Teamwork, Simplified: Master Staffing & Scheduling with Check Cherry

1:35 Hey John, welcome everybody. So, we didn't talk. Are you driving or am I driving this time? We're just winging it. I'm just watch you watch you see what you got planned. Yeah. So, I made a few notes. Um things to go. Love it. Yep. It'll uh Dapany, it will be recorded. We'll send out a uh link after the um after the webinar.

2:09 Basically, we we're pretty fast about it, too. So, you'll get an email with a link where you can watch it. It'll also be on our YouTube channel. Um feel free to just listen in. It's all good. If you have questions, uh chat at any time, um if you want to open your mic and ask a question, just raise your hand. Um stuff like that. And uh we're doing basically um a webinar on staff

2:31 accounts in Check Cherry. So managing staff and all kinds of different stuff. Um you know some tips probably what you can do with staff emails and all that stuff. So um I'm Jud. I'm one of the co-founders of Czecherry. Matt is the other co-founder of Check Cherry. Um yeah. So I guess we'll get started and uh thanks for driving Matt. Yeah absolutely. I'm on the wrong site. Okay.

3:01 Um yeah, and just a um something I'll mention on the webinars, um you can always find the webinars under if you click on your name and go to support um we've got them all listed there now. So if you go to the webinar library, you can see historical webinars, you know, if there's something you want to catch up that that you missed. Um and you can register for for the new one once we've um

3:23 once we've announced them. So, um, and that'll get you, uh, a link even if you can't make it. So, so, uh, definitely feel free to watch them later. And, uh, yeah. So, um, yeah, in terms of the staff, um, I don't know where we want to start. Just I guess kind of the just how to create a I would just say what is a staff account? Probably user accounts, probably cover some of the admin, customer ideas,

3:47 the extended permissions, impersonating a user, kind of just getting that piece. Yeah. So in general um well actually Matt just to take a step back. So um the rect has staff accounts and primarily they're used when you have people working your bookings. That's typically a staff. Um that being said they can be other things like people following up on sales leads or

4:15 people doing design work or stuff like that. So we've seen other use cases. Uh, most of what we see people use staff accounts for is you've got a booking or a gig and you want them to work that booking or gig. I mean, I think that's probably what a huge percentage of the use case, but that's not everything. Exactly. That's a kind of a staff account. Yeah. And so to go and like

4:37 create your staff accounts, you're going to go to manage user accounts and you'll see everybody that has an account with you that listed there. So that's going to include customers. Um but uh but you'll see your uh staff tab and that'll limit it to just your staff. You'll see admins that'll just be your admins and you can think of admins as somebody that has access to virtually

4:59 everything. So those are going to be um you know if you're on this call and that's probably you. Um and if you've got somebody else helping you just kind of manage the business itself um that's going to be an admin. And so, um, so if you want to create a new staff, um, what you're going to do is click add new user, and you're going to check one of these boxes on the

5:19 right. So, if you wanted to give them access to everything, you would check this admin box. Or if you want to kind of keep it more limited, um, you would check this staff box. And once you check uh, staff, you'll see a few different options listed here. Um, we'll kind of walk through these. So you can check as many, you know, you can check or uncheck any of these options. And in particular,

5:44 we've got the extended permissions option. And what that lets your staff member do is to see pricing messages and make changes to bookings. Um, so if you kind of trust your staff, you know, say you've got somebody that's out there, you want them to be able to answer questions about billing, uh, make changes, you know, if the customer wants them to add extra time, add an extra add-on,

6:08 things like that, you're going to want to give them extended permissions. Um, and on the flip side, if you don't want to have them see pricing, you know, they're just kind of there to work the event. Um, you know, if if the customer has a billing question, you know, if you want that customer to talk to you, then you probably don't want to give them extended permissions. Kind of

6:28 the next level there is, do you want your staff to see all bookings or just the ones they're assigned to? Uh, probably most common is to just let them see the bookings that they're assigned to. And so we leave that unchecked by default. But, um, you know, sometimes again, if you've got a staff member that's helping you out with planning or customer outreach or things like that,

6:50 you might want to let that staff see all of your bookings instead of just the ones they're assigned to. And then, um, the next one we've got is kind of more of a salesoriented role. So, um, these are both talking about your confirmed bookings, you know, where somebody's booked you, they've typically signed and paid. Um, but a lot of times, you know, people might have have

7:10 somebody helping out on the sales side and that's going to be a little bit different workflow, right? Where they need to see your incoming leads. Um, they need to send proposals to people and that type of stuff. And then the last option here is, do you want to allow customers to see the staff's uh contact information? Um, sometimes people do, sometimes they don't. But, you know,

7:32 if a if a customer has a question about um, you know, about something, you know, they might reach out to your staff if there's a a staff contact there. Whereas, if you want to keep that, again, kind of more, you know, if you want everything to be going through you, you might want to uncheck that. So, we'll go ahead and and just use the the default permissions. And we'll give them a

7:51 name. [Music] Um, you know, basically most of the fields are optional. The only one that um is required is a u is an email and some kind of a name. Um everything else is optional. And we'll create that user. And um once we do that, um the user, you know, we can see the user hasn't yet logged in. Um but we can send them instructions to log in. So if I go ahead and click that, an email

8:22 is going to get sent out to them with instructions for setting a password. that that was a feature that did not exist in check cherry for so long. It's funny. It's like use the password reset, but love that it's there. And so they'll get an email in their inbox just saying um you know, hey, you know, click here to choose your password and and get set up. So maybe click edit real quick.

8:46 And I'm just like, when might we use some of these fields? I mean, obviously the email is required, but for example, the bio, like why would I want to use that? Absolutely. Um um so yeah, for the bio um I would say that's going to be so um you know on the photo booth side generally speaking, you know, your your staff are just kind of showing up. You know, there's not not a personality to

9:11 them. You know, you're you're just assigning somebody and and they show up at the event. Um but particularly in some of the other, you know, like uh say the DJ world, a lot of times, you know, if you've got multiple DJs, they all might have, you know, different event types that they work. um you know different languages speaking or types of music. Yeah. You know this person's good for

9:30 weddings, that person's good for corporate events, that type of stuff. And so that bio kind of lets you share some information about um about them. Um you know, again, the customer is going to be able to see that. So if there's just any information you kind of want to share with the customer, um that's a great great place to do it. And you can also leave private notes. Those are just for

9:49 you. um you know if if there's anything that you don't want to share with with customer and maybe we can show it later but the bio will show up on um if you assign somebody to a proposal um it'll have their picture and a and a bio and all that stuff. And I guess that's the other thing is we can also add a picture of your staff member. Um and I think that's a good move because

10:12 they're going to be showing up at the event. Um, and it is kind of nice to show them that, you know, who's going to be there, what they look like, that type of thing. Imagery all around just kind of makes, you know, makes things look nicer, makes makes your, uh, customer portal look nicer. So, absolutely. Len has got a quick question, which is,

10:29 can you add a chat feature uh for just the staff? Um, and I maybe, I don't know. No, I mean we've talked about reworking how messages work in Check Cherry and we know it's not great for um you know specifically internal communication and adding and removing people. There's all kinds of other things and issues there challenges there. Um but there's also a lot of great other tools to consider using

10:56 um Slack team Microsoft Teams you know and so on. But it's an interesting idea. Yeah. And so, um, couple other options on this page that, you know, we can look at. Um, we've got this check box to, you know, whether or not you want to allow your staff to log in. Um, you know, most of the time you're going to leave that check, but once in a while we'll have have

11:17 people that, you know, maybe you don't want your staff to log in. Maybe you just want them to get um this checkout box kind of on the bottom right. And we'll look at this a little bit later, but we do have a feature where um you can basically let the customer choose their own staff during the checkout process. And again, that's probably not common on the photo view side,

11:54 but for for DJ, it's pretty common. Um in certain other industries, it kind of varies. So, um, so yeah, we'll we'll take a look at that. And, um, again, you can, um, you might just want to show them for your DJ packages, but not, you know, not for other things or maybe just for the wedding wedding packages or things like that. Um, and then, um, we've also got some,

12:20 um, you know, once you go back to the the staff's overview page, um, you know, you can adjust those permissions. You'll see a few other things here. um things about availability and time off and referral links. So, we'll dig into some of this stuff a little bit later as well. I I have a question related to availability if you want to take it now. Yeah. It says uh Cookie says, uh,

12:42 is there a way to see the availability of staff for the month? Um, so I'm sorry. Uh, what was that? See that? Is there a way to see availability for a staff for member for the month? Yeah. So, what you can do, yeah, a couple of options. Um, we do have, so once somebody sets their availability, um, you know, if somebody adds some time off, you know, they're off the 10th through the 14th,

13:16 um, you know, we'll show all of the upcoming, um, stuff here. Um or you can see that on your calendar as well. So if I turn off turn on the staff off feature, I can see everybody that's um you know in or or not available uh for the full month and that'll take into account both any like days off they have but also uh time off that they have as well. So, um, and I think, yeah,

13:43 can't you go to the actual user account and see the I think if I go to John Smith's profile, I guess if I go to this show, there you go. Yeah, that'll show um just the time off just limited to him as well. So, uh yeah, and you can see other things like what bookings he's assigned to and and stuff like that as well. Gerald says, "Is there a way to have an upgraded price if a

14:13 customer selects a specific staff member, like a higher price DJ, if they pick a specific DJ?" Um, um, but what I would say on that would be, um, probably the more common thing is that, um, people will have different packages and they'll associate the staff with those packages. So, if um you know, you've got kind of your premium package, then maybe that's um you know,

14:39 that's the only one that that Alice shows up for or something like that. Um but we don't have an upgrade pricing. Um um I'm not sure that. And you can Yeah. No, we don't. And then you can also um maybe that could fit in availability rules or something. I mean, I'm not quite sure, but yeah, you can specify which packages the user did you already show that and I wasn't paying attention.

15:00 um package selector. Yeah. So basically if if the the c if this customer is selecting the staff during checkout um you can limit uh that staff to just certain packages here. So yeah just want him to show up for my gold and platinum. Um I can do that. And then Andre says you can do it as an add-on. I mean I mean yeah you could and maybe that would

15:28 be an availability rule or something where they pick um I guess that where a certain member Yeah, you know yeah um so a few other things. So um I guess probably the next step is to kind of look at so once you've got a booking come in um you know obviously the next step is going to be assigning a staff to it. So, uh, oops. Let's, uh, let's remove this one. And so, when a new booking comes in,

15:59 you know, typically it's going to look like this. And you'll just be able to click the assign staff button. Um, we're going to show all the staff listed there. Um, so if you've got a lot of staff in your account, you know, like this one does, you'll see them all. And then you'll also see, um, we'll show whether they're available or if there's a conflict there. So, you can,

16:18 of course, override that. um you know, and then we'll still show kind of a a scheduling warning there. Um and then you can also add additional staff as well. So if you've got more than one um staff showing up for booking, um you can add as as many as you need to as well. So um and for each of those staff, you can also give them a role. So that's, you know, that's typically going to be,

16:43 you know, what they're doing at the event. Um, so that'll be pre-filled in for you, but you can of course write that if you need to. Um, and what happens when um you sign assign that staff to the booking, by default, they're going to get an email letting them know. So that email is going to have um some of the details, you know, um we'll look at the templates a little bit later as well,

17:09 but basically that's going to have the information um for the event right there. So, um, you know, so they'll get that in their inbox and, um, and be all set. You could also send in a text message if you wanted. I mean, I've known people that say they're staff doesn't check email as much. So, I mean, obviously SMS is an option on any of these things as well. But, yeah, there's a kind of a

17:33 trigger for when a staff is assigned to events. Yeah. And so, um, I don't know. From there, we could go to maybe the claim of the claim feature. Yeah, I like that. Um, so I think what one of the things that we've got was uh you know people that have bigger operations or lots of different uh help so to speak, they they were getting uh tired of assigning staff in the kind of the back

17:57 and forth are you available type stuff. And so we implemented a feature where you can broadcast basically to your staff members when a new booking comes in that needs to be you know somebody needs to work. Um, and so kind of the way that works is that, uh, if you go to manage packages, um, you know, we kind of think of Check Cherry, typically the packages are going to kind of be organized by

18:22 service. So if you've got, you know, maybe a DJ service, that's going to have, you know, those are all going to work a certain way. You know, your photo booth service is going to work a little different. So, if you go into your service and scroll toward the bottom, um you'll see the staff settings and that's where you can customize some of the um the details for how this works. So,

18:43 uh that's where you can set, you know, the default role, you know, u for your DJ events, you know, you can call him a DJ for your photographers, you can call them, you know, you can set that. So, and then you'll see an option below that asking how should staff be assigned to this event. Um, and so there's a few options. Do not assign staff is the default. That just means you're going to do

19:05 it yourself. Um, you know, a new booking comes in, you decide who you want to assign and and you assign them. Uh, the next option is to allow staff to claim bookings. And how that works is um or what that means is that basically when a new booking comes in your staff have the opportunity to um basically first come first serve uh claim that booking for the I would say this

19:31 is I see this done with people who really trust their staff and just don't really care you know whoever wants to grab it grab it be on it and they don't really worry about it also can be helpful if you don't want to approve people and all that stuff and al another thing is people cover a wide area, you know, geography. Um, you know, people can pick the ones that are closest to them and

19:52 that's really handy. So, but yeah, you got to have a higher level of trust, I would say, with your staff and it kind of gets you out of playing favorites or anything like that as well. Um, the next option is allow staff to request bookings. And so how that works is that um you know the staff can see all the unclaimed bookings or all unassigned bookings and then they

20:15 can request them. Uh more than one person can request a booking. Uh you'll be able to kind of see the order. So if you still want to do first come first serve, you can. Um but basically uh you'll see a list of of uh requests outstanding. And the re and I think this is actually a more popular option and one of the reasons is people want they want to um evenly distribute the work

20:37 so to speak and make sure that they have a pool of talent that they can rely on and not just have one or two people dominating it and then that person let's say needs to go on vacation for you know an extended period of time. So I've seen that. So that's you know a consideration. Another reason you might use it is if um you want to um just make sure that people are are kind of you know maybe

21:02 your higher dollar events you don't want them to uh right everybody right to do certain things. So right um the next option is automatically assign a certain staff member and that's usually going to be you know say you're a single operator and you just want to assign yourself um to all of the events that can be useful. um you know you don't in that case I don't know that you necessarily

21:26 have to assign yourself but um but it can be nice to you know show your name. I've also seen like you know a husband and wife team one person does DJ service the other person does photo booth for example or something of that nature and they assign on each Yeah. or you know maybe two people in a different different city or something. And then the last option is to allow the customer to

21:48 choose from staff during the checkout process. And so earlier in the process, we were discussing when uh you know a customer checks out, they pick their own staff member. This is where you turn that on. And this is when some of those packages and things like that uh start to come into play. So um if you turn that on, couple more options show up here. Do you want to allow the customer to skip this

22:11 step during the booking? Um yes or no. You know, maybe this maybe the customer doesn't doesn't know or doesn't care or doesn't, you know, doesn't want to. And then this option um if all staff are booked for the date, should additional bookings be allowed for that date? So you can decide okay if all my staff are booked out you know do I want to block that availability or do I want to uh

22:34 still allow that booking? And I think the you know allowing a customer to skip that step is really going to help um I suppose I you know I would probably enable it because it's going to help with conversions like do you really care you know get to the contract? don't put a hurdle up in front of somebody. That being said, um you know, we do have customers that enable it. And so once you turn

22:57 that on, um you're going to see uh a new section in your sales drop down here, and that's going to be staff booking requests. Um sorry to step back. I turned on the the um allow staff to request bookings feature. And so once you turn that on, you're going to see this in the top here, the staff booking requests. And any um any bookings that come in that don't have staff assigned um are

23:24 going to show up under the unassigned bookings. And so right now we've got one that doesn't have a staff assigned. Um if I was logged in as the staff or you know even as the admin, I can request this booking and it's going to put a message like this. Your request for this booking is awaiting review. Then I can come over here as you know with my admin hat on now and see all of the bookings that

23:48 are uh pending review. So Marishino, that's me. Um I just requested this. It shows the time stamp and then I can approve or reject it. Um and there's a few other options in there if you need them. So uh most commonly, you know, I would hit approve and the staff is going to get that email letting them know that they're assigned to the booking. If um you want to kind of better idea of what

24:15 your staff are seeing um a helpful thing is to uh use the impersonate feature. And so you can go to any customer account, user account um and see this option. And so if I want to see what Alice is going to see, uh I can impersonate her and be taken right to her dashboard. And so depending on what permissions she has and what she's been assigned to and things like that, she can see

24:42 um see those upcoming bookings. She can see uh you know her uh appointments if she's got any of those. She can see um her calendar if she wants to see more of a calendar view as well. Um and so that's all helpful to just kind of get an idea of what your staff are seeing. Yeah. Gerald saying, "Is there a way to have the option to stop bookings when you run out of staff without

25:08 having the customers pick specific staff?" Um, I'm currently using the availability rules, uh, but they can get quite complex for staff and do many of the things. So, um, we'd have to look at the specifics of your account if it's getting complex. I mean, feel free to just chat chat with us, but you basically are going to put caps on packages. um you know in the simplest form. So

25:34 um not to derail too much, but there's the uh the businesswide setting right there at the top where there's a two that'll cap two bookings at a time for the entire account. And then below there's other uh caps down there. Um and generally check will allow you to overbook yourself if you're sending out proposals date reserved. So we did uh that was kind of something we experienced early on

26:00 where people want to you know for whatever reason they want to be over booked and it does happen. Um so Gerald I would just say chat with us we could take a look um but it's it's it would be related to the availability rules. The problem with the um with the sim simultaneous bookings is we have for instance we have all of our DJs can run photo booths but not all of our photo booth operators

26:23 can DJ. Some of them can be MC's, like our MC's can do everything, but our DJs can't be MC's. So, I'm using the availability rules, but as you add more staff and more packages and more things on it, it gets pretty Yeah, it'd be nice if once all your staff are assigned, it could just block the day off because you don't have any more employees to do anything. Um, so like like you've got it set

26:46 up, just have that option as an option when you do the manual that you can also say if you're all the staff, don't take any more bookings on that day. So then Gerald, are your staff full-time? Like would they if they're in there, absolutely, they can book? Uh, no. No, I assign all the staff for the events based on based on what's coming in. But there's there's really it's like I've I'm using

27:11 the availability rules like I've got DJs, how many DJs available, how many photo people and all that, but because there's crossover and my staff can do numerous things, it's quite possible that I could end up booking more events than I have staff for just because one like an MC could DJ or could run a photo booth or could, you know, do I guess kind of what I'm thinking is it's like just because

27:31 I think for most customers just because there's a staff account in it that's not booked doesn't mean that staff can do a booking. Does that make sense? Well, that's why I don't want them picking it. That's why I want to be able to assign it. But assigned all of my staffs to events. It'd be nice if the system just automatically blocked it out. So, we couldn't book anymore because we don't have

27:48 any staff members left. Yeah. And maybe you can do that with the checkout feature and not let them, you know, not let them skip it. Yeah, you can do that if Yeah. If uh Yeah, it's it's an interesting Yeah, it's an interesting point. I you know I I uh I don't think you can right now but yeah it's I I do get that I never even seen that option until you basically showed when you selected that the

28:10 customers can pick the staff then those those options you know let them book if we don't have any more staff left. Yeah. And then you could say this person I think don't skip the step and I think it won't let them proceed. Maybe test it out let us know. Um it's interesting interesting idea though like somebody has capabilities or something like that. That's kind of what that's

28:30 saying down there. Yeah, you've kind of already programmed it in. It' just be nice if you could do that not just with just without having but if I want to manually assign my staff once I've assigned them all, it'd be great if it just automatically didn't let anything over book. So that's interesting. Yeah. Yeah. We'll have to I like that. Okay. Thanks. Yeah. Lenanishia says,

28:51 "How can you completely remove an employee if they are no longer with your company?" Well, I would say just hire right, you know. Hire right the first time. Just kidding. So, um what you can do is um what you want to do is archive the user. Um and so once you archive somebody um you know we still have them in the account. Um, the reason we

29:19 archive and we don't quote unquote delete them is um, you know, we want to make sure that you can still see that historical data, you know, like if you need to go back and see what, you know, what Mr. uh, you know, what Sam test, uh, you know, previously did, what they were assigned to, things like that. Um, you know, that's why we kind of keep it in the system

29:43 this way. But they will not be able to log in. They won't be able to do anything. Um, this will even, um, if they're syncing their calendar, um, you know, we'll even, uh, kind of send a a blank, you know, a blank, uh, calendar, you know, right, next time to to kind of clear out their calendar as well. So, um, think of it as deleting, but we just we need historical data basically. So, that's

30:08 how it works. Yeah. But I No, I get it. You know, you hire, you never know. It's fine. People move on for good reasons and on good terms. Yep. Nope. It definitely happens. So, but yeah, once you archive somebody or if you turn off that login, but um but archive would probably be the more permanent way. Um that would be what you want to do. Um so, we looked at the claim, we looked at

30:30 request. Um let's see. Oh, so kind of the next thing is um time off requests. So depending on your settings, um you can I don't even know where the setting is. Um I think under availability. So, if I go to manage business settings and availability, um, and I go to my staff settings, we've got this feature that some people like where, um, by default, we let your staff, you

31:06 know, if they're going to be unavailable, out of town, you know, whatever. Um, we just let them add it and it shows up on the the business calendar. Um, some people like to approve those though and so we've got this option that allows that. So, if you change this to yes, then what's going to happen is any um you know any uh out of town type things that your staff put in uh you're going to

31:32 have to approve before they're official. And so, um since this is turned to yes, how that works is let me log into uh one of our staff accounts here. So, we'll take a look at how it looks for Alice. So, I'm in Alice now. And so, if I set my availability or if Alice sets hers, um, when she does this request time off, puts a date and an end time, then that's going to show um, awaiting

32:04 review and you'll get an email letting me know that, hey, somebody requested some time off. And so now switching back to our admin hat, if I go to my time off requests, um I'm going to see Alice's time off request here. And so I can approve that. Um if there's any kind of note, I can add that. And then, you know, approve that. I can reject that. And if there's a

32:33 reason to um, you know, put uh something in there, you can as well. But and to be clear, you don't have to approve Jack. Staff can still go in and put time off at any time. And so, right, I mean, if this is off, they could go in. So, that puts it in um you know, we're not going to lock off their availability until it's been approved. Yeah. But I'm saying if you don't have that setting, so

33:00 let's say you you're concerned about being Yeah. as an independent contractor and you don't want to have to approve or reject and get into that world. So staff can still basically notify you of their availability and put time off. Exactly. Behavior is going to be to allow them to do that. So um by default we'll allow them to just put

33:24 it in. There's no approval review process. And so staff asking for time off is a perfect reason why when staff are staff are booked or not available it would stop bookings uh using availability rules filter out. Yeah. And I could see I mean I think now now I kind of get it where it's like no sta all staff is booked is what he's saying basically. Yeah. Yeah. Yeah.

33:47 I have that problem in my staff book time off on it. it it basically the availability rules I've set up for this complex make sure it all gets thrown out the window on it because it'll let it book it when I don't actually have any staff to do it. So that's why Mhm. my workound doesn't work if somebody asks for a day off. Yeah. No days off. We're earning here people.

34:10 Exactly. Hire the right people. You want to earn you said before. That's the key. You are you into making money or not? Sounds like No, I'm joking. So maybe next let's take a look at our automated messages. So um by default, you know, if you've signed up for Check Cherry, we'll have a a bunch of emails already set up to go in your account. And that's going to include um you know, when your

34:34 staff uh gets assigned, we'll send them an email. Um but getting a lot of them. May you might have to use the search feature. Uhhuh. And so I'm going to search for staff to uh even that wasn't enough. See here staff assigned to event. So um so I can come in here and treat that template um you know with whatever information you want to add here. Uh you'll notice the recipient is staff assigned

34:59 to booking and um yeah and so when they get you know when they get assigned they'll they'll get an email. Um you can also add new messages too. So if you want to trigger that you know if you want to do that manually or use our template you can. And then you can also have reminders. So again, I think we have a reminder by default already. Um but we do we might not in the uh count. Yeah,

35:27 I'm not sure. But if you wanted to add a staff reminder, um you can do that. And so what you're going to do in that case is the scheduled date of the event. So, because um you know, we want to remind them a day before or something like that, um you're going to use the schedule date uh trigger. And it's probably easiest just to use one of our templates. Um and we'll view that template

35:54 and it'll kind of prefill everything for you. So, again, the the email, this one is set to go two days before their booking. You could change that to one day, um you know, even hours, things like that. um you know, it's going to go to the staff and basically that'll mean all of the staff that are assigned are going to get a copy of this email and it'll have whatever details um you know, you

36:19 want to uh include in that. Um it also includes a little calendar attachment for their phone, too. So, sometimes your phone will pick that sort of thing up and just show automatic reminders as well. Um, yeah. And I think like, you know, I think reminders, you know, text message reminders day of, that type of thing, just to make sure um, you know, that they they didn't forget. You could

36:43 also have um reminders go out after the event, too. Sometimes we have people um, you know, they need their staff to fill out some kind of a questionnaire or do something um, you know, follow up with the customer in some way after the event. Um, so you can set up things even after after the event is over if you need to as well. Tracy says, "Was there an option for the staff to accept

37:05 decline an event from a manually assigned event from within the email?" U, so in other words, I think what you're saying is if I assign a member, it sends them an email and it basically they could click a button that says no, I can't do this and it would take them off or something. It sounds like um, short answer is no, we don't have that. Um what I have seen people do is they'll assign

37:29 and they'll have um they start with hey if you can't do this booking let me know as soon as possible um type situation u but no there's no way to to click a button uh and have yourself removed from the staff. It's an interesting idea. Um, Tracy, what I would also wonder is would it be best just to send out all staff an email and have them request to work the booking or is there

37:55 a is there a benefit to I guess assigning them and having them reject in such a f manner? The other thing you can do too is um as Jed mentioned so um you know based on when that booking is created you know when a booking comes in um you can also we have a template for that one um yeah it looks like we have uh oh no that's so I think this is one you'd have to create manually but you can send

38:23 out a an email to all of your staff just letting them know that a booking came in um and let me know if you want to work it manually That's what we used to tell people to do before we did the feature. Yeah. Um but yeah, Tracy, I'd be kind of curious as to, you know, why why that way is better than the other ways. I can actually think of some examples, but I'm curious, you know,

38:43 Yeah. C can you hear me? Yeah. Oh, yeah. Yeah. I think um we've just been participating in um you know the bookings coming in and then we assign the appropriate staff based on um experience or right man for the job and so they get the email um and I thought in that email it said let us know if you're available for this event in the example you just showed and maybe like a

39:13 little um you know it's pull pulling some script from the booking. But um yeah, we it's we say I think wording we use by default is something like um what do we say? Uh please let me know if you can't make it. So we assume they can and then just like kind of reply to the email if if you can't. But um get it. Yeah. An optin or something to make it a little more formal that they're I've

39:40 also seen people you put that in red or you know u but or just to say hey guys look when you see this email you know let us know. Um but you know um I could see why that would be helpful. I mean I guess couple of thoughts on the product would be is there a time limit where they can click and decline it? You know um what happens if a day before they click that link? Does it remove them?

40:04 Um, you know, obviously an email would you would want to get an email as well. Um, but yeah. Yeah. Yeah. We could put something in there that says, you know, um, and you could there's a color thing to make it red. Yeah. Yeah. Please, please let us know, you know, within 24 hours or something. Yeah. You can accept this booking. But, um, I would just I didn't I knew that there

40:28 wasn't Yeah. seemingly something in there, but I didn't know if there was uh any kind of workarounds anybody came up with. Um uh No, and we could, you know, it's certainly something we could uh you know, build out. Um you know, but I would Yeah, I would kind of start with that and see how that goes. Yeah. Red, something high. Let them know, hey, I'm gonna assign you. If you

40:52 can't make it, just respond. It's all good. Yeah. Yeah. All right. Thank you. Thank you. Yep. So, a couple other little things. Um, well, I'm also going to add I would also maybe if you were doing that, send a text message, too. You know what I mean? Because that might get their attention quicker. Yeah. I think we're sending out the email and then uh kind of actually what

41:15 we've been doing is we sync with Google calendar and Google calendar has that accept maybe decline. Um, and for a period of time it worked and we could even update the the event within Check Cherry, which would update the Google calendar, but then it started removing people that we added to the event in Google calendar every time we updated the Check Cherry event. So then we were

41:40 like, "Oh my gosh, I thought we assign, you know, someone to that event." and and it would be nice if Google Calendar would uh they don't allow us to lock it if I remember right. So it's not something that we can prevent them from doing but yeah it'll just get overwritten. It's not something like I say for a while it never it would not remove somebody if I like updated background or did

42:02 anything. And then we went through a period and I can't even tell you today confidently that it still doesn't. But um at least last week I updated events and the people were still assigned. So I was like oh Google calendar is still you know keeping people assigned that accepted it through that. So that it's kind of been our workaround but um yeah has a lot of stuff implicitly and and yeah

42:27 makes it a little little tricky to figure out what they're what they're doing sometimes too. Yeah, I just, you know, sometimes I just want to look at my, you know, main landing page where I look at the event and kind of a brief overview and I see my staff assigned. If there was a way just to, you know, that's like a check mark or they click a button and it just shows up that I know that, you

42:53 know, they've accepted it. Or of course, I mean, it might be a manual process if they say, "No, I can't do that." and we even would have to go back and remove him from that event, you know, even though we've already assigned them as a temporary, you know, process. Um, I don't know. Just trying to figure out. It's good. And I could see if you have specific people that do specific

43:17 packages where that would be helpful. Yeah. Um, and and strangely enough, we have people that don't use Google Calendar. So, it doesn't work for all of all of our employees. So, cool. Well, good. Yeah. Yeah. Thank you. Thank you guys. Matt, both Lenanisha and Gerald did not know about the color in emails. Watch out. There's going to be a lot of red coming out of check and purples. And I'm

43:43 joking. Um, a couple other little helpful things um I'll mention. So, on your questionnaires, you know, if you do any type of questionnaires, um few things that are useful to know there. Um if you go to your templates and you go to the settings um you can control whether staff are allowed to see or fill out questionnaires. So sometimes people have you know and the same

44:12 for clients. So um you know so that's a little bit separate from from the other permissions but I would say most common is that people do want the staff to at least be able to see uh what the qu what the customers filled out. But you can also do some other use cases like if you want your staff to fill out some kind of questionnaire or fill something out um you can actually do that as well

44:33 and in that case you would just hide it from your hide it from your client so only the staff see it. Similarly um if you go to your checklists um checklist items can also um you know they can uh be assigned to staff as well. So um I guess first off the checklist itself you can control whether the staff can see that or not. So by default you know we'll allow staff as long as they have

45:02 permission to the booking to see any checklist items. Um and then um but you can turn that off if needed. And then when the staff is on their you know looking at an event you know they'll be able to see whatever questionnaires they have access to whatever checklist they have access to. Um, and then they can see what's done, check things off. Uh, you know, depending on those permissions. You

45:25 can also even, um, assign staff to, uh, you know, if I want to assign Alice to something, I can do that. And so, um, being able to see things, you know, going to an event and see things is helpful. Um, but you or the staff can also see kind of a a more global to-do list as well. So, that's going to have all of your checklists in just one place. And so if I want to, you know, see just the ones

45:50 that are signed to me, um, you know, I can do that as well. So Lenanisha has got a question on contracts. She says, "Do you think we could add contracts for our staff to electronically sign as part of the staff user creation login, for example, NDA, non-compete, and other new hire documents? It's not not really what it's made for, but um we do have with the questionnaires. Um we

46:17 do have a um an e signature field. Um so kind of sort of, you know, you could have uh have them sign something, you know, include um you know, include some text in um in here, you know, I agree X, Y, and Z. Um, so it's not really a a full like contract, you know, type of thing, but um, but that is one kind of workaround. Um, but we don't have like a uh a particular like

46:45 where they sign. It's good feedback. Yeah. I mean, like user accounts don't really have contracts. Everything's revolves around the booking. Um, when it comes to that and I could see where that would be helpful. We also have people that do, you know, subcontracting and they want people to sign contracts, you know, on the bookings. I mean, there's a lot of other stuff that goes

47:05 on in this area, but it's good feedback. Yeah, we've got some ideas for kind of that process that we'll we'll probably have some updates, too. Um, and then wait, before I forget, there was somebody that said something because I'm getting way down here. Uh, my question for later, I heard you guys were will add a meetup time slarrival time for events and that this that is different

47:29 than start time. When will you add this feature? and go Matt if you want to. Yeah, I don't remember maybe we said um I don't formally announced anything or or um but I think it makes sense um to have like um you know a little bit more um you know we we've talked about a few different different things here. You know, maybe when you're assigning the staff, you can set

47:56 a uh a start time and an end time or some things like that. Maybe a check-in process makes sense as well. Uh maybe some notes, some things like that. So you can currently add a extra question that has like a setup time and have it be internal. It doesn't extend the calendar object for the staff member, you know, so that they come, you know, they look at their calendar that show up at,

48:21 you know, 6 versus 7 and stuff like that. Um, and we tend not to announce like uh timelines on features and a lot of that has to do with um I guess what we've learned when it comes to software development. Some things can seem really simple but then they're really complicated. Um and some things might look like a oh that's an easy fix and then it's like wow actually it

48:43 touches a lot of pieces of the system. Um so we've just learned to listen to customers and try to deliver on features. Um, but we think it makes a lot of sense to have something there. Um, you know. Yeah. Yeah. Yeah. I think another thing, you know, probably coming down the pipe, um, hopefully not terribly far would be, uh, to be able to assign them to specific packages.

49:07 You know, if you've got multi-day events or, um, you know, different different packages, you know, being able to assign the staff to that is something we Yeah. like to. And Andre says you can use the additional info for setup time. Yeah. I mean I think you know Yeah. And a lot of times in the private nodes and things like that it surprisingly hasn't come up as

49:26 much as you would think in the life of Check Cherry. The whole like a different setup time. It does pop up. It does make sense. Um but yeah. And then um another thing so um probably most people know about hold on he's he's saying again sorry not sure if my question is asked I mean I thought I thought we just answer to address the question. Yeah. So the the straight

49:50 answer I don't know when we'll we'll answer when we'll add that and we don't announce timelines in the future. No promises. So yeah um but yeah we're always you know yeah we've got we do intend to add something along those lines. Um, one other thing just to mention in case anybody doesn't know, but your staff can uh sync their own uh calendar to Check Cherry. So, um, if

50:15 they do that, you know, if I log in at Olivia um, and I go [Music] to my calendar and I subscribe to it. Um I can or she can um you know with Google Calendar, iOS, Apple Calendar, all that kind of stuff. Um there's instructions there for how to um you know keep their calendar in sync. So that can be helpful for just kind of having it on their on their personal calendar, not needing to log

50:48 in chaturas. Um and then of course the iOS and Android. I was going to say that's perfect segway in Android stuff. So, see if I can you can if you don't know about the iPhone Android apps. Um, if you go to www.checker.com and scroll to the bottom, you'll see links to the iPhone uh version and the Android version. Um, and so you can click those and download. There's QR codes, all that

51:18 stuff. Um, and the iPhone apps are not client facing or the sorry, the iPhone Android apps are not client facing. They're basically for staff and admin access. And so with the with the apps, um I think those are especially useful for staff because they might not want to remember loginins or you know come to your website, you know, they're not always on Cherry like

51:41 you know like uh your admins typically are. So um if they have the app, you know, they can see any bookings they're assigned to or basically you know whatever permissions they have, they can they can see that information. Um they can also see their calendar um you know what they have access to and they can do things like setting time off and that's going to work you know similar to uh to

52:03 the website where they can set their availability um you know whatever kind of settings and permissions you have in place will work the same between the app and the uh the website there says the app is much better. Thanks guys. And Gerald says love the app. That's all my staff used to. So and then similar they can also see their checklist items too. So if you are assigning people things

52:26 um they can do that and I think the best to me the best thing about the app would be like the push notifications. So you know not only do you get an email when when you get assigned but you also get that push notification too. And then um as J mentioned you can also set text messaging too. But um but I think the push notifications are helpful. So I think what I like about text is I know they

52:46 get it. you know an iPhone you don't really know you know somebody could disable push notifications and you know but yeah I agree u sorry is it a good time to ask questioning yeah yeah sure go ahead uh hey Jude hey Matt u so my question revolve around you know having multiple brand because the account I have I have five brand opportunity I'm currently using two uh I'm trying to just trying to scratch

53:16 my itch and start another brand still using the same two even though I don't know if it work it's just like curiosity you know you might as well do it my the only problem is I the goal the goal is to build that brand while I'm figuring out assign someone to manage it but I don't want that person to have the perview to the other account because I have one for my photography and I have

53:42 one for my photo booth and for some reason because I rebranded because I used to have everything under my photography but I rebranded whereby I have my photo booth now so it's everything works as I want it I can but I don't want uh that staff that I hire for that third brand which is not even a photo boo related at all but I know the way the to design when you play with

54:05 it you can use it for a lot of different services so my thing is I don't want them to be able to have access to be able to see even though if I give them admin role and things like that so in other words you want to be able have um an admin that only can see certain one brand so to speak. Yes. Um does all the money go to one bank account for the separate brands? Uh right now yes, but

54:28 the goal is I will be it will be I don't know if it's going to even possible to be able to get like the new stuff to go to a different brand because I'm going to have to open a new LLC and then deal, right? And so basically you're running a separate business and so you'd need a separate checker account um is what I would suggest. Um yeah, kind of the brand stuff is great for um kind

54:49 of like really customerf facing, but like the operation itself is like one business, one um one uh company, so to speak. So if you're going to have different employees and permissions and different bank accounts, it's a separate checker account and probably the base plan. Yeah. Oh, okay. So it defend the purpose of me having the five grand then? Well, some people actually have

55:15 multiple brands. Uh, like they'll do that. Um, it's we we specifically called it a brands feature and not like separate businesses, so to speak. U, we don't want people running kind of multiple businesses with one checkerry account. Well, what about in a situation whereby uh like I open another location maybe in Philadelphia while I have one in Charlotte, but I Yeah, but we see

55:41 people do that with one brand and multiple brands. Yeah. Yeah. So that way the each brand have their own domain or maybe because I have when you're getting into the world like let's just another thing is like let's just imagine it's like oh I found my partner you know in Philadelphia and we're going to start splitting the revenue and all this stuff but like if it's really a separate

56:01 business and a separate venture I would I would highly recommend a separate checkerry account because if things fall out or if they want to somebody wants to buy somebody out you know it can all just it's easier you know. Okay. Oh, I got to figure something out on that. Uh, the only suggestion that I'm going to request is if we can do a webinar about uh tracking our Google

56:21 Analytics because I followed what you said, Jude, to like have the site on the on the side, but it's like cricket. I'm not getting anything. I feel like I'm I can do better talking to them even though I don't like it because it consume my time. I have to call them and half of them won't pick up and things like that. I put things in place using the appointment or calendarly

56:44 whereby after they submit the uh the the lead they receive a message to me later. Hey, we know you busy but you want to schedule a specific time whereby we can talk that and that's not bad. It was working. I tried for a month. I was able to close some and then some people actually pick up on the right time. Some still didn't pick up but I was like you know what J said I should go for

57:08 it. I put my listing on the side. I was looking my Google calendar from the month that I did it and oh I said oh sorry my Google ads from the month that I did it and the other month and it's just literally I have one conversion and that conversion is just like it was some other business trying to just get information about my business. So yeah like yeah I mean I think it would be cool

57:29 if we did have more uh educational content around Google ads and tracking um the sales. I think it makes a lot of sense. It's good feedback. Uh yeah, because the way it's set up right now is the the the conversion is counted when they fill the form and they receive the thank you page. But if I want to do it whereby I don't want them to go through thank you page because if you see the price, I

57:53 just assume you want it then should go through Cherry subdomain that I have but I won't be able to track it after that. So it's just like lost in the weeds, right? Um are you doing it yourself or did you hire somebody to help you with this? So I hired someone initially but I kind of know what I was doing. I know but I was just like okay let me do just so but I do majority of it myself now

58:17 like I've been fortunate whereby I understand business SEO I'm ranking number one now because I it's like something I know enough uh stuff so but like it's not converting so I'm like okay I need to find another way still playing with different things trying you know AB testing and things like that yeah no it's always um also check out under um under the integrations. If you go to

58:45 to manage business settings integrations, um we do have a place where you can put in your your tracking code as well. Um so if uh that can help with with tracking the conversions as well. Okay. So you mean like because like the way I have it on Google is like it would go to it will ask for a page that will to Yeah. And if you're using the online booking um at least um if you put um if

59:10 you go to business settings integrations um we've got uh some different options in here. So things like Google Ads Analytics, things like that. Um but it does, you know, it does require the website to be set up to pass that along and stuff like that. So um sometimes it's more complicated than that, but if if you are using the online booking, um that's that's where that integration comes in.

59:35 if you're using like a contact form or something um and just sending them to a thank you page then then this doesn't really apply just you know you would just continue to do it the way you're doing but but uh yeah just something to check out if you if you're not familiar with that. Okay. Yeah. Well, if you guys maybe not not next week or two weeks time or 3 weeks time, but when you guys

59:54 like give us content on that, that way we can get a little bit more familiar because I believe in the idea of just tracking most especially if I'm spending the money. I want to know what's going on because I'm trying multiple angles because I have a lot of competition in my area and I just want to know what works, what is not working, you know, figure things out. But definitely thanks

1:00:14 for the app. I finally started using the app. I like the idea that I can see that people actually without having to log in that people are actually like view the proposal or you know just those notification it works perfectly. So thanks for this. Awesome. Love it. Um if there's any other questions but feel free to chat in or raise your hand or unmute yourself. Um we're at seven.

1:00:39 Yeah I saw one question can do it real quick. Um there was a question about how to add employees. So, um you're going to see that under manage user accounts and then you're going to click add new user and then um yeah and then you'll see uh you can either check the staff or the admin option there. So, um and then we'll send out the a link to the webinar on there'll be some of those

1:01:03 we'll have that as well. So, yeah. Um and yeah, thank you guys. Yeah, thanks for showing up everybody and have a great evening and thanks for the feedback. If you ever have suggestions for webinars, uh we're open. Um we want to hear it. So we'll keep on covering them and keep on trying to nail them out every other couple weeks. So have a good night everybody. Thank you. Thanks Matt.

1:01:25 Thank you. Y thanks. Bye. Good night. Thank you.