FINDSY | MAKING HOSPITALITY MEMORABLE Your restaurant booking-system switching checklist Restaurant: ____________________ Service / date: ____________________ Action owner: __________________ Next review: ______________________ A system change needs a working plan for data, people and the first live service. Use this checklist to prepare the conversation with your team and the provider helping you move. 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. Notes / next action: _______________________________________________ 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. Notes / next action: _______________________________________________ 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. Notes / next action: _______________________________________________ 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. Notes / next action: _______________________________________________ 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. Notes / next action: _______________________________________________ Source: https://www.findsy.ai/resources/blogs/restaurant-booking-switching-checklist Reviewed: 8 November 2026 Adapt to your restaurant and current procedures.