A Table Needs customer success team member shows a partner how to use their point of sale during the onboarding process.

Table Needs provides comprehensive onboarding training for you and your staff so that you’re ready to reap all the benefits of our POS from Day One. Our onboarding process is designed to be easy, efficient and pain-free – so you and your staff can keep serving your guests and racking up tips and transactions. 

“Our goal is to make sure that everyone working in the restaurant is accounted for. We’re not just thinking about the owners and how to make money, which is obviously very key, but also making sure that restaurant staff is very happy, which means their guests are very happy. This has been the theme with our entire customer success department,” says Leanna Olbinsky, Restaurant Success Director at Table Needs. 

The Table Needs customer success team will walk you through every step of the process so there’s no guesswork on your end. With our guidance, you’ll be up and running with confidence in just a few weeks! 

Onboarding at a glance: Set up your accountKick-off meeting of our partnership with your onboarding teamAttend trainings for you and your staffHands on installationLaunch and celebration!!!

Establishing onboarding goals

At the very start of the onboarding process, we set clear goals to ensure that you have everything you need to be successful running your restaurant with our technology. From nuts-and-bolts on how to use the system to making updates to calling us with questions, we want you to feel supported every step of the way.

As a new restaurant partner, we want to make sure you:

  • Understand your new POS system and its functionality
  • Feel confident leaving your new POS in your staff’s hands
  • Trust our Support team walks the walk. We will give you a number to call or text us any time
  • Feel supported and like you’re part of the Table Needs team (because you are!)

What’s the Table Needs onboarding process like?

In a nutshell? Efficiently thorough. Sounds like an oxymoron but let us explain… Your time is precious, so we designed every onboarding meeting and training to be as efficient and impactful as possible. 

“The team and everyone are super friendly and accommodating. The communication with everyone is awesome. All around I’m super happy! Nicholas did an amazing job on the set up and training! … This is awesome you guys are amazing.”

Junior, Las Ellies Food Truck

The Table Needs Customer Success team creates a customized onboarding process to set you up for success from Day 1. This process typically includes the following key steps starting with laying the foundation to nuts-and-bolts training sessions to hardware installation and launch support. 

Kick-off Meeting 

During our first meeting, we’ll lay the groundwork for what’s to come, introduce you to the onboarding team and generally make sure we’re all on the same page. 

[quote] “Bethany being so helpful, willing to go the extra mile. Felt like we have been working together for many years instead of a few mins! She is truly amazing.” – Tara, Wing Nutz Draper

Menu Management Training

Your menu is the heart and soul of your business so we’ll dive in to explore all aspects of your menu and develop your complimentary digital menu. Then we’ll teach you how to manage your menu with our POS and use the menu reporting features.

POS Training

Even though the Table Needs POS is easy to use and very intuitive, we want you to feel super confident using every feature, bell and whistle included in your Point of Sale bundle. (Hint: This is a great meeting to invite your GM, staff, and anyone else who will be using your POS system.) 

“My biggest piece of advice for partners during the onboarding process is to ask lots of questions. Any question that comes up, we want to hear it. Our team loves feedback and questions so we can tailor the experience for you. We nerd out learning about you and your business so diving in with us is exciting for us.”

Leanna Olbinsky, Restaurant Success Director at Table Needs

Install and Launch Support

This is an image from an Instagram carousel that we used to celebrate the launch of Agape Juices. This shows off the last phase of our onboarding process. We highlighted their cold press clean juices.

We will schedule a day to get your POS set-up, run tests, and provide you with a pre-launch checklist to ensure a super smooth transition. This is typically a virtual set-up but we’re no stranger to onsite installs when needed. 

Then… get ready to launch and celebrate! On your end, you’ll be ready to confidently use your new POS for everything you need to run your restaurant. On our end, we’ll be monitoring your system and cheering you on!

Continued success with Table Needs

Our commitment to your success extends beyond just onboarding training. Your Partner Success team will continue to be available to answer questions, update your systems, check in on progress, and celebrate your restaurant. 

Table Needs customer service is truly a 5-star experience. We’re happy to answer questions, provide best-practices checklists and tips, help train your staff, and are available 24/7 to address any system hiccups that might occur. 

Ready to see the future with Table Needs? Start the conversation today with one of our excellent Customer Success team members! Get in Touch

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