Venue Sumo Go-Live Checklist

Before you go-live with Venue Sumo it is important that you follow these steps to ensure a smooth transition. Please allow 6 weeks before going live.

Sign Your Proposal Contact

Venue Sumo's sales team will send you a proposal contract for review and signature.
Review and sign the proposal to proceed.
Once signed, you’ll receive a request for your credit card payment details through our billing system.

Take some time to consider how you'd like your venue to operate including operating hours, product offerings, POS products and the number of POS systems required.
Fill out the onboarding information sheets provided by Venue Sumo support to outline your venue's operational needs
Schedule a meeting with the Venue Sumo support team to review your submitted information and address any questions or details you couldn't complete.

Verify with Venue Sumo support which payment merchant you’ll be using for both online and in-store transactions.
Provide your account credentials to ensure seamless integration.

Complete test bookings of ALL products in your Venue Sumo draft build provided by support.
Confirm you are happy with all product, email confirmation templates
Confirm all POS products are displaying correctly
Confirm taxes are applying correctly for ALL products
Provide acceptance on draft build or send any alteration requests to Venue Sumo support.
Approve Venue Sumo support to delete all test customers and booking data to start fresh. Note: Any test data added after this will need to be manually canceled.

Test POS terminal is printing correctly
Test the cash draw opens from the POS
Test POS terminal payment and refund (Step 9-12 here)
Test POS terminal is connected to the correct payment terminal
Test online payment gateway transcation (Venue Sumo support) from Backoffice and Online Booking website.
[NEWBOOK Customers Only] - Test charge to room is displaying all your current room data and all payment methods are working.

Confirm with Venue Sumo you're ready to Go-Live
Agree Go-Live date with Venue Sumo support
Update your marketing website with your new Venue Sumo booking website links (e.g. .......book.venuesumo.app)
Scan your existing website (Screaming Frog) to ensure no links to your old booking website

Run Daily Banking Reports in Venue Sumo and verify payments are reaching your merchant accounts
If you find any discrepancies due to processing errors, highlight to staff the correct way to process payments.

To ensure you get a timely support response from our team, please go to https://help.venuesumo.com/.
Click "Contact" and submit your support query with your "Name", "Email", "Subject" and "How can we help?" content.