Your restaurant booking-system switching checklist

Take it into your next briefing

Your booking switch plan

Work through the actions here, or take a copy for your team. Progress and planning notes reset when you leave or reload this page.

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Phase 01

Understand the starting point

Do not assume that an export contains every field the team uses today. Review a sample before agreeing the final move.

List the places where bookings currently arrive.Identify future reservations that need to be retained.Check which guest records and supported fields can be exported.Review marketing permission separately from contact details.Name the restaurant owner for data review and launch decisions.

Phase 02

Prepare the restaurant setup

Confirm service hours and booking durations.Review table names, capacities and combinations.Check larger-party and special-request processes.Agree staff access and responsibilities.Confirm the booking page and communication settings.

Phase 03

Rehearse a service

Use synthetic test details. Keep practice records distinct from real customer bookings.

Create a test booking in the agreed test environment.Practise a permitted amendment and cancellation.Review what the guest sees and what the team sees.Practise arrivals, walk-ins and table changes.Check the route for a guest question or private concern.

Phase 04

Agree the changeover

The move is ready when the people running service understand the workflow and the agreed checks are complete. A public link change alone is not a finished launch.

Set the final export and reconciliation point.Check approved future bookings against the source.Confirm who changes each public booking link.Agree the support contact and escalation route.Schedule a review after the first live services.

Put the plan to work

How this connects to Findsy

Findsy onboarding reviews configuration, supported imports, team training and launch preparation. Scope and timing depend on the data and the restaurant's needs.

Open branded PDF worksheet ↗Download editable checklist ↓

Your restaurant booking-system switching checklist

Your booking switch plan

Understand the starting point

Prepare the restaurant setup

Rehearse a service

Agree the changeover

How this connects to Findsy

Keep the booking picture connected to the room.

Build on the plan.

Explore the workflow with your restaurant in mind.

Your restaurant booking-system switching checklist

Your booking switch plan

Understand the starting point

Prepare the restaurant setup

Rehearse a service

Agree the changeover

How this connects to Findsy

Keep the booking picture connected to the room.

Build on the plan.

The 15-minute pre-service check

What makes a guest note useful?

Explore the workflow with your restaurant in mind.