Dynamic Pricing in Check Cherry

0:22 almost six. Are you wearing the same shirt as me, Matt? We got Look. Oh, yep. So, it's funny. Both of my kids were wearing uh Check Cherry shirts today. Oh, really? Yeah, they wear some. So, it's Chick swag. Okay, it's six. Let's get started. Um, I'm Jud. I'm one of the co-founders of Check Cherry. Matt is the other co-founder. And

0:47 tonight's webinar, we're doing dynamic pricing in Check Cherry. And so, there's a lot of different ways that pricing it changes in Check Cherry. Um, and you'll kind of see how this works with both proposals and online booking and so on. Um, but we're just going to cover some of them and then uh if you have questions uh feel free to raise your hand um and chime in or just chat um

1:09 on the right hand side and I'll do the fielding of questions. Matt will drive as usual I suppose and uh we'll kind of get into dynamic pricing. Okay. So, let me share my screen here. And I guess um probably the easiest place is to start with packages maybe. Um so, um I guess just to maybe step back a little bit. So, with dynamic pricing, you know, what do we mean by that? Um, and I guess

1:46 it's just, um, being able to particularly with online booking, um, be able to kind of accommodate different circumstances. You know, people have different numbers of hours, different numbers of days, you know, multiple packages, all all the different scenarios that kind of come up. Um, you know, and obviously with a proposal, if you're building that, um, you know, you can manually

2:11 adjust things and manually make changes. But um you know one of the the goals of a system like chair cherry is to kind of allow you to automate a lot of that so you don't need to you know pull out a calculator every time and and make changes. So um so why don't we start with the packages um and just take a quick uh review of that. So, under manage packages, if I go to um you know,

2:36 one of my packages and pricing and scheduling, um we've got a number of different pricing options in here. So, kind of the simplest pricing scheme is just to charge somebody a flat rate. You know, hey, if you book my um wedding silver package, it costs $500 and you get uh two hours for that. if you have tax, you know, um in your account, then uh you can turn the tax on or off. Um but

3:03 it's real common that you know that you'll start with a certain number of hours, you know, call it three, four hours, and then um and then you want to allow the customer to choose additional hours. And so, um so with Check Sherry, you know, it's really easy to do. you turn on the charge for extra hours and you set your hourly rate. Um, and then you set the maximum number of

3:27 hours that somebody can book you. So, um, you know, when somebody goes through the booking process, if they choose this package, then we'll automatically calculate. And so, let's go ahead and open up another tab here and look at our wedding silver package and just kind of see how that works in practice. So, um, you know, the important thing is, um, so it starts at $500

3:54 and then they can choose an extra hour and that gets updated in real time as they do that. Um, one thing you'll notice is if I go down to two hours, it's still going to charge $500. And so when you're setting up your hourly pricing, um, you know, this is the the least that the customer is going to be charged. They might not need the full four hours. They can choose

4:18 less if they want. Um you can put that minimum to to fewer hours, but they um but they'll they'll always build Yeah, they'll always be build the starting rate and and the system will allow you to do less hours. If I remember right, that came up because some people would um want their calendar to reflect less hours, right? So, but yeah, we're just, you know, it would just kind

4:39 of cause confusion for, you know, the customers like, "Oh, I don't need you for four hours. I need you for three hours." And so that way, you know, they can choose it, but but the rate doesn't change. Um, you can also decrease, you know, I think by default we set these to one hour increments. You that if you want as well or increase it, but um, so if you want to do 30

4:57 minutes, you know, let somebody book you for 4 and a half hours, 3 hours, three, two and a half hours, um, that's an option as well. Um you can also do um uh another you know another common use case is multi-day packages. So real similar to the you know if instead of charging per hour you want to charge per day um you can do that as well. And so what you're going to

5:30 do is change the scheduling mode to date only. um reason, you know, we just want to collect the number of days instead of the number of hours. And then you're going to do basically the same settings here. So you're going to say, okay, my daily rate is, you know, $400 and the minimum number of days is one and the maximum is, you know, whatever 10. And then when I go back to

5:54 um to view this, I'm going to see more of a date picker style. And let's see here. And so based on the number of days it will automatically um um choose that. So uh let's see here I think because I started working already but um that's fine. And I think there's just another wrinkle which is, you know, that's just one start time. You know, when you do the multi-day like that, you can

6:24 also, if you need to do multi-day um and there's separate start times, let's say in a a festival or something where you're doing Friday, Saturday, Sunday, and there's three start times, you can add you can add packages um with the datetime mode. Um so date only is more like a long-term rental or something of that nature. Exactly. And then um kind of the last scenario here in the

6:46 package editor are these um less commonly used but um but still useful sometimes the uh charge by unit. And so what you can do with these is um a lot of times for like say uh say you want to charge for like you know guest counts um you might have one r one price range if it's you know zero to 100 guests um and then another price tier if it's you know 100 to 200 guests. You see this

7:14 kind of u more in the like say the venue world where um you know based on the the party size and things like that that pricing might change. Um, one thing to keep in mind if you do want to use the the unit pricing is basically we'll add the starting rate to this to this unit pricing. Um, so if I come back here and refresh now, um, it's going to ask me how many guests are

7:41 attending. I'm going to say 100 or less. And what's going to happen is um, it's going to do 600. So that's going to be 500 from the starting rate and then 100 from the uh you know from the the guest rate. Um sometimes that causes confusion and what people really want here is a starting rate of zero. And so basically if I do that then my um you know it's going to charge $100 if I

8:07 choose 100 guests and go up to 200 if I choose up to to 200 guests. Yep. And just a reminder if you're ever confused with Check Cherry chat with us from within your account. we can help you uh point you right in the right direction. And yeah, and again this is probably less commonly used. Um you know the unit pricing I think particularly with you know our um photo booth and

8:30 DJ customers use this less. I think um some of the other services use it more. Um you can also do things like just charging pure per guest. So, if you just want to charge um you know uh based on the the number of guests, you could say, you know, $5 per guest. And and we see people like what mobile bartenders, um caterers, you know, anything where you're you're basically cost

8:58 per guest, you know, think of it is going to increase. Um you know, this is a helpful setting. Yeah. And then as I put in the number of guests, it's just going to get multiplied by that per guest cost and come out to, you know, 30 time 5 is 150. And so as they enter their guest count, that'll update in real time as well. And so um so those I think are the, you know, the main

9:23 things that come up with um with packages. You can also change what the unit is. you know, if it's not guests, if it's, you know, square feet, you know, if you're doing, uh, real estate photography or, you know, different things like that. So, um, hit that M. Matt once, hit that advanced tab because there's one other, uh, area which is the notion of including stuff, right? You want to

9:49 cover that or is that Yep. including add-ons basically? So, let's kind of put this back to a more more traditional setup, we'll say it's $500, includes four hours, and then $200 per additional hour. Um, under advanced, we also have um kind of the concept of like includings. Um, and we'll take a look at our our add-ons later, but um sometimes people want to automatically include

10:20 certain items with their packages. And so what you can do there is um click that include add-on. You can choose one of your add-ons. So say this allows a couple options here. Do you want to allow this add-on to be removed by the customer? You know, yes or no. And then should this be included at no charge? Yes or no. Um so we're just going to leave it at the default

10:48 here. And what that's going to do is now when somebody adds this uh wedding silver package to their cart, it's also going to pull in this um speaker uh add-on as well and include it for free. So um let's go back, pick our package, and now we've got this add-on included for free. And even if you normally charge for that

11:18 add-on, um it's going to be automatically included at no cost for uh for the user here. Um, you can also decide that you don't want, you know, that you do want to charge or you can decide whether to allow the customer to remove um maybe if you've got a limited number of these um you know a certain product that that comes with your packages, it can be helpful to include

11:46 those add-ons with your package. Um and then it can be useful for pricing reasons. you know, if you just want to show that, hey, you're getting this for free. Um, you know, it's part of the one of the perks of of our premium package. Um, that's a great great way to do that. And I think that's about it with that. Anything else you want to add on that, Chad? No, I think that's good. I

12:07 mean, it's just it's I love that we're starting with packages. It's core to check cherry. We have great package management. Um, love it. And then kind of the next level are add-ons. And so add-ons are basically where you can kind of upsell the customer. You know, as the customer goes through the booking process, they'll choose their package and then uh once they get to the add-on step,

12:30 that's kind of the next next opportunity they have to see different, you know, different items that you offer. Um and those can be things, you know, they can be, you know, things like uh scrapbook stations or, you know, um equipment, things like that. But they can also be things like extra hours, um a second attendant, um idle time, and other things that are not necessarily a a product,

12:56 you know, they're just um they kind of modify the event in some way. So, kind of the simplest add-on would be um you know, if you create a new add-on, you can set the the price and that's it. you know, they add it to their cart. Um, and then if they add multiple, it'll just get, you know, get multiplied. So, if I add two of these to my cart, it's going to be $200. Three will be 300, etc.

13:22 You can also do some more advanced things like say you have a um an extra attendant. So, you might want to do it a little bit differently. So, you could say extra attendant and you could set the hourly rate of that attendant. um do that here. And so what we're going to do is instead of just charging a flat rate, we're going to charge um we're going to multiply that

13:49 by the number of hours that the package has. So if somebody books you for a 4-hour package, that's going to get multiplied by this hourly price and charge $400. You know, if somebody picks a 5 hour package, it'll charge them $500 and so on. Um, you can also do that with days as well if if that's something you need. And you can even increase the quantity if if you needed, you

14:13 know, if you wanted to let people book two extra attendants or three extra attendants, um, it's going to do all that math automatically. So, once they add this um extra attendant add-on or add a couple of them to their cart, it'll automatically take into account these calculations and um, and adjust the total accordingly. You can also do um you can also multiply

14:35 this price by the number of units on the package as well. So if you are using that unit pricing um you know say you're charging per guest instead of you know this type of thing where you're charging per guest um you can have your add-ons take advantage of that too. So, an example of that like maybe you'd be like have like a mobile bartender

14:59 upgraded glassear or something like that, right? They want to charge per item, you know, a little bit extra. Exactly. And so, in that case, you would, you know, for every if somebody puts a 100 guests, it's going to get charged, you know, 100 times, you know, uh, times the price. Yep. Um, and then let's see. I think that's about it for the um for the

15:27 pricing. Um sometimes people also want to do more like a um like an idle time type of feature. And in that case, you're just going to leave that, you know, flat rate per unit or per hour. Um you're going to set your idle time rate. And the other thing you might want to do is have it extend the uh the booking length um so that it blocks more time off on your calendar. So you can say okay for

15:53 each um each uh you know idle time hour that they add I want to extend the length of the uh booking on my calendar. So that can be helpful as well. Oops. And then um backdrops are real similar to add-ons. um a little bit less, you know, in terms of the uh the advanced features, but um but with the backdrop, typically that's just going to have um a single price. Um we do have an option though

16:32 to include it at no charge with certain packages. So, a common thing we'll see in backdrops is that um maybe it's included, you know, it it's extra on your basic package, but then if um you know, maybe it comes uh standard with your um with your higherend package. So, um so that's something you can do as well. And then let's

17:06 see. And I think that's about it in the packages, add-ons, and backdrops. Well, in the backdrops, can we override the pricing and stuff like that? I mean, isn't that a what's that? The backdrop category level. You can pricing maybe. So, um, at the category level, you can also set your pricing there, so that you don't need to do it on each individual backdrop. So, I set

17:33 my default price to 100, then I don't need to go and update the pricing on all of my backdrops. Um, it'll just um it'll just uh default to 100 on all of them. Yeah, it's probably worth mentioning, but yeah. Yeah. [Music] And then kind of the next level would be um I guess giving a discount code to somebody. So with discount codes um basically those are typically going to be something that you

18:02 give out to customers to give them a deal. So not everybody is going to get this. Only the people, you know, with with this code or that click a secret link or that do something, you know. Um, and I think these are, you know, obviously they're they're great for promos. You know, sometimes people have like popups or, you know, different things on their website or send out emails with

18:25 with discounts or give them out to partners to share. You know, if you've got a partnership with some venue that drives a lot of business, you might give them a discount code um that they can give to their customers. And it's just a a nice way to make the customer feel like they're getting something special. and then um you know kind of uh incentivize certain types of traffic. And so

18:47 with those discount codes um those can either be a percent or a flat rate. Um so I could say, you know, give somebody 10% off or I could just give them a a flat rate of, you know, $50. I can also control what this discount applies to. you know, maybe it applies to just my photo booth packages or, you know, even add-ons or things like that as well. So, um, so if I apply that to just

19:14 my photo booth packages, if somebody's booking a DJ package, of course, they won't be able to use that. Um, otherwise, you know, you can just leave it to all packages to let everybody use it. And then, um, kind of the next section you'll see is when is this code valid? And so the first day the code is valid um you know you can set your your start date and your end date and that date that

19:38 can either be based on when the event is booked. So um you know if I'm booking my wedding today then today is the book date. You know I'm booking it right now. Um and so I would say that's kind of the most common that I have a code that's good for the next, you know, the next week or the next month or something like that. But you can also do it based on the scheduled event date as well. So

20:00 you could say this code is only good for events in June. You know, maybe June's a little bit of a slow month and we want to incentivize it. So we're going to give a a special discount for that month. And then you can also do things like limiting it based on the days of the week. So you could say this is a weekday code um and so I'm only I'm only able to use this on Monday through Thursday.

20:26 Uh, and again, that can be kind of a a good way to, you know, give somebody a code that that um doesn't necessarily book out your higher volume of days. Um, the next option here is whether they should be allowed to redeem this code on proposals. Um, and so we didn't always have this option. You know, kind of the way we thought of proposals was that, you know, you you're giving

20:50 somebody a custom offer just for them. uh you know that you're setting up the pricing and that you're um you know that yeah that you've already decided what you're going to charge them. Uh but that being said, we've seen a lot of people use discount codes to kind of try to incentivize the customer to close. So for instance, they might send out a discount code 2 days after

21:13 um you know if the customer hasn't hasn't made the decision yet, maybe that discount code over the edge. I think it's worth noting here is that if you have a valid discount code that does apply to proposals, there's going to be a text area that says enter a discount code on the proposal and on all proposals frankly, right? So, or at least all proposals that it applies to. And so,

21:35 you might be encouraging people to, you know, ask for more discounts if they see that, even if you don't plan on giving it um some of the original thought by just leaving it off. Um, but something to consider. you can also manually apply discounts on your end um without having this regardless of that setting if I remember right. So um really it's something where you know people

21:56 are automating a little bit more and sending follow-ups to say hey um you haven't closed yet on this proposal go ahead and just use this for 10% off. Yeah. And I think it's um you know it's a good point. Um you know when we're when we show that discount code um you know if somebody's going through the online booking it's going to be on the on the last step and um you know in this little

22:23 field here. And we only show that if there are any valid discount codes in in effect. So if you don't have any active discount codes we'll just hide that box. And you know, people, you know, it it can be a disincentive for people to book if they think that somebody else is getting a a better deal. Um, you know, just the other day I was booking a a flight on Southwest, you know,

22:43 and I see the little discount code box. It's like, uh, are there is there a code out there? And, you know, I know, right? You don't have you're not It's basically saying you're not getting the best deal, right? And you might be. Yeah. And uh Yeah. And so I Googled around a little bit and it, you know, and uh found a code and Oh, did you did it work? uh it didn't end up working. It expired,

23:04 but but it reminded me that I that I had seen a code the other day and so it kind of, you know, kind of made me know I wasn't getting the best deal. So, um yeah, I think there's a cost to showing it and like I say, to me it means that I'm not getting the best deal. Yeah, it's pretty straightforward. Somebody's getting a code off. You offer discounts. How do I get in

23:25 on that? Exactly. And then the other thing with discount codes is you know obviously that can be something that people type in um but we also have a way that you can share a link. So you know from that discount code page if you go to share link um that will automatically apply it. So you can give that code to say a venue or you know use it in your promos or things like that and that way the

23:51 customer doesn't need to remember to automatically apply it. It'll just, you know, once they click the link, the code will be applied and they'll be all set. Matt, I got a question for you. Says, does it show if there are other codes or only if the proposal option is turned on? So that will show basically if there's any valid codes in that scenario. So we'll we'll hide it if we can.

24:12 I mean, if there's no say, you know, say nothing is in nothing is currently valid. You know, all of your codes are outside of the the current um uh you know, period or maybe they don't, you know, maybe you picked a photo booth package and the discount only applies to DJ packages. We will hide it then. Um it only if only if there's a a way for somebody to redeem that code will we show it.

24:40 Uh Denise says, "Can you hide the field even if you have valid codes?" Short answer is no. And um but you can add discounts at any time, you know, line item discounts, that type of stuff. But no. Yeah. Yeah. If if there's a valid code um but a code doesn't need to be valid for you to apply it. I mean, if you just want to have a quick way to apply codes on your end,

25:02 um, you know, you could set that to say, hey, I don't want it to apply to any packages, then basically what that means is nobody can redeem that code. Um, but you could still, you know, manually apply it if you want to. So, that could be could be useful. Um so yeah then I would say the you know kind of the most flexible way of of dynamic pricing in Check Cherry is is the

25:29 uh the flex pricing feature. So under manage flex pricing that's where you can set you know even more advanced rules. So, um, what you can do is you can either you can either add discounts or search charges to a booking. And so, um, you know, those are self-explanatory. A discount is, you know, you're giving somebody a deal. A search charge is you're charging somebody an extra fee.

25:53 I just if I can just clarify. So just the discount codes we just covered. Somebody has to basically enter in those characters 50 off you know promo 123 or click a link specifically that you've given them for them to get the discount code. The flex pricing will automatically be applied to bookings if the rules match regardless. There's no special links. Exactly. So, um, so I guess some scenarios

26:22 that flex pricing is useful for are things like dates. So, like say New Year's Eve, you want to charge extra. Um, that's where flex pricing is great because it'll automatically apply that to it. Or say you just want to you always want to give your customers a weekday discount. You know, you don't need them to type in a code. You just want to show that um, you know, as soon as they

26:44 select a day, you want to show that discount applied automatically. um you can do that with the flex pricing and so yeah so it's automatic you know the customer doesn't need to do anything and so we come in and we create a new discount um you can give it any name you'd like and again there's a couple ways you can do it you can do that based on a flat rate you know I want

27:07 to discount $50 or you can do a percent you know I want to discount 10% you can come here and you can select what it applies to, you know, only my photo booth packages, something like that. Um, otherwise the default is to that it'll apply to all of your packages. Um, and then you'll come down here and then you'll see the various rules. And so the rules basically all of them have to,

27:35 you know, evaluate all of them have to be true for for this rule to apply. So that can be things like, you know, the book date. Um, again, if I'm booking an event, then today is my book book date. Um, and so you can say that, hey, I'm I'm running a uh, you know, discount. I want it to automatically apply as long as they're booking in May. You can also do

28:00 uh, based on the scheduled event date. So, if somebody's booking an event in May, you know, hey, that's a really busy month for me. I want to add a search charge or I want to charge extra or you know maybe a different month you might have a discount um and charge less. Again, you can do weekday or weekend. Um and you can go about that either way. You know, some people like

28:24 to come in with a low price upfront and then kind of, you know, increase it as as the customer goes through the booking process. Other people kind of like to have everything inclusive up front and then as you know depending on what days or things like that maybe they get a discount. So um you could do a discount for weekdays or you could do a search charge on you know Friday,

28:46 Saturday, Sunday or something like that. I think it's the most common people do discounts right to lower it off but yeah I mean it could be either way. Um I've there's a question here. Leaning says, "I was having an issue with the codes or flex pricing before and I don't remember what it was. I chatted with Samantha about it. I think it was wanting to apply it to a custom

29:04 package. Do you have it put an end date for the code? Is that a requirement?" So, yeah. Yeah. For discount codes, we do require some kind of a an end date. I mean it can be 100 years from now but um it does require some kind of a date to put in. The flex pricing does not. So with flex pricing it doesn't it doesn't need to have any kind of data involved. Lenanisha was it resolved? I mean

29:33 it's not I guess it's not clear to me and it wasn't just chat with us I would say. And uh yeah it is possible um under the package editor. I mean, you can you can apply things to custom packages or turn that off as well. So, if um and and just a kind of a reminder, these flex pricing rules, they'll they'll take effect, you know, when somebody goes through the online booking process,

29:58 but if you manually create a booking or proposal, um you know, those flex pricing rules will also take effect as well. Um the next thing you can do is apply uh um a rule if um if the booking is a certain number of days away. So you can do things like um you know if somebody's booking you last minute maybe you want to you know charge extra for that because it's a convenience that you're you

30:28 know that you're willing to take it on. um or on the flip side, maybe you know, maybe you just want to fill fill those last few days that you have and so you're going to get a discount for that. And then similarly, you know, maybe you um incentivize somebody to book you uh further in advance so you have more time to play or to uh to plan. And so um so those can be useful sometimes. Also have

30:51 uh rules based on the the p the total price of the booking. So, you can do something like, you know, if it's less than $100, you know, maybe you have a service fee for to make sure that you uh account for things like travel and and stuff like that. Maybe if they spend more than $1,000 with you, they get a discount of some sort. The next thing is is based on you can set up rules based on where

31:18 the the venue is located. Um, this is a little bit different than travel fees. Um, we'll take a look at travel fees as well, but uh, this is going to be more commonly used for things like um, you know, like uh, our customers that live near big cities. You know, if you've got to drive into the middle of New York City, that's a whole different, you know, level of uh, of work and and

31:45 uh, difficulty than doing something in a suburban area. So you might have a rule set up for certain cities or certain postal codes or things like that. And then the other thing you might do is have uh have fees based on the specific venue. So you know maybe for the mission in they have expensive parking and I want to make sure that I get um you know that I account for that. So

32:12 you can add um you know different venues and you can set a a flex pricing rule for that as well. Um we also have based on the user account. So where that can be useful is if you have certain repeat customers and you want to give them special pricing uh that is something you can do as well. So if you've got you know a certain customer they constantly do business with you and you want

32:36 to give them a 10% discount um you can automate that as well. And then Carlos, yeah, Carlos says, "This is a good one for me, I think, related to the area, you know, the zip code and stuff." Um, he serves some parts of upstate New York, but he wants to be able to searchcharge. So, awesome. Yeah. Yeah. And with New York, I think sometimes the the postal codes are helpful because

32:57 then you can get a little bit more granular. Um, other places, you know, like, you know, maybe Chicago or something, you can you can just do the whole city or something like that. Um, and then yeah, so based on the user account, great for returning customers. And um, you know, I guess you could even go the other way. If there's somebody you really don't like working with,

33:17 uh, charge them extra, but that might, uh, that might not go over well. And then the last one is based on the end time. So, um, a common one that we get is like, uh, you know, certain places they have, uh, you know, if it's later than a certain time, they want to charge a little bit extra to account for that. So, you can say something like, oh, if it, you know,

33:40 if it ends between 11:00 p.m. and, you know, or maybe if it ends after midnight, um, you know, till whatever, uh, till 7 a.m., um, I'm going to charge extra for that. And um I don't know do uh not sure exactly the scenarios where where people want that, but that's a a frequent one that you the end time. Uh I feel like um there a lot of it was people don't want to be out late, you know,

34:08 and they want to they want to pay staff higher if it's going to be out till 2 or 3 4 a.m. Yeah, that type of stuff. Um so I think that was the Yeah. And so, um, and again on these flex pricing rules, they can be applied to your packages, but they can also be applied to add-ons or backdrops as well. So, um, so that can be useful. Most of us old people want to be in bed by at least midnight.

34:35 Yeah. Um, cool. So, I think those are kind of the main main ways you can automate, you know, adding pricing to it. Um, but I think it's important to kind of point out as well, you can always manually adjust pricing. So, if I go to a proposal that I have, um, you know, we'll take a look at this invoice here. And so, I'm charging them, you know, 2,700 for the the

35:03 two hours. Um, it's got a weekday discount. I can always come in here, click this adjust invoice button, and make changes. you know, I can come in and override the price on that. You know, instead of 2,700, maybe I want to charge 2,000. This is kind of like overriding the sticker price, right? As opposed to, because of course, you can always add a discount or a line item and stuff,

35:26 but you're overriding the sticker price, so to speak, of a package. And I can also override that, you know, in this case, say weekday discount flex pricing rule kicked in. But maybe I don't want to do that. you know, maybe I want to remove it or I want to change it. You know, it's I'm getting a discount, but it's going to be 150 instead of, you know, whatever it was before. Um,

35:49 or I can delete that entirely if I don't want it to apply. You can also, um, you know, you can also override the price on your add-ons as well. you know, once you add something to your your event, um you can say instead of $10 for this customer, um I'm going to charge 50. Now, if I go to that invoice, um it's going to show 50 for the uh for the price on that instead of

36:15 10. And I I feel like overriding the price on packages and add-ons typically is when you're charging somebody more than you would normally charge. And if you're charging somebody less, you typically add a discount, a line item discount basically um to let them know they're getting a deal. Um that's but you could obviously charge less or you know show less but um that's typically

36:38 how we see it done. And then you can also enter just manual adjustments. You know if you've got an adjustment that doesn't fit into anything else. Um you know I can give a credit for you know previous event. you know, something didn't didn't go well the previous event. Um, I can do $100 credit or something and that'll show up um on the event as or on the uh the invoice as well. So,

37:05 um lots of options. And then I can always manually apply a discount code as well. Um and I'm going to be able to as the admin I get to see everything whether it applies or not. So even though this 10 off discount code doesn't apply to this package, I can still override that and it's going to get um get applied. So that can be helpful as just kind of a quick way to apply frequent discounts

37:27 that you uh that you deal with. Matt, Jud, can you guys hear me? Yep. Yep. Uh hey, had a question. Now that you're showing the proposal, is there um I use proposals a lot too and um really appreciate you showing that the discount code field shows up for them when there is a discount. Um so just to be clear, when you have uh like uh Matt, I think you said, if you have a discount code and then you

37:54 just uncheck all the packages that it would apply to, would it not show the discount code field on the proposal? Uh correct. Yeah. Yeah, if you um I yeah, I believe that that should take it off. So, basically, if you come in here, there's also the there's also the other setting which is just say show. I know. If you turn that off, that'll keep it from showing up. Okay. And then one other

38:18 question. Um on the proposal where you show uh the section where it says the numbers and it itemizes and shows the prices. Yeah, right there. Um, I I was wondering is there a way uh I mean sometimes I think I find myself wanting a way to hide the itemized part and just show them the total so that you know the the client isn't uh nitpicking or just you know trying to you know say well what

38:47 if I take this off or reduce this and just I'd rather just show them a toll of the package price. I I wanted to know if maybe that was in the works or if you guys um have had any requests for that. There there have been requests for that. Um and it's it's possible it's something we accommodate in the future. Um one thing you could do in the meantime is just to override the package price

39:08 um and set the add-ons to zero. Um that would be one thing to do. I suppose um have you had a system that does this and was it effective is or is it just an assumption that it'll be effective that the price the client won't want to negotiate a lower price? Uh, I I've had clients that, you know, I mean, they they get the proposal and they see the itemized breakdown and then, you know,

39:32 I mean, I guess the uh for some it create it kind of lifts the veil off of like every single little thing and how we charge and then they try to some, not all. I mean, so, so it's not a that big of a deal, but I just figure I if I could, if I hide the breakdown and just, you know, the price is the price. Uh, maybe it would ease a second guessing or trying to play around with the numbers. Um, so,

40:00 so that's that was really why, you know, I just kind and and to answer the other question, yeah, I haven't had I haven't tried another system. I was using another system a while back, but they also did not hide the itemized part. Um, yeah. So, it's just it could work. I I just be I'd be curious like is it really going to work? Because some of the challenges other than just simply

40:25 hiding the field is obviously on the admin side, we have to like, you know, on the support side, you know, oh, why is the total this, you know, and where do we hide it? And what about the invoice? And what if you remove stuff and what if you add stuff? Does it change it then? and is it all, you know? Um, yeah. So, there's some some of those considerations and it and but it's it's

40:45 good feedback. We appreciate it. Yeah. Okay. Yeah. Well, thanks, guys. We'll definitely consider that. You know, we've got um kind of some proposals updates that that'll, you know, we'll be rolling out over over this year. So, um Yeah. Yeah. The proposals are going to get some love. Yeah. And and the invoices. Don't forget about that. Yep. At least managing managing the

41:06 numbers from the invoices. So you guys, we think you guys are really like that. It's going to be make it easier. Yeah. Yeah. So, um and then I guess the one the one flex pricing or you know pricing thing we didn't really talk about would be uh travel. Um you know you can also of course set up travel fees. Uh most of the time you know I would recommend just setting up a per

41:30 mile rate. You know what's your travel fee? um you know based on your business address or you can put in a different starting address and generally speaking I mean I would just say you charge whatever you know call it a buck a mile and you know maybe get 25 miles for you or something um that's the easiest way to kind of set your travel but you can also get much more complicated

41:53 with that and do things like tiers you know maybe zero to 100 is is uh you know one price and right um you know do things like that I don't that approach because then it's like if you're 101, you know, and you're like at the next level 99, it's just, you know, there's um but we have some pe seen people do it. And remember, um you know, if you get complicated with things, it's going

42:16 to be complicated for your customers and that will, you know, um cause some uh confusion and hurt sales. Um also, Matt, sales tax is also kind of somewhat the customer typically, at least in the US, uh certainly is paying extra on sales tax. If you're in a state that you're required to collect sales tax, we've got great solutions for you. And so, typically, um, you know, while

42:40 you're under under the tax, you can just basically call, you know, default tax rate or something and, you know, just have us automatically look it up. Uh, we use a service called Tax Jar. Um, you know, they do a great job of, you know, based on the street address, you know, the the tax rate can be different across the street. So, um, so they'll look up that specific address. um and uh

43:03 um apply it automatically as well. So um generally that's all you need to do. Sometimes people have different tax policies in different states or things like that, but um generally speaking, this this is what people need to do. Um and like we're forgetting something, but it's I mean it's not, right? Yeah, there was something I was going to mention. Um I'm going to look at the description

43:27 here. backdrops, travel fees, add-ons, hourly, daily, unit price, overwriting packages, discount codes, flex pricing. Oh, I know what it was. So, I was going to mention under So, the other the other common thing that we get is that people want to pass along uh credit card processing. So, under um your payment settings, you know, once you've got your payment account set up, um check

43:50 account, you know, if you're doing accepting credit cards, accepting bank accounts, you know, PayPal, something like that. Basically, you can set your processing fees on on uh on payment. So, what you can do is say, I'm going to charge, you know, whatever 2.9 plus 30 cents and then hit save. And now when customers go to make a payment, um that fee will be applied, but it's just going

44:19 to be applied to the payment amount. So, if I come in and make a $450 payment, um, then it's going to apply those processing fees just to the payment amount. And then you might have a discount if they pay via bank account or something else. Um, and so that way, you know, it's just going to just going to target, you know, why whichever method they they they see and then they can kind of choose,

44:45 you know, do I want to have the convenience of credit card or do I want to um go through some extra groups of of doing something else. So, um, so that's kind of the the only other thing I just wanted to add, I mean, I you know, um, you could also raise prices 5% and not do payment processing fees. Mhm. you know, and then make it really easy for customers and they wouldn't feel like they're

45:08 getting uh searchcharged. So, that's another Yeah, absolutely. way to go about it. So, awesome. Does anybody have questions? Great job, Matt, running through that. Um, about dynamic pricing. There's there there actually is quite a bit. I mean, I was I was thinking flex pricing originally uh when we had this webinar topic. Um, but the more you know we dig into it, I mean there's just a lot of

45:33 different ways that Check Cherry helps you get an accurate rate for your customers. Um, and I love that we started with online booking. So just like the proposals, it just automatically works. Um, real straightforward. Um, yeah. Well, awesome. Wait, wait, we have some. Sorry, I was scrolling. Um, all right. We have we just zeroed out the add-ons and put a

46:02 manual override price on the package. Um, sorry, I must have missed these. I guess I was scrolling up high. Um, yep. Love the auto tax. Okay, just just comments. Thanks, Eric. Thanks, Dennis. Thanks, uh, uh, Rick. Love it. Thanks for joining us, guys. Um, we'll, uh, we'll be doing more webinars. Um, Donald says, "New customer here. I've had to reach out to your support team and they have been

46:31 a great source of support. Just wanted to shout out." Love it. Great, Donald. Yeah. Uh, Sam does support uh primarily these days and that's allowed uh Matt and I to focus on other other areas. We still hop in and help out customers. Um, so we're still around uh certainly of course to help out. We listen to what's going on. Uh we want to understand our customers, understand

46:52 what you guys are doing, and make Check Cherry the best possible product it can be. Um and so that's awesome. And we've also just uh hired somebody as uh in marketing as our marketing associates. So maybe the production quality of our webinars might go up. Matt, what do you think? I guess we'll see. Yeah, we'll see. Uh Eric says, "Can I ask a uh off-topic uh question? Hope you how do you

47:19 organize automated messages? I have quite a few. It's getting difficult to organize." So that's a good question. Um and then Rick said her her rumor that multiple proposals were coming. Yep. The rum the rumor is true. Um we'll have an option. It's been a long outstanding feature request. It's a difficult one actually for us. Um but there'll be an option where you can send one link with

47:43 multiple. We're going to call I think alternates is what we have right now. That's what we're calling it right now. Yeah. Alternative. And yeah, the customer will be able to change uh so we think you guys are going to really like that. It'll we'll see, you know, we we want to get something out, get feedback, all that stuff. And that's also kind of parlayed into more invoice changes, so

48:01 it's going to be easier to uh manage invoices. And you know, speaking of the marketing person, you know, be sure to follow us on Instagram or Tik Tok. We'll be posting more like sneak peeks and stuff like that on those channels. So, we're gonna just have more activity all around. So, the automated messages labels, right? I mean, that's Yeah. So, um I guess a few tips I would

48:22 say um you know, I think I think it's probably, you know, figuring out a an easier way to to organize these is something I think, you know, I'd like to do as well. But what I would say is um you know, they're they're kind of organized by trigger. So, you know, and that's that's where the order is coming from. So, you know, add-on added to booking, attachment

48:45 uploaded, booking canceled. And so, um, you know, if you click one of those, you'll just see specifically the ones using that trigger. Or if you want to see all the ones that, you know, going out via email or, you know, require review, things like that, um, feel free to click any of those. You can also add tags yourself. So, um, we did that instead of folders because,

49:08 you know, sometimes things apply to, you know, multiple Yeah. Yeah. multiple things. So, um, but anyway, you can you can add your tags and then you can click that or, you know, search for it or, you know, whatever and it'll come up. Um, again, the search will search at pretty much everything. So, it'll search, you know, if you've got a subject for message, um, you know, instructions,

49:30 uh, just drop that in the search, it'll come up. um you know directly as well. So I would say those are kind of the main main quick tips. But yeah, if you give things some tags um I think that helps a lot. Yeah, I would say start with the tags. Think of it like a folder. But yeah, I know there's certainly room to to improve that. I think so. Yeah, that's helpful. I did not know you

49:53 could click on the like for example add-on added to booking and click on send immediately. Click on email. That's helpful. And also I didn't know how it was sorted either. I thought it was pretty much random, but now I see it's sorted by like like trigger criteria, it seems. So, yeah, this is this is actually really helpful. Thank you. Yeah. And then even within that, it should be sorted all of

50:15 your booking created will be s sorted like kind of like the the order that they go out. So, if you've got one that goes out a week before, you know, that would come first and then the day of and then the ones after. Uh but yeah, it does, you know, so in theory it should be pretty but but yeah, it does feel kind of random sometimes when you see it. So there's always work to be done around

50:36 here. Yeah. Awesome. Well, well, we love Check Cherry. I I was just talking to my partner about how we could not even close to run our business without you guys. So yeah, you Thank you. Love it. Thank you for the kind words. It's awesome. Definitely appreciate it. So well, thank you guys so much. We uh Yeah. Got one more for you, Matt. Will there be more dynamic values like the ability

50:59 to add the client's name to the terms page? Um, and I'll answer that one. So, it's a very common that people ask for the client name and we've resisted on it so far. Um, long story short is the client name will show up when they sign. Um, and I I suppose early on we realized that the person signing the proposal was not always the person who you were sending it to. And this is

51:26 specifically like corporate schools and stuff like that. Um, and I guess even on like like mother the bride signs or something like that. And so we just figured, wow, it's so much easier if you don't have to assign a client and you don't put the client's name in there. Um, that type of stuff. but it's a common question. Um, and then that way we don't have to require somebody to be

51:48 assigned to a proposal. And at the end of the day, it is going to show up when they sign. So, you can reference the notion of a client. Um, like Check Cherry does this in like the privacy policy and on our terms and conditions. We don't put your first name in there um when you sign up for a Check Cherry account. We just reference you as the client and so on. But yeah, and just to add

52:08 to that, um it's uh kind of problematic sometime. I think there's confusion about like, oh, is this my company name or my personal name or you know, I'm not the one whatever. So, we just we just automatically always include whoever signed it and just kind of leave it at that. And then um you know, that avoids multiple, you know, if there's three clients on it who all should appear and all

52:30 that type of stuff. Um, and then the other thing we always attach it to an invoice that has all of the details, you know, package, number of hours, venue, dates, times. Um, and that'll, the reason we do that is, um, that'll take into account all of, you know, if you've got multiple packages, it'll be formatted nicely. If it's a multi-day event, you know, it'll look fine. Whereas, when

52:52 you try to include all of that in the pack in the contract, it just gets really messy. And then when somebody wants to make a change, you know, if somebody needs to add a another day to their event or, you know, another hour to it, then you kind of have to get a whole new signature, which you know, which can be problematic sometimes. So we we we just have a strong preference to avoid the world

53:14 of change orders and extra signatures for like a hundred extra bucks. It just seems ridiculous. The whole idea of trickery is to reduce friction and you can craft your terms that you know is such that reflects how you do business. Another thing that is probably going to come this year is an update to how the contracts works. Um, and part of that is likely to have um some

53:34 contract templates that we will uh provide that will give you kind of a a good starting point basically with how Check Cherry kind of operates. So we think that'll also really help um help you guys. Uh Len is off topic as well. Can we make the revenue snapshot to automatically show year to date? I thought it would stick. Theoretically, as long as you're on the same browser, it should

54:03 stick. Uh then if I go to another page and and come back, it should retain those settings. If it's not, let us know. But yeah. Yep. So, it should if you change it once, it should stick, you know, uh there. So, let us know. It doesn't have to filter every time. Interesting. Um, yep. Chat with us and bring that up as well. Uh, maybe we can do a

54:26 screen share, take a look at it. Um, you know. Yeah. Cool. Awesome. Thanks guys for joining us. Appreciate it. Uh we we appreciate you guys so