DASHI RESTAURANT SOFTWARE CHANGEOVER CHECKLIST https://dashipos.com/switch-to-dashi/ A discussion guide. Confirm scope, compatibility, imports, timing and support in a written plan. Do not include passwords, full account numbers, card details or guest exports in an enquiry. 1. KNOW WHAT YOU ARE LEAVING [ ] Check contracts and notice dates Find the renewal date, cancellation notice, final charges and data-export terms for each current provider. [ ] List the tools your team uses Include POS, payments, reservations, delivery, kitchen screens, printers, accounting and any essential integrations. [ ] Confirm what can be exported and imported Ask about menus, modifiers, guest fields and future reservations. Record any fields that cannot move. 2. MAP A REAL SERVICE [ ] Bring a current menu and modifiers Include dayparts, tax configuration, sold-out items, prep stations and a few complicated orders. [ ] Record your terminal models and connection Bring model numbers and your processing arrangement. Do not send passwords, full account numbers or card details. [ ] Prepare the floor and booking rules Bring the floor plan, party sizes, seating times, waitlist process, booking links and future reservations. 3. TEST BEFORE CHOOSING THE DATE [ ] Run the workflows staff actually use Test orders, changes, routing, tips, split bills, refunds, deposits and declines where those workflows are required. [ ] Agree on a connection-loss procedure Confirm what works and what does not if internet, a terminal or an integration stops responding. [ ] Name the people responsible Identify your restaurant lead, staff training needs, the Dashi setup contact and responsibility for other providers. 4. AGREE ON THE FIRST LIVE SERVICE [ ] Confirm the scope and quote in writing Include software, hardware, processing, required integrations, setup work, support and any import limitations. [ ] Set the cutover and fallback plan Agree when menus, ordering and booking links change, who checks them, and what happens if a test fails. [ ] Review the first closeout together Check order totals, payments, refunds and future bookings. Resolve gaps before retiring the previous setup. Ready to review your current setup? https://dashipos.com/demo/?interest=migration