The Complete Guide to Appointments

0:00 Here we are. This is Check Cherry Live. Matt and I are redoing it because I forgot to put the setting on to record uh the last Check Cherry Live on appointments. So, we thought we would redo it. Um and it should go quicker, but we think it's really important. We've made a ton of updates to the appointments feature since it launched a year ago, and it's just a good time to revisit it and so on

0:25 and really important. So, um there won't be any guest questions uh in this one. Um we had a lot of great questions and suggestions and some even some uh feature polish. Um but um but I forgot to hit the record. I'm a little annoyed with myself, but hey, we're fixing it right now. So, um it'll go. So, I'm going to share my screen. I have a uh bit of a slide, just an intro. Um and so, this

0:48 this is going to be good for people who are new to appointments in Check Cherry and then also those who are already using it. Um, and so let me go ahead and share my screen and we'll get started. Okay, so uh, Check Cherry's complete guide to appointments. We'll see how complete it is. I think you know based on the initial webinar and we did we covered a lot and it went about

1:10 an hour. Um, of course there was people uh, commenting and we were communicating with others but um, but there's a lot to cover. So um, what is an appointment? Um, this is basically a a scheduled conversation with a prospect. Uh, maybe even with the client. Um, it's almost always before they book, but it can be after they book, right? The walkthroughs, the

1:30 tastings, or sorry, a walkthrough would be before, tasting would be before, but after they book like a planning session, and we'll kind of talk touch on that. They're different than bookings. So, a booking is basically the confirmed event itself. It has the date, the you know, the packages, what services they ordered, the contract is signed,

1:47 payment. um this is what's paying the bills. Um appointments just help support this and you know with meetings and and in person. So um oftentimes you'll get an inquiry. Um and then you might say, "Hey, let's have a conversation, learn about what you're looking for. You can use the appointment system to uh set up a meeting uh Zoom, Google Meet, that type of thing, or even just over the

2:09 phone. Um and then they book. And again, also we do see people do it after the booking uh as a planning meeting, that type of thing. Um, but typically it's done before the booking. So, you can do a sales consultation, uh, venue walkthrough, uh, tasting for bartenders, equipment demo for, uh, your photo booth with AV, you know, if you're nearby and they really want to

2:30 see that. Um, you could do, you know, talk about music. Uh, that would be another planning session. You can walk through your proposal like maybe if you send it to them, you can walk through the offering. Um, you can do a phone screening. um you know just on see if they're a good fit and you're a good fit for them. Um and also the meet and greet, you know, just kind of see this is probably

2:50 more if you're uh on the DJ side, you know, just hey, you know, do we vibe? Is this a good fit? That type of thing. So um I don't have much work on this one really. I'll chime in here, but Matt's going to do most of the work, but that's that's it for my uh short slides and then uh Matt, we'll let you uh take it over from here. Yeah, thanks Jud. So, um, yeah, I think that brings a lot of

3:12 good context. So, um, you know, uh, we're logged into a CH checker account now. And so, um, so let's take a look at how it all works. So, one of the things that's kind of interesting about, um, appointments versus your bookings and proposals and things like that is that your appointments are typically just on an individual. You know, it's not like a booking. you know, you kind of your

3:36 whole business is booked and and you might have several bookings going on at the same time. Um, but there's typically only one calendar that that you know, people are booking you on. You know, they're visiting your your online booking process and they're and they're uh um booking you, whereas an appointment is more associated with an individual person typically. And so,

3:56 as a result, um let's take a look at some of the appointment scheduling stuff. And you'll find that under your username. So, if you click on your name in the top right and go to appointment scheduling, you can see what we have. And um you know, within your account, you'll probably just have a single uh scheduling calendar. We've already got a couple in this one, but

4:18 you'll see uh a couple of uh scheduling calendars. Um you'll see a a share scheduling link down here. And let's take a look at what one of these looks like. Um let's look at this quick meeting. There's a couple ways you can do it. You can get your link by clicking scheduling link. Uh you can also just preview the calendar here. Um and what that's going to bring up is something kind

4:42 of like a calendarly or I think Google calendar has a feature kind of like this built in. But basically what it's going to do is show you the dates and times and whether you're available. And once somebody picks something um we'll pick that 9:30. Then it gives you a couple of options, right? So you get the phone option, the Zoom or whatever you want to enable. Um, and then

5:03 you can collect whatever information you want to collect from the person. So that's going to be, you know, if I'm booking you for an appointment, um, I'm going to have my own name here. So I'm, you know, John customer and, you know, um, Acme Corp and, you know, J customerample.com um, and maybe an maybe a phone number. you know, we'll put that in and any other notes. So, um we'll take

5:30 a look more about and how to build that up. Yeah. Yeah. About how to kind of customize these questions, but um they can also add additional guests as well. So, maybe, you know, it's not going to just be them. They have somebody else that's going to be joining as well. They can put additional emails in there as well. So, we can submit that and they get a little confirmation.

5:51 Hey, your appointment's been booked and um they're all set. You know, real simple. Uh if you've used a Calendarly type of feature before, um it's, you know, it's pretty much the same workflow. Um when that happens, you know, obviously as the admin, you're going to get an email letting you know that somebody booked you and then the customer is going to get an email as well.

6:12 um depending on what option was chosen, you know, if they chose like the Zoom option or the Google Meet, if you have those enabled, uh then they're also going to get all of the meeting details as well at that time. So, they'll be able to get the link, the phone number, the call-in numbers, all that stuff, um and be ready for the appointment. So, now that that appointment's been made,

6:33 there's a few places I can find it, but let's go to sales appointments, and that's going to bring up kind of a list view of all of our, you know, business's appointments that are coming up. So, I can also just see my appointments if I'd prefer to. So, um, you know, if I just want to see this John customers Zoom appointment, I see that, um, you know, and if I go into that, I can see,

6:56 um, all of the details. So, looks like my Zoom account isn't linked right now, but in general, I would see, you know, if there's any sync errors, that would show up there. But in general, I would see the the Zoom link and um connection information here. And then I can see all of the things that the customer submitted. Um I can also from this appointment, um

7:17 you know, do some basic management. You know, if I need to cancel that appointment, if I need to, you know, rename it. Um, you can also take that information and use it to um as kind of a starting point to convert to a lead or convert to a proposal. And the reason you might do that is, you know, maybe you have a lead sequence that you go out to your leads or

7:37 maybe, you know, you have the the appointment with them and then after that you're ready to um to, you know, they're ready to take the next step and you want to take that and convert it to a proposal. Um, and all that does it basically just prefill in whatever we were able to collect. So, you know, if you collected a bunch of stuff up front, great. You don't need to reenter it. If

7:55 not, then you can, you know, put in the packages and and everything. And so, I just want to add here, um, you know, it's possible somebody could have a call to action on their website that says schedule a consultation. You know, hey, a 15 free minute 15 free 15-minute free consultation and talk about your wedding, whatever it is. And then you have the call, you determine if it's

8:13 a good fit or not. And then from here, you might just save yourself some data entry by converting it to a lead. And if you know what they want exactly, um you just convert it to a proposal, build it out, send the offer out, and get a signature. So, pretty straightforward. Exactly. Um you'll also see, you know, the similar to how our bookings work, how proposals work, we also

8:33 have a messages tab, so you can see what was sent out um based on this appointment as well. Um you can also we support kind of the quick send that you see throughout Check Cherry as well too. So, if you've got some automations, if you've got some templates set up, you can quickly trigger those um using the quicksync as well. So, you know, maybe somebody calls, hey, what you know, what was the

8:54 what was the Zoom link again? You can just hit the quicksand, resend it to them, and you're all set. Um, next thing I want to look at is the staff. So, you'll notice that because we used my calendar, um, I'm listed on this as the uh as a staff attendee and I'm listed as the organizer. Um, every appointment has one organizer, you know, that's how we know whose Zoom link to you or Zoom

9:16 account to use, whose Google Meet account, things like that. Um, but you can add additional staff as well. So, if maybe this is something that Jud needs to be on, I'm going to assign him to it as well, and he's going to show up as an attendee. if you know by chance something comes up and oh you know what I can't I can't do this one after all um I can also change him to the organizer

9:38 and remove people and add additional staff and all that type of stuff as well. And then last thing you'll notice down here in the bottom right is any other bookings or leads proposals things like that that are associated with this uh with this email with this customer's information. So, because I chose kind of a generic, you know, J customer at example, there's a bunch of stuff showing up here.

10:01 Um, but in general, that would just be, you know, any other maybe you've done bookings with this person in the past, maybe you have a a lead coming up. Um, all that type of stuff is going to show up there so that you can quickly take uh see what you know, see the status of it. So, um, so pretty easy to uh to do it. Um, you can also, of course, as an admin manually create an

10:21 appointment. So, if you just click the create new in the top right and do schedule meeting and look for that little appointment badge, um it's going to take you to kind of a blank form where you can manually enter the name and the email and the phone and all that information. And so, that would be good like if if somebody texts you or if you're texting with a client or something, you know what,

10:39 we need to meet and you might secure the details. You don't want them to pick the time basically or they don't need to pick the time. You're just going to go say go ahead and schedule it, kick it off, and you're good to go. Exactly. And then of course you can also assign additional staff attendees as well too. So um you could even you know if you need to do like a staff meeting or

10:59 something like that you know you could use the appointments for that type of feature as well. Um and regardless of how the appointment's created you know it's going to show up under sales um sales appointments for that list view or of course on your calendar you can either see if you have you know the permissions you can see all of the appointments. um they're going to be in this kind

11:18 of light brown tan color. Um or you can just see your own appointments as well. So whichever um whichever you want to see, just make sure you toggle on or off the appointments tab here to to see those or or hide those. Um so pretty straightforward. Um let's go back to the appointment widget. So, um, again, I'm clicking my name, going to appointment scheduling, and,

11:43 uh, you know, back in the beginning, we had a couple of what we're calling scheduling calendars here. And, um, one of the things with appointments is, you know, we found out early on that, hey, a lot of times people have different types of appointments you're scheduling, right? Like you might have just a quick, you know, a quick intro meeting and then you might have a more detailed,

12:03 longer planning session. um you know maybe the quick meeting you're fine with it being on the phone but for the planning you need to be on a Zoom or you want you need to be you know and these each have separate links so you can basically send it to the client and let them pick you know depending on and put it in your automations and all that stuff you know um yeah exactly so and you

12:22 can always get that preview to see it yourself or that scheduling link here you can even do you know um check everywhere that we we support these links you can even generate QR codes so you could put a a schedule a a meeting on my on a, you know, flyer or something if you needed to. Um, you'll also see at the bottom here there's this share scheduling link that's not associated with

12:42 a specific calendar and that'll let you share a link to all of them. So, if I go to this URL, it's going to list all of my calendars here. Um, in general, you know, personally, I'm I'm usually I kind of want to drive, you know, what what type of meeting it is and and so I'll send something personal to the client. But if you do just want to have a page that lists all of them,

13:02 you can do that as well. And when they click it, it'll take them to that calendar. They can go back, pick a different calendar, see the times, all that. Um, let's go and look at some of the settings. So, if we show details here, you're going to see all the details, you know, what what availability is set up, what the meeting details are, um, some stuff like that. And you can

13:22 either edit down here, you know, on each of these boxes, or you can go to the tabs here, and you'll see a number of settings here. So the title um that's basically just you know what type of meeting is this? You know we called it a quick meeting earlier. You might have it uh you know any anything that's helpful there. Um this is something that the customer will see.

13:41 Um the appointment length, you know, how long do you want to have these book by default? Um and you can change that if you need to. Um what's the minimum time you want between appointments? So personally I like to have a little bit of a buffer. You know, I don't like to be too rushed at the end. Um, and I like to have a little gap between um, meetings for myself, but if you want

14:01 to line them up, you know, you don't need to do that. Uh, minimum notice gives you some, you know, basically this prevents somebody from booking you 10 minutes from now. You know, I might be, uh, you know, at the grocery store and if somebody books a meeting for 15 minutes from now, I, you know, I I don't want to be a I don't want to accept that. So, if you're um

14:22 if you need a little bit of head uh lead time, go ahead and set that. You know, maybe an hour, a couple hours, day, you know, however long you want to do. And then for maximum days in future, um pretty self-explanatory, but you know, hey, maybe you don't want people booking you out two years from now. You know, you probably won't remember you won't remember the appointment.

14:41 They won't. Yeah. So, um personally, I set that to a couple of weeks, but um you know, but you can set that to whatever you like. And then the last setting here is uh this setting which says prevent appointments during assigned bookings only or all bookings. I think that's worth a quick discussion. So within check cherry you know you're typically

15:02 you've got different bookings going on. You've got different you know different things going on. If you're a sole uh operator you know if if you have a booking at from 5 to 7 you probably don't want somebody scheduling an appointment there. Whereas, if you have a little bit bigger business, you know, you've got your staff working the events and you're just um just kind of managing thing,

15:22 you might be fine with with them doing that. So, basically, what this setting will do is if you set it to assigned bookings only, then only if you're listed as one of the staff on an event will it block you off. Um, and then if you do all bookings, it's going to block you off anytime there's a booking on the calendar. So, I guess just to be clear, if you're the only

15:42 person that does events in your business, you probably want all bookings. If you have a team, you probably want only assigned bookings as a rule of thumb. Exactly. Yeah. And then the last setting here is weekly appointment availability. So, um you know, Czech Sherry does allow you to set this on bookings as well. We can just kind of reuse that setting. Um or you can customize your um

16:05 appointments for different things. you know, if maybe you only do planning sessions on, you know, certain days of the week or something. So, you can set your date, your time, um, set it to all day, you know, however you want. And when we show this list of times, um, that's what we're kind of pulling from, right? So, it's probably worth, you know, setting setting

16:25 it to say a 9 to5 or something like that so that you're not showing, you know, you don't want people booking you at 2 am or something, you know, not that they typically will, but um, but yeah. Um, we also have, so that was the scheduling section. There's also more stuff under meeting details. Um, this is where you can set like where your meetings are going to happen. So, you know,

16:48 if you've got an office and people come in, you know, maybe uh if you do like tastings, those probably need to be in person. You know, they're going to come in and you can put an address or whatever instructions you want. Um but for most meetings we find they tend to be more you know virtual either via Zoom or via phone or things like that. And so you can list you know is this

17:08 phone um once you've linked Zoom that'll show up there. If you linked Google Meet that'll show up if you got something else you know you do them via Skype or whatever else um you can put custom things in there as well. And if I wanted the customer to always do Zoom I just only select Zoom basically right and that would be Exactly. Yep. And then that's the only option. Um,

17:28 and then there's some messaging stuff, right? So, when you send somebody a link to that calendar, there's a little message that shows up there. Uh, feel free to customize that. You can drop in images if you want, you know, logos, whatever. Um, and then after they book you, there's going to be a confirmation message there, too. So, if you'd like to customize that, you can uh you can do so.

17:48 And then the last one is this questions tab. So when you go and you look at one of your uh calendars, you know, there's a number of things already enabled. Um some of them you can't remove. So for instance, we need to know how the appointment is is going to be happening so that um we can, you know, make sure it's set up right. Uh similar, we need a name, we need an email. Um

18:10 and then some of the other stuff you can toggle, you know, whether it's required or not. You know, maybe I want to require that phone number or maybe not. Um you can also add um uh custom things as well. So if I click add a question and you know maybe this is um you know maybe I want to collect uh the venue information up front. You know I need to know where this is happening. So I can kind of

18:34 be prepared. I can do the venue name. I can do the venue address. I can make it required if I want. Um and when I go to when the customer goes to book it they're going to see those options there. You can also drag and drop if you'd like to change the order. You know, maybe you add company name, but you want to move it up, you can do so. And lastly, you can edit the descriptions. So, if

18:56 I want to change it from company name to business name, um, just hit save change and that's what the what'll be shown to the customer. So, um, Czech is going to pull on these questions. You know, we've got a bunch of stuff built in. Um, these tie into Check Cherry's features automatically. So, you know, something if for some reason you're collecting a PO number, uh once you convert that

19:19 to a booking, you know, that's going to go over to the booking and then we'll show it automatically on the invoice. So, um any of these things that kind of tie into built-in functionality, um that can be helpful. But if you've got something that you don't that you don't see there that you want to collect, you can also add extra questions to Check Cherry. Just click this link and

19:40 extra questions are available all throughout. You know, once you add something to Check Cherry, you can use it on your leads, you can use it on your proposals, on your appointments. So, um, so anything you want. And those can be things like text fields, drop downs, radios, files, all types of stuff. So, um, pretty flexible if you need something that's kind of outside the box.

19:59 And a word of caution on extra questions, I always throw this in there is the more you add, the less the people are going to fill out the form. And, uh, I, you know, I personally, I like to keep to what's going to be relevant. you know, you can always get more information later, get that call, you know, but if you already booked them and and you need stuff on the planning session, I mean,

20:17 I guess that does make sense. Um maybe make more of them optional. Yeah, exactly. And Yeah. And you can always remember, I mean, you can always collect that information on the call, you know, that's a great way to to um to kind of, you know, fill those details out, too. So, um I think the next thing that's worth looking at is you know a common question is like okay well I've

20:40 got all these um you know I've got all these uh calendars and you know appointments and bookings and all this stuff is in my calendar you know in my system how do I avoid you know being uh double booked you know I don't want an appointment at the same time as a booking or things like that and that's going to happen automatically you know for your bookings and stuff you know based

21:00 on those settings we looked at earlier um we can automatically prevent you from being you know two appointments at once. Uh similarly, you know, if you've got an appointment that you're assigned to or that's on your calendar, we're not going to let another appointment happen automatically. Um but you can also manually block stuff off too. So, you know, from this calendar, if I go to um

21:21 add some staff time off or similarly, I can click on my name up here and go to uh set booking availability, I can set um basically blockout time, right? So, I can say, "Oh, I'm not available, you know, 3 to 4 pm on Tuesdays or, you know, um if you're using your your weekly booking availability, you can set that globally and that's going to apply to appointments and everything. So,

21:47 um so really easy to kind of add blockout dates and things like that. Um you can also sync a calendar with Check Cherry. So, if I go to the bottom of my calendar and hit this subscribe link, um you'll see uh where you can connect your either a Google calendar or other types of calendars and um how this works. So, there's a couple. So, with Google calendar, we're able to send

22:12 things to it and also pull from it, right? So, um, that can be useful if you want to pull events from your Google calendar into Check Cherry and you might want to prevent appointments from happening during those times. So, um, that way you don't need to manually put in every little time off. You can just have it, you know, if you already have a Google calendar with

22:35 stuff like that going on, you can just, um, add it to your calendar directly. check Cherry will pick it pick it up automatically and prevent you from taking Also great for like recurring appointments if you have like soccer practice every Tuesday Thursday or something like that. Yeah, this is a great feature. Yeah. Yeah, that's a good uh good point.

22:54 Um you can also sync your appointments to your Google calendar. So if you scroll down, you know, there's there's the sync from, you know, what we're pulling in and whether we're blocking stuff off based on that. And there's also the sync to, right? So, this is, you know, do you want your appointments to show up on your Google calendar? Probably yes. And that's where you can set it.

23:14 Um, and if you need to, you know, if you click the the calendar to sync from, um, you know, when you connect your Google account, you know, John Smithgmail.com or whatever it is, um, if you have multiple calendars in there, you can click this drop down to switch between them. Um, the other thing to note with Google Calendar is we have this kind kind of concept of a company

23:37 sync and a personal sync. So, uh, because I'm logged in as an admin and I have access to everything, um, there might be different ways I kind of want to look, you know, see things. So um you know I might want to see all of the appointments in for my company and I want to you know if I'm busy everything gets blocked off because you know I'm kind of I am my company

24:00 you know I am uh similarly I might want to um only sync you know kind of uh to my personal stuff. So, I might have a uh I might sign in with Google and just kind of have a personal calendar that that um that I use for appointments and and uh things like that. So, yeah, in my mind, the company sync is probably most mostly used by somebody who's just a oneperson operation. Um or, you know,

24:26 maybe a husband and wife and they don't want, you know, they're tied in. Or if you've got like a businesswide calendar that everybody sees. Yeah. Yeah, I get that. Pulling it in. Yeah. And then um and then yeah the personal sync is just like hey I want my you know I don't want to be you know scheduled for an appointment at the time uh that I have a dentist appointment but obviously

24:47 you know you might still be taking bookings then and your team might be doing stuff. So um and then if you scroll down you'll see the Apple calendar outlook and others. Um how this works is this lets you set up a a subscription where um they can pull from C cherry. So all of your appointments and bookings and anything else you want will show up on your Apple calendar, Microsoft Outlook, things

25:10 like that automatically. Um we're not able to pull in via this IC stuff. This is kind of a one-way type of thing. So um you know, so you can sync your share stuff to it, but if you want kind of a birectional type of sync, um you'll probably want to um play with the Google calendar integration. And I think that's about it on the calendaring availability. Um, anything I'm forgetting?

25:38 No. Um, I think that's about it. I mean, I I one thing just to mention, you know, that we haven't is if you ever get confused with Check Cherry while you're using it, chat with us. Uh, we'd love to hear from you. There's a little icon in the bottom right. Just chat with us. We'll get back to you. Um, ask some questions. We can help point you in the right direction.

25:56 Absolutely. Um, I think the last thing that that's worth looking at is your messaging, right? So, your automated messages. So, um, there's a few things that come up with appointments that are worth considering. Um, you know, obviously when somebody books you for an appointment or, um, you know, based on the appointment itself, you might have messages that you want to go out. So,

26:17 if I go to other here or if I just, you know, if you're on all, just search for appointment. Um, you can see uh, the messages that are going out automatically. So, you know, when somebody books me for an appointment, uh, this message is getting sent out. You know, hi, guest name, your appointment with so- and so has been scheduled. Um, and then the the details are

26:37 going to include all of that Zoom stuff, you know, the URL, the dates and time or the, uh, the phone numbers and things like that. Um, and so, uh, so that'll go out automatically when somebody books you. Um, it's also even going to include a little ICS file so they can just easily add it to their calendar. um you can have, you know, multiple messages go out. You can have confirmation go out,

27:01 you know, an hour after they created it or something like that. But in general, you know, you would just have something go out immediately um confirming it. You can also have reminders as the appointment gets closer. So if you want to have a reminder go out an hour before, a day before, things like that, you can. And similarly,

27:18 um you can have different reminders for your customers versus staff if that's helpful. So, if you want to, you know, remind the staff, you know, they're not so good at showing up, you know, maybe have a couple reminders or something like that. Um, and you can do that as well. Um you can also of course you know one of the things we find a lot of times is that people

27:38 want to you know in maybe your say uh somebody books you for um for a paid event you know they book you for a wedding for wedding or something uh you might want to have a link to schedule that appointment in the confirmation email. So, if you go into pretty much any of your emails, you know, if I go to my customer booking confirmation and edit that, there's a couple things I can do here.

28:03 Um probably the what you'll probably generally want to do is just grab your link, you know, go to appointment scheduling and copy the link you want to use, you know, to whichever calendar, you know, if you've got a planning session calendar, just copy that link and you can just add that to your um to your template. So, you know, something like let's schedule a planning session.

28:31 can't spell currently. And you can include that link here. Um you can also um if you want to make that link a little bit prettier, you can also just type some text, you know, um you know, click here or whatever it is. Um and click the link button and paste your link in there. And then that way they'll be able to click there there to see something nice.

28:54 Um, another question we get sometimes is like, "Hey, I want to have something um come out from my staff, right? Like, I'm not going to be the one that that does it." And, you know, maybe um every staff h or every event has different staff assigned to it. Um, there is a token for the staff uh assigned to it that you can use. Um, so there's a uh staff scheduling link, I think we call it.

29:22 uh just search for staff or search for schedule in the tokens and you'll see that staffuler link and what that'll do is whichever staff member is assigned to that booking will use their link. So um so that can be helpful in in certain cases as well. Um you can also do these uh types of of things for your leads for your proposals for your bookings as well. So, you know, maybe in

29:45 your proposal email, you want to have a link, you know, like, hey, click here to book us and then maybe a separate message for, you know, or you know, or you can uh go here to schedule a time to discuss. Yeah. We can review the proposal together over Zoom. Exactly. Um, similar with your leads, you can have messages going out with those links uh kind of prompting them to take that next step.

30:07 Um you can even do things like when in your leads uh if you take a look at your conditions um we even have stuff around um appointments there too. So maybe you want to only send an email if they haven't scheduled an appointment with you. You know you might have a few follow-ups that only go out if they still haven't reached out to you. So um lots of options in there.

30:29 You know chat with us if you're if you're you know if you need help setting something up. um let us know what you're looking for and we'll definitely help you or let you know, you know, how to do things like that. So, um so yeah, so pretty flexible with with messages um and things like that. Then I think the last thing that's worth consumm

30:51 uh you might also want to show your appointments on your dashboard. So we do have some widgets for that, too. So when you're on your dashboard, we have a a customized link. You know, you can add all kinds of different things, but there's a couple of widgets aimed at appointments in here. So, if I scroll down and look for the appointments for date, that's going to show um

31:10 a quick calendar that lets me, you know, jump between dates, look real quick, see what's coming up, see what I have on the calendar. Um that's that one's real helpful. Um you can also see a more detailed view as well. Um you scroll down and look for upcoming appointments. that's going to have a a more heavyweight view of all the details, who's assigned,

31:32 you know, what what the customer's info is, um, as well. So, depending on, you know, how how many appointments you deal with, how prominent you want them to be, it can be really helpful having that on your dashboard so you don't miss something, don't forget. Yeah, I mean, some customers, uh, light appointment, no appointment usage, other customers very heavy appointment usage. So,

31:51 it really just kind of depends where you fall and if this is Yeah, there's cool things you can do there. I mean, by default, it'll just show your appointments, but you can see everybody's. Um, you can also hide it if there's no appointments coming up. So, for instance, you know, maybe you uh you only want that to show if if there are appointments. So, there's some um

32:08 cool things you can do in the settings for for these widgets as well. So, definitely play around, chat with us if you need help. Um, and we're we're more than happy to help. So, and I think the last thing to look at, I guess, is um so, you know, this all assumes, you know, you're the admin, you're logged in, you've got appointments enabled, all that type of stuff.

32:28 You know, you've got your calendar. Um you can send it out if you want to. Um we don't necessarily enable this on every user's account. uh if you want to um you know like some of your staff you know a lot of your staff probably doesn't need to be sending out appointment links and have calendars and all that type of stuff. So um so this is something that's configured on a per

32:48 user basis. Um, if you go to manage user accounts and you know, if I take a look at my admins, you know, if I want to look at Jud, I can go in here and I can see his uh, scheduling link um, and copy that, you know, so that I can, you know, book a meeting with him, see when he's available, all that type of stuff, you know, share that with customers. Um, I can also uh on

33:13 staff that don't necessarily have have the permission, I can also um give them uh what we call enhanced scheduling as well. So, if you enable that, that's going to um let them, you know, create and organize appointments, you know, have all of the widget features, you know, do things like the Google calendar sync and so forth. So, um, one thing worth mentioning, um,

33:37 the, uh, the appointment scheduling is included on, um, on the owner's account. I think on the, um, additional users, there may be a cost in the future. We're not currently charging anything, but that will, you know, right now we're saying there's going to be a $5 a month user fee. That's the plan. Yeah. We haven't fully uh announced that or or you know that's not totally set in

33:59 stone how we're going to do this but um but the current plan is that there's going to be a $5 per per user fee on this. So um so if you want to do that just hit enable enhanced and um and then they'll have all of the appointment scheduling features built into their account as well. So um yeah. So I think that's about it. Anything else I I forgot to mention? No, I think just to wrap

34:20 it up, the appointments are just a way for you to get more personal with your prospects and clients and schedule phone, Zoom, Google Meet meetings. Um, you know, there's a lot of use cases. Um, depending on your business, uh, it might be heavy or light. Um, and I think I think they're great. I think it's a great addition. All your availabilities in Check Cherry.

34:44 The addition of bringing in a personal calendar to Check Cherry is really cool. Um, so I think it's really useful for many of our customers. Um, and yeah, I think that just about covers it. Awesome. Well, thanks. Thanks, guys. Um, sorry if you didn't, you know, if you were on the webinar and you were looking for uh looking for the original,

35:03 sorry about that. But we we uh we wanted to make kind of the the general information available. So, um, so we'll be back in in about two weeks for our next and we'll see you guys