Automate & Optimize Your Messaging in Check Cherry – Email, SMS & More

Clear, timely communication is essential for booking success—and automation makes it even easier! In this webinar, we’ll show you how to leverage Check Cherry’s powerful messaging tools to streamline emails, SMS notifications, and more. What You’ll Learn: ✅ How to set up automated emails and SMS messages to save time ✅ Best practices for confirmations, reminders, and follow-ups ✅ Using templates to maintain a professional and consistent tone ✅ Personalizing messages for better engagement and conversions ✅ Avoiding common pitfalls to ensure your messages reach clients Whether you're new to Check Cherry or looking to refine your messaging strategy, this session will help you automate communication and improve client interactions.

Jump to Section
0:00 – Pre-Show & Setup
2:05 – Introduction to “Automate & Optimize Your Messaging”
3:10 – Overview of Manual Messaging
4:47 – Understanding the Messages Tab
6:00 – Moving from Manual to Automated Messaging
6:11 – Accessing Automated Messages
7:22 – Editing the Booking Confirmation Email
8:04 – Personalizing Automated Emails
9:10 – Timing & Triggers for Automations
10:12 – Recipients and Sender Settings
11:10 – Understanding Reply Behavior
12:40 – Message Content, Links & Images
14:19 – Using Tokens (Merge Tags)
18:14 – What Tokens Are and How They Work
21:19 – Package & Brand Filtering
22:04 – Reviewing Messages Before Sending
23:10 – Bulk Emails and Deliverability
24:11 – Mobile App Notifications
25:04 – Crypto Payments Question
25:29 – Downloading Client Emails
26:32 – How to See What’s Already Automated
29:22 – Creating New Automated Messages
31:12 – Common Automation Triggers
31:40 – Proposal Automation Questions
33:04 – Resume Booking Links
35:12 – Proposal Expiration Automations
36:09 – Follow-Up Messaging Tips
37:06 – Appointment Automations
38:24 – Using Email and Text Together
39:07 – Adding Scheduling Links
40:09 – Best Practices for Automated Messages
42:59 – Message Templates Overview
44:07 – Using Templates in Quick Send
45:58 – System Templates
47:41 – SMS Integration via Twilio
50:31 – Email & Text Timing Questions
52:01 – Proposal Decline and Multi-Package Options
53:40 – Appointment Length Feedback
55:33 – Expanding Appointment Options
56:45 – Closing Remarks
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