Onboarding Tasks in the Checkmate Portal

After creating a brand and a location in the Checkmate Portal, there are seven steps that must be completed before the location can be set live. This guide outlines each step in detail, along with the responsibilities for completing them.

Location Onboarding Form

The Location Onboarding Form is a detailed questionnaire where you provide essential details about your location, including:

• General location information

• POS system being used

• Menu-specific questions (e.g., items, prices, taxes)

Ownership: This step is the responsibility of the customer.

Ordering Platform Setup

In this step, you will add all the ordering platforms you want to integrate with for your restaurant location. Examples include DoorDash, Uber Eats, and Grubhub.

Ownership: This step is the responsibility of the customer.

POS Credential Verification and Location Setup

The Checkmate team will use the POS information you provided in the onboarding form to set up your location and work with your POS partner to ensure seamless integration.

Note: For Clover, Toast, and Square, customers are required to complete the POS Credential Verification step.

Ownership:

• Checkmate team for most POS systems

• Customer for Clover, Toast, and Square

Menu Building and Mapping

For non-Toast customers, the menu will be mapped in the Checkmate system and built on the ordering platform (if applicable) by the Checkmate Menu Mapping team.

Ownership: This step is the responsibility of the Checkmate team.

Menu Review (Toast Customers Only)

For Toast customers, this step involves reviewing and approving the menu synced from the Toast POS system. The process is divided into six sub-steps:

1. Menu Name: Confirm the menu name. If changes are needed, update them in your Toast POS and email menubuilding@itsacheckmate.com.

2. Menu Categories: Review and approve menu categories. If changes are required, make them in the POS, then sync with the portal.

3. Items and Prices: Verify all items and their prices. If price elevations were requested, confirm they are applied. Add alcohol/non-alcohol tags in the POS if applicable.

4. Modifier Groups and Modifiers: Approve modifier groups and individual modifiers, including minimum and maximum settings. Update changes in the POS if necessary.

5. Business Hours: Set your regular business hours, holiday hours, and kitchen prep time within the portal.

6. Final Confirmation: Confirm all steps have been reviewed and approved. This completes the menu review process.

Ownership: This step is the responsibility of the customer.

Payment and Dining Options Setup

This step involves mapping your payment and dining options from the POS to the Checkmate system.

• For POS systems like Toast, Brink, Revel, Heartland, SpotOn, and Clover, customers will complete this step.

• For all other POS systems, the Checkmate team will handle it.

Ownership:

• Customer for Toast, Brink, Revel, Heartland, SpotOn, and Clover

• Checkmate team for all other POS systems

Quality Check

The Checkmate Menu Team will perform a final quality check to ensure the location menu and ordering platform setup are accurate and complete.

Ownership: This step is the responsibility of the Checkmate team.

Schedule Go Live

The final step is handled by the Go Live Specialist, who will:

1. Coordinate with you to schedule the integration go-live date.

2. Activate the integration on the agreed date.

3. Send a test order to confirm everything is functioning as expected.

Ownership: This step is the responsibility of the Checkmate team.