Automated Lightspeed New Store Onboarding Checklist
When you are setting up a new Lightspeed Retail store location, WebRun works through the essential onboarding steps: verifying tax configuration, payment types, register setup, employee account creation, and initial product catalog import, then logs the progress and any gaps to a Google Sheet so your team has a clear completion checklist.
How do I automate the Lightspeed Retail onboarding checklist for a new store?
WebRun works through the core Lightspeed Retail setup checklist when you open a new store location: taxes, payment types, registers, employee accounts, and catalog import. It logs the status of each item to Google Sheets, highlights gaps in red, and shows an overall completion percentage so your team knows exactly what remains before opening day.
- Every core Lightspeed setup item is checked before opening day so nothing slips through
- Gaps are highlighted in Google Sheets with assigned owners for fast resolution
- Re-run at any point to see an updated completion percentage after fixes are applied
Built for retail operations managers · franchise owners · multi-location retailers · retail IT teams
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
retail.lightspeedhq.comin a real browser with your saved login - no setup, no API keys. -
1
Lightspeed - verify and configure new store settings
lightspeedhq.com
WebRun opens Lightspeed to verify and configure new store settings. - Open Lightspeed Retail and navigate to Settings for the new location
- Verify tax rates are configured for the store's jurisdiction
- Check that all required payment types are enabled on the register
- Confirm at least one register is set up and named correctly
- Verify employee accounts are created with appropriate roles and PIN access
- Check that the product catalog has been imported or that items are assigned to the location
- Confirm receipt settings, store hours, and currency are correctly configured
Done when All core Lightspeed configuration items have been checked for the new location.
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2
Google Sheets - log onboarding progress and flag incomplete items
google.com
WebRun opens Google Sheets to log onboarding progress and flag incomplete items. - Log each setup item as complete, incomplete, or needs-review in the onboarding tracker sheet
- Flag any item that is missing or incorrectly configured with a red highlight
- Add a notes column for the team to record who is responsible for completing each gap
- Post the final completion percentage so leadership knows how far from opening-ready the store is
Done when The onboarding tracker shows a complete status for every setup item, with gaps highlighted and ownership assigned.
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 make changes to Lightspeed settings automatically?
WebRun checks and reports on configuration status but does not change settings without your direction. If a tax rate is missing, it flags the gap in Google Sheets for your team to configure manually in Lightspeed.
Can it run again after your team fixes the gaps?
Yes. Re-run the checklist at any time and WebRun will re-check every item in Lightspeed, updating the Google Sheets tracker so you can see the new completion status after fixes are applied.
Does it work for adding a second or third location to an existing Lightspeed account?
Yes. WebRun targets the specific location you specify in Lightspeed, so it works for any new store being added to an existing multi-location account as well as a brand-new single-store setup.
Related templates
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