Mobile Bartenders Edition: Book, Quote & Get Paid with Ease

0:00 So, we're all in one booking system for Event Pros. Um, we uh really been around since 2016 and uh most of our customers do photo booth and then uh we have had more and more uh mobile bartenders sign up. So, I'm I'm Jud. Matt's with me here. We're the co-founders of Check Cherry. And kind of some of our philosophy is basically your business grows when it's when when it's faster. Your

0:24 business grows faster when it's easy for clients to work with you. So that includes online booking and other things. Um signing proposals, all that stuff. And another thing that we often think about is that if you automate the busy work, you can basically spend more time um with the people being more personal, right? So like nobody's getting value out of you handcrafting an invoice,

0:46 for example, or going back and forth a bunch about pricing, that type of thing. So if you can make all that easy, then you'll have more time to do those personal touches. And I think in services it really really matters a lot. Um Chick Cherry does a lot. We we're not going to cover everything. Um again we want to make this more interactive and share but there's a lot that we do. Everything

1:06 from expense tracking questionnaires, email uh text automation. There's integrations with QuickBooks. You can have checklists that will automatically uh kind of build out a list of things you should bring uh to the event uh with the package. That type of thing. Um, and something you should also know about Check Cherry is we have great customer service. Chat with us from within

1:27 your account anytime you have questions. What's on tap is stuff like packages. This is all going to be kind of more mobile bartender specific. Some of the features we see mobile bartenders use and then we want feedback from you guys. Um, and packages, add-ons, traffic fees, sales tax, all that stuff. Appointments scheduling, etc. So, uh, we've never run a mobile bar business. We want

1:49 your feedback. So, we love it. We've been getting feedback from customers for years and it's helped make Check Cherry better. So, uh Matt's going to do uh most of the driving here from here on out in our demo account. Um so, I guess I'll stop sharing. Yeah. And again, if you have questions, feel free to pop it in the chat. Um I'll read them out during um or raise your hand. Um you know,

2:13 we don't mind uh being interrupted, but yeah, this is our forever events. So, um, yeah, thanks, Jud. So, um, so I can kind of kick it off. So, once you get into your account, you know, you're going to have kind of, uh, you know, just a basic overview screen and, you know, it's going to tell you to kind of start setting up some packages, you know, pick your color, things like that. But,

2:34 um, I think we want to kind of start with just seeing like what what is the customer experience going to look like? You know, if your customers are booking you online, you know, what does that look like? Um, because I think that helps to share what what you're working toward. Um, so as as Jud mentioned, you know, we we do have other services, you know, so if you do other

2:51 things in addition to mobile bar, um, there's a good chance that we can can support that as well. But today we're going to be kind of looking more at the mobile bar side of things. And there's a lot of different ways you can kind of organize your packages. So, um, you know, we'll we'll take a look at some of the options later, but basically what we like to do with Cherry is kind of guide

3:12 the customer through that buying process. You know, almost as if they were sitting in front of you. you know, you might start with, okay, how many guests are you going to have, what, you know, how many bartenders you looking for, things like that. So, um, based on, you know, however you choose to organize things, you can, um, you know, you can kind of guide them through that.

3:29 And you can set up different packages. Those can include different things. Um, and you can charge, you know, you might charge extra for hourly, you know, if they need extra hours, and you might charge extra if they have, uh, you know, depending on the number of guests they have as well. So, So, as they go through, you know, they'll pick their uh pick their details. Um, you know, we'll

3:51 collect their name, collect their Go ahead. Yeah, I was say worth mentioning like after that step, we save a lead basically. So, somebody's been pre-qualified on price. Um, and so if they don't finish the booking process, you'll get a lead with their information. Exactly. And so, uh, Yep. And you can, uh, take that and send it to them as a as a, um, you know, as a proposal or something like

4:13 that. Yeah, but we'll collect, you know, if you need the number of guests, we can collect that, you know, number of hours, things like that. And as they go through, that total is going to be live updated right there. So, they can see um you know, what the uh um what the total is going to be. And you can also have all kinds of different add-ons. Um tons of different options there. Um we're going

4:36 to skip that for now. And then based on the venue, um, because we'll collect the venue up front, we can calculate things like sales tax, travel fees, um, that sort of thing. And, uh, oh, it's out of our travel area. So, let's go ahead and Oh, we're already in the settings. So, we're going to remove the uh the travel limit. But um and then after that they'll be on the confirmation page

5:05 depending on um we do support things like monthly payments. We support you know different payment plans you can set up. Um this is probably too many payment plans to offer but you can set up you know different different payment alternatives for them to take and they can pay that deposit. You can have them they can pay the full amount. Um you know they can kind of split their their payment

5:24 over several events. Uh make further payments with autopay. So lots of different options. Let's assume they're just going to do the deposit. Then the other thing that you'll notice is since I'm logged in as staff, it's not going to have me sign. Um the reason being, you know, we don't want you signing on behalf of your customer, we want to collect that signature the

5:41 first time they log in. Um and then they can make that payment via credit card. So, Czech supports um um uh you know all the all the normal credit card you know in the US that's going to be Visa, Mastercard, American Express, Discover and then we also support a well um AC transactions are a little bit cheaper but they're uh they're also a little bit slower. So, um so you can enable those.

6:05 You can choose to pass on credit card fees if you want. Apple Pay and Google Pay will show up too if the customer has that in their account. And that's really awesome for if they're on their phone. It's really great, you know, because they just enter their card. Super easy. Absolutely. And then you can also do what we call like manual payment methods. So some of a lot of our customers deal a

6:23 lot with say schools or certain types of you know corporate events where you know they're going to send you a check in the mail or maybe you deal with a lot of you know customers that want to pay via zel or things like that. You can also um set up those more manual payment methods and then once you receive them then you're going to um go ahead and record those manually. So once they do that,

6:46 they can um you know, we'll uh you'll have a booking. You'll get an email, they'll get an email confirmation, and you're good to go. So, um so that's kind of the the uh the general flow for somebody booking online. Um obviously, you can kind of customize things to to suit what you need. And then depending on I don't know that we're going to go into too much but um if

7:06 you need to collect more details after after the booking you know things like questionnaires and uh you know make further payments invoicing all that type of stuff you've got a full portal that that they can log into anytime and answer a lot of questions or get information or you know that you can send links to as well. So, let's look at those package settings, Matt, and specifically the

7:25 unit pipe price stuff because it's really common that we see um you guys want to basically charge more based on the guest count. And so, that's basically, hey, I need another person here because there's so many people, we don't want to have a big line or I'm offering, you know, I think there's an upsell in there that's like premium plastic wear or something like that and I need to

7:45 I need to basically charge per guest. And so Check Cherry will basically automatically um calculate those things uh for you. Um so I think yeah go over to manage packages and look at one of the uh a couple ways you can get there. You know if you're once you're logged in you're going to see this getting started checklist and this is going to kind of walk you through the main thing. So you

8:04 can you know click the the packages there go to manage packages and and uh and go from there. So if we pick um you know once you sign up you're probably going to see a bunch of uh defaults within your account. So, um, if we go into one of these, um, you know, you can kind of come through, start editing, you know, if you want to change the name, change the the description, um, you know,

8:26 things like that, you can. Um, for now, we're going to look at the pricing and scheduling. And um, so coming down to the pricing section, this is probably probably the main area worth going into a little bit more. So, we've got um few fields here. uh you'll see your starting rate and so that's going to be um you know basically the minimum that you're going to charge. So say you

8:52 um you know with this example we're at you know $600 starting rate. Um we below that we've got this setting to charge for extra hours. Um if you turn that on then how that's going to work is if you go beyond the four hours here it's going to charge 150 per hour. And below that, we've got these charge by unit settings. And so these are useful if you want to charge per guest. So,

9:18 um, what you can do is say, um, set up different pricing tiers. So, say you want to charge, you know, five bucks a guest. What you can do is set the minimum number, the maximum number, and the price. So, we're going to say $5 a guest. Um, like that drop down, too, to change the name of it. We're at Yeah. Yeah. So once you change that, it's going to change it to guests instead of

9:41 units. Um, and so basically how this is going to work is, you know, for for the minimum, you know, if it's between zero and 100, it's going to be $5 per guest. You could also have additional tiers if you need to. Um, you know, you could have a lower price if it's 101 to 200 or something like that. Um, this is going to get added to the starting rate. So, I think that's that's a common thing

10:04 that can be confusing is, you know, you set a starting rate and then you have this price per guest. Um, reason being, you know, presumably you don't want to be out there for, you know, five bucks for, you know, for one guest or something. So, um, so this starting rate is going to get added to the guest count. Um, sometimes people don't want that. Uh, you can always

10:23 set that starting rate to zero and then you're just going to be working with price per guest. Um, if anybody has questions, feel free to chat, raise your hand, whatever it may be. Feel free to interact. Um, but that's an I think that's an important feature and um, it basically allows you to have hourly pricing and per guest pricing and package pricing automatically calculated. I

10:47 think that's pretty awesome. And the main thing I would say too is if you get confused on setting up your pricing or how to structure your packages or things like that, um, definitely chat with us. We can, you know, we can give help. Um, it also helps if you know sometimes, um, you know, if you've already got something, you know, if you've got a pricing sheet or something, um, you know, feel

11:05 free to, you know, include that in the chat, too, and we can Yeah. Hey, we got a couple of chats here. So, Dallas says, "I'm looking for a feature that allows me to add bartender based on guest count." And so, I think you just want to have one package and basically Check Cherry know, hey, if it's between this range or that range, we need to basically um add a bartender. So, I would assume

11:23 that's more cost, too. Is that right, Dallas? and feel free to yeah um right now we there is the only way to do it is kind of how this demo account set up where you basically have uh a package group that is based on the count right now I think it would be cool if we did that though um it makes sense it would be easier um in many ways and um but yeah and then Shayla says could you can you

11:49 set it up if over 75 guests add money and I don't know that we have a flex pricing rule but how How much money would you want to add? And um is this just is this the same idea? Hey, I need to charge extra. Yeah, exactly. Um so Matt, go back to the uh online booking side. Here's how you can do it right now. Um basically that's a service. These are package groups, right? And so your packages,

12:14 your starting rate and your per hour pricing can account for one, two, three, you know, and four plus bartenders. And on the four plus bartenders, I mean, it's probably rare, but you could even send them to a lead form if you wanted to to do a custom consultation or something like that. Um, but there's no mechanism to say, "Yes, after this, you know, now we have other calculations where it

12:36 comes." Not yet. Um, I maybe we could add that. We'd have to look at that. Um, one thing I like about how it is now is it's really clear from the online booking side. So when a customer comes they kind of it's really this like it's very clear to me why you know oh it's 150 that you know guess that's I need two bartenders like it's pretty clear u what's going on and so um you know that's

13:00 the current solution here's Andrew typically after a certain amount of hours people order less after 45 hours for example how does the system scale descale this that's not something we offer um I would think um you know that's interesting um Yeah, I don't. And Andrew, do you do you sell the alcohol as well in your state or are you just a dry hire? I'd be kind of curious on that.

13:29 I love the feedback. It's great. Yeah. Yeah, definitely let us know. Um, don't sell alcohol dry hair. Yeah. And so, I mean, you're talking about basically garnishes and napkins and all that stuff. I would just try to bake it in. I don't know. U make it easy. Um yeah, you could also organize by instead of having them um you know, you could say, you know, on this step where

13:53 we've got based on guest counts, um you could do it based on hour counts, less than four hours, four to eight hours, etc. Have a few of those to choose from. Yeah. Um that's one idea, but um yeah, feel free to um um you know, if you got like a price list or something you're kind of looking to do, um feel free to shoot it over. I think uh you know we're certainly open to kind

14:13 of making some changes too. Yep. Awesome. For example, my quotes for 200 plus people seem too high. I know they order less. Yeah. And I think you know uh for some of those things Czech also has a proposal system. So you can send those out and you can override the pricing on the packages, the add-ons. I would add a discount frankly. Um, you could also on the package settings

14:37 if they have, you know, per hour is, you know, above what's included as the lower rate. I mean, that would be another option. Uh, yeah. And then how how much less do you think it is? I'm kind of curious in terms of dollar amount. We're talking like a 100 bucks, you know, $500, $1,000. One other thing you can do, I don't know if it would quite fit into that,

15:00 but you can set discounts or search charges if the the total is is uh within a certain range. So, you could say, you know, hey, if we're over if we're in that,000 to,500 range, I want to give a um you know, $100 discount or something. Um so, that's a that's a thing, too. Um under that's under manage flex pricing. There's some different different rules like that that yeah the flex the

15:27 flex pricing let's we'll come back to that but so Rachel says you can show our packages um if I want let me Matt if you go to um let me get their link on the well the online booking we won't log into your account or anything like that and Rachel feel free to unmute your so so Rachel and Samantha have been using Czech cherry for a while um I invited some of you guys I wanted to make sure we had some

15:48 mobile bartenders to get feedback um I'm going to paste this in the chat. Yeah, I think I've got the uh Yeah. Um Oh, cool. You guys snacks and stuff, too. Snacks and snacks. That's new. Awesome. So, yeah. So, you guys have So, mobile bartending and then same idea. Yeah. And then a few different packages in each of the guest count part. Then there's tiers within that of like your standard

16:26 which is two signature cocktails and premium allin and then beer and wine and just bartending. So it's all done by guest count though. Yeah, that's the package groups. Yeah. Yeah. And you can have different tiers too. So like right now there's just one tier in here like 150 to 250 is 650 each. You could have another tier like say 251 to 500 and and have a lower uh a lower per guest

16:57 for that if if that was um you know not for you guys but for some of the other people that were were looking to kind of discount it a little at higher rates. Um something but if they you mean if it went up to the the guest? Yeah, we have that as custom. Um, so if it went up above that, we custom do it because it really depends on the the venue for us because I see some of them we

17:22 know them and we don't need four bartenders or whatever. We know and three can handle that. So, and Rachel on that package, you can send them right to one of your lead forms instead of a package that's zero dollars and then they just become a lead basically a custom package lead and you get an email. That's another option. Yeah. Um, you can basically set that up. It's a package

17:42 setting under advanced. I mean I maybe Okay. Yeah. New to that. And so love it. And so how's it been going with Check Cherry? It's you know you guys got it pretty smooth. Yeah. Absolutely amazing. It's changed changed our lives, changed our businesses. It's I I can't say enough great things about it. Awesome. I love that. Yeah. And um any feature requests or anything like

18:07 that? I mean what how could we make it better for mobile bartenders? Any thoughts on that? Do we need anything? I think we're good. Anytime we've had a question, we come to you guys to help us out. And nothing hasn't been there yet. So, we are we were doing everything manually before and it was just to put it mildly, a [ __ ] show. Andrew, I think that Andrew asked if you'd moved

18:33 from a different CRM, but there there's your answer. No, they were doing it manual. Android, are you using something right now or um manual? Dubsado. Yeah. Cool. Yep. And then uh Lenanisha's here. Hey Lenanisha, how are you? Um any idea any ways we can make Check Cherry better? Not at the moment. You know, I always come up with something new every time

18:58 I'm in there. So And Dallas, I know Dallas has a lot of good feedback. So, Dallas, if you want to unmute yourself and chat with us, we'd love to hear it and get feedback. Can't hear you right now, Dallas. I don't know what what what the maybe your headphones or something. I'll let you know when we can hear you.

19:26 Um, yeah, we need feedback. I mean like I this is a this is an exciting uh segment for us the mobile bartenders. Uh we think um you know we can really help you guys out and we've had really great feedback so far. Um, and Czech is far from perfect in many ways. And we know there's other areas and ways that we can make it better um, for certain industries. And, um, you know, I think

19:51 the mobile bartender stuff's really, uh, really been something where, um, you know, it's really I think it's really helped people simplify the quoting process in a lot of ways. Um, so again, you can hop right into proposals, too. Maybe Matt, you can show that um, while Dallas figures out the audio. That's one of my most favorite features that y'all have added on the multiple proposal

20:10 option because we send them all out, you know, individually. And this is so amazing to be able to give them different options. Yeah. And so you would use a proposal. I mean obviously if you kind of basically if you talk to somebody or um you know you find a way to that you know what they want or have an idea you know of somebody who's who's looking to buy you can send a proposal with

20:34 just an offer. Um another uh thing you can do is you can add an alternate we call them alternatives I think. Um where basically they can have multiple options within the proposal and accept one. Um and no we've gotten really good feedback. That was a tough feature for us actually. It was a long outstanding feature request. It made a lot of sense. U and anything that's going to help our

20:57 customers sell more. It just, you know, we love that stuff. Yeah. There they are. And maybe you can show them what it looks like on the, you know. Yeah. So, typically the way the proposal works, that's going to be something that like you send to a specific person. So, typically you're going to hit that send email or send SMS button. um you know they'll click a link in their email and then

21:16 come to um in this case a page like this where there's a couple of different options for them to choose from um you know in both cases I guess uh the same imagery but but you know typically they're it's going to have the different package name the different um image things like that and different you know they can kind of see the different prices and then once they choose it

21:36 this is more of um if you don't include multiple offers you know if you just have a single kind of thing you're sending them. This is what they'll see. Um just all the details of their event. They can even, you know, uh things, you know, if you allow them to apply discount codes, if you do like proposal discounts, you can you can do that as well. And then they'll go through that same thing.

22:01 Make that, you know, once they click accept, they'll be able to um sign and pay as well. So um just makes it really easy. You have kind of single person proposals are great for that. So, I got some more comments here. So, Tina says, "I don't see want a user friendly software. Currently, I'm operating everything square, but this looks like it would be an amazing tool. Take a ton of

22:21 time off my hands and shoulders." Yep. Tina pro. Chances are good. So, chat with us as as you need help. We're here to help you get it set up. We can do welcome calls, uh, package setup calls, that type of thing. Andrew says, "Is there a brief bullet point sheet comparing Check Cherry with other platforms?" So, the answer is no. Um, I think we have a honeybook first check cherry on

22:40 our uh website really for more for SEO purposes than anything else. Um, Andrew, what I would say is uh I found the bulleted checklist not to be so helpful at times because um two systems can offer contracts checkbox on both sides, but how they're implemented and how it works um really matters and it matters, you know, for a business and I would say that goes for all features basically. And so,

23:06 um, you know, I think what I would do is I would, uh, take a look, maybe I'd pick two and just really dig in and evaluate, um, kind of where you're at. Um, Check Cherry was built specifically for event service providers. U, online booking was something that was there from day one and it's been a unique or interesting design constraint because everything has to work with online

23:27 booking basically. Um, all customers don't offer online booking, but just the way the system works, it really like a byproduct of it is it's really easy to create proposals and like stuff just automatically calculates. I mean, that's pretty awesome and so on. So, the short answer, yeah, no, we don't. Long answer is um it's not good to have bulleted checklist and do the free trial. Also,

23:47 um customer service really matters. You know, I think it's often um an oversight when people are evaluating software like Check Cherry. So, that's another thing. Um I've got a couple more. Uh, but first, Dallas, did you get the audio figured out there or you want to hop in? Um, can you guys hear me? Yeah. Hey. All right. Dallas, thanks for coming. Yeah, I know. Thank you so much for doing

24:09 this. Appreciate Appreciate you guys. Uh, no, the one thing I was saying that's the first first thing that I mentioned was um being able to say I have X amount of guests and I want to add more staff to that. Um, and I I mean I see the the the tiered system that you guys are using there, it's I feel like it makes it busy. It makes it too much for the the customer to look at and choose from.

24:36 So, if they're able to just input, hey, I have this many guests and the system just know we just know, hey, they need this number of bartenders, you know, whether it's 75 75 guests per bartender or 100 or whatever, you know. Yeah. Whatever it may be choose. Yep. And then you would charge hourly, I would assume, on that. Yes. Um I mean either hourly or based on the the total event. So

25:03 for example, we we charge $350 for our base $400 package with one bartender. And if I want to add a second bartender, if I get up over 100 guests, I want to add a second bartender. I want to charge automatically another $150. Mhm. Yep. And then to take it the next step further, you know, okay, what if we go beyond that four hours? Okay. Yes, I still want to charge hourly for that second bar or

25:28 two. Yeah. No, I get it. Yeah. Um, have you tried the way that it's done right now? I'm just kind of curious because I want you to have a solution like right now. Um, and got Yeah. Right now what we do is we just manually we look at it. We look at it and say, "Hey, this is over 100 guests. We're going to add a second bartender." And and that works just fine for us because we're looking

25:47 at everything. We're touching everything anyways. Yeah. No, I get that. And Rachel, have you had feedback? Because Rachel's doing the tiered system. We just saw that. Have you guys had feedback from clients getting confused on that by any chance? We can't. We can. No, we have not had anyone be confused about the way we do it at all. No, try I think just consider trying

26:07 it. I mean that's what I would I would encourage you to do because um it's unlikely we get it out anytime like super soon within the you know within the next six months year unless unless something unless Matt has different I because they're probably the setup process will be it's not a hey I need this right here right now. Okay cool. Yeah. But every once in a while if like if we're

26:26 doing um beer and wine only and it's 85 people, which is which for us would be two bartenders. If it's beer and wine only, one bartender can do that. I will tell them, hey, you know what? And so I'll actually just lower the headcount on it. You know what I mean? So sometimes there's a little tiny bit of tweaking, but that's more I'm trying to accommodate the customer. I mean,

26:54 I could go strictly by the book and book two people and there's enough money to pay two people, but um I'm just that way. I'm like, I'm not going to gouge you for another uh bartender. And so I'll man I'll manually manipulate it. But nobody ever says anything about the way they they totally understand it. And I think it's very clear like how many guests do I have, what package do I want,

27:19 and then I book. And so it just it flows and it makes sense. I will say because you have to make like the first I don't know what they're called, like the first set of packages based off of guest count and then you have to make the second set for each like package type. It you got to do it over and over and over again. It's a little cumbersome. Yeah. Yes. But once it's done and like we had to

27:40 test them all to make sure that they worked. But once that's done, like you can just rest easy that it's all it's all happening and it's all going to work just fine. So that's the part like just prepare to spend an entire night making those packages, but once you're done, you're done and you could duplicate. But Dallas, I mean all that being said, I totally get it and it would

28:00 be easier and just like quick quick here's what I need, you know, give me a quote, that type of thing. So I've got some more comments. Yes. And I mean absolutely that I see that. I see that system working really well. It just appears cluttered in my in my eyes. Yeah. No, I get that. It's Yeah. Um AJ Bartending says, "Can you show me the customer page where they see their event proposal,

28:20 etc.? Last time I was checking out the system, they there didn't seem to be enough options to customize what I wanted to see or how I wanted the page to look. So, um I'd love specifics. Tell me more. What were you looking to see? Um we might even just be able to tell you. Um, I guess you can impersonate the C. I don't know if you can do that or not, but um because you're probably

28:40 logged in as um showed it a minute ago. Um I think when he was looking at proposals, whatever right here. Yeah. Um and then he was kind of showing the homepage and it had like the the Google map kind of thing for the I don't want that. I want to get rid of that. And like do I want to change like package details? Do I want to change that text or do I want to just change the way things are on the

29:06 screen? So, I want sure I wasn't sure if you all thought about making not necessarily making the whole thing customizable, but at least making a couple different themes that we can choose from to Yep. you're in luck because stuff's coming on this front. This is very This is also common feedback. Uh so, generally what happens, right, we're just trying to like manage our priorities over here

29:26 and so yes, uh more proposal stuff will be coming. Um we think you'll like it. I don't know exactly where it'll land if it'll, you know, exactly solve what you're looking for. Um, but it is it's an important page on Chuck Terry. We also have people want to add more stuff. They use it kind of almost like a pitch deck of sorts, you know, where they basically want to include more information about

29:47 their company, why they're awesome, you know, reviews. It's like it's almost like they're pitching somebody who's never heard of them. And check proposals are really good at closing the sale, right? Like they already know who you are. They're waiting on the offer. You send it. so easy to sign and pay and get them booked, that type of thing. But, um, does the system offer any kind

30:04 of messaging back and forth between you and the customer? Yeah. So, there's an automated messages section that you can kick off, uh, emails, and there's tons of different triggers. Um, you know, when it comes to Yeah. booking, created, like the scheduled date of the booking, so when when the event's happening, payment due, you can do it on proposals, proposal expiration. Um, we've got

30:26 videos on this. We did a webinar on this as well. I can grab the link and put it in here. Um, it's um, yeah, it's in-depth and I think you'll like it. And it's all email based though. You can do text message as well. Yep. It's not like on the on their like on their customer portal. They can see like the messages that they've sent back and forth kind of like they'll actually go to their

30:48 inbox. No pe I I don't think people want to log into Check Cherry except to like make payments and answer questionnaires and get done. They don't want to do the messaging. So the messaging will all the customer can basically respond to the email from their email client and you can too. Um and the default way check cherry set up it all get gets logged with the booking which can be really

31:08 handy for admin purposes and so on. Okay. So like the responses and stuff come into the booking the system itself as well. Yep. And they get like process and then kick back out to everybody. Yeah. Check kind of sits. Right now we kind of have to create email folders at for each event and then Yeah. No, drag and drop emails into them and it's in the end. You just go to the message tab,

31:28 everything will be there. Yep. Yeah. Kind of our goal on the messaging is, you know, say an automated message goes out, you know, you you want to remind somebody a few days before the event, you know, just let them know that you'll be there, whatever. That'll go out from Cherry to them. They'll reply. We'll log it and forward it along to you. So you have that whole history,

31:46 but you know, you can still be on your phone like, you know, whatever whatever email client you like, whatever your customer wants to use, they can still just kind of reply to those messages back and forth and you'll have that history. So, okay. I have one last question. Do have you all thought about or implementing any kind of like staffing side of it to where like I can have my bartenders

32:05 log in and see what events are available to pick up, what days are there. Yeah. Yeah. Yeah. So you can set up um set up your staff. You can let them request events, claim events. You just can just kind of assign them yourself and um basically see who's available, you know, what's uh who's free that day. They can set their availability, they can log in, kind of see

32:30 everything within their account. Um, and then I think with the the iOS or the Android app, um, that's a great thing for staff because then they don't need to remember to log in or anything, you know, they'll they can just go there, see all the details, and then, um, and then, of course, email automation around that as well. So, you can have reminders kind of going out to your staff,

32:49 hey, just uh just a reminder, you know, you're gonna you're gonna have an event tomorrow. Um, things like that. So, okay. Um and then um you can also have uh uh lost my training thought on that. Yeah. So the staff request I would say maybe Yeah. So they can um staff can request like events that that aren't um that aren't uh you know booked yet as let me uh I'll send

33:18 a link to the webinar here in the chat uh for you because we did one on that recently too. So, yeah, few other things I think that are helpful uh over on the packages or the add-ons um in a few different places. Um we recently have added some different lead time features. So, um you know, if you have say you've got some equipment that's coming, you know, that you need to custom order

33:45 or things like that. Oh, yeah. the lead time um on that package or on your add-on or things like that. So um so that can be kind of nice for you know things that are a little further out. Um and then similarly on your add-ons you can do that as well. So you know if you go into one of your add-ons you can come in you can say hey this you know I need about I need two weeks uh lead time on

34:09 that or things like that. Um, there's also, you know, if you need to with the add-ons, there's some, uh, some different pricing and and packaging options there as well. Um, you know, obviously you can have an add-on for a flat rate. You know, hey, this scrapbook thing costs 200 bucks. Um, and they can add that, but you can also do things like multiply that by the hourly price. So, if it's,

34:33 you know, maybe it's an extra, you know, if you want them to book that extra bartender themselves, they, you know, you can set your hourly rate, 150 an hour, and then based on the event, the length of the event, um, they'll be able to, uh, to book a bartender, book multiple things like that. Um, and then you can also multiply that by the the unit count as well. So, if you have an add-on

34:54 that basically applies per guest, you know, for whatever reason it increases the price, you know, a dollar per guest, uh you can do that as well. So, um so like I say, just chat with us if it's confusing, but um but that's an option as well, too. I just dropped a couple of links into the chat for the webinars, uh AJ, so feel free to take a look at those. Uh more comments here.

35:15 Andrew says, "Makes sense. Um I like I like the visuals of trick cherry so far. I never I've never been excited about Dubsado. So, yeah, give it a shot. I mean, we love feedback, so just chat with us. Um Sam's on the front lines most of the time. We see all the feedback. Um we're really hands-on entrepreneurs. Um so, you know, let us know. Um is there a feature for gratuitity or service

35:38 charge that automatically applies when you add XYZ? So, I'm not sure what that means. Uh on the make a payment page there is a um a um an option to leave a tip. In terms of automatically like uh automatically charging gratuitity um you can use the flex pricing feature. I'll let you take it over Matt. Yeah. So with flex pricing you could do something like um you know if you wanted to charge

36:04 uh you know a 10% search charge or something um you can do that. you would basically say, you know, 10% uh service fee, whatever you want to, you know, however you want to do it. And then you can, if you need to, limit that to just certain packages, just certain add-ons, things like that. So, um, that's definitely an option. And then the other thing that that you can do is

36:26 like decide like okay is this does this 10% search charge apply to you know just this one add-on that I'm adding or is it something that you know if somebody somebody chooses this package you know this applies to the full booking. Um so there's a few options there. And then um not really related to that, but within the flex pricing, there's lots of other rules. You can do things like uh surge

36:47 pricing, you know, for New Year's if you need to charge extra uh you know, last minute bookings, uh you know, book me at the end of the month, get a 10% discount. You can also do discounts. It's Yeah. Yeah. based on the venue location. So, we have travel fees. Um but sometimes people want to do things like, oh, if I've got to go into, you know, the city of Chicago, it's, you know, it's

37:08 a pain. I I have a special charge for that or you know certain postal codes or things like that. So yeah, lots of different options in the um you'll find that under manage and then flex pricing. Um you can also even give like discounts to repeat customers, you know, if you've got somebody that you always give a 10% discount to. Um rather than using a discount code, you could you could

37:28 just have it apply automatically as well. So um different different opt options there. And then similarly, you can give people more of a discount code thing, which is a disc kind of the difference is a discount code is something they're going to type in. So if you've got, you know, maybe there's a venue you partner with or you have, you know, other people you work with, you can give

37:46 them codes and then you can kind of track that or, you know, have a discount get applied on that as well. I've got more stuff in the chat. So Jeremy says, "Does the system track when they have viewed the proposal and allow automated follow-ups for those that have not viewed it?" uh those that have viewed it but haven't accepted it, etc. So, uh you can see if somebody has viewed the proposal.

38:07 Yes. Um you I don't think you can automate based on whether they viewed it or not. Um I don't know. I mean, I you know, I guess I could see sending a text or something if they haven't. Um I don't know that sending a second email if somebody hasn't clicked it the first time um will matter or a third or whatever, but it's an I don't do we have it based on viewed? I don't think so. Yeah. So I I

38:26 would say uh most common so with the proposals we don't have it based on viewed but you can do it based on um you know you can set something like hey 3 days after they they book or you know after that after you created it. Yeah. You can also do based on the proposal expiration date. So as if you choose to make your proposals expire you know you say hey this proposal is good for a

38:48 week. Um that's a good way to kind of set a series of of you know emails and give them a little bit of urgency too. you know, it's like, oh, I've only got two days to accept this proposal. Um, and then, you know, and then if they're not going to do it, then you kind of know that, hey, there, you know, it expired. Let's move on. Um, and you can even send a follow-up after like, hey, your

39:06 your proposal expired. You know, if you still want to do it, you know, let us know to kind of leave the door open. Um, so lots of options on that. And then, um, similar with your leads. So say you have people filling out contact forms or you know you collect some details manually. You can have different um different automated emails going out for them as well. And there's different conditions

39:29 you can set up. You know lots of different options you know send a message if the date's available or not or you know different emails for wedding versus corporate. So yeah again there's some there's some links in there with the webinars and chat with us if you ever have questions. Tell us what you want to do and we can help you do it. Um, Dallas has got, "What if I have an add-on item

39:47 such as a smoke gun that I have a limited quantity of? Is there a way to reserve equipment?" So, yeah, there is. Yeah. So, under business settings and then availability, what you can do is set um uh you know, this is like, so this would be like, hey, I've got, you know, whatever this is, one pirate costume or something. Um, well, there's a premium plastic wearer down there. There we go.

40:14 um I've got, you know, 10 of these. And so what that means is like 10 at a time. Um it's not really going to be an inventory tracking thing. So like it's not um that wouldn't like track, hey, I've got a hundred of them total and I I'm consuming them. Um this would be more of like, hey, I can use 10 of the, you know, I've got three of these pieces of equipment that I can have out

40:35 at the same time. Um and yeah, you can you can do that. And then you can also uh you can even link different things together. So, if you've got something that's part of part of certain packages, part of certain add-ons, you can uh you can use availability rules to kind of link those together. Uh Stephanie says, "Does the inventory become unavailable when a proposal is issued or once

40:54 the client officially books?" The short answer is both. Yeah, with your proposals, what you can do, you can set them to what we call date reserved or date open. And um how that works is date open. And it's kind of first come first serve. You know, say you've got two proposals out, both of them, you know, use the same thing. Date open means that whoever accepts it first gets it. Uh date reserved

41:21 means that you're holding it for them. And so that might prevent you from booking somebody else online. you know, if you've got one, you know, one unit of whatever and it's going to um, you know, prevent somebody from booking um, you know, once you've reserved that for them, that's going to prevent anybody else from booking it that day. So, whichever you prefer, yeah, a common workflow is

41:42 to use, you know, you talk to somebody, you're like, "Hey, I'll hold the date and then you basically put an expiration on it. So, I'll hold it for three days or whatever you have to make the decision, that type of thing, and then it'll just automatically free up, so to speak." Yeah, the proposal expirations I think are good with the date reserved. Um, if you're, you know, if

41:59 you're not going to use those, then date openness is another thing that I we didn't cover which is a kind of a newish feature to check is where you basically can have a package automatically include add-ons. So, I'm glad I remembered that. Yeah. So within your packages certain um you know if that includes certain um add-ons uh you can include that in the package and so how

42:24 that works is you know when they when they choose that it's automatically going to add you know a certain quantity and you can control like you know is this something that they should be able to remove you know generally that's probably no and then you can decide oh is that you know included at no charge or is that something that they still have to pay for we just always include it. Um,

42:45 and this can help with some of those those just kind of edge case pricing things too. You know, if you've got a certain thing that you know, you've got uh, you know, whatever the the the gun you mentioned, you know, if you've got if that comes with certain packages, it can be helpful to include that with the package so that um to make sure the inventory uh, you know, can can

43:07 keep track of that algorithmically for you. Okay, Lenia's got one. Lisha, again, feel free to unmute yourself. She says, "I cannot find the way way to raise my hand." But she basically is looking, hey, I, you know, I know I can sign contracts. Could there also be a way for us to put contracts in place for employees or our staff to ease sign when they start using a business account, for example,

43:25 NDAs, NCAs, you know, all that stuff. Um, it's an interesting idea. I mean, I, you know, I think, um, it makes sense. What I've learned is that there tends to be just like one signature for when you hire somebody and it happens usually outside of Check Cherry. Historically, it's not a common feature request. Um, I get it. I think that it makes sense that, you know, we would add something

43:47 like that. Um, and it's good feedback. I mean, I think Yeah. Be cool. Yeah. Um, okay. My other question was, um, I had to go back and look at log into my account just to see what my requests were because I could remember. Um, was there any other thought on the, um, alcohol calculator being added? We haven't done it. Um, and tell me how you would want to use it. I guess is it on a marketing

44:15 side? Remind me. Um, do you want to like, hey, on the marketing side you, you know, use it or is it like after somebody books or while they're booking or It would be more so after someone books. Um, how much alcohol they need to purchase. So, hey, here's your shopping list basically. Yes. That would be amazing. Yes. Yeah, we thought about it. Uh, it seems to make sense. Um, and so,

44:40 um, I guess we have to figure that one out. I can tell you where you can go to hi hijack it. Love it. Mobile bed pros on Facebook. Um, there works good. Yeah, theirs is amazing. I mean, to me, I think it's a little bit heavy, but um, it will even give you ice and garnish counts and things like that. The full bar. Yeah, the I mean it it's it's really amazing, but I just don't log

45:10 into Facebook very much and so I hate to have to go over there and do that. It would be amazing to have that in our one platform. Yep. I like it. Yeah. I guess like we just kind of don't know exactly. So we'll probably I guess you know the good news is you guys can all give us feedback, you know, so I like that. Um well there's your feedback. There it is. Well, once it's done,

45:29 you know, here Andrew's like, you know, it's like hey Jeremy's like it's too much alcohol. they're all too much alcohol online, you know, and maybe there'd be some settings or something where, you know, you can kind you can hone it in. Um or I mean there's there's even tells you like it's one drink for for average drinkers, one drink per person per hour. Yeah. And

45:51 so you just calculate that into which you can do it with your head, but it's it's just a lot of work. Beanie wanted to know this. What what did you recommend for the alcohol uh calculator? Oh, that was on the mobile the mobile be pros calculator that we were Is is she asking what Rachel? Yeah. What What did she say? She said was it mobile web pros? Yeah, mobile. Yeah, I'll send

46:16 you. Yeah, on Facebook. It's the group. Oh, it's on Facebook. Yeah, it's on Facebook. In a group. I thought I recognized you, Rachel. Nixie Chicks is ours. Yes, ma'am. There's the website, I believe. So, um, you know, drop a link in there. They do training and stuff. Looks cool. Yeah, they do a lot. Love that. And I think it makes a lot of sense. So, Jeremy

46:45 created a spreadsheet that does it for him. Yeah. Most part based on guest count, hour service at Wine Beer Liquer. Yep. I like it. Yeah. I mean, the cool thing about a spreadsheet is, you know, obviously you can manipulate it to, you know, your preferences and tweak it and all that stuff. What sucks is you got to set it up and manage it and all that stuff. So, you know, uh there's no

47:04 solutions, just trade-offs. There's a question about um can you download reports to Excel to do uh profit and loss? And yeah, so if you go to sales reporting um we have a a lot of different things in there. We do have a profit and loss um as well. Um, you can also, um, you know, if if you're, uh, recording expenses, things like that, that'll that'll be easy. Um, you can also get it,

47:29 you know, booking details, you know, your leads, payment history, all kinds of different stuff. And, um, you know, lots of filter options, lots of columns you can enable, disable, and then you can always download that as well. So basically like pretty much any any data that we have, we try to make it easy to to download, easy to get at, you know, we don't want to kind of

47:51 hold your data hostage or anything like that. Um, so real real easy to get that. And then you can also customize it and save it to come back to. Um, so those saved reports are nice for like, you know, if there's just certain things, you know, you you like to look at, you know, on a weekly basis or something, you can do that. You can even have those emailed to you as well. So,

48:10 you know, every Monday you could get emailed a spreadsheet of, you know, your your last week events or, you know, next week events or, you know, whatever whatever you need um on that sort of thing. So, um lots of lots of reporting options. Um outstanding balance. That's a good one for kind of seeing who owes you money, you know, if there's anything that hasn't been paid. Um most

48:30 frequently booked. I like this one like kind of, you know, say you're at the end of the year and want to just get an idea for, you know, how many of each package did we book, what add-ons moved, what didn't, you know, how much revenue did they generate, uh, things like that. So, those are super helpful. Well, you can also import data if you're coming from another system. We do

48:50 that as well. Um, so that's an option. Happy to put past bookings, future bookings in the system. Um, just chat with us to start the process. Um, but yeah. Yeah. any any other questions out there? Yeah. Or anything we missed, Matt? Um, so looking at kind of your listing sent over. So, uh, appointments is another one we didn't talk. Oh, yeah. But I think that's an important

49:12 one. So, um, so with Chair, you can have, um, basically, let's see here. I have that account doesn't have it. It's not set up. But you can set up basically um, appointments. So, kind of like a light calendarly type of of feature where um you know you can send out a link, they can book you um all that type of stuff. So, let me see if I can enable that real quick. Yeah. So, um so with

49:40 appointments you can set up um and so it's like Calendarly basically. So I a cocktail, you know, consultation would be one example. Um, you know, maybe even in the online booking engine or I guess in that uh Rachel, in your example where you have the the 250 plus, you could send them to a lead form, collect their information, and then in that email after they fill it out, send them a link

50:05 to book a time for a consultation. That would be another kind of use case of that. Yeah, that would probably be a pretty smooth workflow. Um, if you want to talk to them, you know, kind of in scheduling. Oh, I love to talk to him. Yeah. So, that would be and then chat me chat with me and I can help you set that up. But, um, but that would probably be a pretty smooth

50:24 workflow because then you basically get your lead, they get an email, they pick a time, and then you got your consultation set up. And if they don't, you can send them, you know, another note to them. Um, Jeremy says, "Can you use your own domain instead of having the Check Cherry domain?" No, not at the moment. It's got to be on a checker subdomain. Um, just, you know, it'd be nice to

50:40 offer that. I think just the way that um you know um kind of how it works with DDoS and all kinds of other stuff it just makes it a lot easier for us to manage the platform. Um and what we've learned is that clients uh you know the event hosts don't people don't look at URLs. I don't think it's damaged the conversion rates or anything of that nature at all. Um on Check Cherry. Yeah.

51:04 But it's a it's you know Yeah. And Dallas says, "He'd love to use a Gmail server for uh email." There's some limitations on the Gmail stuff. So, we have some customers that send out more uh emails, that type of thing, but yeah, I mean, it's possible. Uh makes sense that we do that. Um you know, you might end up in the world of uh folders with clients and that type of thing. Again, I'm

51:28 not sure that we'd be able to attach all the um all the emails again uh with the booking. Uh I'm not sure how that would work, but yeah. And then uh Shayla says, "Can you limit what the staff sees or what the staff Yeah, absolutely." So, and if you have something specific you want to limit uh you know, just let us know and we can tell you if it's possible or not. Um but but in

51:50 general with your staff, we kind of have it broken into um what we call extended permissions. So, if you kind of, you know, you want them to see things like pricing and make changes and all that, you can give them extended. um or otherwise if you know if they're just going to be showing up the day of and you know they just need the details um just leave that unchecked. They won't have access

52:11 to all that. And then similarly if you've got certain staff that need to be able to see all of your events, you know, help you help you schedule, help you do different things, you might give them access to see all bookings, but otherwise staff are just going to see what they've been assigned to. And be by default pretty limited. But if a really cool feature is you can you can go to a

52:31 staff account and impersonate them. So after you change the settings, you can log in as they are and kind of see how they experience it. Yeah. Is it not there? Well, we don't let you log in as another admin for Oh, you're already in as an admin. Yeah. So, um lo in is log in as Sam here. I can do that. Yeah. You can't impersonate admin because we don't want, you know, we want

52:57 that kind of that that trail of who did what um on on things like that. Yeah, lot of great questions and feedback. I love it. I'm happy with how this went, guys. Thank you so much for coming. Um, Jeremy's got more. Is there a task option where you can create assigned tasks to staff? In my situation, I'm basically the business and sales manager. My partner is the event

53:18 manager. So, once they book, she takes over. So, being able to assign tasks or to schedule a call with the customer, assign staffing, etc. Yeah. So, every um we've got what what we call checklists. Um, and that one could I I think there's a webinar or there's certainly a a support video for that too that has a little more detail, but basically um every booking can have

53:39 different checklist to-do things like that. Um, and these can be checked off. Um, you can also get more of a a global one to see everything. You just didn't want to get a checklist to you. Oh, sorry. And then you could also um automate that as well. So if you have certain things that you always want to um you know anytime a new booking comes in you want to want to create something you can do that.

54:03 So and those can um you asked about assigning and those can be uh assigned if there's just two you might not need to because everything you know that once it's booked it'll be a confirmed booking status and she'll just be able to see them all you know and manage them. So I don't even know but you can generate checklist. Checklists can be equipment to bring to the uh event. They

54:21 can be postevent follow-up things, you know, pre-event stuff. Um, Yep. And there's a video on that, too. And again, chat with us. Anybody chat with us, chat with us anytime you have questions. Um, the chat support's great. It's super quick, easy. We send screenshots and links, all that stuff. Um, yeah. Love it. Well, thanks for all the good feedback, questions, all that stuff.

54:46 Um, this was Check Cherry for Mobile Bartenders. Um Rachel and Samantha are having fun over there. We ended on a good note. Um yeah, thanks for coming everybody and um yeah, we'll uh we'll see you guys on the chat and around and we'll do another webinar in a couple weeks. So all right, thanks everybody. Thank you. All right, bye bye.