What are the tasks in the ItsaCheckmate Portal associated with onboarding a location? – ItsaCheckmate

After creating a brand and a location in the ItsaCheckmate Portal, certain steps need to be completed before the location can be set as live.

The steps for Onboarding are as follows:

Location Onboarding
Ordering Platform Setup
POS Credential Verification and Location Setup
Menu Building and Mapping OR Menu Review
Payment & Dining options
Quality Check
Schedule Go Live
Live!

Location Onboarding form

The location onboarding form is a detailed questionnaire asking general location information, the POS system used, menu-specific questions, prices, taxes, etc.

The ownership of this task lies with the customer.

Ordering Platform Setup

This step allows the users to add all the desired Ordering Platforms they want to integrate with for their respective restaurant locations.

The ownership of this task lies with the customer.

POS Credential Verification and Location Setup

In the next two steps, the ItsaCheckmate team will use the POS information provided on the Onboarding form and work with your POS partner to set up your location and ensure seamless integration.

The ownership of these two tasks lies with the ItsaCheckmate team.¹

Menu Building and Mapping

For all non-Toast customers, this step involves the menu being mapped in our system and built on the ordering platform (if applicable) by our menu mapping team.

The ownership of this task would fall to the ItsaCheckmate team.

Menu Review

The menu review is a 6 step process. Video and help models are added along the way to help you understand each step.

For Toast customers ONLY, Step 4 is the Menu Review step, where you review the menu synced from your Toast POS system, make changes in real-time as necessary, and approve every element of the menu.

STEP 1 - Menu Name - In this step, you will review the menu name and confirm if it's as per your requirement. If the menu name(s) appear as you’d like them to be online, you will click on APPROVE, which will take you to the next step. If you want to change the menu names, you will have to make the change(s) in your Toast POS and email menubuilding@itsacheckmate.com.
STEP 2 - Menu Categories - The next step requires reviewing the menu categories. If the menu categories appear as you’d like them to be online, you will click on APPROVE. If there are some changes that you want to be made in the menu category name, you can create and publish the changes in your POS and then click on ‘Sync with POS.’ Post-sync, the changes will be reflected in the menu.
STEP 3 - Items and Prices - Step 3 of the menu review is for you to verify if all the items and their prices are as per your requirements. The items and prices would be here according to the POS.
If you requested a price elevation percentage to be applied, it would also be reflected.
We also check if the location serves alcohol at this stage. If yes, we request you add alcohol/ non-alcohol tags within your POS.
If you want to change the prices or the item name, you can create and publish the changes in your POS and consequently click on Sync with POS.
STEP 4 - Modifier groups and modifiers - This step requires that you approve the modifier groups and modifiers and the minimum and maximum set for a modifier group. Any changes must be incorporated within the POS as in previous steps.
STEP 5 - Business Hours - Step 5 allows you to set your business hours within the portal. As per the hours' management, you can set regular hours by day of the week and any special hours/holiday hours. You can also set up kitchen prep time in this section.
STEP 6 - Final confirmation - The final step lets you confirm that you have reviewed and approved the menu. As you click on complete, the menu review step gets completed.

The ownership of this Menu Review task lies with the customer.

Payment and Dining options setup

Payment and dining options setup is where we map the payment options and the dining options from your POS to your orders. We have included multiple videos within the Onboarding Portal to help you complete the task.

The ownership of this step depends on which POS you are using.
The customer must complete this step if you are using Toast, Brink, Revel, Heartland, SpotOn, or Clover. However, if you are not using these POSs, it’s an ItsaCheckmate step.

Quality Check

In this step, our Menu Team does one final review and quality check of your location menu and ordering platform(s) set up to ensure everything has been done correctly and nothing was missed.

The ownership for this step lies with ItsaCheckmate.

Schedule Go Live

The last step is for our Go Live Specialist, who will coordinate with you directly to schedule your integration to the go-live date. On the go-live date, the Go Live Specialist will turn on the integration and send a test order (this is ordering platform-dependent).