Automated SpotOn New Venue Onboarding Checklist
When a new venue is added to SpotOn, WebRun walks through the onboarding checklist including menu build, tax settings, employee profiles, tip configuration, and payment terminal pairing, posts the completion status for each item to Slack, and flags any incomplete steps for the opening team to finish.
How do I track and verify SpotOn POS setup for a new bar venue?
WebRun walks through the SpotOn new venue setup checklist on demand, verifying that the menu, tax settings, staff profiles, tip configuration, and payment terminals are all correctly configured. A progress report is posted to Slack with every completed and pending item flagged, so the opening team knows exactly what is left before the first service.
- Every SpotOn setup item is verified before opening night so surprises during first service are eliminated
- The opening team sees a clear pending list in Slack instead of relying on memory or paper checklists
- Re-running the check after fixes gives an instant updated completion count without any manual review
Built for bar owners opening new locations · hospitality operations teams · multi-venue bar groups · SpotOn restaurant POS users
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.spoton.comin a real browser with your saved login - no setup, no API keys. -
1
SpotOn - verify each onboarding configuration step is complete
spoton.com
WebRun opens SpotOn to verify each onboarding configuration step is complete. - Open SpotOn and navigate to the new venue location settings
- Verify the menu is built with all categories, items, and pricing entered correctly
- Confirm tax rates are configured for the venue's jurisdiction
- Check that all staff profiles and roles are created with correct permissions
- Verify tip settings and gratuity options are configured
- Confirm payment terminals are paired and test transactions are passing
- Check that the reporting dashboard is accessible and pulling data for this location
Done when All SpotOn onboarding configuration items have been checked and their status is recorded.
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2
Slack - post setup progress report with completed and pending items
slack.com
WebRun opens Slack to post setup progress report with completed and pending items. - Format a setup progress report listing each checklist item as complete or pending
- Flag any incomplete or missing configuration steps in red with a brief note on what needs to be done
- Post the report to the opening team Slack channel with the venue name in the header
- Include a summary line stating how many items are complete out of the total checklist
Done when The venue setup progress report is posted to Slack with a clear list of completed and pending items.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it change any SpotOn settings or configuration during the check?
No. WebRun only reads and verifies the existing configuration. It does not modify menus, tax rates, employee profiles, or any other settings. All configuration changes are made by your team through the SpotOn dashboard.
Can I run the checklist multiple times as we complete the setup steps?
Yes. Because the trigger is on-demand, you can run WebRun as many times as you need throughout the setup process. Each run posts a fresh progress report to Slack showing the current completion status.
Does it cover SpotOn integrations like loyalty and reservations, or only the core POS setup?
The default checklist covers the core POS configuration. If your venue uses SpotOn Loyalty or SpotOn Reserve, you can ask WebRun to extend the checklist to include those module settings during setup.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.