Simplify Scheduling with Check Cherry’s New Appointments Feature
Say goodbye to the hassle of scheduling! Join us for a live webinar as we introduce Appointments, the latest Check Cherry feature designed to make booking meetings, consultations, and sales calls effortless. We’ll walk you through how it works, how it integrates with your workflow, and how it can save you time. Plus, get your questions answered live and see how this feature can help you streamline your business. Don’t miss it!
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0:00 Carlos he came he's ready I'm always ready how you doing Jud good man yeah I'm excited for this one I bet I bet Matt has to do most of the work so I'm you know this one this one's doing it I I just got to hang out and you know Hi man hey everyone AR in Vegas you're in Vegas that's awesome no I said why aren't you all in Vegas oh well we'll
0:31 be there coming up soon uh for photo booth Expo yeah and I have some stuff to share on that um soon basically I'll I'll probably do it towards the end but we're doing you know I'll share a link with office hours you know so you can book you're in Vegas you can book 15 minutes with mattai uh we're going to do a a Meetup um you know on Monday night where you can come up to the check
0:57 Cherry Suite we did that last year was really fun and then uh we also have a a master class uh on getting the most out of your check Cherry account basically and I guess I could uh let me see if I can even paste that in the um in the chat hold on yeah and we'll cover that later but I'll paste that for now I'll paste that in the chat um yeah there you go yeah so okay guys uh let's get
1:26 started 6 o'clock um thanks for coming everybody so today uh we're talking about our new uh scheduling feature um it's called appointments and so long story short of it is cck Cherry you can do your bookings um but if you want to schedule sales consultations and other supporting meetings if you will within check chair you can now do that with appointments and we're going to show it off we
1:54 you know ask you know feel free to ask questions in the chat um but this is a new feature and it's been long been on the list of things that people have wanted us to offer and we're happy that we're here today to talk about it and it's all let Matt take it away yeah thanks for the intro Jud share my screen and so basically kind of what we think about it as um you know obviously you
2:19 can create appointments um you know we'll kind of walk through some of the use cases um but um you know everything from um you know we were kind of talking about you know like some different ways it would be useful before the call and and obviously you know sales and qualifications so if you know you've got um you know somebody that that is a prospective lead and you need to talk to
2:42 them um you know Set uh scheduling an appointment is a great way to do that um planning so you know after somebody books you um you know we'll talk about how you can like send out like a link to them to um to set up an appointment with you um you know things like uh for venues that need to do like a venue walk through um you know equipment pick up and drop off if if that's something you
3:07 need to worry about um if you need to schedule those times um and then even like things like like post event followups um you know you could do that um and you could probably do even some team stuff like if you need to do one-on-one with your staff or um Team meetings things like that um you would uh should be able to do that as well well so um so that's kind of the you know
3:29 some of the some of the places it's useful um and so where you'll find that in ch Cherry um kind of the first thing you'll want to do so we're basically um appointments are kind of you know unlike a booking which is kind of a business-wide thing appointments are a little bit more unique to a certain user and so you know if you're a single op um you know operation where
3:57 you're kind of running everything um it's pretty straightforward but it gets a little bit more complicated with with people with um you know bigger teams and so kind of the way it works is on the user now we have a new role called extended or enhanced scheduling um by default this is on on your account owner so whoever whoever is your account owner um is going to have that enabled
4:25 already you can you know disable it if you wanted to for some reason but in general you can uh you know you can enable that and then you can enable that on other accounts as well if you need to so if you go to um you know under manage users and then and then enable that feature you'll see a little bit of information about it um what the enhanced appointment scheduling includes and it's
4:50 worth mentioning um you know right now we're not charging anything extra for it um um longer term there there probably will be a a fee of $5 per user for um you know for anybody past that um you know past the first user so any anybody that's not the account owner um you know they're probably will be a fee on that uh we won't be doing that until later in the year and basically what that'll
5:18 do um anybody can join an appointment but if you want to be able to schedule it um to see your own Google Calendar to block off um conflicts and things like that that's where you'll need that that enhanced appointment scheduling so um but for any account that has it opened um you know you'll now see um in your you know if you click your name in the top right you'll see a
5:46 few things you'll see my appointments you'll see appointment scheduling and um you'll also see when you click create new you'll see an option to create a an appointment manually um it's probably less common that you would create it manually you know probably more common is that your customers are going to be picking a time and things like that but just to start off let's go ahead and
6:05 create an appointment and so um it's going to look pretty similar to you know creating a booking or something like that you'll put the attendees name um uh their email um how do you do that Matt some in the chats somebody saying hey can everyone here is it just my computer Sarah and Sarah I can hear fine um and then Jim is saying uh he's pretty quiet um but
6:34 Jim I can hear him fine I mean my volume's not all the way up but um is everybody else hearing okay Rick says he's pretty low volume as well so I don't matter if he can yeah he sounds he sounds far like he doesn't sound like he has a mic I mentioned that last year or last week uh let me see here Jim on 10 okay is this any better I'm bumping it
6:59 up into the yellow and red a little bit but um yeah we'll see yep it's better so better yeah it sounds the same to me that's interesting so okay cool interesting um cool well I can uh you know play with that if if we have other issues um and so whoops don't leave the meeting I'm going to send you another one of these DJI DJ I mini mics that I just got Matt yeah into your computer see
7:30 so Jud and I use zoom like all day every day and neither of us can figure out how to use it okay um so anyway so if you're creating an appointment um you know dates times all that kind of stuff um you can set appointment lengths uh where the meeting will take place we'll talk about that a little bit more um in a little bit um you know to be clarified this this is an admin scheduling
7:59 appointment for whatever reason maybe I I'm texting somebody and they can do it like I haven't given them a link to self appointment I'm manually entering it as an admin yeah and so you might do this um you know if you're playing around with it of course but where this can come in handy is if um maybe if you need to do like a staff meeting and so we can even um add some staff to it um
8:22 if we want to as well and then we can decide do we want to send um any uh email confirmations out or do we want to just you know we can always send those later too so I'm going to leave that unchecked for now and once I do that now I can see um you know obviously the appointment details who's attending um every appointment is going to have one organizer and that's just kind of the the
8:48 primary staff um but um you know you can do things like cancel it delete it um kick out messages and things like that as well well so um you know again that's probably less less common that you're going to be creating appointments manually but um but if you need to you can come in and make changes um if you need to reschedule something you can do that if you need to add additional staff
9:12 you can do that in time so how do you find your appointments once you created them well there's a couple places um if you click your name in the top right you'll see my appointments and that's just going to be the ones that you're assigned to um you know whatever wherever you're supposed to show up you know that'll have kind of a list view of it um under sales appointments we'll we'll
9:34 show all of them so even appointments that you're not assigned to and so if you've got you know multiple people scheduling appointments in your company or you know somebody else is going to be taking on a a meeting um that all appointments will let you see everything in one place and then similarly under the calendar you'll see um a new item here appointments and you know that's going
9:59 to have the same thing um a list of all of your appointments that are coming up and scheduled and things like that um and if you want to just limit it to yourself you can do that as well so um all pretty straight forward so Roger's asking is there a way to create a link to share with the client so they can selfs serve for booking an appointment [Music] absolutely and so I didn't
10:22 plan it I didn't plan it Matt he asked I love that I love that already so let's take a look at um probably the more common and more useful use case which is hey I want to um have somebody else schedule a time with me so if you go to um to kind of get started if you click your name in the top right and go to appointment scheduling you'll see all of the options here first off you're
10:51 going to see your appointment availability um we're going to default that to the same as your booking by default but you can you know uncheck that and that's probably worth doing you know you probably don't want appointments at you know 3:00 a.m. or something so um you know if you want to set that to 9 to 5 or you know whatever hours yeah I could see our customers doing kind of more
11:15 day appointments right you don't want to encroach but maybe who knows we'll see another thing that that you might want to do is um you know if you do like I know um it's pretty common that that you know where DJs maybe are doing a events frequently at night and so you want to take your appointments during the day and your events at night so uh you know just to avoid conflicts and avoid somebody
11:35 booking an appointment during a time when you would prefer to be um you know actually doing an event um so real common to kind of you know adjust your availability for appointments and then underneath that you'll see a um a panel for scheduling widget and those are going to basically be the the options for what the customer is gonna um be booking with you so you can adjust that you
11:59 know we've got some defaults already set up you know we'll say 30 minutes but if your appointments are typically shorter or longer um you can set up uh longer time blocks for that um if you want to have a a minimum time between appointments you know a little buffer between you can do that um the minimum notice what that's going to do is make sure that you don't have an appointment
12:21 scheduled you know say 10 minutes from now um it's going to put a minimum uh buffer lead time so to speak yeah exactly lead time and then the maximum days in future um if you don't want to take an appointment you know six months from now uh you can put a limit in there so maybe maybe a week maybe 14 days something like that next you'll see uh this option prevent appointments
12:43 during and the default is going to be assigned bookings only and so um you know if you're again um a single op you know you're you're doing all of the events you may want to change that to all book and so that anytime the booking comes in you may want to block off appointments during that or you may just want to block off the ones that you're you're personally assigned to and then
13:05 under that you're going to see um you know where will the appointments take place um and so the uh invite the the person scheduling it will be able to choose from these options as far as where the appointment will take place and so um you know you want to select at least one um but you know you don't need to select more than one if you don't want and basically what you're going to do is just
13:29 kind of set up like how do you want your how do you want these meetings to take place you know is it going to be something where people are coming to your office in person or more commonly is it going to be something that you're doing virtually or over the phone or things like that um you know at launch we've got inperson a phone and other uh coming soon will be zoom and I'll show a little
13:53 teaser of what that's going to look like uh We've got to wait for Zoom to approve us we've got a little bit of a um little bit of a of an approval process to wait for on that so very soon uh Zoom integration will be coming um I guess probably Google meet too um I don't know if there's any anything else that people use for um for that sort of thing uh let us know if so um but I would
14:17 say zoom and Google meet are the the ones that are pretty obvious and then below that um just kind of you know this is going to be an invitation message so what are the customers seeing when they schedule a meeting with you and then what confirmation message should they get when they uh book you and then if you go all the way down to the bottom you'll finally see that link that
14:38 you can give out to people to book the time and so let's copy that and go see what that looks like Jim's happy about the prospect of Google meet integration M okay good to know yeah and I know people use uh Microsoft has one too right um teams yeah team okay yeah so so we're open to to these Integrations um just let us know if it's useful so once the customer goes to um you know
15:05 once you send somebody that link whether that's in an email or on a web page or you know you can embed this within your website as well they'll see a widget like this and again it's just going to kind of have an overview of what the appointment um what type of appointment is being scheduled how long it is what that invitation message that you setup is and they'll be able to choose a date
15:29 choose a time um you know choose where that meeting location is uh go back you know all that type of stuff and so I'm going to choose let's say Skype you can all watch me type for a minute put a phone number in there um the phone number will be required if um if phone is is set as the option then we also have this option here to allow uh additional guests as well so if I wanted
15:59 to invite Jud as well I don't want in I'm out no I and so and then if the customer has any other notes um they can put that as well and so they submit and I get an error because that's not a real email address let's do and so once they do that um we'll get an email say or you know message that confirmation message that you set up uh that'll be shown to them uh the
16:37 appointment details will show up and then in my in um inbox I'll get an email um you know as as both the staff and as the uh attendee and so if we go to um if we go find that appointment let's see I think it was this one and we go and look at the messages tab we can see the messages that were sent out so in this case a message was sent out to the attendee um with the details uh message
17:07 was sent to the admin so me and my admin role um receive a slightly different one with the link to you know manage that appointment and then um and then Jud got a copy as well since he was also on that email and so um under that messages tab you know you kind of similar to bookings or leads or proposals things like that you can see all of that message history um you can kick off manual emails
17:32 if you need to for some reason I really like that it feels M I love how it feels familiar you know what I mean like people should be kind of be able to manage through it pretty easy I like that yeah yeah hopefully it it just kind of me you know real similar to like the bookings and proposals and things like that um and then if you want to trigger an email um an automated message
17:54 you can as well so if um you know say these uh we've got some reminders already set up in your account too so I think about an hour before the appointment um an email will go out um you can also manually kick that out if you want so if I wanted to do that uh you know in a minute or so the an appointment reminder will go out and so again Jud got a reminder hey just a reminder
18:20 that your appointment with uh check Cherry is coming up and all the details so um real simple you know pretty straightforward um that uh email will also include a um at least for the customer it'll include um an IC file or one of those um calendar attachments so they can just click to add it to the calendar as well I got a question Karen says can we create more than one meeting
18:48 type say one for initial consult and another for a planning meeting um not currently [Music] um not yet makes sense um yeah I guess what would be well I guess let me ask you what would be different about it would it be the appointment length and things like that that would vary or would it be more like I just need like a time or a type on the and Karen you can chat in or just unmute
19:17 yourself and and share with what you're thinking yeah um so for what we do uh we tend to integrate stuff into emails and stuff that we set up for our clients so if they were you were sending out stuff that was a lead campaign and you were saying hey here's where you can get into a meeting with us that would be specifically for an initial consultation and maybe that's a
19:46 much shorter call right than a planning meeting is a planning meeting could be an hour or more depending on your clients right yeah especially when you're talking DJ stuff there's a lot of details to go through and some people are horrible at filling out planning forms so then the meetings take a lot longer than anticipated right but I mean an initial consult could be something
20:04 that's either on the phone or in a zoom you know or even in person if they wanted to meet up for coffee or something but a final planning meeting is probably the resumer and inperson you know sort having a few options right L yeah yeah make sense yeah and I did I did have one other question if you don't mind is there going to be way to remind clients about the appointments
20:28 that they've booked that's a big reason why we tie in calendly right now to everything that we do so if it could do that and it would be able to remind them by email and by text that would be amazing yeah yep absolutely so um yeah so to the first point yeah I think it makes a lot of sense we kind of built it um the way it's built we can um you know I don't think it'll be too hard
20:50 for us to add different different calendars or different um you know I guess I'd call calendars or meeting types or something um it just kind of was like a confusion thing like oh you know is that something that would be useful so it's good to know that it would be um as far as reminders can we let's let's get to these other questions before we hop into this if you don't mind so
21:10 Carlos has his hand up maybe he has something you know but I think we haven't covered the whole reminder set and that's a another segment so to speak so go ahead Carlos what do you got uh okay so I'm with Cent's opinion right now because yeah sometimes we need the initial uh appointment with the couples if it's a wedding or a corporate client right so where we talk about different
21:34 details and so on after the booking take place for me as a DJ unfordable sometimes we need more than one appointment with the client before we finalize everything you know to go over detail for for example DJ situation ceremony cocktail hour uh first dance father and daughter dance you know all those details we go over a couple calls before we finalize everything but
21:58 similar to Karen the length is the difference right you need more time basically like hey a sales call I don't want to book off an hour but now that you basically signed and paid I'm willing to book off an hour exactly yes okay cool and then Geral what what do you got for us you yeah we're very similar like if we're doing DJ because we have DJs if I'm having an MC
22:18 meeting an initial one it's like at least an hour an hour and a half for that meeting if somebody's phing with a photo booth I can can knock that out in 15 minutes or 30 minutes and it would depend even on just which way it comes in So yeah so having we use calendly now and we literally have probably four different calendars and the primary thing that separates them is 15 minutes 30 minutes
22:43 an hour two hour me so makes a lot of sense yeah absolutely so um yeah so I think um you know I I think like I say we kind of you know thought that might be a thing that would be useful so um so I can definitely see that making it in pretty soon um one more before you start uh Jim says may I miss it can you sync the Google Calendar so clients can't book when they
23:08 when we are busy yes so um so basically when you sync your Google calendar so under sales calendar you know see here sign in with Google I don't think I want to do that actually um I a bunch of stuff on there um once you sign in with Google there's an option in there to um as to whether you want to block appointments um or you know block bookings um and so yeah so
23:46 that that is an option so um so just uh go to a sales calendar and then um chat with us if you can't find it and so as far as the um reminders automated messages things like that so um under manage automated messages uh the appointments are mixed in with other and what you'll find is um we've got a few that we've added to your account already so a customer appointment confirmation
24:15 a staff appointment confirmation um you know and that's going to be the details of you know of what the um you know what what that email is going to include um it's going to include the the meeting uh full details so regardless of what they choose there whether it's you know in person Zoom things like that uh those details will be uh filled in there and then similarly with the staff um you
24:40 know that'll be a little bit more formatted to uh to be a little bit more information dense and then um you'll also find uh a couple of reminders in there as well so I think we send a reminder approximately 1 hour before uh you know just reminding them that hey your appointment is coming up um similarly we send that to the staff as well and when I say staff I mean the assigned staff
25:05 on the booking so um you know so if you're not on the booking you're not going to get that email but by default the whoever's on assigned to that appointment is going to get it ask can those be set for specific time like sent two or 24 hours before and one hour before email and text reminders yeah so by default we've got one that goes out uh an hour before but you can change
25:28 that or you can add additional ones as well so if I click um on that new uh what does it say new automated message I can add additional reminders there and so um that's going to include things like uh basically you'd probably want to use the appointment schedule time and so you'd want to say hey uh one day before or you know 12 hours or 24 hours whatever it may whatever the case may be um
25:57 before the appointment is scheduled and then you can include whatever information you want in that email and so uh similarly you can send out SMS reminders as well uh we don't do that by default so so that is one that you would want to enable if if you have SMS set up in your account um and basically that's going to be the same thing you know maybe an hour before maybe 24 hours before
26:20 you can have that go out and um as long as we have a phone number for them they'll you know we'll send them a textt message P's funny she's like sorry for all the questions we don't mind it's great y it's fine you know and we also recognize that this is a first iteration of appointments and we can see a lot of different ways it can be better and so um so that's the reminders um we've
26:41 also got you know there's some things like um I don't know if I don't think we have this in your account yet but a um an appointment rescheduled so if you want to get a you know kick off an email easily when something gets changed you can um and if an appointment is cancelled um that can uh Jim Jim's asking can the email or text be sent to the review queue as well um so I would
27:08 assume yes so it works just like the other ones yeah and soq if you want as well then Andre says they want to make a make calendars for different services so I'm not following 100% on that one um so but for like Photo Booth or DJ I mean I can understand that um but maybe you want to clarify Andre and then Gerald has his hand up go ahead I don't know how to put my hand up could
27:34 someone tell me really fast no go Ahad uh I think you can do you there's a little dots or something like that next [Laughter] okay um but feel free to ask a question go ahead you hopped in go ahead we're cool all right sorry to interrupt everybody so my my main thing is is that obviously this is the first iteration and this is awesome so far um I want to add to the point that people were making
28:03 about having different types mainly be time based variables and I agree with that but I also want to add more things on top of that such as a final planning meeting might have XYZ employees available to be scheduled um and a initial planning meeting might be with our office person or meeting with you know I mean it might have different types of people for different types of
28:29 meetings on top of time on top of um po different availability so in other words yeah I get yeah so but yeah that was my main thing like on top of time it's to down the road obviously this is iteration one this is awesome love what I'm seeing but it would be important to add some more variables that rely on the actual yeah and some of the things we want to do are things like uh bring
28:55 in more calendar integration at an individual user level stuff like that so that that's going to be important for those features to work well but it makes a lot of sense to kind of be able to hey these people can do these meetings so pick you can kind of pick one um yeah yeah if if bare minimum that in the time thing that'd be awesome but you know I know you guys are working hard so
29:17 that's just yeah no we don't mind we we like the feedback a software guys we're used to uh to the uh hey does it do this yet it's like not yet um so F uh Gerald what do you got for us okay uh just three quick ones um when the meeting location when you get Zoom hooked into that will that be one of the meeting locations that's easily like selectable zoom in with the zoom link yep and how
29:39 that'll work um I can even show you quick demo of that I think here in my development environment so when you go to [Music] um let's see yeah so you'll be able to connect your Zoom account and because this is on the user level um different people you know this is basically going to be your Zoom account you know for the the person hosting it um and when the appointment is scheduled
30:04 see if I have one here already um what we do is uh that'll be one of the locations and then we'll automatically create a zoom appointment um when when that happens with all the details um okay that'll include the link and everything if it changes for some reason you know you come in and reschedule it we'll sync that change to zoom and then if for whatever reason it's canceled
30:31 then that'll be deleted from Zoom so should keep everything um pretty nicely in sync um you know if you log into your Zoom account you'll see all the upcoming appointments and everything as well so um so that'll happen automatically and then on the customer side um or I guess I need to go to this link um the customer will see that as an option as well if you have that set up so they'll
30:57 choose their time it looks like I don't have that enabled but they'll see uh you know in lie of this or in addition to this they'll see Zoom as one of the options um for that meeting location and of so when the customer select do they see all of the locations or just ones that you like because that was kind of my followup on that is yeah with the appointment so we'll turn off so if
31:18 I come in and turn off these and just leave Zoom then what it's going to look like is is something more like this and we should probably even just I think I think what you were mentioning was saying if it would CH that would change based on the the type but that's right now it's based on the person individual calendar yeah and so technically you actually could create I suppose different
31:45 calendars by by different users but um but like I said we'll we'll probably you know we'll be uh willing new stuff on this good feedback soor I was just going to follow up because that would be one of the other stipulations on count on length would be how it is because we do 95% or 90% of all of our meetings are all done on Zoom but we can take a phone call if it's something as
32:11 simple as hey you know do you have a photo with available they're on our website they know what a they've seen a photo we don't have to spend a lot of time that's something we can do over the phone trying to sell you know big DJ packages we we have to do it in Zoom because we got to show them all that stuff um and my other question I had is uh are the appointments um are they brand
32:28 specific like do they have different calendars like different appointment schedule for different brands or is it just one that goes right across everything um it basically it's it's more I would say more user specific so it's going to be across everything U that being said depending on you know which what link you use I mean if if I switch over to um let's go to the website integration here
32:52 um if I switch over to my being shot's brand and I use the the link from there um you know we'll make sure that all The Branding all the email automation all that type of stuff is going to match the the beam shot's name so um you'll kind of see in the name it's basically we're just using the you know the URL to to tell what what brand we're we're dealing with and so um so you
33:18 can tell like each appointment has a brand and you can tell what it is um but they're not like you know basically the same ways how bookings work where every booking has a brand and that'll impact a lot of stuff but they're all on the same calendar excellent okay because that's why I was sticking my head TimeWise the DJ company brand will need longer appointments than our photo booth
33:39 would versus our our budget brand kind of thing so exactly yeah there's a question here about is there a setting to delay before clients can book an appointment for preventing them from scheduling a meeting that starts in 5 to 15 minutes um the answer is yes there's a a uh what was it called under appointment scheduling we've got this um I guess we call it minimum notice minimum notice
34:03 maybe we should change that to lead time but basically you can say hey I need at least an hour a day you know yep can't imagine doing a week but love the questions um yeah then we took a quick look at the the website integration but basically if you do need to embed this in your website you can of course so um manage website integration and you'll see it along with all
34:30 the other widgets we have um basically same if if you've embedded any of these before um you know it should make sense you'll copy the HTML and then you can embed that within your um within your website and um you know it's going to basically look real similar to uh to the version that we uh showed before just you know smaller so it so it fits there so you can also CH which
34:53 calendar you want when you're doing that event too so now do we got anything else I think that's about it I guess the only other thing that might come up so um you know how do you send these links to people obviously you can you know you can copy this link and and um you know manually send it to somebody um but you can of course include these links in your in any of your automated messages
35:21 so if you want to have a message you know your your uh customer booking confirmation um you know you can include that you know grab a time here and um and then they can click that to uh to book it so um so basically anywhere you use that link um you know whether it's automated messages manually on your website um things like that you can do it I got more questions is there a way to add custom
35:48 questions when they book in a meeting so the extra questions um not yet um it makes sense and and I guess um kind of a one thing wanted to I guess uh do do you have an example of when that would be useful yeah so she's basically she says Karen's on it so she says i' like to ask clients how they did with the planning so they don't show up with nothing completed basically so she wants to kind
36:19 of like push you know which that makes sense um yeah but the short answer is no right not yet not yet no and yeah I kind of wanted a little feedback on that one um you know the other thing that occurred to me is you know obviously it could tie into our lead forms um and I think some kind of tie in there is you know is something that we'll definitely do um if you have you know ideas or
36:48 things that would be useful on that you know let me know there as well but rck says I would like to see the schedule of meeting be driven from lead proposal or booking and so um maybe Rick you can give us some use cases but you might be able to do that with the automated messages and sending links yeah you can do that with an automated message you can do it with in your lead form you can save and
37:09 redirect to a URL so you could send them to the the appointment field after they fill out your lead form um but more on the L lines of having an interactive capability that you know you're having a uh text dialogue or an email dialogue going along going on and you say you know what let's go ahead and you know just get on a call can you you know meet in five minutes type thing
37:35 and just be able to you know have something that say within the lead itself to click on and say all right let's do schedule meeting right here it populates you know all the the pieces for you so that you're not you know searching for it and typ for it stuff like that so if that happened to me I would just send them a zoom link real quick I mean that's how I would do that I wouldn't even bother
38:00 with what what information would you need from them well it's one happen in five minutes well I mean it could could simply be that we're need to review some uh template designs or um you know or timeline scheduling or something of that nature um but you need to have that you want to have that visual piece that you can share um but again it's like if I if it's Incorporated I have it
38:28 integrated right here means that I don't have to go out to my zoom or go out to teams or whatever the case may be to create that meeting to have the link to be able to send to them if it's being all done right here like you can do it one thing you could do um as of you know today would be um under the custom templates you can set up uh email templates for that and so you could have have a
38:55 quick a quick message um template that you send out that you kick off that would do that um but yeah I think it makes sense to you know get that tied in more um you know more integration I think certainly makes sense so so more on the custom question Jim says I ask clients to upload their email or upload or email their timeline if their venue provided them with one ahead of the planning
39:17 session so that's just good feedback and then Carlos has had his hand up for a while we're ready for you no that's fine guys so no I just want to add that I really like the the feature already like I'm I'm adding it right now to my website I'm copying the in bid code and I G to paste it right now in my website so I can have that option for my clients in there and guys like I'm the guy
39:41 the kind of person that I like to simplify my life you know what I mean I don't I don't want to have like different stuff to do one just one task and having this option right now with you guys what your like say just let me know I'm ready love it yeah I think uh you know one calendar will work with a lot of our customers also um and then for the bigger operations um you know multiple
40:06 calendars and multiple staff users and um and we got some good feedback I think with absolutely was good yeah Rocco's got his hand up go ahead Roco I can stop sharing now the last time mute hold on you're muted one second let's see if that works hello there you go yeah oh okay sorry about that um okay so just to clarify um th this feature can like import my calendar and and block off
40:45 time slots where I'm busy like for example if if I use I calendar or I use my Apple calendar um and I have you know you know it could be anything could be I got to pick up my kids at the at school or stuff like that can I import those calendars and then those time slots will be blocked off Check Cherry currently supports Google Calendar and you can import one Google Calendar basically for
41:18 your account um at the moment um we think it makes a lot of sense to have each user bringing in calendar data and to support um you know I guess outlooks 365 calendar Matt's one of those people that uses iCloud so I use iCloud um yeah I'm an iCloud guy and last time I I because we actually use cenly ourselves for for scheduling and oh my God getting iCloud to work with Kenly
41:44 was a nightmare because iCloud has this like you have to generate like like these um they don't even they don't even support it they don't even support my calendar anymore C you can I did it but it was a nightmare um so I don't support iCloud or not I would like to but um but you can definitely um what you can do though is if you do set up the Google Calendar Sync um Google Calendar will
42:12 sync with with everything else as well so you can kind of use that as like your Hub and oh boy and then kind of you know because your your Google calendar will show up on your you know devices and everything um you know that'll sync so so I think that's kind of what what a lot of people use is like the the master is is Google Calendar just because it is so widely supported but um but
42:34 potentially uh potentially but like I say after uh seeing how how bad the experience was like trying to get the code and everything um you know I'm not sure that I don't know we'll see my Cloud's not going to make it oh okay all right thank you um yeah so but we it it's obvious that you know having more uh you know external calendar data at the user level would be helpful for features
43:02 like this and other features of check Cherry right including scheduling staff all that stuff go ahead Rosie um thank you so yeah two questions one is I don't know if I missed it somewhere but when we I guess activate or link to the zoom feature are we using our personal Zoom account to I guess support disintegration yeah you would be responsible for your Zoom account okay so if you have like certain
43:31 levels because some I think like the free one is whatever is whatever but when you have a paid one you could have up to an hour or longer okay um that was number one number two on your dashboard the calendars when you look at them and I think I've asked this before but I would like to bring it here but when you look at the dashboard and you look at the calendar itself the color coding
43:54 itself right like there's like the greens are very close so you just pulled it up the two greens for confirmed versus whatever this other one is is there a way for us to customize that there's not and I think you're the only person that's ever mentioned this and kind of the way we operate is if if we don't hear it from other people it just it becomes like got it lower priority I can
44:24 understand what you're seeing one's in Black text one's in white text I mean I think that that's one thing um you know feel free to bring it up occasionally I mean I think it's it's fine but we just I think you're the only person who's ever mentioned it I'll the enough that's okay I'm just a v I'm very visual you know but we do get a lot of or not a lot of but we do get from time to
44:47 time is people want different colors for different Services you know weddings versus Corporate and that and it becomes like well then how do we how do we handle that with all the colors we already have so I just been for the the status so like if I know if in my in my funnel it's it moves from one color to I know it at at a very quick glance I know how many I have booked without having to
45:11 read the details but that's good thank you yep I've asked in the past about the colors for the brands if you could separate like all the bookings if you could get different colors for the brands on it so when you're looking at the to like all of them because as we know the brands integrate the same equipment and stuff depending on it that would be honestly I use I I still am hanging on to
45:31 DJ event planner and I plug in the events in there just because I can quickly look at the calendar and I can see which is photo booth company which is DJ company and all but it's all still together I know you can siphon it by different ones but yeah it does all run together when every booking is all green no matter which brand it it happens to be under yeah and I don't know what you know
45:51 if that would be I don't it's something that you know obviously colors wouldn't be that hard for us to change or like have a there's already so many colors yeah but then it becomes almost like uh you know color rules or something where based on packages so um so potentially there are 60 million colors out there at least right so there's lots of colors right I mean kid the previous comment
46:18 was the colors are too close together too you know colors are actually black and white I mean I get it I mean just it's just I think it's one of those areas where um there's already a lot of colors I mean I don't you know yeah one thing you could consider you know I don't know yeah but we're open to feedback you know what I mean I get it I mean it's not not to say it's you know I
46:39 I understand the perspective I get it yeah and I know when you're living on the calendar it's you know being able to see things uh and the other thing that I wish we could do that we can't is um you know when we sync to Google they don't let us control the color at all that's that's all built into Google so um but um but yeah and then I guess one other thing we didn't mention was under the
47:03 dashboard um there is a let me go back to this one there is a new [Music] um widget there for senior appointments as well so um so feel free to add that to your dashboard if that's something oh nice want to see that front and center so um and that's under um if you click uh the the customized current dashboard that'll take you to where you can add that so oh got another
47:29 hand up go for it um when do we see some of these not that we're rushing you or anything but when do we see some of these upgrades being put into place potentially obviously without you guys diving in looking at code things like that do you think this is a short-term goal longterm what are we thinking I think it depends on how much feedback we get how much usage we get that'll
47:55 help us prioritize um you know I would if you know hang on to what you're currently using you know if you see what here isn't working for you um you know I totally get and appreciate the feedback and um I'd like to see stuff like I I mean obviously this is a new this is a bigger new feature of check Cherry right this is like um so there'll probably be stuff this year I
48:20 don't know it's tough to say we we kind of the we develop software is really based on uh customer feedback and then sometimes things just make more sense to work on than others and other things you know need to be in place in order to you know like a good example I would say that um connecting calendars to user accounts becomes a lot more obvious and important when we have an appointments
48:47 feature is that makes sense like it's so it's like oh wow so it kind of like gets more priority or becomes more urgent or you know something of that nature so but yeah and I would say you know off hand based on you know kind of the feedback it seems like U multiple calendars is or multiple you know scheduling options is is probably real high priority um Zoom is coming real soon once
49:10 we once we get that submitted for approval now that it's live um so Zoom will be coming real soon um you know Google meet I I don't think we'll be too far off uh and then uh we didn't talk about the app but an update to add appointments to the app is gonna go out in the next you know couple of days as well so um so yeah Richard it'll get there yeah thank you I love the app by the way good
49:36 thank you okay so Jim says love this thanks guys we'll definitely start using the you know know uh so J you've got some announcements for p yeah can you go to that link I sent you or is that easy to um are you having a mixer because I was just about to ask yeah yeah so there's a um I pasted this I guess I'll paste it again in the chat for you guys to go to this
50:04 page so we just put this up so there's a few things obviously we're going to be um on the trade show floor we're really easy to find on the photooo side um and we're doing the key card sponsorship again um there's going to be a check Cherry Meetup at the check Cherry Suite that's on Monday at 6 PM there's a link right there to RSVP we'll also send this out via email um and
50:26 then we're doing office hours so there's I think there's like 16 15 minute slots to do uh a 15-minute office hour and I'm actually using uh chech Cherry's mini session feature for this so we're dog fooding over here and you know what Matt it was pretty easy to do um and then finally I probably the biggest uh most consistent feedback we heard last year at the show was how do I get
50:52 the most out of my check Cherry subscription and so doing the webinars is part of our answer to that um but we're also doing a master class on check Cherry tips from the founders that type of thing um so that's Wednesday at 4M um so those are the options right there obviously will'll be on the show floor as well um and we'll send this out via email the links in the chat uh feel free to
51:15 you know we'd love to meet you um on Monday night so feel free to register we just want to know how much beer wine snacks to have um and then um obviously the office hours if you're interested in an account review or anything of that nature um we're there so we got more hands up so Carlos go ahead sorry guys last question so I'm trying already the widget right like I promise and I
51:40 don't know where should I go to set up a different time bracket for the appointments uh because I see some availability around like 12:00 in the morning 1 in the morning so I don't want people to have that option I just want to have a bracket in between is that makes sense y there's uh there's an option uh one you can CH always chat with us and again everybody you know feel
52:08 free to chat anytime there's questions okay um you know but there's an appointment scheduling link right there yep and then there's uh if you say you know uncheck the same as uh booking availability and got it basically set um and that's going to look familiar from our book settings so then we got Roco has his hand up too let me I'll ask to un
52:37 mute where was that page that sorry sorry uh I don't know why when I tap on the unmute thing it doesn't do anything uh sorry okay uh two two quick questions any chance you guys are going to go to wppi not this year why do you ask tell me why because I'm gonna I'll be there okay cool yeah no um we've kind of that that was is it like in March or something right it's like right yeah it's
53:11 in March yeah I um I guess we're always you know after photo with Expo we you know we're like we're burned out I don't know we should try it sometime wanted to go but it's like ah it's so close yeah Expo so we haven't done is it is the photo booth Expo like the week before or the week after or it is uh the 17th to the 19th or what I think what what do they got here basically we're driving out
53:41 on Sunday we're in Southern California we're coming back Thursday that's Fe you're talking about February yeah in like a week oh okay okay yeah um second second question it's a little off topic is is okay to ask an off topic question real quick are are there any uh anything in the works for some type of music selection feature Matt I didn't plan them I promise is that's a
54:14 good question because we have a good answer for you uhuh there is something in the works yeah that's probably it's probably worth being its own thing but yes uh there's a u u we've got kind of a we've got some typ coming so yeah I think you guys are GNA like it it'll be you know again just a next iteration um we know that uh it's kind of long been something that the DJs want
54:37 from Check Cherry um and so we'll keep on inching our way towards better solutions for you guys on that but y that would be fantastic thank you yep anybody else got questions D where where was that page that you just showed earlier that had all the events um if you it's not linked anywhere on the website in the chat I just popped it in there um not no actually I take that back I'm
55:06 sending I'm not putting it to everybody hold on I put it to to a person there try that okay yeah but the Meetup last year we did it was funny last year was the first time we did the Meetup and we were like Matt and I we sent the email out we we both were like maybe there's going to be like five people that show up and we ended up having like 60 RSVPs it was great it was really
55:25 fun it was great to to meet everybody it's fun to chat with other Check Cherry customers and you know that type of stuff so I was there it was really cool yeah it was fun I had a good time that's fun um but there's the link and we'll be we'll send out an email um you know I might even include a link to this stuff in the uh recording of the email so and uh well Karen's not
55:49 going to be there next year or another time um you know and join us on the zooms you know yeah we don't have to wait around for Expos to connect which is I like that so yeah well everyone thanks for coming um Roger said hey Roger's gonna be there with his wife Anna awesome love it so um please RSVP come you know and uh and yeah we'll be good to go all right guys Matt good job thank you
56:19 thanks for the feedback everybody we appreciate guys you appreciate you thank you thanks Co bye
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