First Look: Proposals Alternates

0:00 Hey, Matt. Hey. All right. At least we'll use my phone for audio. Cool. All right. M. I'm gonna mute you. We're gonna get started. Oh, [ __ ] My phone. Okay. All right. Matt, you ready? Yep. I think so. Cool. Hey, everyone. So, um, tonight's webinar is on a new feature of Check Cherry we pushed out into production today. um along with some invoice uh

0:30 features that we'll cover. Uh but this has been a long outstanding feature request. This idea where hey I've got a client I want to send them two three options basically two three proposal options if you will um and let them choose one so to speak and I want to do it with one link and we've always told people hey just create multiple proposals you can send them all with one link in the email

0:53 all that stuff. So, um, we we've got our first iteration out. Um, it looks really good. We're anxious to hear your feedback, uh, on it. And, um, it's really going to help with the sales side, I think. Um, and I'm I'm super happy also because the invoices have been, uh, powered up or leveled up, so to speak. So, Matt's going to show us around um, and kind of what the features are um,

1:20 and then we'll take questions. Feel free to raise your hand or chat if you have questions and I'll I'll field those. So, awesome. Thanks, Jud. Let me share my screen here. So, so yeah, as Jud mentioned, we'll uh we'll kind of start with the um uh looking at the uh we're calling them proposal alternatives, but you know, basically a way to give your uh customer multiple options when

1:44 they're um when they're uh specifically uh signing a proposal. And then we'll also look at um we did kind of an update of the invoice uh the invoice editing and pricing and things like that. So we'll take a look at that today too. So, um I guess to just kind of start at the very very beginning, um you know, for anybody that's not familiar with Check Cherry, um you know, when you want to send

2:07 somebody a kind of a more specific offer, you know, you're not, this isn't where they're coming to your website and booking you online, but you're looking to send them a specific proposal with um you know, historically one offer or now multiple offers. Uh this is how you can do that. And so you click create new. You create a proposal. And so far everything's going to work the same. Um I'm

2:29 just going to pick one of my uh packages here. You know, we'll put in a date. We'll put in a time. Um maybe we'll put some add-ons on there. Um let's go ahead and leave the customer blank for now. Uh we'll go ahead and fill in a venue. And like before, you know, pretty much as as much or as little as you want. Um, you can also decide whether you want to hold the date for them or

2:53 leave that open. Um, let me push this a little bit further out. And once you create the proposal, um, you know, everything looks pretty much the same as before. You've got your add-ons, your uh um your package, and everything. And so when the customer goes to check out, um, this page looks the same. they'll see your, you know, the proposal and and be able to, uh, click accept and sign in order

3:19 to do so. Um, so the new feature, the new change that we rolled out today is is what we're calling proposal alternatives. Um, so now, you know, we always had this add another package button, which is useful for um, you know, if you've got like a photo booth plus DJ uh, offering or if you've got a multi-day type of thing, um, where you want to offer, you know, one on Saturday and one on

3:42 Sunday and, you know, that sort of thing. Um, the add another package has always been helpful for that. Um, but we've added this new add proposal al alternative option. And so when we click that, um, it looks real similar to just adding a a single package, but we're going to choose say a gold package here. And, you know, you can set typically the date and the time are probably going to be the

4:05 same as your other one. Um, and you can add that to your uh, proposal. And so once you do that, um the main thing you're going to notice is now that there now there's a couple of tabs here and you can switch between the different alternatives that you've set up. So um on this one we've got our gold package. That's one option. Um and then we've still got our silver one. Um and you can

4:32 continue to add additional alternatives if you need to. You know, if they're like, "Hey, send me three. I'll, you know, send me three." You know, we could come in and add a platinum package. and um and do that as well. Um I would say, you know, if if they're looking for all of your service offerings, you're probably better off just sending them to the online booking where they can build

4:52 everything out themselves. Um but if they're looking for two or three different options, um you know, or really even more, but um you know, this is a great way to do that. And so now, you know, you see these tabs, you can see these options, and then what it's going to look like from the customer perspective. you know, you'll still send that proposal via email like usual. And

5:12 when they click it, um, they're going to come to a slightly different page that's going to look more like this. And so it's going to have the same kind of header as before. Then they're going to be, um, able to kind of compare the different options. Um, so in this example, we've got, you know, a ton of stuff in this one, so it kind of pushes it down. Um, and then down at the bottom,

5:33 we've got some different pricing options here. And so, you know, as the customer, I can see, oh, this costs, you know, 870. Um, this costs 22. And they can scroll right and see anything else, you know. So, if you've got five or six options, you know, they can just scroll and and see the rest of that. So, if I can just hop in here, which is it allows you to do more than two or three,

5:54 but wouldn't be recommended, I would say, from a sales standpoint to have more than two to three options because you're going to probably confuse the client, all that stuff. So, I, you know, recommended to keep it less. Um, you know, as opposed to a bunch. Yeah. Exactly. Yeah. And, you know, like before, you can come in, you can edit any of these. You know, if you're like, hey,

6:15 this text was too long, you know, let me trim this down a little bit. Um, you know, maybe I'm doing something kind of custom just for this client. You know, maybe maybe I'm diver or uh, you know, diverging from my usual options a little bit. Uh, maybe this one has a special price. You know, you can override the pricing. um all the stuff that you know you would uh you were able to do

6:36 before you can continue to do on on any of those alternatives. And then when they come back to this page, they'll be able to see um see however you have that set up. And so once the customer comes and chooses one of these options, you know, if I choose this middle option here, um you know, they'll see pretty much the traditional proposal view now. Um, it's going to have the proposal

7:01 details, what's included. They're able to come in, manage add-ons, things like that, apply discount codes. Um, and then whatever retainer is due, will show up as well. And so once they click accept and sign, um, you know, if you've got any other, which it looks like we do, it'll ask for those and they'll be able to, um, to make that payment and u just like normal. So everything

7:29 else is going to work pretty much the same. Um once they choose one of those alternatives though, um and we can do this as an admin too in the in the manage alternatives dropdown. Basically what's going to happen is all of the other ones are going to disappear. Um and this is going to be the official pricing. So, for instance, you know, when they come in, they accept that. Um, it's going to

7:56 turn into a confirmed event. They will have chosen one of these, and all that's going to be shown at that point is the gold package, you know, the one that they chose. Um, and it's going to have the pricing, the all of the details, whatever add-ons were chosen, um, any discounts, things like that that applied. Um, you know, if you really need to, you can go to the change log and see some some of

8:16 the history of, you know, what happened, you know, um, what was removed, what was added, all of that type of stuff to, uh, to just get a better idea of what's going on. But, um, so I've got Yeah, so that's yeah, I've got some stuff in the chat. So Mitch and Kyler said they've been doing it using it today and love it. And then Mitch has a question on um you know when you have uh two or

8:38 three options uh in the proposal or alternatives, how does it look on mobile? Is it linear or is it a stack? Yeah, you can show them that. It's a good question. And so let's come in. We'll add an alternative. And let's see here. make that smaller. And so it's still going to be um uh what do you call it? Uh like horizontal where they can kind of um Whoops. They can uh

9:16 swipe between or slide between the different options. We tried to make it so that you know it would be kind of obvious. Yeah, there's some text there. Yeah, you can kind of see the next one coming in. Um, but we did it that way just to kind of make it clear that you're you're just choosing one that it's not Looks like the text is Yeah, looks like we have some pricing stuff. I don't

9:37 know if that's happening. Definitely some little tweaks that that we'll be making, but um but basically we we kind of wanted to, you know, not necessarily favor one or the other. You know, it's more of a a comparison where you can see um see the different options, compare them, and Yep. and uh and then come in and choose. So, come at it back to desktop. It's pretty

9:56 straightforward. Um, you know, from a user standpoint, I think, right, it's pretty, you know, there's the button next to the ad package. You'd add an alternative. Um, we went back and forth on what to call it, options, all this. It just kind of But alternative seemed to be um a single word we could use that probably wasn't going to be used anywhere else. Um, so that worked for us. And um

10:19 there's a lot of I mean we're excited. Like I say, this has been something that's been requested for a long time. And I think from a sales standpoint, there's a lot of things you can do to help um increase your sales, right? So you can still like with online booking, you know, we do we recommend doing price anchoring, you know, where you kind of have a base package, a most popular package in

10:42 the middle, highest value package in the middle, and then a premium package. And you can do the same thing, you know, with this type of thing where you kind of anchor um something, you know, is expensive, the middle package looks cheap, all that stuff. So, I'd recommend that. Also, you can play with add-ons and it really show people what they're getting um you know, when

10:59 they do get more kind of um more better value, I guess, by spending more with you. Um, and I also think this is helpful for we have a lot of clients that basically are responding to um kind of an RFP basically where there's going to be you know our customers are responding to something and they want to throw a few options out basically. Um, so does anybody have questions, feedback and

11:25 then if you know if not or you know we can answer those. Feel free to you know raise your hand or unmute yourself chat. Um, and if not we can kind of show some of the invoice stuff as well. Um but it's Yep. This is live. Yeah, that's pretty simple. Yeah, it was kind of the reason we did it this way was um you know, one of the things we wanted to avoid is is uh different

11:49 message threads. You know, if somebody replies to one proposal and then you close that one out, you know, what should happen to to that that thread? So hopefully this way, you know, it should work pretty much the same as before. So, um, couple, you know, there are some some edge cases that come up. You know, um, you know, if you try to change it to confirmed, it's going to basically tell you,

12:08 hey, you need to, um, choose an alternative. You know, we can't have you, uh, going to an event but not knowing which one. So, um, so this just applies to proposals. And if you've got it in confirm booking status, you'll need to turn it back into a proposal to give them multiple options like this. Mitch is talking about I had to find this but somewhere where I added all three

12:31 options together and it showed that the client the grand total before choosing the option that probably should go away or be left blank until the option is selected. I'd have to dig for it, guys. But I noticed that when we were playing around with this one today that at at some point it was like a $17,000 proposal and and we didn't have a $17,000 like that would have been the total of all

12:57 three of those options, right? Yeah. Let us know where if you come across something. Yeah. Chat with us. Um you know, we'll take a look. U people have been using it u already today. We've already been fixing some oversightes. Um, so it was a big change. So this I mean, you know, it's pretty like straightforward from your guys' end, which is I would say just a testament to the hard work that

13:22 Matt worked on this feature that Matt put in um to make this easy for you guys and make it easy for us to support and just straightforward. But there was a lot of changes under the hood that had to have and a lot of decisions. Um, so and yes, it's live right now. Uh, it went up uh later. So Sunny says, "When I have two packages on alternative, how do I reorder? Which package shows up first?"

13:44 So I don't think you can do that right now. Um, right. We can't. We don't have a way to order packages on the U. Yeah, we don't. Yeah, I'm sure that'll be coming. Yeah, right now you'd have to remove the last one. You'd have to remove it. Add it again. Um, not ideal. Um, we should have the option to add move people up and move the packages up and down. So, thanks for the reminder. Good

14:11 feedback. Others others want that too and it makes a lot of sense. Um, not seeing the alternative on mine. So, maybe show people one more time, Matt. Somebody says, "I'm not seeing it." And then maybe show me. So, one, it's got to be a proposal, I would say, first off, right? Yeah. I'll get to you in a sec. Um, and it's got to be um, so after you create the proposal, that's when

14:34 you'll see it. So, um, let me remove this one. So, after you've kind of created that proposal, you know, you're on the proposal overview, um, that's where you'll you'll see this, uh, proposal alternative um, button there. So, um, if it's a confirmed booking or, um, you know, if you're still we didn't add it to this page yet. We we may we this page could probably use a

15:00 bit more of a of an update anyway to give you a little bit more live pricing and stuff. So, um this page is unchanged, but after you've created the proposal, um that's where you're going to see the option to add additional ones. Uh Gerald, I'm going to unmute you there. Go ahead. Yeah. Um three things. One, um just kind of a follow-up question on the proposal order. So, does it put it

15:22 in the order that you add them on? Like as far as for when they see them for like the Okay. So, you just basically add the one you want first and then Yeah, exactly. Yeah. The packages within um the reason we've never allowed changing the the order of the packages within is it's actually it sorts by date and time. Um so that's that's how the the packages within. But yeah, once you add new

15:47 alternatives, that's just going to be order added. So as you as you add another one, it'll it'll uh go on the end. So awesome. Two other things. Love this. I think this is absolutely great because I find that when I send somebody a proposal, it closes them a lot easier than sending them into letting the book because I can send the proposal and give them the deadlines and it all expires

16:05 and we're reserving the date and all that. Yeah, I love the idea. Love a proposal. There's a pretty simple call to action which is book, you know, here it is. Here's the offer. Whereas the online booking is great in many ways, but there is more work, you know, they have to go through and kind of pick and choose and so on. So, um, Sunny says, "Not sure if I missed this. Can I re can you

16:25 rename each of the alternatives right now? Um, probably the first package name is my guess. Yeah, it's just using the package name right now. Um, let's see here. I'm pretty sure we renamed ours today. Okay, let's see here. Yeah, I like how we don't know. We're not sure, right? Yeah, we ended up renaming a couple of them. Awesome. Okay. So, you just go Yeah. You just edit or choose

16:56 new package and then you can just edit the name of the event. The first package is name. Yeah. Yeah. Okay. Gotcha. Yeah. Also, guys, thank you very much for uh getting rid of the the link to show more details that it actually shows all the package stuff when you comparing it there and showing the longer ones. So, I went back to look to mine. Yeah, we we made

17:18 a couple tweaks there. So, we we originally Yeah, during the online booking, um this not really related to this, but the during the online booking, we um you know, when people have a ton of different packages, sometimes it would it would um not really be obvious that there's more down below. So, we truncated them, but then if there was just a

17:37 single row, then that wasn't very helpful. So, now if there's one row, we'll show all of it. if there's multiple and here's and here's funny uh Gerald here's I mean for so from our end here's a somebody in the chat said would it be possible to make the package listed details expandable collapsible and so um at the at the moment no um that's not an option of course we could make

18:00 it um kind of what happens on our end is we get um we get opposing views from customers basically so somebody wants it to clap somebody wants it to show more um and I don't think options and gazillions of options is the right way. Basically, the more times you have to make a customer have to click through more or notice that they have to click to see it and then when

18:22 they expanded it, like I have three packages, they hit the expand and it only expands one so it doesn't even compare across. Yeah. Just more work for them. And if somebody wants shorter, just don't make your packages as long. Like like I'm literally going to go in and edit all my packages and take all the graphics and the pictures out because I'm like I don't want them to

18:41 have to hit an extra button just to be able to see the package I'm trying to sell them. So, super long package descriptions can be problematic. People typically don't read online, but yeah. Uh but no, you can't there. It's not. Um as usual, um we always listen to customers, send us our feed, send feedback. Um you know, let us know. Um certainly if something's high enough priority

19:03 for people, we'll we'll get it done. Um Audi says, "Beautiful. Thanks." Yeah, Vanessa's raising her hand. Go ahead, Vanessa. I put it in the chat, but I'll just read it because I think I think it Oh, I missed it. I'm sorry. Yeah, that's okay. Um, so if there's So, if I were to offer three alternative packages and then the lead actually decides to pick two of them, like like a 360 and

19:22 a ROR, um, would I just need to delete the extras and then add or is there potentially a way that they could um, select and choose more than one in alternative mode? At the moment you would need to have one alternative have the 360 and like basically two packages. Okay. And so there they cannot choose uh two proposals to accept from one link basically. But you would basically create one

19:50 offer which is you know um the 360 and the photo booth. Another offer just 360, another offer just the photo booth. Something like that. Okay. Okay. And those could be listed as add-ons though, right guys? So, like you could pick the one that's just a photo booth and then have an option there to add on a 360 to it or something. Yep. And if we, you know, like I said, if we get that,

20:17 we can take a look at that. Um, you know, there's stuff with like deposit amounts and all kinds of stuff and displaying it where, you know, I don't I don't know. Um, but yeah, you would basically have that one of the alternatives have be that each proposal is a basically a specific offer, right? And most people I think would discount um on those too is my guess. They would

20:34 offer a slight discount. So that might even work better. Um there's two more messages here. Um is there a way to edit the word proposal? Um you want it to be a quote uh or offer. So there's not a way to do the change the word proposal or um to a quote or an offer. Um, quotes and proposals are very similar. Um, I don't know that I've ever had anybody want to use the term offer.

21:06 Um, we do get this feedback from from time to time and we've stayed away from it. Um, is it just a personal preference? Are you running anything on the business side? Maybe you could tell me more um about the difference and I guess you know somebody says choose the following needs to be uh centered I guess. So, we got some UI stuff. Well, we'll keep on chat with us on those

21:30 things. It says proposal in huge letters in the title. Can that be reduced? No. I mean, so what's the problem with the word proposal, I guess, is what I'd want to know. And feel free to unmute yourself. Hi. Can you hear me? Yeah. Yeah. The personal preference like is it are people saying stuff? I think well we're in Australia and I don't think

21:57 people use the term proposal too often. There you go. Um and also so that's like uh yeah okay but also I think proposal for me just it links too much to wedding proposals. So it's actually it's kind of offputting because it makes you think about wedding proposal engagements as opposed to you know a birthday party or a Christmas party. So the word proposal I it's kind of just has a

22:22 direction connotated to it. Yeah. And also it is just the biggest and first word you see. I'd almost want to flip it so actually says the title of the event because that's what the client's excited for. That's just because it says proposal in the like on the left also with the number next to it. So it is there just it's weird that that's the biggest part of the the Yeah. And I can Yeah.

22:42 So I suppose what happens in the sales process you say you know client hey okay I'm going to send you over an offer proposal quote whatever but and then they see it and it's like says proposal right. So then they're like, "Okay, this is what I'm looking for, you know." Um but so a couple of Yeah. So, um you know, uh probably not not terribly long off. Um you know, we've we've got a you know, some

23:06 updates planned to the proposals to kind of allow them to be a little bit more um customizable. Um, so one of the things, you know, one of the reasons we wanted to get this feature out first is to, um, basically, you know, figure out how this is going to work, work out any kinks, you know, make sure it it sells well and stuff like that. And then, um, and then kind of the, you know, kind of

23:30 the next stage of of the proposal is to make, you know, give you a little bit more customization options on things like graphics, you know, add video, um, you know, kind of change change the layout of some of this stuff. So, I can see us us, you know, kind of allowing some of these types of things to be changed, you know, this text here being changed to, you know, to something else or,

23:50 you know, um, we'll probably always keep them as proposals in in our UI, like on the admin side, just because of things like, you know, our URLs and, you know, support. Yeah. Emails and and, you know, dashboards and stuff like that. changing it literally everywhere would would probably be, you know, probably more trouble than it's worth. But, um, but kind of letting you do a little bit more

24:13 with with how the proposals work is definitely in the pipeline. Even you've got it on the screen there, like even just the way like certain things like it just feels counterintuitive, but let's say Jud's special day, right? What is the date of that special day? And it's funny because the you see a valid through to date and today's date which are kind of both less relevant than the date

24:35 of the actual event and then you scroll down and then comes the event day. I feel like that order should be flipped or it should actually say the special day date first and then say quote or proposal um valid till like that seems yeah it seems counterintuitive that you look at special day and then you see two other dates that are not your date for the event and then you go to find

24:58 it. It's not common feedback but I think from you're from Australia which makes sense on the proposal stuff. Um like totally get it. So um yeah appreciate it. No, like I say, I think uh making them, you know, making them more customizable and kind of more, you know, we'll we'll see where that lands. But um just the override option because you've got the override option for the event title

25:18 and I love it. That's we use it so often. So, if you could just make an override option for people who want that, that's all we're asking for. And somebody's asking what do they call it down under? So, he's he's he wants a quote or offer basically. And um and I think uh they they're all I think they're all fine in in many ways in terms of they you know they would make uh sense to me. I mean

25:40 I think you know I don't think it's going to help prevent anybody from closing a sale. Um you know but again I don't know you know the the Australian market might be a bigger deal. Yeah. Thank you. Yep. Yeah. Um okay. How about the invoice? We ready? Yep. Cool. So, um, so one of the things that that kind of came along with this is, um, we've long wanted to kind of unify, um, editing,

26:09 you know, where you go to edit things. You know, one of the probably the most common questions we get are, you know, how do I, you know, how do I change certain things? You know, how do I edit an invoice number or a date or a final payment date or things like that? Um, how, you know, change pricing, stuff like that. And so one of the things we tried to do is basically um get everything.

26:33 So now when you go to the invoice tab, it's um basically going to be a lot more, you know, you can kind of click stuff directly to to change it. Um you can, you know, edit stuff in line. And basically the goal is to kind of keep everything everything in one place now. So you don't need to hop over here to do this thing and and hop over here to do something else and and you know another

26:58 page to do other things. So um so this invoice view now um is where you can do most changes. So that you know includes things like you know adding adjustments, applying discount codes. If you need to add another package from here or proposal alternative from here, you can um you can edit uh you know just general settings, you know, things like your tax rate or um you know, just settings

27:23 about like whether it has a backdrop or whether you can add and remove add-ons, things like that. You know, what brand it's associated with. Um, pretty much any any of that stuff you can now edit from this invoice page. And it's going to look, you know, real similar to what the client's going to see. If you click the preview button, um, you know, you'll see, uh, you'll see

27:46 kind of more what the client's going to see, which is which is the same without all the all the editing stuff. Um, you'll notice too that since I have multiple alternatives enabled, um, I get a separate invoice for each one. And so you can kind of preview how that's going to ultimately look to the customer. You know, if they choose this wedding silver choice, um or alternative um

28:06 this is what their invoice is going to look like. If I choose this gold standard, this is what their invoice is going to look like. Um so you can make sure that it, you know, looks like what you need. And then you can even get PDFs and things like that for it. So we got a a question in the chat. How about adding a PO number to the invoice? It's an interesting idea. Um do we have so PO numbers

28:26 We should like an extra question or you know it's interesting though. Yeah. Interesting idea. Yeah. So we do support PO numbers in Czech cherry buried though. How it works now is if you add um if you add P number as an extra question that enables the uh the PO number features and what that'll do is basically give you a PO number you can um um you know edit internally. But yeah,

28:56 I don't I don't remember. I don't think we have a a link for that. So, that's something we should add for sure. I think that makes sense. It's kind of like a something that Yeah, most people don't add may as well. Yeah. One off. Yeah. Zero integration for accounting. Oh, go ahead. Yeah. And then you can also um add things kind of more in line. And so, right now, you

29:20 know, we've got a pretty simple one. you know, if I add a a pricing adjustment to it. Um, or if I add an add-on to it. Let's go ahead and do that. Go back to my invoice. Um, you know, it's going to show my add-on here. Um, I can add another package from here. So, let's say they chose, um, a photo booth as well. I

29:49 guess that's a multi-day one. Oops. So, let's see here. Oh, I have to figure out what's going on with that. But, um, you should be able to add stuff in line. Yeah. Okay. We got another question. A zero integration for accounting purposes. Um, we don't have it this time right now. We just have um QuickBooks online. Um, and uh, it's,

30:18 you know, it's potential. I I don't know that it's uh the the accounting integrations are are you know fairly in-depth um making sure they work with you know with all the different uh different possibilities. So uh we do need a you know it is something that we need quite a few requests for. Uh right now you'd have to use like Zapier or something to tie them together but um but yeah

30:41 I think if you know potentially it's it's not not in our our immediate um immediate plans though. Gerald says love the updates. good job or great job and Audi also loving the updates. So, love it. And then one other thing you'll kind of notice now too is historically with with Check Cherry, you know, if you tried to add an adjustment, um, you know, it would only let you add an amount. So,

31:03 you could do $50, which, you know, is fine, but then you kind of got to pull out the calculator and do the math. Um, you can now do percentages. So, you can say, I want to give 10% off. And based on this um this applies to build up here um it's only that 10% is only going to apply to that specific thing. So if I only want this to apply to the add-on, I can give 10% off the add-on. Or if I

31:30 want that 10% off to be to the entire booking, I can do that as well. Um so that's um that's a big change actually that that uh behind the scenes. um it's been long, you know, not super high priority, you know, but it comes up every now and then. And basically, um that'll stay in in sync as well. So, as you go through and make further changes, you know, you change the pricing or you change

31:58 um you know, the pricing on something from 700 to 800, that 10% will stay in sync as well. So, yeah. Um, so that'll require kind of less updates, less, you know, if a customer removes an add-on and that that add-on was discounted, the adjustment should come off and things like that as well. Yeah, there's your answer. Rick just asked that. And also, he said, "What about the limits

32:17 on backdrops and add-on availability?" Rick, I'm assuming you're saying regarding um the um proposal alternatives, my guess. Yes. Yes. Does availability rules? How does that work? Um, let's see. If memory serves if so on a proposal if you have date reserved then we'll hold whatever is is on the um on the proposal we'll hold that as if it's you know unavailable as if it were

32:50 booked once they choose you know then the other alternatives are going to disappear. Um, yeah. I was more wondering about like the say you've got one back one white backdrop and you have the white backdrop on both of the proposals. Is it going to allow you to do that or is it going to say, "Oh, whoops. You've already got this somewhere else." It will definitely let you as the admin do that.

33:19 Um, yeah. And so, um, do we count that as one or two? Um, I actually don't recall offh hand. I think we would count it as two. Um, so if you had like two white backdrops and you assign them both to the same event, um, I could see that being over booked or something. Yeah. Um but um yeah, we'll if if it's reserved, we'll count that as booked and then um but you as the admin

33:48 can can definitely do that and uh it wouldn't cause any issues there. Um the other thing too is that you can allow the customer to choose the backdrop. I mean, if they're going to be picking it themselves, then it doesn't really come up because they're going to um go through that booking and um you know, or through that proposal and then they'll be able to pick the the backdrop

34:07 themselves. Um so it'll be signed at that time. So Mitch wants to know about money math. Do we get rounding to the nearest penny should work? Yeah. Um you know I think um I don't what do you know what the rounding stuff is? I'm not I I'm not sure. Um off the top of my head I don't see the chats on Yeah. Um does your do money math normal rounding to the nearest penny? Um it's like 0.5 up

34:34 and under.5 down. I think it's 0.5 and up. I don't know for sure. Um, so we had a I think it was um our previous system that we used used an odd form of rounding where there were I want to say it was um to the nearest even penny, which I'd never heard of before, but apparently like that's a standard in certain areas. Um, and and I think it was like called like bankers rounding or something

35:04 like that. And it had something to do with apparently like normal rounding tends to favor I don't remember all the details but like bankers rounding it apparently like evens out better. But the part that was weird is when I was trying to reconcile between QuickBooks and our old system, oftentime I would end up where it was a penny off because QuickBooks was doing which to me would

35:31 be kind of an authority was doing just normal rounding and our old system was doing this unusual nearest even penny thing. And so then I'd have to like make 1 cent non even if you made a 1-centent adjustment that was taxable, it would jump 2 cents. And so like you had to do like a 1 cent non-taxable adjustment to like and it got really ugly with having to like make things come out the

35:59 same. But yeah, our goal is is to basically keep uh maintain, you know, kind of match QuickBooks behavior on on some of that stuff. So things like um like the way um if you ever really want to go down a rabbit hole, figure out how to like you know how how sales tax should be applied on like partial payments and things like that. And we we uh we match like QuickBooks behavior on on on a

36:23 lot of things like that. um for rounding um if if you do like a a percent like if you set like a 10% um discount um what we'll do is we'll do the calculation you know I think we would just round it you know up or down depending on on uh you know greater or less than five but um but when we sync it over to QuickBooks we're not going to sync the percent we're just going to sync the

36:48 the the amount right the amount so it should it should come over cleanly if you are doing the sync Uh, is is there some references on the QuickBooks integration? That's something that I might be interested in looking at. And and like that's one of those things that gets real real hairy with, you know, like where, you know, which which general ledger account are you applying certain

37:10 sales to and you know, things like that, right? It gets to be a real mapping nightmare. Um, I haven't looked at that with Check Cherry, but are there some references there? Um, not a lot. We don't have a ton of there's not a lot of mapping. Basically, it's just sales that come in. Yeah. When you enable it, I don't have it enabled on this account. Um, it'll ask you there's a handful

37:33 of accounts that that you can choose um between uh because we don't necessarily know. Um but we will map all of them as I think like services. Um um we're not map different packages to different different uh product types in QuickBooks because of it just like how that mapping would work gets really complicated. So yeah, becomes the warriors frankly. Yeah. Um, but yeah, there's there's a

38:02 couple of accounts when you go to the the enable screen or um I think in the QuickBooks video, I think we we walk through the the the options there, too. And um so you can say like which account you want payments to sync to and um I forget there's some other account. I forget what it is, but there's a couple of accounts that that you can choose. There's a video if you click on

38:23 your username and and uh support and then there's a video on QuickBooks that shows some stuff. I'll go check it out when the time comes. But it's not you don't do complex mapping is a long story short. Fair. Okay. It's basically just sales. Yeah. Sales, not services. Yeah. And then one other I guess change we can mention today is um under your flex pricing and discount codes

38:50 um uh small change you'll notice now is this new field. So, historically, um, you know, when we did something like a 10% off discount, it would it would apply to the to the total um, so if you tried to give, you know, 10% off just one specific ad on that, it didn't work very well because it would discount the whole booking. Um, and so you kind of had to do flat rates. Uh, now

39:15 the percentage, you can decide, okay, do I want to apply that discount to specific items, you know, just the just the add-on that matches or does that go to the entire booking? So, um, so to give a kind of a more concrete example, if if I wanted to only discount 10% off my scrapbook stations, I could do something like this where I uncheck my packages, I check my my uh scrapbook station,

39:40 and then I say that this discount applies to just just the specific items that match. Um, and again that that will, you know, as as changes happen, you know, if the ch the price of that add-on changes for some reason, you know, the the 10% will will continue to uh to apply. You won't have to recalculate that. And that all that 10% stuff that was also a long-standing feature request and

40:03 it was just never time to get it done, you know, now now is the time. Uh yeah, with doing it. Yeah. Kind of tied into the proposal alternatives and how that should work. And so we're like, oh well, we need to we need to do all this at once. So, um, so that's why the the alternatives took a little longer than we planned, but but yeah, Dave asks, is there an accounting integration? There's

40:22 a QuickBooks integration, and you can also record expenses in Check Cherries. So, uh, the expenses do not, uh, come over, just the salesrevenue, and then you record expenses in in uh, QuickBooks. Rick says, "This this is nice. Would have saved me $500. Love that from Yep. very nice update." Okay, cool. Uh, Vanessa has her hand up. What's up, Vanessa? Hi. Um,

40:48 so I was playing around with everything while you guys were talking. Um, so, um, it looks like in the questionnaires and the designs that it added the questionnaires and designs from like all the different packages since I have different ones set up for each package. Um, and then I I was testing it to like delete the alternatives and just have one, but then all the questionnaires and designs

41:11 stayed. So, would I just have to like reset those before or No, it's um Yeah. No, it's a fair point. Um we'll take a look at that. Yeah, I can't It's probably an oversight. I think I forget how that how it's supposed to work. Um even I think it I think it always works that way. Um I think so. I don't know if that's something you can look at just because I imagine if somebody's doing three

41:37 alternatives, it's really going to stack up. But um I figured I'd point it out. Yeah. No, but I think that's a good point. Yeah, those should probably Yeah, we should talk about that. I think we just not not show them and then and then when it when it basically comes through and gets booked, then we add them. Yeah, I think so. No, when when somebody books I know we do add them if

41:56 they're not there, but then I think I think when you create a proposal, we we are we also add them. It's a little confusing. Like when I've done when I've done them in the past, like sometimes I will switch from like one type of booth to a different one, a different package, and I'm pretty sure I just go in and reset all and like have it, you know, redo itself and then it puts the Yeah.

42:16 Yeah. We're we're like a little paranoid about like removing things that people may have done. And since you can you can come in and make changes like we get scared of of automatically removing things. But I think in that s in this case I think definitely it shouldn't we shouldn't have it create duplicates. Yeah because I did like three different ones and I have like nine different

42:36 questionnaires when normally it would have been like three or four. So yeah. Yeah. Yep. No, good good feedback. Yeah. Thank you. More questions. Is there a way to be alerted of a customer that needs to pay the balance due a week before the event? Yeah. So, um, so under your automated messages, um, if you create a new automated message, or I assume you mean alerted via like email, um, if you

43:05 go to this this payment due date, um, you can do that and you can build it from scratch, but we've also got some templates in here that are helpful. And so, um, I think we've got one. Yeah. So, this one, send the business owner a notification when a client's booking has become past due. um that's probably a good starting point. And then you can change the number of days, you know, you can say,

43:26 oh, you know, 7 days or week or whatever. Um and basically, um either after it's due or before it's due if you want to just kind of remind yourself to keep an eye out or things like that. And then I mean, you'll also see it on the dashboard. And then under um sales bookings, there's a filter on the left. I think that's another thing. Um yeah, we have a um on the dashboard you can Yeah, that's

43:52 a good one to mention too. You can customize your dashboard and um we have a uh number of things but there's a specific does it say payments? Yeah, wherever it is past payments that that can helpful that'll have you add that to your dashboard. Yeah. Yeah. Um but and or they'll also show up in red once they're passed through as well. So, and we got another Could we have the option to remove

44:16 questionnaires after the event so the survey is only available? So, I assume that's removed them from the customer view um would be my guess. Yeah, that's something we can talk about. Um yeah, we had a request for that the other day and um probably the same person. The the um and we might need a dedicated survey type feature. Yeah, frankly that it was a bit of an afterthought that

44:40 feature. It's like, oh, it'd be cool if, you know, hey, since we've got these, why don't we just, you know, add this? But maybe, you know, maybe we do. We probably need something dedicated to surveys that's a little bit more um in depth and does some reporting and all, you know. Yeah. And then Joe says, "Yep, I want to send the survey uh by email after. Can we have a customer choose

45:03 and approve a couple of versions of the template?" So, you can you can add multiple templates. These are all great questions. uh to just chat with us and we can respond. But absolutely, you can have multiple designs. Um there's not one design with multiple options. Um you'll need to create separate separate um separate basically. Uh yeah, go for it. Are you on? Yeah. Can you

45:30 hear me? Yep. Okay, perfect. So basically I have a couple of customers in the past and now more frequently they're asking for a one photo or two photo template and I understand the concept of um of of choosing multiple uh if we duplicate but we can't duplicate for all all the the the bookings. You know what I mean? Uh it's just for a specific client I want them to approve two

45:57 versions. Was that a possibility instead of them approving just one if we upload multiple versions of the template? You know what I mean? Uh the only way to do that is to have multiple designs inside the booking. So um it's not one design, two approvals. Okay. But can I can I approve that? I mean can I add a second design manually to just that specific client? Absolutely. Yeah.

46:23 Yep. Yeah. Yep. So, if you're on the designs tab, if you um click the under manage design, um you can add as well. Basically, the the terminology gets confusing, but they'll choose um we'll just say uh they'll choose one one uh I guess we call it artwork, one artwork from from each design, you know. Um but yeah, you can uh um let's see, I have a logo here.

46:52 And so now when they come to the designs page, they'll see each each version and then they can um um Yep. choose that. So yeah, perfect. Thank you guys. All right. Yeah, they would sorry they would review it and then they would approve it. So um yeah, perfect. Thank you. Well, Matt, great work on the feature. Seems like the feedback's good. Um, so awesome, you know, and and yeah,

47:18 we'll be making more changes and like I say, um, I think, you know, coming down the pipe are some more more proposal updates. I think, you know, it's a really important thing and making sure it kind of reflects your brand and does some of the things that, you know, that I know that that people are looking to do are are still, you know, still pretty high in the list of things to do. So,

47:37 yep. Love it. Thank you. Thanks, Dave. Cherry's number one. Love it. Hey, thanks everyone for showing up. Thanks for the business. Thanks for the support. We really appreciate you guys. Thanks for the feedback. Chat with us when you have feedback or questions. Thanks so much, guys.