SevenRooms Onboarding Guide
Step 1: Configuration Call
What should you expect?
We’ll learn how your operation works and begin configuring SevenRooms around your goals. Once your agreement is signed, your Sales representative will help schedule the session. Bring your floorplan and the team members involved in setup so you can make decisions and move toward launch quickly.
Who should attend?
Invite the team members responsible for finance, marketing, front-of-house operations, and guest services. These responsibilities may sit with one person or several, but involving the right stakeholders early helps accelerate setup and ensures SevenRooms is configured for every team’s needs.
How does onboarding begin?
After completing your contract, you’ll receive access to your SevenRooms account and the self-service onboarding wizard so you can begin configuring your venue. You’ll also schedule a call with an Onboarding Specialist, who will review your setup, answer questions, and guide you toward launch.
What should you expect?
We’ll learn how your operation works and begin configuring SevenRooms around your goals. Once your agreement is signed, your Sales representative will help schedule the session. Bring your floorplan and the team members involved in setup so you can make decisions and move toward launch quickly.
Who should attend?
Invite the team members responsible for finance, marketing, front-of-house operations, and guest services. These responsibilities may sit with one person or several, but involving the right stakeholders early helps accelerate setup and ensures SevenRooms is configured for every team’s needs.
How does onboarding begin?
After completing your contract, you’ll receive access to your SevenRooms account and the self-service onboarding wizard so you can begin configuring your venue. You’ll also schedule a call with an Onboarding Specialist, who will review your setup, answer questions, and guide you toward launch.
Step 2: Integrations & Data Imports
Point of Sale
Bring the name and version of your current POS. Connecting it to SevenRooms links spend to guest profiles, helping your team automatically recognize regulars and VIPs. Your Sales representative will confirm compatibility before you sign.
Payment Processor
Bring the name of your current payment processor and ensure someone attending the call has the required account access. This connection allows you to save cards, collect deposits, and charge applicable cancellation or no-show fees. Your Onboarding Specialist will guide you through the setup.
Guest Database
If you have an existing guest database, bring a current export containing guest names, email addresses, phone numbers, booking history, and marketing consent. Including marketing opt-in data allows eligible guests to receive campaigns. We can complete a final import shortly before launch to capture newer reservations.
Point of Sale
Bring the name and version of your current POS. Connecting it to SevenRooms links spend to guest profiles, helping your team automatically recognize regulars and VIPs. Your Sales representative will confirm compatibility before you sign.
Payment Processor
Bring the name of your current payment processor and ensure someone attending the call has the required account access. This connection allows you to save cards, collect deposits, and charge applicable cancellation or no-show fees. Your Onboarding Specialist will guide you through the setup.
Guest Database
If you have an existing guest database, bring a current export containing guest names, email addresses, phone numbers, booking history, and marketing consent. Including marketing opt-in data allows eligible guests to receive campaigns. We can complete a final import shortly before launch to capture newer reservations.
Guest Database
If you have an existing guest database, bring a current export with names, email addresses, phone numbers, booking history, and marketing consent. Including marketing opt-in data ensures eligible guests can receive campaigns. We can complete another import shortly before launch to capture newer reservations.
Guest Database
If you have an existing guest database, bring a current export with names, email addresses, phone numbers, booking history, and marketing consent. Including marketing opt-in data ensures eligible guests can receive campaigns. We can complete another import shortly before launch to capture newer reservations.
Step 3: Pre-Launch Checklist
SevenRooms Responsibilities:
- Configuring your Floorplan, Availability, Booking Rules, Widget design, and Reporting.
- Running your guest and reservation import once you send the file.
- Setting up your POS connection and looping in your POS vendor when needed.
- Giving your team access to SevenRooms Masterclass and Help Center resources.
Your Team's Responsibilities:
- Configuring your Seating Areas, Party Size Durations, Payment & Policy Settings, and adding the Widget link to your website.
- Exporting guest and reservation data from your current system and sending it via the provided secure link.
- Connecting your payment processor.
- Ensuring each team member completes their role-based Masterclass course before launch.
Resources & Continued Help
