decide to pay with a credit card you could charge that 3% this is just for credit card transactions we don't have H or anything else so you would

23:34 have to manually log those and you could do that yeah but this is only for stripe what about Square nope Square the short is that we want to push everybody to start using one payment platform because what happens is we have to do three times the work every time we do new features so it's like hey payment plans automatic payment you know it just becomes a lot more work and

23:55 there's not a compelling case that they're that much different right you know are really the same it's not you know and I think the only thing I think Square used to not or used to give you your processing fees back on refunds but they don't anymore that was a compelling reason but I the real our customers don't do

24:18 a lot of refunds though what I've noticed too it's not like we're not like e-commerce standard e-commerce where there's a lot of refunds coming in it just doesn't seem like there's a lot of refunds overall but that was I mean that's still compelling um but they don't do that anymore okay so only stripe you're saying no square for so for us this is going to be the as we kind of

24:37 continue to enhance payments we're going to put our efforts into this side basically and then it's also help on the support side because we see like failed payment attempts we say payout amounts and payouts and it just becomes it's just easier and smoother all around in longer term it's possible we can offer lower payment processing fees if we get enough volume that's another which is a

25:00 very common thing that our customers want like all customers want lower processing fees and if we can kind of get like volume discounts from stripe and or One Channel you know we think that's compelling so you mentioned a couple I'm sorry I should put my hand up or I can ask in the chat I'm sorry never mind I don't know you mentioned that um I think it was kelvin's there mentioned about the

25:25 credit card processing fee you said it's a new feature that you're adding and if you don't see it on yours in the payment section is that something that you're adding some of us have some of us don't but you're thinking about is that a box that we check if we want to add I don't know like maybe long term it'll show up elsewhere we'll have to see how it goes but the shorter term like

25:40 next year two we're going to be pushing features on check chry payments side basically and um so take a look like I say chat with us after we'll take a look at your account um but it's stripe backed and you need a separate stripe account you can't use your existing stripe account there's some there's some you know but it's the same pricing

26:00 and two to three business day transfers and we want to offer a we want to offer also instant payouts we want to do um what was it the afterpay and Clara stuff I think might be an option it just what happens it just starts to defrag it just starts fragmenting the prod product and the customer service experience when everybody's doing different payment method

26:21 we can't do this they do this they don't do that and like all for what the same pricing virtually it's like such a similar Serv but the shorter answer is yeah if you've got um check charry payments you know if you see that under manage business settings payments um if you're using check Cherry payments you can go settings andat yeah but if I'm a square it doesn't matter it

26:46 doesn't matter if I'm a square anyway because it doesn't it won't show yeah it won't show Square yeah and so um yeah so you know after after they kind of get through that online booking um you know they'll get an email letting them know that you know they succeeded you'll get an email letting you know somebody booked um and then um you know and then they basically got

27:09 a uh an account with you or a uh you know a portal they'll be able to come back to um the other common way that people want to accept bookings is more of a proposal type of workflow so if you've used you know things like QuickBooks where you send an invoice or you just have a a you know single offer you want to send to somebody um you don't need to use the online booking you

27:32 know we think it it makes for a compelling experience but uh you can also you know just send somebody a custom proposal you know directly for them and so to do that you're going to go back to that create new in the top right and in order to create a proposal um it's going to ask me for a package so I can kind of pull from from one of these packages um you can also if it's something

27:57 you haven't set up before if it's something brand new you can create what we call a custom or oneoff event and just kind of manually enter your details um but generally speaking it's going to be easiest to to pick something you know at least at the starting point that you've already done before um and for you know most of the fields are going to be optional so we can put a date a time

28:17 um if we've got any add-ons set up or you know things like Photo Booth backdrops or you know things like that you can add them but for the most part you know it's all going to be um you know optional you can put in the customers information if you have it I'm going to skip that for now um You can put in a an uh a venue if you have it otherwise that that'll be collected automatically

28:40 as well and so once you create that proposal um again you can review it you know nothing's gone out to the customer yet uh you can come in and oh you know I don't like how it says this I want to adjust it you can come in and and change the text you can choose a different package you can override you know the pricing basically you know you can come in and customize about anything

29:05 and once you're ready to send that to the customer then you can just click this send email button it's going to bring up a a preview you can you know personalize it a little bit if you want if everything looks good you would send that and then the customer in their email they're going to come to a page like this where you know we'll pull in the the details of their you know of their

29:28 uh you know the package IM imagery the description all of that type of stuff the map of the venue um you know any add-ons things like that will be show shown and then a um kind of a pricing breakdown and so that's going to include things like your you know any travel fees um any add-ons things like that and if all looks good to the customer you know they can accept and sign

29:50 and they'll be you know come to a real similar place like that where you know we'll collect their name their email and their phone number um you you know agree to your terms and be good to go and so regardless of you know whether somebody comes in and accepts a proposal they go through the online booking um in either case they're going to

30:12 oops as you do that uh lenisha is saying about to the credit card fees she said FY you tax credit for processing fees If You observe them instead of passing them on to your client so it's a cost of doing business it's a business expense I mean that's yeah and um at chech Cherry we're Believers that like baking in processing fees is the way to go

30:34 but we see it's more and more and more common uh to include processing fees it's interesting I it seems like uh that's more of a trend I guess is to pass on processing fees and so um so I went ahead and confirm that booking so that we can see you know um what happens next you know in that case customers going to they're going to be prompted to uh to pick a password so

30:57 if they turn um you know in in general we'll um we'll tend to give people links that that let them do things without logging in um from time to time in order to actually make a change you know they may need to log in and so that's where they can use that password or we also have some kind of quick login things they can use but once they do that um because I did kind of skip the

31:18 deposit that deposit is still still outstanding um but in general you know I can come in um as the customer now and see my details I can make further pay payments you know if I need to um pay the balance off I can do that I can leave a tip I can um copy a link and send that to somebody else I can also get uh an invoice as well so if I've um you know maybe your school and

31:46 corporate clients can come in see their invoice and the invoice is always going to be attached to a contract that's going to have kind of a full breakdown of um you know everything that was included so um so that means you don't need to necessarily include all of you know every single little detail in your contract um in general we recommend just saying you know

32:06 refer to the invoice you know that's going to have a breakdown of of kind of the details and um and your contract is going to be more for things like cancellation policies and you know who's responsible if something gets broken and you know intellectual property and things like that so let me go ahead and sign out and log back in as an admin here

32:30 so K's asking where do I choose to add the processing fees just a reminder it's not available to all customers chat with us um and we'll go from there and we'll help you either enable it or discuss kind of when it's coming and so um yeah so um so whether you know somebody comes in as a proposal you know they they went through the online booking um you know now

32:54 once they sign it they're going to become what we call kind of a confirmed booking and so I can see those under sales bookings I can go to my calendar see more of a calendar view of everything um and I go to that booking now I can come in and and make changes you know do whatever I need to do on that that let's see I'm muting

33:31 people did that work cool so um outside of that you know as you kind of go through that getting started um you know those are going to be kind of your M uh most common things you know setting up travel fees uh typically that's just a matter you know most commonly people want to set uh maybe like a dollar per mile or something like that um but you can come in and say you know travel fees

33:58 and you know enter your address and you can either do like kind of a flat fee you know I charge 50 bucks if it's more than 100 miles or something um but more common is that people have kind of a distance-based fee and so come in and set you know hey I've got a dollar per mile and I include 153e miles or something like that so if you have any questions as you go through and um you know as you

34:21 set things up like that you know just chat with us we'll we'll kind of help walk you through your your specific scenario um um I see a comment in the chat um about uh where we can access uh where you can add your W9 so clients can access so it's common that a lot of times you know there's certain documents that you want to share with you know just kind of make generally available

34:43 um and so if you click your name in the top right there's a client document section and that's a good place to add just anything you know that could be a W9 um if you have insurance things um you know comp things um any type of attachment that you want people to be able to see and you can uh check the permissions there to make sure that you know your customers can see

35:06 it you know is it for staff do they need to see it things like that um so that's a good place to upload any documents and then on the customer side you know when they're logged into their account they'll have a documents Link in the top right where they'll be able to see things like that maybe show them the impersonate feature because that's always something that people miss

35:27 yeah so if we go to that booking we just created um we've got our our sample at at example.com user and so if I go in um you know anywhere I see that person I generally have an impersonate option so um you know if I click the the actions and go to impersonate that's going to log me in as as this person and so now I can see exactly um you know exactly what they're seeing um

35:54 I don't have any any documents uploaded so so I I don't think I can actually see the documents but um but if I did have any um any w9s or things like that there'd be a a documents linked up in the top so I'm going to switch back to the admin account here and so um yeah so outside of that you know um I would say availability is another one so the way our availability system works um you know

36:21 few different scenarios but um you know if you're just a small business getting started you know you can only do one event at a time a lot of times setting up your availability is as simple as just putting a one in the business-wide settings and saying okay I can handle a maximum of one booking per day or you know at a time and what that'll do is that'll make sure that

36:42 once somebody books you for you know say June 15th you're not going to get another booking that day you can also um get more granular too so if you come down to where your packages are you know you can come in and say okay maybe maybe if this was like a certain type of Booth like a 360 Booth I could put a limit here and say you know I've got two of these and you know if I've only got

37:08 you know one of this type of Booth I could put a limit of one there and so you can kind of get more granular if you need to as well yeah there's we we wanted to stay away from this idea of like attaching assets to packages because it just seems laborious and so we came up with this this way of like capping bookings based on service level package level or package level

37:29 and it tends to work out really well um I think but um there's a video on this that goes kind of goes more in depth but again also chat with us um but as you kind of build out but if you know it becomes a lot uh more clear kind of how to structure packages packages and so on exactly and so um so yeah so you know once you kind of get to the end you know you're you're

37:53 probably in a good place to kind of go through and do a test Bing and make sure it works so um so outside of kind of that that getting started you know what are what are some other things to to be aware of to know about um and the way kind of I think of uh you know CH Cherry obviously the dashboard is going to have an overview of your data um you'll also find

38:14 you know under this sales dropdown that's where you're going to find most of your like day-to-day operations so things like bookings proposals leads calendaring all that type of stuff um we haven't talked too much about leads but leads are going to be people that have expressed interest but have not you know you're not quite at the point where you're ready to um to send them a

38:37 specific offer so maybe those are people that have you know called you up and inquired or sent you an email or filled out a contact form on your website um started online booking and didn't finish is a great way to collect leads really way and then give me just one second Jud yeah um and so another thing I can't control the screen but um on the leads it's interesting because

39:03 the history of Check Cherry is such that like we started with this idea of online booking and leads were kind of like we often get lumped into this world of like CRM and Che chy has lead features I don't get me wrong but they're kind of I guess with the the customers we work with they tend to be kind of lower priority because I think the leads are perishable for our

39:20 customers like once an event date is passed you know that leads no longer any good whereas if I'm selling like you know Sol until somebody installs solar on their roof you know they're still a good lead um and that doesn't mean people don't work leads but it's just not your traditional CRM type you know lead management I suppose and we'll you know it'll improve over over time um but

39:42 I just want to reate also online booking is a really good way to collect leads that are quality it's very unassuming they start booking they don't finish they're building out their package and if they don't finish we'll send you all the information that we collect along the way and um once you get a Le you know whether it's somebody that started to book you they filled out

40:02 a contact form um real quick time saers to just take that um you know maybe you call them up you you know get the goahead they want to do it um you can take that information and convert it directly to a um to a proposal so once you do that you know we'll kind of pre-fill in everything you can add more details if you need to otherwise you know can create a proposal and

40:29 on I got a leads question here I'm late joining did you review leads that go into spam so Rebecca I'm not quite sure maybe you can unmute and and talk to us um what you mean by that let's find her I'll I'll take a stab at it yeah so my guess is uh so when a lead comes in um you know we do a little bit of spam filtering it we run it through

40:56 a third part service um we do have a setting to turn that on or off so if you don't want spam filtering on your account you know you can come in and turn that off um or turn it on and um you know we'll we'll take that information and uh you know if if it looks suspicious or you know doesn't look good um if and you have a Spam filtering on we'll we'll label that as spam and instead of you know

41:22 kicking off an email to you immediately um we'll send kind of a nightly summary on any anything and then Brandon's got his hand up I guess I can do I invite I this I'm do this no I don't go ahead Brandon um So currently I use a CRM type system and when I have leads like it sends an email the following year saying you know we didn't weren't able to make things work but

41:49 you know following up to see if you have an events coming up in the near future and I've gotten you know bookings from that when it follows up with them the following year so that's just is that a feature that is available on check so you can you can schedule yeah an email to go out whatever a year after the schedule date or nine months after the scheduled date of a booking

42:10 or a lead yeah okay yeah that's a probably good seg you know other than that you know under that sales drop down you know some things you'll see expenses um reporting lots of reporting options so you know pretty much any data that um that we have you can get out as a uh as a report you know you can come in customize that save it so you can come back um and uh and get it that

42:35 real easy um and then under the manage tab is kind of where you're going to see the setup things so things like you know managing your packages and one of the I think you know more popular features is is that message Automation and so if we go to automated messages um you know with a brand new account we're going to have a bunch of kind of standard ones already set up um you know

42:58 common things a customer booking confirmation you know message for your staff when they when they booked um things like that but with leads in particular if I go over to the leads tab you can see what we have set up and you know it's not a lot you know we don't know a lot about your sales process so we're not able to to do a lot of automation there um we'll automatically send

43:19 out a followup to anybody that starts to book you and doesn't finish um but other than that you can always create new automations as well so if I if I create a new automated message I'm going to see the different different triggers we have so um probably for leads the most common is the the lead creation date you know um where I can come in and say okay based on that lead I want

43:43 to send an email you know one year after it was created um you know if I have any conditions I can put those in um you know I can put the the lead user that's going to be the customer and then I can just type in my my subject and my message you know hey thanks for you know considering us or you know however you want to want to kind of address that to them um and then on the right you'll see

44:07 a lot of different um tokens or or you know little uh variables you can use to substitute so if you want to kind of personalize that a little bit more instead of you know high lead you know you can say hi client first name um you know we're looking forward to uh you know however you want to want to kind of that back up one step to those triggers because Sean dard has a question can I

44:31 can you an automatic email go out to incomplete leads oh to incomplete leads yep yeah and the answer is yes right there in the the right you can one's already set up um in my experience you know one times when people come in they'll want to just really automate their sales process with leads and emails and stuff and we just don't think it works well so a few touches is great um so just keep

44:53 that in mind I don't know that if they're not going to respond in the first few few messages you know what are the chances they do the fourth fifth sixth sth eth whatever you might want to pick up the phone you might want to text them you might want to try a different uh Avenue basically but yep you can do it and then similar with uh you know with your proposals another you know I think

45:15 again I wouldn't use a lot of touches I think it tends to you know start pushing your messages in as spam and things like that if if you send out too many but um you know I think an effective one is kind of a proposal expiration date you know if you set your proposals to expire um you know maybe a couple weeks after after you uh create them um I think a an effective follow-up

45:38 is is to touch you know kind of a touch base and say hey we noticed your you know we're holding this date for a few more days you know your discount or deal is going to go away yeah exactly and so one thing you'll notice too is a lot of these different triggers have some templates that are pre-built and those make it really easy to um you know to set things up without needing to to

46:01 kind of build it from scratch so if I want to send my customer a notification that that the proposal is about to expire um I can view that template and now everything is kind of pre-built for me now I just need to you know maybe adjust the number of days or you know uh tweak it to kind of suit suit my needs um but that should be a good good starting point um similarly under the

46:24 bookings you'll see things like you know payment reminders um you know you can do things like uh send an email after the event asking for reviews uh send staff reminders you know as it gets closer to their booking um all that type of stuff um you can do and more questions here says can you change the proposal expire date yes um you can set a default expiration date

46:49 for all proposals and at any point in time with the proposal you can change the expiration date um and then Rebecca says I have had good luck sending whatever sending leads messages that has their lead link attached and when they go back they complete their booking I just did that the result in two bookings this week that's awesome it's a manual message awesome so that

47:12 a token you can use um kind of a a resume booking link that can be ni on those ones where they um they started to book you and didn't finish what that how that works is basically will prefill in any of the information that that was collected and take them right right to either where they left off or if you know if they're the reason I think that this stuff works really well is because it

47:35 helps the customer it makes their life easier like oh I can just click click the link and like I'm right back in where I was that's awesome now all I got to do is you know finish it up sign and pay uh Brandon Smith what email do the emails come from and does it meet the new Google and Yahoo email spam triggers so uh we follow all email best practices uh with Czech cherry and and do the dkim

47:58 SPF all that good stuff DeMark policy um they come from @ Che Cherry dil.com sending domain um and then the from address has like a token in it and that is how we're able to uh automatically attach messages to the booking when people reply so if a message starts in check Cherry you and the client never need to log back in to check Cherry and all the email communication is logged with

48:25 the booking uh there is a setting to turn that off um I don't think anybody's turned it off though it's a really handy feature um and especially when you start having more people uh in the business right and you can just go to a booking and see all the emails right there yeah will there ever able to customize the domain and remove the check Cherry

48:48 it's low on the priority list and Philipe is a good customer um she so short of it is it comes up less and less even now I would say do you would to agree even though we have more customers like it seems like the custom domain stuff comes up less I suppose at some point it'll happen it just tends to be um something where it would probably not make things like email it would

49:11 make things like email deliverability worse not better as well because all of the dmark SPF dkm um things like that would need to you know I'll be and and that's gotten real terms of of how that needs to be configured and it's still going to um you know ultimately come from kind of the same same IP addresses so you're not really going to gain anything um but it might hurt you

49:38 if anything is misconfigured so um you know I I think in terms of one thing that you know possibly will you know would like to do is is move more of that online booking um directly within the website um so you don't even you know so more of that process is happening on website but um but we just it doesn't seem to to be a big thing that that affects conversion

50:02 rates or things like that so um so not not super high on the list I wouldn't say oh oh Matt's getting knocked on um any other questions out there I like the raiseed hand i'm see I'm happy we did it this way right as opposed to the standard webinar cool well um we're getting somewhat short on time oh go ahead

50:33 uh Adam says I notice when I reply to initial inquiry in cheary the client's email does not a automatically go into the sender box is this something that could be changed do you follow what he's saying there I reply to the initial inquiry and check Cherry uh chat with us Adam yeah I'm not positive on

50:54 most likely yeah yeah yeah chat with us give us a specific example and we can look into it couple other things you know we're getting somewhat short on time so um some other things I think that come up early on um discount codes you know those are a great way to give your customer a uh a code that that they can use to um you know to redeem and when you're setting up a discount code

51:20 there's a couple ways you can do that um you know you can as far as uh deciding how long it's valid for um you know we see a lot of times people want to give a code for you know maybe I'm just getting started and so for the next three months you know you can get this code and get get a certain percentage off um the other common thing we see though is like for trying to push bookings during

51:44 uh less popular times so you know maybe for for during the off seon or for certain you know for weekdays or things like that um those can be effective ways to uh to give discounts um Flex pricing a little bit more advanced but it's worth knowing about so with the discount code a customer types in a code and you know and that that decreases their pricing with flex pricing you

52:08 can start to set up more advanced rules so you can say things um you know if you want to just give everybody a discount in a certain time period or if you want to charge extra on say New Year's Eve or give discounts on weekdays um things like that the flex pricing features can we have customers that will search charge all of December because all the corporate bookings

52:30 yeah yeah and it's a good way to kind of you know get that take advantage of those of those busier times to uh you know hopefully make a little bit more money dur Rebecca has her hand up go ahead Rebecca um I hope you don't mind me coming off mute I thought it would be easier um so when we refer people a lot of the Facebook groups I'm in I'm in under my personal

52:51 profile because I don't put my business out there a lot so when we refer people and you send the 30% discount and then when they sign up um the is there any way to BCC the email addresses on those oh you don't want them to have your email address oh interesting yeah I mean if not it's no big deal but no I I first to men yeah um I'm open to it yeah that's

53:17 interesting thank you for referring yeah always do thank you and FIP has got her hand up go ahead what do you got first of all I'm wearing my check Cherry shirt nice but so it's right here are you really yeah look at that um my question is can you explain the contact and client part of um the overview totally

53:55 what's the difference between contact ing clients ahead mat give it a shot yeah so I would say at a high level so a client is going to is somebody that's going to be logging in or you know potentially logging into your account so um you know on a on a booking you know you're you're going to have have typically One customer sometimes more than that you know

54:18 maybe bride and groom both need access maybe there's a a planner who also needs to access it um additional contacts would be kind of anybody else so uh if you need to basically names you need to keep track of that aren't necessarily going to be accessing the account so things like you know just you know if it's a uh you're only dealing with bride but you still want to know the

54:43 the groom's information or this is a this is one of our most annoying quirks of check Cherry and we've tried to uh unify these a couple of times and we've gotten closer um but it just kind of the way that Check Cherry came about with clients and contacts um look at Matt saying it was like contacts were just like I just need like the Mother and Father of the Bride and I just need

55:03 like a phone and email address and it's like okay well does that work it does and then like we only had one user account that could log in and access um and so we'll take another step towards unifying these and make it more clear but would what would you say clients you can log in contacts you can't exactly that that's kind of what it boils down too so and that's where it's kind of at now so we

55:23 we've got more work to do that is a confusing part of check Cherry though yeah for sure little so when the lead comes in it they enter in as a contact and then we add them to be the client right so yeah so a lead comes in they would be only a lead at that point um so if I add whoops this um then basically I would see them under under sales leads and that's about the only

55:58 place they would they would show up so they're not not really going to show up anywhere else um I can take that and and convert it to a to a proposal or to a booking um and at that point it would become um either client or contact depending but but yeah lead is right now the way cck Cherry works so lead is just a lead and then um and then your proposals and and booking will have contacts

56:24 yeah Ernesto is saying can you show us an example of how to use the referral feature so and then Lish Lisha is saying agree with that I guess for my services so there's two different types of referrals that happen in check Cherry one is you refer customers to check Cherry and that's under what sales or Center manage I guess where is it manage uh refer friend oh

56:45 sharing a friend yeah that's like if you if you know another business that wants to use check Cherry which was used earlier and then we automatically send an email that includes both those email addresses and all that stuff and and uh Rebecca had a good point there so we also have a referral feature where you can track referrals I don't know that we're ready

57:02 to get into it specifically chat with us but there's under managed business setting referrals you enable it and then you can basically give any user account a link that they can then uh track and like attach referrals and we could we see a lot of opportunity here with helping people kind of track referrals and work together and so it'll be interesting to see what comes um

57:23 well I have to say I have some clients that are now recurring clients especially because I also have I don't know if you I I use also not just the photo boot services but the gaming truck services and I do get a lot of clients says oh my God I want to refer you guys and some of them are like just pure because they love it but so more like I can refer you quite a bit do I get any

57:45 type of discounts for my next birthday party or anything like that so I want to start utilizing this referral and also my employees they're like well we can't refer tons of people because we work here and it's good for us but everybody looks for an incentive which I agree with right so I want to see how we can maximize on this because I'm not 100% sure how to use it because I haven't had

58:09 time to to to explore it but I see it there I'm like how do I use it and then how what would I I mean how would I I I don't know how you have it there in the system so I can apply it to my recurring clients and to my employees at the moment you basically just are tracking a person a user account if you will that's referred to booking and it can happen automatically by

58:32 giving them a link and you can put like QR codes or something you can also attach somebody like you assign a staff member you can assign somebody that referred and then you can generate some reports we don't have any payouts or commission features at this point it's an obvious thing to offer at some point right and um when we get there we want to make it really cool you know that it makes it just

58:52 smooth and all that stuff um but right now it's pretty much just tracking no payouts or anything of that nature discount aced credits or something like that okay well then makes a lot of sense I have an idea so maybe I could have let's say I have a campaign right for my existing uh uh address book right I can attach I don't know the referral link to to to those

59:16 email campaigns right saying hey I don't know well I I would for if you're doing something like that it's you internally sending out emails you can use like UTM tags and stuff like that which is more standard tracking for the internet and Check Cherry can can keep those UTM tags and track them um and we should probably have a video on some of that more advanced stuff maybe that's a good topic

59:37 for our next webinar um you know I could utilize this referral uh uh feature that's all yeah and do we have a I forget do we we may have a we do have a video on referrals I think if I remember right that will probably do a better job the got wrap it up here at seven yeah yeah go ahead yeah no I mean I'm just trying to think like so it see it seems like what happens when we have people

1:00:08 interject it takes longer than we expect so that's one thing I'm learning I'm just kind of rehashing which is okay I mean that's I think dialogue either need a more bite-sized content or um it's interesting I like the interaction AB yeah and so then what time do you want to wrap up here I I think we said seven so we go extra five minutes or so yeah we probably should so

1:00:34 um so just a few other features to be aware of you know are questionnaires um you know that's where you can kind of set up your more more detailed like uh you know questions for for after after you've uh booked somebody and you need to really get into um to all of the the planning you know the planning form details um our next webinar is going to really dig kind

1:00:58 of deep into this so we're going to talk you know in- depth about questionnaires contact forms all extra booking questions yeah all the ways you can kind of collect information from clients um so that's going to be kind of a full you know probably hourish by itself so that that's our next topic um checklist templates you know those are those are going to be good for like you

1:01:21 know automating to-dos and things like that I think of those a little bit more you know probably not something you need to start with in the beginning um a little bit more uh complicated in in some ways but if you do have a lot of um you know design workflows and or you know workflows that you want to capture that can be useful and then the other big one that the a

1:01:41 lot of you know especially on the photooo side that that customers use are the um the design Collections and with uh the design features you can do things like um you know showing templates for your customers to pick and you can upload um designs for your customers to uh to to pick from um kind of another one that you know I don't know that we have a lot of time to go into

1:02:06 uh we do have a a pretty decent hopefully designs video that that does cover some of those those in uh some of that information but that's definitely a popular feature on the photo boo side and then last thing I want to kind of call out is is user accounts um that's where you can start to set up your staff and and give your staff access and once you do that you know once you kind of

1:02:28 have you're at the point where you're ready to to get staff on and and accessing things um you know they can they'll have their own account where they can see the events they're assigned to um you know through the app they can access things um and uh you know that that can be real helpful for just kind of keeping everybody on the same page

1:02:48 so um so I would say those are kind of the main things that people typically use you know getting started um I don't if you have anything to add to that Jud um no I think it's good just a couple of questions Adam's asking can Dynamic values be used in the questionnaires um and I don't believe the answer is yes to that and I don't see us offering that sounds like

1:03:07 complicated chat with us let us know what you're doing there might be another way to go about it um Felipe will we go over zappier in the advanced class with third party apps like mail chamber other Market it's not a bad idea yeah I could see doing that we probably won't next week but in um I could see that as a as a top Dam last question before you go earlier you were think talking

1:03:26 about the number of bookings in a day what tab was that under so that is under if you're on the dashboard um that configure availability setting or you can also go to manage business settings and availability Lisha says yeah a webinar for bartending Services would be helpful and I think that's another good one is just kind of we talked about doing like a Roundtable or like a kind of

1:03:50 a casual thing and if we just focus on on one service provider um a lot of our customers offer with but we have a lot of different other service types people that use us Ernesto does a game truck um you know L Lish does uh the bartending uh DJ photography well we had a guy that does mountain biking chatting today mountain biking training was it I didn't really take you up on a trail

1:04:14 yeah it's really interesting so we'll see how that works but um absolutely yeah magician Brandon's awesome I love it see yeah so um we we got a you know certainly a we found a nice niche in photo booth and we love photo Boo and we go to theot Expo every year it's really great um but there's always been a lot of different services that use check Cherry so we appreciate all you guys so

1:04:40 all right well let's sign off so um if you have feedback on um we'll probably send out another email you know just like what topics you might want us to cover or something like that we'd be interested in hearing so thanks so much everybody for coming and we appreciate all the support and helping us grow check Cherry so thanks so much really appreciate all right by