Onboard every new Square seller with a consistent setup checklist
Every morning, WebRun checks whether any new Square locations or seller accounts were created in the last 24 hours, runs through a standard setup checklist covering tax rates, payment methods, item library, and team access, logs any missing items, and posts a completion summary to Slack for the account manager to action.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically verify a new Square seller or location is properly set up?
WebRun checks Square every morning for new locations or seller accounts added in the last 24 hours and runs each one through a setup checklist covering tax rates, payment methods, item library, and team access. Any gaps are logged and posted to Slack with the account manager tagged, so new sellers are fully configured before their first transaction.
- New locations are verified against a setup checklist the morning after creation
- Configuration gaps are in Slack before the first customer walks in
- Consistent onboarding quality across every location or seller account
Built for Square resellers and ISOs · multi-location Square merchants · franchise operators · Square account managers
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
squareup.com/dashboardin a real browser with your saved login - no setup, no API keys. -
1
Square - detect new locations and verify setup completeness
squareup.com How to Automate Square
WebRun opens Square to detect new locations and verify setup completeness. - Open Square Dashboard and check Account and Settings for any new locations added in the last 24 hours
- For each new location, verify: tax rates configured, accepted payment methods enabled, item library synced, receipt details completed, tipping settings set, and at least one team member added
- Flag any setting that is missing or still at default placeholder values
Done when Every new location has been checked against the full setup checklist.
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2
Slack - post the onboarding status and any gaps for the team
slack.com How to Automate Slack
WebRun opens Slack to post the onboarding status and any gaps for the team. - Post an onboarding summary for each new location: location name, setup score, and a list of any missing items
- Tag the account manager responsible for completing outstanding steps
- If all settings are complete, post a 'ready to trade' confirmation for the location
Done when The onboarding status is posted to Slack with all gaps clearly listed.
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 configure the missing settings automatically?
No. WebRun identifies what is missing and posts it to Slack for the account manager to complete. Changing account settings requires human review to ensure the correct values are applied.
Can the checklist be customized to include specific items for our business?
Yes. During setup, provide your own checklist items (such as specific integrations, fee structures, or custom receipt messages) and WebRun will verify those in addition to the standard ones.
Does it work for onboarding new franchisees or sub-merchants under a larger account?
Yes. If your Square account manages multiple seller locations, WebRun checks each new addition against the checklist and posts a separate status for each one.
Related templates
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