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Go Live Checklist

You have set up your menu, created service points, printed QR codes, invited your team, and run a test order. Now it is time to open to real customers. This page is a final checklist to make sure nothing is missed -- and guidance for your first day of live service.

Before Opening​

QR Code Placement Check​

Walk through your entire restaurant and verify every QR code:

  • Every table has a QR code placed where customers can easily see and reach it
  • Counter QR codes face the customer, not the staff
  • QR codes are large enough to scan (at least 5 cm / 2 inches for tables, larger for walls)
  • QR codes are clean, undamaged, and not covered by condiments or menus
  • Each QR code is at the correct table -- scan each one to confirm it opens the right service point
  • A "Scan to Order" call-to-action is visible near each QR code (printed text, table tent, or sticker)
  • Backup QR codes are stored somewhere accessible in case you need to replace one during service
tip

Scan every QR code yourself before opening. It takes two minutes and prevents a customer from getting the wrong table's orders.

Staff Preparation​

Make sure every team member knows what they need to know:

Kitchen Staff:

  • Know how to access the Kitchen Dashboard (bookmark the URL or set it as the tablet's home screen)
  • Understand the order card layout -- where to find items, options, special notes, and delivery mode
  • Know how to mark orders as In Progress and Ready for Pickup
  • Know that orders arrive in real time -- no need to refresh the page
  • Sound notifications are enabled on the kitchen device

Waiters / Floor Staff:

  • Know how to access the Waiter Dashboard
  • Understand the color codes: red = urgent, yellow = payment waiting, orange = active, green = connected, grey = empty
  • Know how to open a table card to see order details
  • Know how to use Chat to communicate with customers
  • Know how to award loyalty points using the Give Points button
  • Can explain the QR ordering process to customers who ask ("Scan the code with your phone camera, it opens our menu")

Managers:

  • Know how to access the Orders page for order history and management
  • Know how to change order statuses and payment statuses from the order detail modal
  • Know where to find settings if something needs to be adjusted during service
  • Have access to the Troubleshooting page: Common Issues
Brief Your Team

Spend 10 minutes before your first service walking your team through the CRM. Show kitchen staff the Kitchen Dashboard, show waiters the Waiter Dashboard, and do one test order together so everyone sees the full flow. This single walkthrough prevents most first-day confusion.

System Check​

Verify the technical basics:

  • CRM is accessible and logged in on all staff devices
  • Kitchen display device is powered on, connected to Wi-Fi, and showing the Dashboard
  • Sound notifications are enabled on at least one device in the kitchen
  • Real-time connection is active (green indicator on the Dashboard)
  • Wi-Fi is working throughout the restaurant (test from the farthest table)
  • At least one payment method is enabled in Settings
  • At least one delivery mode is enabled in Settings

First Service Monitoring​

Your first hour of live service needs extra attention. Here is what to watch for:

Watch the Order Flow​

  • Keep the Orders page or Dashboard open where a manager can see it
  • For the first few orders, confirm each one appears on the kitchen display within a few seconds of being placed
  • Watch for orders that sit too long in Preparing status -- this might mean the kitchen did not notice them
  • Check that Ready for Pickup notifications reach customers (ask a customer if they got the notification)

Be Available for Customer Questions​

Some customers will need help with QR code ordering, especially if they have never done it before. Train your staff to:

  • Offer a quick explanation: "Just scan the code with your phone camera -- our menu opens right up. You can order and pay from your phone."
  • Help with scanning issues: Make sure staff know the basics -- hold the phone steady, make sure the camera is focused, check for adequate lighting
  • Have a backup plan: If a customer truly cannot scan (old phone, no camera), staff can take their order manually through the CRM's Order Creation widget
tip

Most customers figure out QR ordering in under a minute. The ones who need help usually just need to be told to use their phone's camera (not a QR app) and to hold steady for a second.

Monitor for Issues​

During the first few hours, keep an eye out for:

IssueWhat to Do
Orders not appearing on kitchen displayCheck Wi-Fi and the real-time connection indicator. Refresh the page.
Customer says menu did not loadCheck the service point is Active. Ask them to try again with better signal.
Wrong items on an orderCheck the menu item and option configuration. Fix and re-test.
QR code not scanningReplace the QR code with a fresh print. Check lighting.
Staff confused about a featurePoint them to the relevant guide in the docs or show them quickly.

Collect Feedback​

After your first service session:

  • Ask your kitchen staff: Was the order display clear? Did anything confuse them? Was the sound loud enough?
  • Ask your waiters: Was the Waiter Dashboard easy to use? Could they find what they needed?
  • Ask a few customers: How was the ordering experience? Did they find the menu easy to navigate? Any items that were confusing?

Use this feedback to make adjustments before your next service.

Adjustments After Day One​

Based on your first day, you will likely want to:

  • Reorder menu items -- put your best-sellers at the top of each category
  • Fix any confusing item names or descriptions -- if customers asked "what is this?", the name or description needs work
  • Adjust option groups -- if customers kept asking about sizes or extras that were not obvious, improve the labels
  • Reposition QR codes -- move any codes that were hard to scan or that customers overlooked
  • Tweak the kitchen display layout -- adjust widgets, grouping, or sorting based on what worked during service
  • Add images to items that are missing them -- items with photos get ordered more
info

Your setup does not need to be perfect on day one. The first day is about getting the basics right and identifying what needs improvement. Make small adjustments after each service, and within a week your system will be running smoothly.

Ongoing Operations​

Once you are past the first day:

  • Review orders at the end of each day -- check the Orders page for cancelled orders or issues that need follow-up
  • Keep menu items updated -- mark sold-out items, add seasonal items, remove discontinued ones
  • Monitor your loyalty program -- once you enable points and vouchers, check that customers are earning and redeeming as expected
  • Replace damaged QR codes -- a code that does not scan is a lost order
  • Check your marketing calendar -- use the Promo Timeline to make sure you always have active promotions

Complete Go-Live Checklist​

Print this checklist or keep it open on a device during your first opening:

#ItemDone?
1All QR codes are in place and scan correctly
2Kitchen display is running and connected
3Sound notifications are on in the kitchen
4Kitchen staff know how to use the Dashboard
5Waiters know how to use the Waiter Dashboard
6Manager can access Orders page and settings
7Staff can explain QR ordering to customers
8Wi-Fi works at every table
9Payment methods are enabled
10Delivery modes are enabled
11A test order was completed end-to-end today
12Backup QR codes are stored somewhere accessible