Getting Started with Check Cherry: The Ultimate New User Webinar

0:05 one sec okay I'm all set over there um do I make you the host again now is that I don't know that you need to next time okay cool um do you want me to do the intro do you want to do it um either way yeah go for it take it away okay cool hey everyone um

0:31 well I guess we got a minute let's wait wait one minute I got I got 5:59 p.m. um all right let's do it hey everyone uh so thanks for coming tonight to tonight's webinar um this webinar is really focused more on ERS those neuter check Cherry we're going to cover some basic features help you get set up um and ideally

1:02 U we'll have time for questions at the end I think is how it's going to go Matt's going to be doing most the driving um and we'll kind of go and I guess you know I'm Jud I'm one of the co-founders Matt is the other co-founder of Check Cherry um so you'll see us on chat and around you know and we appreciate you coming so I guess Matt take it away yeah absolutely

1:25 thanks chud let's see here let me share my screen okay so um we've got slides watch out so thanks everybody for coming out um as Jud mentioned this is going to be kind of begin oriented so it's just uh quick look at check Cherry um we're not going to try to go through all the features it's just kind of a getting started for um you know where to where

1:51 to get started where to um where to go next so um you know so uh you know thanks for joining us and I think if there's one thing to take away from the webinar um you know hopefully from talking to us you've kind of gathered you know uh just chat with us from within your account um we have great chat support and for a lot of questions they're just you know they're they're

2:16 very specific to your circumstances to the types of services and packages you're you're offering so um you know so feel free to ask questions we'll point you in the right direction if we have a good video we'll share it with you um if we have links and screenshots we'll do that so yeah I me just add is that CH is known for having great customer service uh we do it primarily

2:36 over chat we will schedule zooms occasionally but the chat customer service has worked out really well for us over the years so if you get run into a snag don't be shy uh open up a chat start chatting with us and we'll get back to you exactly and so very quick reminder of you know what Check Cherry is or kind of how we think of the product um you know I think we

2:56 advertise it in in various places as part CRM part shopping cart and part scheduling app and um you know kind of combining um you know Event Services is a little bit different than a lot of other type of types of sales and and online uh you know things so um so basically we kind of combine those three pieces and our goal is to just make it as easy as possible for you and

3:24 your client to do business uh you know easy to make pay pents easy to you know have everything in one place and um that's our goal so the easier it is for your clients um you know we think that that helps with a better customer experience for you know that you're able to provide your clients and um we think that that makes for a good product Central Central Florida photooo says cc is

3:47 badass love it thank you for the comment and so um I guess to build on that you know with cck cherry we hope you'll look more profession um you know hopefully free up some uh free up some time and uh ultimately close more sales and ideally you know enjoy running your business more so um so to kind of dig into that you know part CRM um you'll hear that term a lot um

4:14 and that's basically customer relationship management and so you know we have a lot of features around that you know things like um collecting client data saving client data um uh contracts so signing contracts with your customers you know having them agree to your terms or your contract or things like that um reporting tools uh message history uh questionnaires for you know

4:40 planning things out and automation around that and then similarly on the shopping cart side um you know you can do things like setting up packages and add-ons uh we have a customer portal um you know you'll have all your book team details in one place um you know as the customer can kind of go through and build out their um their event and and customize it for them and uh make

5:05 sure that you know you have everything you need uh Payment Processing you know similar to uh any online shopping cart you know payments are a big part of that um and again kind of online booking and things like that so um with all of these you'll you'll find automation is a is a big piece of it and so things like automated follow-up emails when somebody books you online or

5:28 follow-ups for your leads or things like that all things you can do with Chet sharing and we're you know part scheduling apps so that includes things like managing your availability and um seeing all of your bookings in one place and seeing you know perspective uh leads in one place um you can see that all on your company calendar uh your staff can have their own calendars and they can sync

5:50 those to their phones or to their computer uh they can add blockout dates you can add business-wide blockout dates if you can't serice certain dates you know if you're going to be out of town and again more automation there's that word automation I just want to comment on automation which is check Cherry helps uh customers a lot with eliminating what I would say is boring low value

6:11 tasks so for example customer and scheduling customer you know you you assign a staff member to a booking they automatically get an email or a text letting them know you know stuff like that and if you free up your time from the boring stuff you can be more personable with customers close more sales and I think that's the win exactly and so let's go ahead and take a look

6:33 here I'm gonna switch accounts here give me one moment and feel free to drop comments or questions in the chat at any time um I guess we'll just kind of go and walk through some some uh Basics um and again chat with us from within your account at any time chick Cher is known for having customer service via chat exactly so so quick overview you know you sign

7:02 up for Check Cherry um you know if you haven't already just go to the website cheer.com hit the the free trial button in the top right um and it'll ask a few questions about your business um I've called mine sample business but it'll have your business name and things like that and so just a very quick overview of you know you come here you have a blank page you know where where to

7:23 start you know what is here um and I guess kind of just going from the top you know in the top left you'll have your logo that's eventually you know these logos and colors um as you get set up are going to match your account um you know kind of look a little bit you know seamless with your website um here you'll have a global search so that's not going to be too useful in the beginning

7:44 but as you start to add bookings and proposals and data into your account um that's a real quick way to find um anything you're looking for uh your dashboard is this you know kind of an overview of your business and you know now that we're getting started there's not not a lot here um as you start to get data in your system this will be replaced with graphs and upcoming bookings and things like

8:05 that so you can see what you need to um you know what's upcoming your sales drop down that's I kind of think of this as your day-to-day things so um you know your bookings your proposals your appointments your calendar all that type of stuff you're going to find in the sales dropdown and those are typically the things that you're just dealing with on a day-to-day basis you know

8:27 somebody calls and has a question they email you um they need information you need to know where to go that's all going to be in your sales dropdown and the manage is going to be more of your setup so you know where to find your packages and add-ons and you know we'll talk about that a little bit more later um but that's also going to be more like business settings you know setting

8:47 up s sales tax or travel or things like that and then your name is just going to be kind of a little bit more you know specific to you personally so uh um you know if like your personal appointments rather than the business-wide ones or your personal calendar rather than the business-wide calendar and then in the very top right you'll see

9:07 this create new which is a real quick way to create something real quick so for instance you know if you want to just send somebody a proposal um you know it can take it can be as easy as clicking create new create a proposal and you know most of the fields are optional so you can literally invoice in you know somebody within within a minute or so it doesn't it doesn't

9:28 take a lot of a lot of work to do to do that um if I go down a little bit further uh within your account there's uh you know when you first sign up we'll have an intro video so that's kind of another way to get a feel for check Cherry and some of the features and um you know some of the things that are possible depending on what account type

9:48 you selected that video might be a little bit different so I chose photo booth and so I've got something a little bit more photo booth specific there's also a link to more to more videos so if I click that I can see you know things on uh videos on proposals on payment processing on discount codes and lots of things like that so um lots of resources available um and then probably the

10:08 most useful thing though I would say is this getting started checklist so these are kind of the items that you're going to want to go through and configure on your account um you know things like your logo you don't absolutely have to have a logo but it makes your account look a lot nicer um you know looks more professional to the customers we'll show that logo on your invoice things like

10:31 that we'll dig into this a little bit more later and then if you scroll down um there's uh going to be a place where you can schedule a welcome call so feel free to um grab a time and we can do a one-on-one Zoom where we talk about these things in a little bit more detail um mat I want to add a comment on the welcome call so what I've seen is the most useful welcome calls tend to

10:54 be people of kind of um played with the system a little bit right set up some packages kind of kicked the tires you know done some stuff and then they can kind of bring specific questions basically um to the welcome call so abut yeah and then the very bottom right um I don't have it on my account but you'll see a chat widget and so that's where you'll chat with this just

11:17 click the the little circle icon in the very bottom right and you'll be able to um to talk to us and you know ask any questions that come up so so that kind of out of the way um I think one of the things that that's worth understanding or kind of one of the Core Concepts of Chet Cherry is we have the concept of uh leads proposals and bookings and so um you

11:39 could kind of think of you know each of those kind of you can kind of think of that as our sales cycle you know somebody might come in as a lead um eventually become a proposal and then eventually become a booking and then within each of those you know they might there might be a number of different statuses that somebody kind of goes through um as a lead or as a proposal or

12:02 as a booking so um so I kind of want to start by just reviewing you know what we mean by that you know what is a lead um and basically the the way we think of a lead is somebody that's expressed interest in your services so um you know they've reached out to you via one of several ways and typically what you're trying to do with the lead is push them to the next

12:26 step you know push them to the stage where they're a proposal and to do that you generally need more information from them so if somebody um you know calls you up and leads a a message on your voicemail you know you might you know they're interested but you might not have enough information to yeah I think if I can add in some things U you know is um I think the idea that

12:47 a lead is just kind of a somebody who has some interest it's a record a name phone number maybe some additional information whatever it may be but they generally they're not qualified right you don't know if they want to proceed for whatever reason um and the goal was to kind of figure out do are they interested in proceeding and you know what do they want what do they need are they good

13:07 is it a good fit that type of stuff yeah exactly and so then the kind of The Next Step would be a proposal and a proposal is somebody where um you've given a a quote or you know you've given pricing to so if you have enough information to give somebody pricing and you know um you know you know their date you know their time things like that then um they're probably at the proposal

13:29 stage and a booking or a confirmed booking is uh basically after they've accept after they've signed and paid so um you know once they've confirmed and you're definitely going to be there um that person is a booking and so um so kind of starting at the beginning again so with leads um there are number of different ways a lead can get into the system

13:52 you can obviously manually create one um again if somebody leaves a message on your machine you you know you just want to add them manually you can do that just click that create new in the top right uh but probably more common is that um you know somebody fills out maybe like a contact form or something like that on your website and so with check Cherry um you can uh we

14:13 do have contact forms you know or lead lead forms lead collection forms where you can collect data from people um we'll talk about online booking a little bit more later which kind of bypasses a of this but um but with a a contact form you know typically you would embed that within a website or you know maybe link to it from a Facebook page or something like that where you can collect the

14:38 info you need um once somebody fills that out um you'll get an email letting you know that you know you have a new lead uh they'll get a confirmation email and you're going to show that in your leads database so I'm going to switch over to our other account so we have a little bit more info to kind of take a look look at um I think it's also worth mentioning like leads

15:03 uh in some ways it's possible you could close a sale with never entering them as a lead right they could go right into the proposal status sometimes they could be online booking we'll cover it later yeah and so with those lead forms um those can be as you know simple or as complicated as you need um we do have a way you can um you know ask tons of questions if you want wouldn't necessarily

15:25 recommend you know a million questions it makes it you know harder to uh less likely somebody's going to fill that out but um but once you fill that information then they're going to show up under your leads here so under sales and then leads um I've got a bunch of you know random data in here and so if I click on one of these I can see all the details um you know whatever was

15:47 submitted there and so um when I do that um yeah so you're G to you're going to see all that under your beads um The Next Step would be a proposal and so with a proposal um that's where you're kind of ready to um you know provide somebody with a uh with a firm price and so say you've collected a bunch of information from your lead you know maybe they filled out that

16:16 form you um you know followed up with them via phone things like that you might take that information and convert it to a proposal and you can do that and just you you know a couple of clicks um we'll bring over everything that you've collected up till now so you won't typically have to re-enter things and with the proposal um that's going to have um that's going to be

16:41 something that you can send to them via email so if I click Send email um it's going to come to a page where um you know it's got a link to their proposal uh they'll get that via email and be able to preview that and it'll basically have a break break down of everything that they've um you know that was selected and a pricing breakdown and then they can come in and if there's anything else

17:05 needed um we've got this configured to uh require a backdrop it looks like but once they've provided everything that that was needed they can come in and sign and PID um and so basically proposals are just a real quick and easy way to give somebody a firm offer you know here's the date here's the time here's what I understand the details to be um that could be you know multiple packages on the

17:29 same proposal multiple dates things like that but um that's where you're going to um collect that that payment and signature Matt I've got some questions here before you keep on going here so uh we've got a question from Flamingo photo booth says can you add fields to the lead form so um so under the to I guess go back a little bit to the lead forms so um you can get to those under manage

17:54 business settings and then leads um and if like I say if you can't find something just chat with us we'll we'll share a link um and you can edit those and we've got a bunch of kind of predefined fields in the system you know anything from um addresses and number of gas and you know most of the common things that that you would want um but you can also add a custom field to check

18:20 Cherry and when you add a custom field to check Cherry that's going to be available in the lead forms but it's also going to be available um for things like online booking or um customer the customer's booking data so um so pretty much any anything you want to add you can um you can add to that form yep and then Maria says is is that the answer of the

18:42 question because so then we got Maria says is this all being recorded if so can you send it after and the answers absolutely yep we're recording it and we will send a um a link uh right after the right after the call pretty much much uh with the recording and so Flamingo phot says thanks and again uh if you ever have questions like this you know feel free to mean feel free

19:05 to add it to the chat now but also feel free to chat with us from within your account and give us specifics of what you're looking to do and we can help like we want to be helpful and and help you guys be successful so we're here for you exactly and so um so going you know kind of stepping forward to the proposals again so once you send your customer a proposal uh you

19:26 know they're going to come in they're going to see the details and they're going to have a chance to accept inside so um you know we'll collect whatever whatever details are still needed um if you've already entered a name and email we might not need that but in this case we need it um we're going to collect their [Music] signature and we're going to collect their payment so

19:48 I'm just going to choose the check option but depending on what payment methods you have um set up uh they're going to be able to do that and um at that point you know assuming it's a new customer we're going to have them choose a password and the passwords in chat Cherry are super easy I mean basically are we just want to be able to make sure that you know we know who is

20:09 making changes in the future so we'll keep them logged in you know they're not going to have to use this password a lot but if they do you know if they do need to you know say they log in from another device or something like that um it'll be the password that they chose and it's really easy to uh to reset that if needed as well um but once that account has you know once that

20:30 proposal has been accepted um at that point it's going to become what we call a confirmed booking and so with a confirmed booking that's where um you know again those are the ones that you're actually going to be providing service for services for and so with your confirmed bookings you know you might have additional planning things that you need to do um you might have

20:51 questionnaires for them to fill out you might have design templates for them to select from um you know you might want them to make further payments and then they can come and get an updated invoice with all of their details at any time and so um so that's kind of the the you know the full process where somebody goes from a lead to a proposal to a booking um but one

21:21 of the things that Check Cherry does well is is the online booking process process and so with online booking you kind of bypass a lot of that back and forth and extra work so with online booking basically instead of you needing to collect details um you know convert it to a proposal send it to them basically the customer is going to do all of that by themselves and so

21:46 if you want to kind of preview your online booking uh you can click create new and click the multi-step booking and That'll Walk Through the online booking settings for your account um you know as I walk through these um you know if you see something you don't like or you want to change the the background colors or something like that um there's typically a

22:07 button toward the top where you can come through um but the online booking is great for just kind of simplifying the process um instead of you know emailing back and forth and things like that instead what you're going to do is just add a link to your website they'll click over and they'll collect the details and one of the things we do with the online booking is is

22:26 as they go through that online booking process um we'll save anything they enter so if for any reason they don't make it all the way to the end you know maybe they're just checking your your pricing and availability at this time uh you'll still have the lead so you can still go through the other process where you take those details um convert it to

22:44 a proposal and send it to them um and so however they kind of get into the system whether they accept your proposal they book you online um or if you're moving bookings from another system you can even add a confirmed booking manually um however they kind of get into your system at that point they're going to be a confirmed booking where that planning process can happen and um you

23:07 know and we'll start uh getting ready to collect any any further payments so um what we kind of find with cck cherry is that you know there's uh a couple of different workflows that people have you know some people are much more what I would call like a sales oriented where they're looking to collect as many leads as possible um and with that you know they tend to be more

23:31 focused on uh having lead forms embedded within their site and then some people are more kind of focused on online booking and you know making it as simple as possible for them in their customers and they'll uh tend to make more use of the online booking um but of course you can you know you can certainly have a mix of the two as well you know maybe you have a a lead form and and an online

23:53 booking link on your website so um question for you Matt uh he said uh says I'm from Canada which payment methods can I offer to my clients yeah so um from your dashboard um as you're going through your getting started checklist one of the items you'll see there is accept credit cards and that's kind of the easiest way to get there um in Canada um your your options are a stripe account a

24:21 regular stripe account um or a square account um or PayPal so stripe square and PayPal um in the US we have what's called uh check Cherry payments and check sh payments has a few advantages um here in the US um including uh an ACH integration um we're able to show some more of the payment stuff directly within your account rather than needing to log into a separate stripe account so

24:49 there are some some you know advantages to it but um in Canada um probably a regular stripe account is going to be your best bet so if you've already got one um you can link that or you can just go to stripe.com to sign up for one and it's real quick and easy um you know generally you can get get that going within a couple of days and so um yeah so so basically um yeah so

25:10 those that tends to be kind of the the main um you know main workflows you'll see um depending on you know what what you want to do with cck cherry um there are a lot of you know lot of kind of places to go from there um you know going back to this getting started checklist um I think kind of the the main thing that that is worth um worth covering in a little bit of

25:42 detail is uh setting up your packages and add-ons um hold on I give me let's let's because I got more chats coming hold on sorry um so do you have do you have to have a website to use check Cherry or is there a way for them to book through like a check Cherry booking link yeah uh you do not need to have a website um it's pretty common people do but you don't need to um as you're setting up your

26:05 packages so either click on the customize packages button or manage packages that's going to take you to the page where you can set up different you know different packages and services for your customers so um all the way at the bottom there we got a bunch of packages in this account but all the way the bottom you're going to see a link and you can send that some you know send somebody

26:30 that link you can post that link everywhere book me put it on social media you can click the little QR code button next to it and even have somebody scan it so if you're going to go to say a wedding show and and you just want to have people book you right there um you can click that QR code they can scan it um or you can put that on your website all right I got more questions for you uh

26:55 how do you set it up for two Brands so um brands are um I guess just it's probably worth discussing what brands are um most of our customers tend to have a single brand and you can kind of think of a brand as a business um or business name and so a brand is typically uh you know in this example reineer uh you know reineer cck Cherry demo is a brand uh we have another

27:25 brand set up called being shots photography and so um each brand typically is is you know kind of a business with its own logo colors um things like that when you're ready to uh set up another brand uh if you go to manage business settings um that's where it's going to list all the brands youd have and you can just scroll down to the uh it's not there but there's an ad brand

27:55 and the base account comes with two Brands and I think one one catch on the brands is it's One bank account for all the credit card payouts um so that's worth mentioning um on Brands uh I got another one did do you have customers say they did they don't like the word questionnaire they couldn't find planning easy or they they couldn't find planning easy had to tell them where it

28:18 was is there a way we can change that word on the questionnaire and so U we haven't covered questionnaire s but it's uh kind of like web forms within the booking so to speak um I it's um it certainly has come up before from other people but it's not common feedback that we get um at all and I think um early on we called we we did call them forums but then there was there was some

28:44 confusion about like you know because we have lots of different fors there's fors there's yeah so it does become uh challenging even and also from the product and support side it becomes qu difficult I would just suggest you know within any message you should just probably just be linking them to the page in an automated message drop them right in there

29:04 let them do the questionnaires that type of thing um yeah he just he wants it to be plan event so makes sense I I I understand it's uh but yeah not common uh feedback so in your email you can um you know in that link you can uh hyperlink something like plan your event and take them right to that page as well we see a lot of times you know customers will kind of whatever

29:28 is in that confirmation email or whatever you send them you know right after they book that tends to be kind of what they what they perceive to be their next steps that they need to do um so um so that's a great place to uh to include that as well yeah and then David had a follow up on Brands which is hey for the two Brands is it in the works to get two separate bank accounts and

29:47 one check Cherry account the short answer is no um we kind of see it as a line in the sand that if you're running two businesses with Check Cherry we'd like to have two separate accounts um and so probably not um so you're probably going to need a if it's it's two separate businesses you're going to need two separate Check chry accounts and uh kind of go from there um that could change but I

30:05 don't I don't see that as changing it opens up a few things with with payments and the flow of money as well because we make it real easy to change brands on on U bookings and leads and things like that right yeah when you do like a refund we need to make sure that you know all of that customer data we don't store on our end you know that's stored directly with the payment

30:27 processor and so um it just opens up a number of issues yeah so probably not um another one is uh if you manually add the booking how would the deposit be paid also if I don't see the option to add zel as a payment method how do I add it so um I can answer so you if you need a deposit in a signature you should be using the proposal system and not just adding them directly um you can

30:50 add bookings directly and get payments after the fact if you want they can go to the make a payment page of a booking at any point in time um and make a payment for any amount it'll even tell them you know the outstanding balance or the deposit due that type of thing um so you could but I would recommend use sending a proposal if you need a deposit if you have existing bookings

31:10 that you've already collected deposit signatures that's probably when you're going to enter confirm bookings manually is what I would see um and then in terms of zel um so check ter does not have an integration with zel um last I checked they don't allow for Integrations with systems like check Cherry um but you can add what we call a custom payment method and

31:30 chat with us with us if this is confusing um and it basically just gives them an option it's a call to action that yes we accept zel and here's where to send the money um there's no money Changing Hands the booking can still be signed and accepted if you enable this you'll need to get the zel payment and manually record it um if you want yeah and I I would just add to that that

31:51 that's the only way to do a zel integration um a lot of people advertise uh zel Integrations um but basically what that means is that you can list zel in payment instructions but the payments always have to be manually entered um with uh in it' be awesome if they allowed us to you know integrate with zel that type of thing um Tech also allows you to pass along credit card

32:14 fees if you know that's a concern um so that's a feature that we have if you're doing credit card payments so that can mitigate it um I would also consider raising prices 5% and just not passing along credit card fees um is another option awesome so um so one of the most important things I think with cck cherry is um is kind of packaging your services so um cck Cherry makes it

32:39 really easy like say you want to send a proposal um if you already have a package set up it takes a few seconds like it's literally a few clicks um and so setting up some packages in your system um you know is I think worth worth the time it takes um and then of course with online booking it becomes even more important because the packages are what people are going to be seeing

33:04 first um they'll see what packages you offer they'll pick one and um go from there so on the customer side you know we're going to show whatever packages are in you know your account under manag packages um that's what we're going to show up within your account so uh with check share we kind of have three levels to the package manager um the highest level or the

33:28 you know that's going to be kind of the first step um and if you don't have more than one you know say service um which is the highest level um you know in our attemp we've got a DJ service we've got a photo booth service we've got a photography service you know if you're a smaller business you're not going to have all of those um you'll probably just have one and we'll Pro

33:49 and check Char will automatically skip the step if it's not needed you know we're not going to make the customer click DJ if that's the only option we'll just you know assume that that's what's intended so um you know so with a new account you'll probably not have all of these steps as you go through the multi-step booking um but you can add them if you want to and um So

34:08 within the DJ there's kind of another grouping you know we call it a package group and then within that group you can have you know as many packages as you want and I think kind of the goal with your packages should be to um you know you can have as few as one package I mean if you're just getting started and and you keep keep things real simple um you know you might just have a single package

34:33 but kind of your goal with your packages is to just make it as easy as possible for the customer to understand um so in our example multi-step booking here you know when I come to DJ it's real easy for me to decide whether I'm a wedding a corporate or a school um I don't need to put a lot of thought into that decision it's real simple um I know you know I'm booking a wedding and then

34:56 the options within wedding should be you know hopefully equally clear like why am I going to choose the gold package over the silver um why am I going to choose the platinum over the gold and things like that and so with those packages um that's your chance to explain how much it costs and then you know if you allow for extra hours things like that we can accommodate that

35:20 and then what that package includes so going back to our package manager here um let's go ahead and click on one of these and that's going to take us to an overview of where we can adjust the settings I'm just going to start here with General and so um you know pretty simple that's where you can set the title the package description things like that you can also set an image if you have any um

35:46 if you want to upload an image for your package and then the pricing and scheduling is probably the most important part so that's where um um you can set you know how much that that uh that package costs so um we've got a number of different uh scheduling modes and things like that I would say in general uh we try to have decent defaults in your account so for photo booth and

36:10 DJ we tend to um you know it'll tend to just have a a date time picture yeah I want to comment on this because it's a common thing that I see is that um I think the minimal mode I would say is recommended for event service providers in that um somebody's not going to change their date based on your availability so this is the quickest way that they can just enter their date hit

36:32 next whereas the calendar Pickers which uh people tend to like um they'll have to kind of scroll six months a year in advance find their date that type of thing um and it's just more clicking I think during the online booking process so I would recommend the minimal mode for event service providers if the if the client's not going to

36:51 change their date based on your availability exactly and so um and then under the pricing um you can set your starting rate um and how many hours that includes so uh if it's uh you know $500 for two hours you know simple enough and then real common other feature is you know do you charge for extra hours so maybe that package has a starting rate but

37:15 then if they want to book additional hours this is where you can do that you know you change that to yes you set your hourly rate and you set the minimum and maximum um number of hours they can book and then we also have this option you know do you want to let them book less than 1 hour increments you know do you let them book 30 minutes or you know even

37:35 15 minutes um again I would kind of say 1 hour is the most common but sometimes people have different different things they want to do um less common are these charge by unit settings um they can be useful but if I would say that tends to be more like if you charge per guest or you have um you know certain uh certain uh like I say kind of the photo booth DJ world

38:02 you're you're probably going to leave these as no and then requireed deposit um that's an important one so how much do you uh require them to uh to put down to reserve the booking so is that you know 25% 50% is it a flat rate $100 um things like that so those are probably the most common settings you want to look at that starting rate um an hourly rate if you charge hourly and your

38:30 deposit settings um there's lots of other options in here you know you can set up packages with limited times of the day um and things like that but generally you don't need to and then under Advanced we have some more more advanced options um again I would say you know hopefully most people don't need to change the defaults but they are there if you want to um you know you can do

38:52 things like hiding titles on the booking page or um this online booking Mode's probably worth covering um our recommendation that our default is that we is that you allow online booking um but we do have some different modes um a request for proposal mode basically allows them to kind of go through and um you know it acts pretty much like the online

39:16 booking except at the end instead of letting them sign and secure the date it's going to kick it over to you for review um so if you're not quite quite to you know totally sold on the online booking or not quite ready to pull the trigger that's kind of a good in between State and then you can even uh display a lead form instead of instead of either of those and where that

39:37 can be helpful is if say you have a few um you know you have a basic package a premium package and then you want to do some something more like a build your own you know you want to make it easy for your customer to choose uh just something off the menu um instead of letting them book you online you can send it to a lead form I've seen that use for like corporate

39:58 customers that type of stuff it's like hey I can't give you a quote we need to have a conversation something of that major um and then the uh the request for proposal I think some of the use cases I've seen also are somebody who doesn't know if they can staff the event so they want to actually before they you know book it want to go out and reach

40:15 out to their staff make sure they're available maybe their staff's not as uh consistent or reliable as one would think um but online booking is awesome because clients love it you're going to get great leads and all that stuff so we've got a question which is are you able to account for mileage in packages yeah so um why don't we come back to the mileage in just

40:37 a minute um answer is yes though yeah absolutely let's take a quick look at the add-ons F uh first so um after you set up your packages um add-ons are a great way to kind of upsell you know give them some different options um and add-ons can be things like um you know scrapbook station you know part of the experience or something you bring but they can also be things like idle time or an

41:01 extra attendant or um things like that as well so they're a um a great chance to uh to just kind of present different things to the customer and what I like about add-ons um with selling online is you can put stuff in there um you know and it's not without it kind of coming across as pushy you know it's it's the customers you know they might see something that they wouldn't otherwise

41:29 think to uh to to book or that you wouldn't think to recommend um and so it can be a great chance to uh to kind of uh increase your your average dollar amount and add-ons are real similar to packages um but basically you can come in you can set a price for them um and upload an image and things like that you can also on the add-ons and lots of other places in CET Cherry you can limit an add-on to

41:54 only show up for certain packages so that's real common where you just want you know you have an add-on that you only want to show for your you know wedding DJ packages or something like that so um so that's definitely possible as well and then in the photo booth World backdrops are real similar to add-ons um really the only difference is that they only pick one backdrop

42:17 um whereas with the add-ons they're going to pick you know zero or you know as many as they want so um so that's kind of how you set up your your packages and pricing um the next step in that getting started is going to be where you come in and set your contract terms um typically that's just going to be a matter of copying and pasting from you know the contract you already have

42:41 we'll have a sample one in your account as well you're welcome to use that and you know if there's anything you want to change you know feel free to make changes but um it's also a reasonable default for for a lot of businesses um and then you know there's a few other items add logo I think is pretty self-explanatory um accept credit cards that's where you're going to set up

43:03 your credit card processing and then toward the bottom you're going to see the the links to where you can set up your Tax and Travel fees um so I know we had a question on travel fees so why don't we go there next with travel fees um I would say you know kind of the simplest thing is that people want to charge like a per mile fee so with that what I can do is basically create

43:25 a travel zone um I can call it you know travel doesn't really matter um if there's a minimum and and a maximum distance I can set it I can base it on my business or something else and then I can set what that fee is so maybe I charge a dollar per mile and I give you 25 miles free and that's it um now based on you know anytime whether somebody goes through the proposal or the

43:51 online booking or things like that it's going to automatically add a dollar per mile be on their booking um also work yeah go ahead sorry yeah I was just going to say and and you know that like many other places you can also limit that to certain packages so if that only applies to your DJ wedding packages you can do that as well then um were you gonna say something Jud I

44:12 already forgot couldn't have been that important perfect so and similarly um tax you know there was a link on that dashboard but um you know sales tax if you do need to collect it in your state is real simple um basically you just create a new tax Zone and generally um it doesn't really matter what you call it but generally you're just going to choose the automatic option and we'll just look

44:39 up the tax rate and apply it automatically so once they put in that venue we'll calculate the tax and you'll be all set um we do have settings you know when I was editing the package um I don't think I mentioned it but there is a checkbox to whether you want to make that taxable or not so you can turn that on or off um similarly on your add-ons and lots of other places you can yeah we

45:01 went through Great Lengths to make sure that you can comply with sales tax requirements um in the US is particularly difficult um so there's a lot of settings on sales tax the last thing worth worth looking at quickly is the availability so Chet Cherry kind of you know we want to make sure that if you don't want to be overbooked you know we want to make sure that that you're

45:24 protected so um you know depending on how many we call them simultaneous booking so like how many bookings at a time can you do um if you were one person with one booth the answer is probably you know you can do one simultaneous booking you know business wide um and all you would do is put a put the number one in there and click save by default we do block for the entire day on on

45:48 uh photo booth and DJ so um but you can change that to just the schedule time if if you want to kind of Stack multiple events per day um as well um similarly if you've got a bigger operation you know you can set five or you know whatever number of bookings you can handle um per um at the same time um but you can also go in and get a little bit more granular as well so if I've

46:13 got say One 360 Booth or um you know two of these booths I can set that up as well and that applies to your packages to your add-ons um to your backdrops and other things as well so basically um you know if you have any troubles or you know not quite sure how to set that up just let us know but usually you just need to add you know add a couple of numbers in a couple of places

46:39 and you'll be all set um and so those tend to be the main things with you know when you're getting started that you'll want to look at um as you go through you know particularly if you're going to be doing the online booking um you know setting up your packages and add-ons um as you're doing that feel free to hit that create new in the top right and hop over to the multi-step booking um it's

47:01 a great way to kind of see what the customer is seeing um to get a better idea of you know how it how it's going to look to the customer um but um maybe we can maybe we can open it up for some questions if you want to chat or or raise your hand or you know and you can unmute you know we can just kind of answer some questions so um here somebody says if using check Cher in

47:23 house credit card processor will a 1099 be sent so uh 1099 K are required to be sent uh by all payment processors including chck cherries um and the threshold which everybody should be aware of is going to be lower this year um I think it's like 600 bucks so expect to get 1099 Cas from cash app and probably zel and square stripe check Cherry all of them so

47:54 yes they will uh send 1099 K that being said there are thresholds uh for States um that don't require it to be sent um so you know you might not meet that threshold but I think now with the $600 threshold this coming up I mean most people are most people are going to get a 109k next year from all your different providers so be aware last year I think it was 5,000 so this this

48:20 might be the first one you know this upcoming year might be the first time you get it um you you can also do things like running reports at the end of the year you know it's real common that you know your 1099 K is you're you're going to get several of those um but that's just going to be for each of your payment processors um you know we also have a profit

48:36 and loss and you know other reports you can run to um to kind of see more more of a holistic you know Allin one place what your sales were expenses you know what your net profit was and things like that as well yeah and it just worth mentioning the 1099 K stuff is that basically the government's putting uh requirements on people who touch money to uh let them know who's receiving it so to

49:02 speak so of course that's so they can ensure that they're getting their tax money um uh expenses can you show that please so under sales you can add expenses and with an expense um that's going to be um you know pretty simple um you can enter the p so that would be you know um what are we logging here um you know uh photo boo you know manufacturer that you

49:31 bought something from um you know that can be a big expense or it can be a small expense like you know you paid um you know you paid Alice uh 200 bucks to work an event um and based on the date and you know any categories or things like that you can um you can log those um you can optionally associated with a booking as well and basically what that's going to do is

49:59 um you know give you kind of more of a a per event uh you know profitability um and so we could say Alice you know payment or Alice uh wouldn't be salary but right so the the benefit of uh logging payments in check Cherry is one um you if you're doing Simple cash-based accounting you might not need a separate subscription to like QuickBooks or something of that nature and then

50:28 you can generate a profit loss statement because chech Cherry is going to have all the revenue from the bookings um and so I think that's probably the big win or what people like about it the reporting it's just really easy to get the profit loss and then you can know how much your tax liability is um so if I go to that you know to that event now and I wanted to see like okay I made you know 2515

50:47 on it but my expenses were 400 and then you can kind of see your net profit which can be helpful we got another question what is a mini session so mini sessions are um you can kind of think of them as um a a group or uh it's like on a on a given day it's a a bunch of of back to back bookings yeah so if anybody happened to book our office hours in photo booth Expo

51:15 um we use the mini session feature for that but traditionally um you know it got that name because that's something photographers do a lot where where they'll set up in say a park or something and they'll just do a bunch of like 20 minute sessions back to back to back and they need to kind of manage those throughout the day um but we found it's useful for lots of different things

51:36 you know everything from head shots to um just lining up a bunch of appointments and things like that and you can charge for those um you can charge the full amount up front you can do a deposit things like that um probably less commonly used than our other features in the you know it's almost like a popup shop of sorts you know we've seen people use it for uh Santa photos

51:58 and stuff like that um we've expanded the feature that you can have multiple slots or multiple bookings per time slot so you could say hey allow five people to sign up for this 15minute slot you know something of that nature so another one say not a question just want to say I love chech Cherry thank you so much for the comment and the kind words appreciate that

52:18 uh we appreciate the support means a lot to us um any other questions or any want to raise our hands or you know I one thing we can dig into which I think uh people should know about which a feature that I think is really cool is flex pricing um with Check Cherry um and you know this is just something I think that's really helpful in maximizing your Revenue opportunity

52:43 and the classic examples are hey if it's New Year's Eve weekend I'm 3x in my rates um weekday discounts are automatically applied um there's a bunch of different rules that we've gotten on and also worth mentioning is we love feedback so if you ever have thoughts or ideas how check CH can get better send it our way please the more the more we hear the same stuff that you know it makes

53:05 it clearer what we should do um so that's really a great one um there's more questions sorry I didn't see so can people schedule a meeting for a phone Zoom call we want to do a quick look at the flex pric yeah let's do that quick Flex pricing um under manage you can set up Flex pricing and um basically Flex pricing are uh pricing rules that automatically get it um applied to an event um and

53:31 so basically that can be a discount or it can be a search charge so like the example we always like is like New Year's Eve um you know it's a super high demand day you want to charge extra and so what you can do is kind of do you know a search charge on that so that might be a percent you might say hey I'm going to mark it up uh 50% or it could be a flat rate

53:52 you know I'm going to to Market up $100 in either case uh like most places you can limit that to just certain packages so maybe you're you have five different Flex pricing rules set up for all your different you know different cases and scenarios um from there um you're going to see a few different rules and so you would typically turn on one or more of these rules

54:15 like you might say um you know in this example I'm going to require the booking to start on certain days so if this booking has happens on New Year's Eve or I guess on New Year's Day as well um it's going to charge that $100 fee um you can also do things like does the booking you know if they book it in the next few days uh I want to charge extra you know maybe maybe I'm giving a discount

54:42 for anybody that books me in February periods yeah yeah but I don't want to set that up as a discount code that they have to type in I just want it to automatically happen um other things you can do are weekday pricing um so if you charge you can you know go either way on that charge extra on the weekend give a discount on weekdays um you can do things like uh last minute discounts

55:06 or last minute you know search charges uh you know if somebody books you and you know it's three days away you may want to you know handle that differently so lots of different um just kind of use cases uh venue is a popular one where um sometimes you you know certain venues have weird pricing or parking requirements or things like that so you can set up a Searcher I've got more

55:30 questions here so uh Alex says can people schedule a meeting for a phone Zoom call or do a consult or can Check Cherry integrate with calendly yeah so new feature um onet Cherry is a um is a new appointments feature um actually our previous webinar we cover that in a lot more details so feel free to check that out um you can find all the webinars under um under support in webinars

55:53 but uh real briefly with appointments you can uh manually create or send out kind of a a cenly style um scheduler um where you know somebody comes to a page or link like this or embed this within your website and they can basically pick a time pick a meeting location from from those that you've set up and um and we'll collect their details so um really easy for for setting some

56:23 of that stuff up um we're not quite integrated with zoom yet um that's going to be coming real soon uh we just need to go through the approval process over there um but very soon we'll have zoom and probably Google meet after that so um so I think once once we have the zoom then that'll be really useful for um you know kind Eric says yep Eric says for the questionnaire is the only

56:46 way to access the form via uh link via email so within their booking obviously if they're already in their customer portal they can go to the questionnaires Tab and you know see it that way um via you know or via email um you can use our our questionnaires link token to uh send a link to those um those do need to be filled out on the website since um you know we're not able

57:12 to uh really embed that kind of functionality like directly in an email or something like that so they'll they will have to come to the website got it thanks yeah um David says can we go through the automated messages do you have a a workflow sample for them yeah absolutely so automated messages um if you go to manage and then automated messages we're going to

57:36 have a number of those already set up in your account um just kind of generic things like you know when somebody books you we send uh um you know just kind of a generic overview of what they booked and all that um you can definitely change those so if you want to make that and I would recommend it on on the uh customer booking confirmation um you can go in and and personalize

57:57 that as well so you can tell your customers hey thanks for booking us here's what we need from you here's what to expect um all that type of stuff you can also of course create new automated messages so um those are going to be kind of dependent on on you know what you're trying to do but for confirmed bookings um you can do things based on when the booking is created you might

58:25 send out you know requests for them to fill out questionnaires or to pick a design template or uh things like that as their event gets closer you might send out an email to um to kind of remind your staff to be a certain place at a certain time or you know just letting the customer know that that you'll be there and for all these different triggers you know if you click the pre-built

58:48 templates that'll have some good examples for things you can do um I like to kind start with that so if I wanted to send an email asking for reviews um you know if I start with that template now I can come in and and tweak the number of days and you know things like that so um so those pre-built templates are real helpful for that but um but again it's going to kind of depend

59:13 what you want to do so on the booking side you know these these top few triggers are going to be real popular on the proposal side you can do things like sending out you know a few reminders to a proposal or as a proposal's expiration date is getting closer and again if I wanted to send a follow up you know I can either you know generally I would just use one of the

59:36 templates that that'll be the easiest thing um and that'll pre-fill in everything you need to know about that and your account comes pre-built with a bunch of automations um and then just one thing that I always like to tell people is just try to make them helpful to your customers um you know it's not a Magic Bullet to get sales per se but I just think

59:53 helpful to your yourself and customers um in terms of touches and opening up conversations that type of thing and then similar with the leads um so if you want to have a lead follow-up sequence uh you know again that's going to typically Bas be based on when the lead is created you know after it's created you know maybe a day later maybe five days later you know you send you

1:00:13 know a certain number of follow-up emails and um you know just let us know if um a lot of times with the automated message it you comes down to what you're looking to do you know in terms of uh you know what you have in mind um but generally it's it's a pretty powerful uh you know you can do a lot with it and if you link a twio account to your cck cherry

1:00:35 account um anything you do via email you can also do Via SMS so you can send SMS follow-ups or you know SMS reminders or things like that as well all right so somebody else says uh can I at the profit loss exports with into it products for example I have QuickBooks self-employed um we don't so we do have a QuickBook sync uh our QuickBook sync only syncs over um bookings

1:01:06 and payments so like in QuickBooks terminology invoices and payments uh we don't currently sync over expenses um we may in the future but um generally speaking I would say if you've already got you know if you're already doing expense tracking in QuickBooks um it's a little more robust than what we do over here because you can do things like have it pull expenses from

1:01:30 your bank account or automatically categorize yeah it's awesome features that you're p a little more you know if if you're running QuickBooks already um I don't know that there's a lot of reason to syn over but you know because you're also going to have profit and losses and things like that in QuickBooks um to me the advantage of the expense feature is you know maybe it avoids you

1:01:49 from having to have cookbooks in the first place another question do you have some on here for Spotify yeah so um we do on the planning forms or the questionnaires um if you if you sign up as a DJ um there's going to be a um um there's a a field for um where you can allow them to put in a Spotify playlist um we've also got a pretty big update coming

1:02:24 to the the planning or to the questionnaires um Coming real soon that's going to have um some additional features too so um so there's there's uh a lot more to come on that right now what's probably what you're able to do in your account is um let them out a Spotify playlist and we'll we'll send out an announcement on the uh we got some cool stuff coming so hang tight it's

1:02:46 you know we're showing it off at the show and we're running out of time now but you know we'll absolutely have probably be its own webinar too yeah so hang tight but it's suggestion list and Integrations with other stuff so I think you're really going to like it so hang tight um Alex says U for the automated messages can you drag and drop the dynamic values or

1:03:08 do you have to type them out copy paste um copy paste or type of yep you got a copy paste right now dragging drop would be cool I mean it's a lot of ways we can improve check Cherry I think that would be one of them it would be really helpful um and then we the Spotify playlist is great for my wedding clients yeah yeah you can copy and paste the Spotify playlist link and

1:03:29 it shows up in check Cherry it works great um you know and the new stuff I guess would be more kind of suggestion list and stuff like that which um from feedback we've gotten from customers is something they're looking for um and then you were showing it off at the trade show uh last week and it was good feedback right I mean I think so it looks like we're um on the right track on

1:03:50 that so we're excited to share that with you um like I said probably the next webinar right I mean my guess is in two weeks good chance yeah yeah um any other questions out there um again chat with us from within your account at any time you have questions especially when you're getting set up like we know there's going to be questions we're happy to help um we can send

1:04:13 screenshots and links and all that stuff so uh Flamingo fob says thank you this is great awesome thanks for coming thank you guys Hey Joe thank you yep thank you so much for coming and the support and happy you're liking the appointments feature that's great oh I do need uh um talk to y'all about that probably off the the webinar okay yeah great okay guys

1:04:34 well hey thanks for coming everybody and uh we'll we'll see you on chat and around and uh thanks thanks for thanks for