Q&A with Check Cherry Co-Founders
Join us for an informative webinar dedicated to helping you harness Check Cherry's full potential with personalized customer support straight from the source. In this interactive session, the co-founders of Check Cherry, Matt Goatcher and Judd Lillestrand, will be at your service to address your burning questions and offer insider tips for optimizing your experience with the platform.
Whether you're encountering technical challenges, seeking guidance on best practices, or simply looking to maximize your efficiency, this webinar is your direct line to the experts behind Check Cherry. Gain exclusive access to their wealth of knowledge and experience as they share invaluable insights, strategies, and solutions tailored to your unique needs.
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0:03 oh boy okay so I think we're there um everyone thanks for joining us this is a Q&A so when we do the webinars um basically what happens is people end up asking questions and so we thought hey why not just do a okay so I think we're there um everyone thanks for joining us this is a Q&A oh wait wait stop okay close that tab um and so basically we just thought we' to open it up
0:30 and have people just ask any questions um and you know we thought it'd be nice to kind of limit the time if there becomes a lot of them so we can just kind of move around and maybe we'll push people to chat there's not that many people that joined which is great so if anybody has uh questions they want to ask about check Cherry the product um
0:47 it really anything we have an open mind about it use the raised hand um you know feel free to share your screen or not or your uh video or screen or not and uh let us know love it we have Q&A no questions maybe M's got something I see her she's there so I've got one Jud has uh has Check Cherry hired anybody new lately ah um we
1:25 have so uh my chat haha um we have we hired um check Terry's first employee um her name is Sam or she Samantha she goes by Sam um she's really awesome uh she started last Wednesday so she hasn't even been with us a week and it's going to take some time for her to get up to speed um with cck cherry and and all that stuff but we're really excited we did a thorough search
1:52 um because we're remote we had quite a bit of applications and we both really like Sam a lot and um we think she's going to fit our culture and get you guys like Fast answers and U be able to wrap her head around everything that's going so or going on with chck cherry um so we're excited about it um you know and you'll see her popping up here and there um kind of one
2:15 of the things we've also realized is we've a lot of the customer support at check Cherry is like a lot of unique questions I guess at this point right says it's not kind of uh running the mill stuff and so um and I think that's good because as we've been building chech cherry and and I have been doing the support kind of what's happened is if if several people are running into
2:33 the same thing we have motivation to fix it you know like or try to make it more clear or easier to use that type of stuff so we're excited um she's not here uh it's late later for her she's uh central time so there'll be earlier hours too probably for Check Cherry which is cool um and Matt and I will still be doing support as well it's not like um we won't be doing any
2:56 um but it'll be nice just to have some help and then and then that'll allow us to work on some other things um on the business like writing code and marketing content Community all that stuff is anybody new to Czech cherry and have thoughts or questions on how it's been going so far nothing um so what else do we got here so there's
3:26 no questions huh it's funny like we put it out there um oh here's mine all user customer is there a way to automatically tax tax exempt certain clients Matt there is not so what you can do why don't I share my screen so why would I want to I guess to take a step back because just why would I want to do
3:54 this so check every booking you know typically you're going to have um you know a tax rate you know seven 6.35 in this example but whatever the local tax rate is um if you need to collect sales tax and not all locations do um a lot of states don't don't require you to collect sales tax on um on services on events um but if you do need to collect sales tax you know we we handle that
4:25 we look up the tax rate all that stuff um what happens with certain um certain types of clients um say nonprofits in particular uh they're not subject to sales tax when that happens um basically what you have to do in CET Cherry is go to that booking and um there's a few places you can do it you can go to under the manage booking drop down you can edit the booking settings um and
4:57 basically just kind of zero that tax rate out um or you can also do it from this from this screen here and zero the tax rate out um one thing that people do ask sometimes is to be able to have that happen automatically you know maybe if they have certain clients that um that do book frequently that are always um tax exempt um I think that's something I do see adding at some point um I
5:24 don't know I think we haven't quite decided if that's going to be like on the user level or is it something they need to out each time and and upload their um typically how how it would work is that you need to collect a resellers permit on that and make sure that that's legitimate um in order to give them a uh you know to give them an exempt rate um and it's kind of a thing
5:46 that can lead to to confusion too um one thing I've seen before in in various contexts is once you give people a a tax exempt option people that are not not eligible will choose that and like oh I can save sales tax and like they can't but now you're like kind of on the hook and you have to hunt it down and and things like that so um so it is something I see us adding but
6:10 um but we don't have a way to Mark like you know say this being frosby guy is always tax exempt um we don't really have a way to to just kind of Mark it Mark that particular user as tax exage right now there's also this concept in Che Cherry there's no such thing as like a a company group of users so to speak and so some a setting like that could exist you know at kind of more of a company
6:34 level and I don't know it's interesting how che's developed over the years it's not um you know Matt and I don't necessarily have a master plan we just listen to our customers and we try to build good software and there's not really too much more than that and proba provide great support and CH kind of has a life of its own in some ways right in terms of some of this stuff and it's sometimes
6:56 it's surprising we don't have something like this other times um it's not quite just you know I'm not quite sure but my makes sense I think it's within the product scope of Czech cherry and I think it you know would certainly uh be something we should add um let me ask you when you do the um the bookings with them do they typically have different people that book for an organization
7:19 like this or is it typically just one person who's managing all the bookings just one person so so at the user level would work for her basic yeah and I don't we've even talked about like an address book and what that would look like know um yeah one thing to kind of uh tease you know one one feature eventually we kind you know we've got some sometimes the confusion between like clients
7:45 and contacts and um clients are people that in check Cherry that that can log in and contacts are people that cannot um but we want to kind of unify that make it a little less confusing so I could definitely see that kind of tying into it as well you know if we have um a setting on that profile that they can that you know that makes that possible as well okay here's another question
8:07 under one account can we have one can we have certain lead emails go to one address and then other set of leads emails to another email address I.E one Brand's emails will go to one email address another Brand's leads will go to another email address and so um if you want to talk you maybe or not you can um but couple of questions I would have right the back is um each brand they
8:37 have their own like manager type thing um and and so basically uh what we're trying to do is we have two locations uh for one business right so we have photo in like say Toronto and another location but we want the leads from one location to go to one I guess you would say a manager and then the other go to another CU we don't want like one location's leads going to the other it's just kind of gets
9:13 hectic to get too many leads that are not required for the other right I don't know if that makes sense makes perfect sense get it I'm get I'm gonna mute you because I'm getting oh there you go um so a couple of thoughts one is like check Cherry technically does not have a multi location feature set and this is like I think this is exactly kind of why we don't advertise that is because
9:36 we don't have these features yet um we do have chat with somebody today go ahead Matt yeah yeah let me jump in on that because I think we I think you can do that so [Music] um I can find screen sorry guys okay um so a couple things you can do when um when somebody fills out um for instance one of these these lead contact forms um you know they'll fill them out um typically they'll get an
10:09 email and then you'll get an email as well um all of the the emails that go out um can be configured under manage automated messages and leads and so by default you know we're just going to send out I think it's this um this contact form submission is the one that's going going to go out and by default the recipient is business contact and what does that mean that means your Brand's
10:38 email address so assuming on you're on B shots whoever this you know this be shots um you know email contact is will will be the recipient there um similarly if if the the lead is is related to your your uh your other brand um it would be the email on that other brand so as long as you have the emails set on your um brand the default should be to go to that address um you can also
11:12 change that so I could put something you know I can manually type in an address like you know manager one at myus.com um and then anything is going to come in um the problem with doing that of course is now they're going to get all of of the submissions for that brand um but you can also under this um under the package selector here you can select like okay I want manager one to get
11:40 you know just just these waye leads and then you could create another automated message to um to go to your um to go to your your other one and so you would basically have uh two of these contact form sub submission emails um one going to Brand a and then one going to brand B so um so I'm not sure if that makes sense um if you want to you know if you want to take a stab at it we're we're more than
12:07 happy to kind of take a look at your settings and see if it if it works like it's supposed to um but it should be possible to do that it's why this why we keep M around and in like longer term I think it would be you know helpful to have some level of multilocation feature you know I could I could see it um we're not there just yet but there's a you can get really far and we do have customers that
12:29 um do use us with multiple markets you know absolutely so one uh one chat that came in on our uh other chat Jud is that um that Mike Stevens left a a question on YouTube live so I don't know cool hey somebody's actually watching on YouTube live love it I don't know so if you have uh if you're able to see those I didn't want but the thing is
12:59 I started oh gotta let me mute this site sorry let me mute let me go here awesome okay so if I can push this over uh video sounds [Music] clear it would be great to store a small Bank of images for custom packages inside check Cherry instead of having to find upload images every time so totally get it and like a an image gallery or Library obviously
13:44 probably videos would be in there that can be reused for things um yep I get it I think Matt what do you think yeah absolutely yeah it's something we've talked about and um we have a couple ideas that I think will be cool on that but um it's kind of been one of those things that's been on the on the wish list for really years at this point but I think it's like surprising we
14:06 don't offer it we don't Yeah we actually don't get any requests so it's it's it doesn't come up yeah no I think it's a good idea and uh yeah quick linky go ahead I was gonna say that would be awesome having to resave my photos and and just just to go and add them back in um and then do you do it qu question do you have different images based on packages or just based
14:35 on the venue or because we've had other requests where they want to automatically pull in the image that's associated with the venue in places um and we thought that was an interesting idea as well so I actually love that so when I put the address in um for when we do our events it actually does pull well it pulls the Google photo which sometimes it's not always um current which you know some
15:01 well there is one I had to go in and do a updated photo for and I just went pulled that from off their page and went did that but yeah most of the time it's pulling like a old if if if they have not updated their profile photo or their Google page photo then it'll bring that that old photo over but I do like yep M maybe like that could be like preceded you know what I mean if we you know
15:22 if you go to the image gallery that that would be one of the options if you will of many that could work uh I think that would be cool so I like that let me go back over and see what else he has and Mike you're awesome so Mike's been with us a long time I love that he's uh giving us Chats on YouTube so this is cool so uh we got Infinity Dallas uh saying can multiple staff be assigned
15:49 to the same event where can I assign pay rate for staff Matt so the first I got this yeah oops darn it so um so under your bookings um you know if you go to your booking um you can assign as as many staff as you need to um it's under this uh this little action action dropdown um you can add staff there um and with each staff you know we'll we'll show General availability or are they available
16:31 that day that type of stuff too so you can quickly see you know hopefully if there's a conflict you can see that um if they have uh the day marked off or if they're not available in the site or things like that um that'll all show up there um once you add them and then of course you can give them a role you know typically you know photo booth attendant or whatever it is they're going
16:51 to be doing at the event um and that is something the the customer will see um and basically it'll work pretty much the same for as many staff as you add um they'll be able to see that on their um you know see that booking um you know and they'll get an email if if you have't set up to to send them emails um they'll get a notification email um we don't have the concept of pay rates in um in
17:17 check Cherry um you know potentially I could see us adding something along those lines um you can always add notes for your internal use um private notes you know if you just need to keep track of it we don't have a dedicated you know P type of feature at this point um again it's something I could see as doing it just um figuring out what that is and how flexible and you know are you
17:48 paying people for uh time they're working the event versus you know taking into account you know before the event set up and and drive time and different like just complicated it's just one thing that's worth mentioning is that what works for one person which is like dude if you just give me a text field like and I can get it in the reporting like that'll work for me um it's not
18:12 necessarily like Kor is at a point where um we want to be more thoughtful overall and kind of like how we design stuff and so and I think that the payroll could be like a lot more complicated than we realizes my hunch and I think Matt you were kind of alluding to it too like what does it actually look like all the options and all that stuff and I think would would be cool to offer it
18:34 certainly you know chch Cherry has the data right of like when they work I guess um and I guess even goes into like a Time Clock thing at some point or [Music] check-ins have some very basic under the expense tracking um you can you can set up expenses either on an individual booking or um you know from under sales expenses you can you can see them all um and when you create an expense I mean
18:58 you can say hey this was you know again Marino you know I paid them $200 and you know it was for May 1 and it was for you know booking ABC um so you can kind of keep track of it which is primarily helpful at the end of the year when you're looking to um um you know keep you know set that to staff payments then at the end of the year when you're running like a profit and Moss or things like that
19:25 or if you want to see your profitability on on a specific booking um you can do that as well and say okay you know we spent this much in revenue or took brought in this much you know here's the expenses there's a net profit um so there are some you know features in that direction but um but we don't have an automated calculation at this time I've got some more here so I'm going to hop back
19:49 over to uh the Facebook or sorry the YouTube side Mike again says on the proposal page I've had many times where the venue location image from Google Maps is not the correct location I cannot change the appearance slocation of the image of it on the proposal and so um I guess my first thing would be just hey if that happens chat with us you know have you chatted with us because like we I guess
20:18 we want to look at the details it seems like that would be something we could just fix right I mean may maybe the ZIP code I don't yeah I guess so on the proposals we show this type I show people what they're talking no on the preview is my guess yeah and then we also have the the map um so yeah that's interest I I can't imagine why it would be pulling AP and and um I don't we don't put a pin
20:48 right no we don't even show a pin anymore because people ask that we didn't because sometimes it would show the pin Google will will show the pin sometimes like you know across the street next door off right and it matters yeah it's certainly possible and how I guess I'd be curious how often that happens and you know maybe it's as simple as you know allowing somebody to disable that
21:14 or not sure well well um J this is one similar to what I was saying earlier you can actually go in and change the picture it allows you to change the picture for the for the venue locations oh yeah no I think what uh he's talking about Matt go to a proposal like go to anyone address so I I think I'm assuming he's talking about that and he's on a delay um you know the but he can let us know
21:46 um okay but I think that's it and I don't it's you know it could be an option to toggle off off Google Maps in The Proposal yeah and another thing that we want to do is um we want to the proposals that Check Cherry we think they work really well we think they're clear and straightforward um but we we do want to put some work in on the proposals and they're heavily used they're really important
22:13 right you guys use it to close business and we do have some ideas um on how proposals could be better I guess and give more options um so kind of we can expect some stuff on that front uh probably this year would be my guess I mean I don't know um guarantees but that wouldn't surprise me if if this year we have um some more options around proposals and that type of stuff um but we know we
22:38 know they're important I guess is what I would say is that that's you know certainly um it's worth the effort and a lot of people see them you know and they're really important for closing business yeah Mike saying yeah that's right um another question here is is there an any integrated email campaign where we can send out emails to past clients regarding potential sales deals or future
23:01 bookings and so we do not have a a mass email um feature we probably never will reason being that um it causes too many issues with with email deliverability um so when they when the various email providers see a big batch of you know a thousand emails coming out from a certain uh sender what tends to happen is it gets all of your future proposals and booking confirmations
23:31 and basically your transactional email um starts to get marked as as if it were all bulk you know spam or at least marketing type messages um so as a result um you know because email deliverability is so important for for what we do um it's not something I think we will likely offer within check Cherry um we do try to make it really easy to get those to get that data though um if if you
23:58 go to sales and then reporting um and then Client List uh you can download all of all of your emails right there um that's a quick that's probably the quickest way to do that and that'll give you a a spreadsheet that has all of your emails in one place um you can also with the filters and column slice and dice and and get more more detailed with that data um but that's that's the quickest on
24:24 that sales Client List and I think in the future I think it'll make sense that we have um easier ways so the mass email world like there's a lot of good Solutions out there already as well and so it seems like a um a really easy feature right you just kind of send an email and click the list and the whole but there I think there's quite a bit of management behind it on our end in terms
24:49 of you know just managing IP addresses and who's doing what and all this stuff and I think we'd rather focus on some other areas of the business that are going to drive some you know better value and are really unique to Check Cherry um whereas if we make it easy for you to export you know you can use a specialist send out your offers and then drive them to the booking engine that type of
25:10 thing um we think that that would be yeah awesome uh Min go ahead you got your hand up let's hear I like it yes I do um okay so I been writing down some questions so my first one is um the push notifications on the app is that does it well does the app supposed to have the P push notifications to where if anything comes through like it sends an um yep it's not something we support at this
25:45 time so the first version of the app did not have it in there um and we think we should we think it makes a lot of sense um it's totally something you know that makes a lot of sense to have um Matt do you want to add some context is to kind of yeah um one of the things we've struggled with a little bit on that is exactly what those push notifications would be um you know do we make it
26:12 part of the automated message system where you need to set up and you can control exactly what you get push notifications on or is it more of a um we just kind of you know have 10 categories or something and and you know you can turn them off on or off um so that's one of the just product decisions we we haven't made yet but um certainly something that that will be coming and I think
26:36 you know certainly will be will be helpful um it's another one of those things you know early on I we almost didn't launch the app without it you know it was almost one of those things and we're like well let's get it out there and and see how people use the app and surprisingly we don't get a lot of push or uh requests for it but um but I do think it's really important and uh certainly something
26:58 we don't offer it frankly there's kind a lot of things like that in Check Cherry um and I can hear kind of hear in your voice like is it not working like what's going on like totally get it and kind of how we build product is you know is like we well we'll push stuff out earlier and with less you know feature polish and then kind of rely on you guys to uh let us know what's important
27:25 so to speak um and sometimes it's surprising like what never gets mentioned and other times you know it's really obvious and it's painful and it gets in quick um but we think it makes a lot of sense now question for you um what would you want to be notified in app um so more so like when okay so like if a user um creates their account or something like that so I've been
27:51 sending um I don't know if you remember but I've been transferring my from wave system my invoice is over I can keep everything in one system and I've been sending a lot of email I sent a mass email to let everyone to pretty much um you know be on the lookout for their user request for them to set up their profile with with check Cherry so I have not been getting any um I don't get
28:13 the notifications to state that they've set up their profile I have to pretty much go into the users account just to check to see if they have and kind of look at the history to see what all they done um from that point and then um trying to think there's there's something else that I've um um and so go it's fine but question so you create the booking you invite the user it's like did they
28:43 access the account basically so I understand that correctly and we don't even have a email or text on I think for that do we I don't think so no yeah it's interesting I could see where that would be helpful that's good information to know yeah it's interesting you know so it's good um yeah okay um and I think one of the other asked the question about the CL the campaign and
29:09 Client List was which was a question I had for today was how to access the uh like a reporting The Client List so thank you for that that was one of the questions that I had my last question is the projected Revenue um the that's on the dashboard does that say like if uh we receive a um deposit for you know a percentage in the beginning they have like so many days or you
29:34 know future payments that they need to make does that not calculate into the projected Revenue yeah so there's basically two ways you can look at the revenue snapshot um you can either kind of do it based on bookings or based on payments and so um so we think of bookings are kind of a a forward you know they can be forward or or backward looking um and kind of the purpose of
30:02 that is to tell you um how much revenue you are getting um you know how how much basically how much work you're doing what is the value of the work you're doing so what is the value of the work you did in March and so you may have gotten paid six months ago on this on a booking in March um and then maybe you got the final payment in March itself um that's all going to show up under March
30:28 if you're if you're looking at at it based on the booking or the booking date uh the other way to look at it is payment date and that's going to be just um only backward looking that's going to be more of a cash flow type of analysis where you can look back and see um okay how much did we make you know um and that's going to be when when the payment is made versus when a booking
30:52 happens um and kind of what we're trying to go for with that is you know like Okay so that's great I was supposed to make X dollar but like you know what did I actually bring in um you know for that um and so the you know as you go forward into the future um we kind of think I would say the goal is more to tell you how much you need to collect how much you should
31:17 be collecting you know hopefully everything in the past you know this is kind of sample data so it's not great but um you know hopefully everything in the past is green not dealing with past do stuff um but if you are we you know we want to highlight that in Red so that so you're able to um you know kind of follow up and say hey you never you know I didn't collect any of that that money back in
31:39 uh in February from from this customer and then the goal looking forward is more um to kind of give you an idea of like what is the value of of that work um and um couple cool things I think that are going to be coming down coming out in our uh dashboard uh updates that that we be uh um showing off next next webinar in two weeks is um we'll also have some more like year-over-year
32:04 type of things you so you'll be able to kind of say like okay what was my Revenue in in March this year versus last year and kind of see how that you know High your business is growing and more shrinking over time so and I have a question she specifically asked about deposits received and kind of seeing that se and we don't necessarily show that right like we don't is that do you
32:31 deposits versus payments that are related to deposits versus payments that are related to you know fulfilling the full balance is that what is that important yes that is that's and tell me just tell me more there's some complications that we have on our end but just tell me like what so what do you what's the action item and the business side like are you looking to say consider us
32:56 ignorant on this stuff like in a lot of ways but like are you looking to say this year we collected X in deposits next year we collected you know last year we collected y we're ahead or behind or is this like I need for accounting I do a cruel accounting such that these are all liabilities and so I need to know and classify these as different things or uh well yeah that is actually that is
33:19 something that my account of asked me about um but that was one of the things um I just noticed that when I went on and so I have um outstanding like I have the the partial deposits that came in which is showing as payment it's showing on the payment side but when it comes to um you know we have specific due dates for the other half or the other part of whatever it just doesn't show
33:45 the projected revenue for when those payments are actually due like nothing in the I see the come in but um say like if I have a couple bookings where you know I got a the rest the remaining balance is due uh at the end of this month or within the next few months they're not they won't those I'm assuming will not show as projected R it's kind of a forecasting thing
34:11 basically is how much I'm mode and so Matt when you so we have this concept of projected Revenue you'll see there uh the blue um but that is anchored based on date of the booking so it could be so like you know what's your what are your terms it's like a month before two weeks before something like that the due date uh yeah about yeah about two weeks before the F
34:39 the actual event yes so the blue would give you an idea but it's not exactly exactly when the payment due date is um it's an interesting idea and so basically I want to forecast like how much I'm owed each month and so you know what is my so that I can sit down and I can say okay uh this you know this month we have whatever outstanding still and we haven't been paid would you want like a
35:05 weekly basis even I wonder um no monthly is fine monthly is fine weekly I would think would be too much good feedback and Matt as Matt alluded to so the next webinar is going to be our a sneak peek of the new dashboard and it's cool because it's going to be customizable and you can kind of reorganize things and add you know stuff that you know you might like and other people won't and so
35:32 we we're really excited about it because I think it it opens up a lot of opportunity for us to add features that aren't necessarily going to be impacted impacting everybody does that make sense so you know there's all kinds of different stuff that we can add in there it'll be cool it'll be like more like a more graphs more year-over-year more you know more of this stuff so it's good
35:53 feedback I like it all right we have another question um uh can you explain the checklist feature I'm curious how I can benefit from it from my yeah so um so there's a few different ways that you can use checklists um you know could probably be a whole webinar itself but um but you'll notice with within every booking um there is a checklist Tab and um and basically you know if you go to one
36:23 of these checklists we've got some items here you know we've got an equipment checklist here of things to bring um you know over here we've got more of a a task oriented list of you know things that you want to do before before the event um or after the event or things like that um and so with the checklist there's a couple ways you can kind of do them I mean like I say you can you can just
36:48 have them be literally a list of things for your staff to bring and we'll show you how I'll show you how you can kind of automate that a little bit more but um but if you just you know want to to kind of have you know anytime a certain photo booth is booked you want to remind them that they need to bring you know XY andz you can do that and they can of course check them off if you
37:09 want um you know they can just probably just as likely print it out and then and then keep track of it um but that gives you a little bit of of accountability in terms of you know making sure that everything gets done um and then these checklists can also be uh configured so that maybe you want to make those maybe that's an admin one and you don't want anybody else
37:32 seeing yet maybe um it's for your staff to do and they're the ones that are going to be checking it off or um you can even I think it's somewhat rare but um you can even make them for customers if you want to a list of things for your customers to do and so with these checklists um you know like I say you can see them on the individual booking but under sales and to-do list you're going to see all
37:58 of them kind of in one place so looking at you know if I'm looking at being booking and I just kind of need um just some you know some ideas to do or you know what I need to do um that's great but if I want to see everything in one place and more of a of a you know due date oriented look um that's where that can can come in handy and again I can come through check them off add notes you
38:23 know jump straight to the event things like that um and then I can also of course just add custom things so if I just need to um you know if I have something else um that I want to do I can do that I can assign that to one of my staff um you know set a due date on it if if I want to um lots of options like that um you know I would say if if that is something you know if the checklists
38:49 are something that you want to use um you can also kind of use what we call checklist templat tempates to automatically add stuff to each booking so with a checklist template um you know when I was looking at these bookings um you know they all have a bunch of things already assigned a post-event a pre-event that's all being pulled from my checklist templates so when I come in and
39:15 create one of these um you know post-event tasks basically what's happening there is it's pulling from you know anytime a new booking comes in we'll pull from this list of of checklist items and I could even say you know oh I only want to send a handwritten card to my you know my uh you know for whatever for my wedding packages and once you do that then only your wedding packages are going to
39:41 get that that checklist item I got more questions can we keep moving yep uh Coy on the on the YouTube uh live says is there a way of changing the default map function from Google to Apple maps and so presumably Co I'm assuming this is probably on the proposals for embedding uh Maps as opposed to for directions and so on um and I think it looks like apple does offer an embed feature um
40:15 I think it'd be cool I mean I think it you know sure um I'd be curious kind of why is it a it's just a style preference um and so I kind of get that um so yeah maybe comment you know what why do you want to change from Google to Apple Maps U and is it just on the proposals or are you having problems with Google's uh driving directions and that we use for uh travel fees and such um and
40:39 then another one for Matt if we have our proposal set to from Rebecca if we have our proposal set to come to us for approval is there a way to have another option other than approve I would love it if we could hit another option and either send Auto or manual message and so um I suppose she's using the request for proposal setting on packages and just to clarify that what this will allow
41:09 somebody to do is they can use the online booking engine to generate a proposal basically the client goes through and instead of giving them the option to pay a deposit and sign up on the terms they basically say yep submit a you know submit a request or something like that and so um therefore then you know you basically have a proposal and I guess right now we just have an approved button
41:32 and she's asking for another option to send Auto or manual message and yeah yeah right now we show approve for pref and um I suppose I mean certainly adding a button would be a send email button um if you do go to your messages and go to new email um you know you can have templates there um so I could see um you know maybe a minimum you know adding a a send email or something like
41:59 that button would be helpful and then um and then you could set up some templates that were uh kind of ready to go for different responses um we've also had requests for like a decline or a reject or something like that um which makes sense I I guess I'm just not entirely sure what happens if I do reject it um you know or we kicking out a message to the person is it just kind of uh you
42:24 know how's that different than a cancel um um you know because you can also just cancel it if you're done with it but but she's saying I just do a lot from the app when we're on the go oh from the app gotcha that's that's a good that's a that's me as well um and guys give us feedback on this stuff what you're using what you're looking for we like this this is great I'm really
42:51 liking this yeah and app related as well uh Koy with his Apple Maps or Google maps to Apple map said my apologies I meant from within the application so I'm assuming he means you know for driving directions right so you go I I believe right you click a button instead of it opening he's one of those Apple Maps guys like you Matt I know there's there's two of
43:12 us I love it um was surprised I didn't have a way because yeah I hate when I when it opens my Google Maps I'm like I like it um he says currently my attendant launches the address from within her Apple device get directions with her it populates using Google Maps ways or Apple Maps um yeah I I think that's good feedback I yeah yeah uh Rebecca says could be
43:42 just a request for more information guess I follow that distracted um oh so she's saying maybe I need more information before sending the proposal the final proposal uh yeah so and Coy likes you he's just one of us so Google's got better data so I'm sticking with them okay so uh what else we got here anybody uh uh Lisha says that would be another reason for push notifications I'm not
44:15 are you referring to the did I miss that oh no I'm sorry that was referring to when she mentioned the um their approval uh yeah yeah you have you have a new proposal request and all that stuff and I think you know my kind of where I'm at is I think that anything that uh you can do with SMS kind of just like SMS would be like also in apppp basically um that's actually another sorry what
44:41 what's the I see you have a lot of SMS or um chat Integrations like what what what works best with check sh because there there's I mean do you have any um like feedback from some of the users that you currently have that use the on the chat side uh we use intercom at checkcherry and are overall happy with it um we've used drift that was good um I don't hear a lot of feedback from people and
45:13 I don't know another thing that we're not really good at at check Cherry is we don't do a lot of like usage stats so to speak so it's like oh x% of people use uh intercom or dri or talk to or anything like that um so I'm not quite sure the when you add the chat uh integration it's only going to show up inside your check Cherry you know client portal um kind of like how our support
45:37 icon does um and I think that that's great it can be useful for people um I think the real benefit of the chat uh for our customers for you guys in your business is probably more on your marketing website to where somebody has like a question or you know something like like that and so I would kind of lean towards like what works best for you guys on that side and then like oh yeah you can
46:00 also add it to check Cherry but I mean somebody can correct me if I'm wrong but that's just my my uh gut on that um and drift had a free plan for a while I don't know if they still do and they were really focused on sales they kind of a premium model um so if anybody has feedback on what they like for inapp chat um on their website or elsewhere or in check Cherry you
46:21 know feel free to add a comment I'll share it real time feedback um our most popular chat app is talk to talk. to by a pretty big margin and then our number two is uh Tio Tio Tio I never know how to say that tiio and then um none of the others have more than a handful and intercoms like kind of expensive you know so that doesn't um and I think all those probably have a free option
46:54 is my guess that because they a lot of customers they're not doing tons and tons of chat you know and tons of customer service um so yeah and what was the other part of the question foret yeah and then uh just to kind of piggyback on that question um I would say the um as far as messaging like integrating with with Czech chering in terms of you know sending out messages basically um
47:16 uh it's going to be email or um SMS is what we support in the automated messages so if you're looking to you know trigger messages going out to your customers it would be just either email which needs to be twio basically twio yeah okay you got to connect your account and it's a little and we've talked about we had uh we've talked about bringing SMS in house and somehow you know
47:38 giving some figuring out how to work that out so just frankly just so it'd be easier for customers because twilio had like a button where you could connect things and like that was awesome and then we ran into snags around the verification and it was just like really frustrating for us so we we don't want to get in the way of you guys just getting stuff done you know
47:57 it's like we don't like setting like we like easy setup we like you know just when stuff just works um so maybe at some point we'll have SMS as you know kind of how we do email I'm not quite sure a little more expensive than email so we might have to figure out how to price it or something like that but you know at the moment you you have your twio account and
48:16 then you can basically connect that and there's instructions and of course chat with us if it's confusing and you have trouble thank you yeah uh yeah Rebecca says I've been nervous to do the text guess I'll need to dive in yeah it's not I mean show them how that like the the toggle on the text I mean it's pretty easy um you know and I like like I say I to me um I think that the
48:43 idea where you go and just under your automated messages instead of text message it's an apppp notification oh gotcha yeah so if I wanted to well if I wanted to change one of these to from email to SMS um it's basically just uh under what to do you can toggle it yeah uh so that part is pretty easy or of course of course I can always add a new one so if I want to say you know anytime
49:08 a booking is created I want to send an SMS to me doing something um that's pretty easy um what's a little more complicated now is is getting your phone number in the first place uh the cell phone networks's really made that a lot more complicated and it also means that we're not able to send on behalf of your business which is one of the reasons we don't just offer it in house um that
49:34 basically every business is supposed to go through this approval process and it's kind of it's kind of annoying so um so the setup is the hard part once you have it enabled um then it makes it really easy because you can just have an you know have a an automated message go out or um or even send things man and it shows up just in line like emails yeah yeah I pretty easy yeah yeah
49:56 I would recommend it um you know and uh I have aend to the send email button so okay I'm sorry me I make me a little ignorant on here okay so that what you just showed with going back and forth from the SMS to the email is that through the one of the chat Integrations or is that just something that you guys offer Within theform for I confus yeah no so there is like you
50:26 know when you ask cck Cherry support questions there's a little icon in the bottom right um of your account and you just that's what when I'm referring to chat like that's kind of what happens you can put your own icon somewhere within your check Cherry account uh for your customers to ask you questions real time basically so that was a chat integration talk to that type of thing
50:52 SMS is just text messages right right so you want to send people messages to their phones the only option is to use twilio with Czech cherry and then there there's a section right there he's going to say manage filo account and there's like settings you got to find some keys and stuff it's not it's nothing crazy um and you can chat with us there's instructions it shouldn't be that bad um
51:12 if you already have a twilio account that's been verified they went through the uh phone companies um you know there was a whole like anti-spam type thing around text messages recently and it was just you know really uh kind of onerous to kind of get everybody on board and and you know in any case so once you have all that set up it's pretty straightforward and then it's great because you
51:33 can just send text messages and Rebecca is asking does the SMS stay in the message history and the answer is yes you'll see messages under history with right in right in with your emails um in my guess that would be another reason kind of the inapp stuff inapp notifications we could put those in messages because a lot of times people want I mean I was on the phone with stripe
51:51 today because you know somebody had their account uh they didn't fill in you know whatever the verification stuff properly and I wanted to see like well what did they what was sent to them and when you know and it was just like yeah yeah Rebecca says it was a pain so KY ask any plans to update the UI so we can drag and drop in settings instead of using the up down arrows
52:12 to organize you don't like clicking a bunch of things um Matt you want to take that one yeah um yeah I guess uh I'm not sure which uh which area um probably the add-ons would would benefit from that I'm sure the the backdrops would too um we've slowly been rolling it out to a few things here and there um some things are a little more complicated some are easy but like uh you know
52:38 like you're also if we have categories right you're kind of like also moving categories and positions um you know and so that's just another yeah making this drop packages some of them we have sort you know you can sort automatically or yeah boy it makes sense you know I think it's it's a certain amount of polish that um you know would be you
53:00 know good frankly and um yeah I like it so we're at 656 we've got four minutes if anybody has any other questions um just a reminder so the next webinar it's in two weeks and it's going to be a sneak peek of our new dashboard which uh Coy that will be drag and drop that is drag and drop the new dashboard so um you know join us register we'll send you links if you can't
53:31 make it of course uh we'll send you a link to the recording um and it'll be a sneak peek and we'll kind of show you around you guys can ask questions get feedback um we expect there to be a lot of feedback around the dashboard because it's heavily used right like that's the first page you go in and check Cherry's dashboard has not changed much right like in a long time so it's long overdue
53:53 do and I would say when we did our annual survey the dashboard was uh probably one of the more common uh points of feedback right Matt um you know and yeah it was real common that somebody wanted something else on the dashboard and it was like it wasn't like everybody wanted the same thing everybody had different different ideas for what what they wanted but they there was a lot of
54:19 you know oh it'd be great if I could see this or I don't want to see any of this I just want to see my calendar or things like that and so um so that's kind of the goal with it is to you know have we'll probably keep the default more or less the same and then um you know maybe have a few templates or maybe just uh you'll be able to kind of come in and customize and and add add what you
54:40 want on it so um so yeah so it should be uh um a nice update for that so that would be so amazing here says Coy says just a special shout out to your team I've only had to reach out a few times for support but each time you all been responsive and very helpful thanks awesome Ki so thank you so much and uh yeah my thank you thanks for everybody thank you for thank you for everybody
55:06 it's important to us um this is kind of going to be a push moving forward we want to just do more Community stuff all around get more feedback we think it's important and uh we're excited for this year and be on with check Jerry we're in a good spot and we really appreciate the business and collaboration the feedback all that stuff it's awesome awesome so thanks for coming and we'll see
55:26 you in two weeks thanks Matt thank you bye guys
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