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.

Complete Your Onboarding information

• 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.

Confirm Payment Merchant

• 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.

Watch Training Videos

• Watch Backoffice training video sent by Venue Sumo support

• Watch POS training video sent by Venue Sumo support

Test Draft Build

• 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.

Migrate Data

• Supply data for migrating to Venue Sumo support

  • Customers

  • Gift Card Balances

  • Forward Bookings

  • Waiver holders

  • Memberships

Integrations Setup

• Supply details of APIs for integration configuration

• [Newbook customers only] - supply Newbook settings for POS integration.

Staff Training

• Book and attend 1:1 training with Venue Sumo support

• Create staff logins with passwords and/or PIN codes

  
  

Test Hardware

• 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 Go-Live Ready

• 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

Day 2 (after Go-Live) checks

• 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.

Contacting Support After Go-Live

• 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.