Yelp for Restaurants Local Onboarding

GM Account Creation Form

This form should be used internally for all Local acquisitions.
AE Name*
AE Email*
If we have questions - we will contact you directly
Manager Name*
Manager Email*
If we have questions - we will contact you directly
Time Zone?*
Opening Date or Launch Date:

MonthDayYear
Store/Restaurant Name*
DM Phone Number*
DM Name*
DM Email*
Yelp Business ID (Not the NW ID)*
Products Sold (Select all that apply)*

YGM PlusYGM BasicKiosk🟡 GES🟠 YHostUpgrade Package
Upgrade/DG Current Customer?*

UpgradeDowngardeNew Business
SaaS Product?
Client using supplied Hardware*

YesNo
Kiosk?

YesNo
Guest Experience Survey Customer

YesNo❤️ Add on to established GM Customer (Upsell)
Language Requirement?*
If "other" is chosen, you must share the onboarding plan in the handoff notes for the account as RS does not have an RSM that can accommodate other language requirements.
Multiple Locations?*

💕 Multiple Locations signing up todaySingle Location
Contract Type
1st Bill Date*

MonthDayYear
Date
Yelp Listing Hours of Operation

This section should be used for new listings or if we expect business hour changes during onboarding.
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Any other notes on your hours? Please note below if there are any holidays you'll be closed, or other special considerations.
Hour Notes
Training

Note: A minimum of 24 business hours is required to set up a GM Basic account. GM+ requires 2 business days minimum so long as the floor plan has already been obtained. Ipads typically take 3-5 business days to arrive.
Best Day of the week for Training

MondayTuesdayWednesdayThursdayFriday
Best Times For training?
Training Contact Info if different than DM:
Popular (6S, Platinum, VIP)?

PopularLess Popular/New
Pilot Sale?
Party Sizes
Max Online Waitlist Party Size*
Min Rez Party Size*
Min party size for online reservations
Max Rez Party Size*
Max party size for online reservations
Floor Plan

If no floor plan is to be used, please let us know in the notes section.
Floor Plan

We’re pleased to offer complimentary floormap customization. You can upload a photograph of your current layout, or any other file representing your floor plan. If you have multiple rooms, feel free to upload multiple files. In the notes section below, please be sure to indicate the correct orientation (i.e. "tables 54-51 should be on the bottom"/"the bar should be in the top left corner") as well as all table capacities (this can be a separate document if necessary).

Ex:
Number Range of total Tables
Did you ask for the Floor Plan?

YesNo
Upload Floor Map

Upload a File

Cancelof
Floor Map Notes (table capacity, orientation)
Reservation Configurations
Reservations Settings: What are cutoff times (I.E. Start of service, X hours before service, X hours before reservations)? What are the first and last seating times? Do they plan to use CC holds?
We default to up to 15 covers per 15 min.
Pre-Booking Notes
For Example: "We offer limited reservations. If you cannot find your preferred time, please join our online waitlist via Yelp or our website on the day of your visit. We recommend checking wait times about 30 minutes prior to your desired arrival time."
Table Combinations
Please detail which tables can be combined to accomodate a larger party size. Ex Table 20, 21 to seat 8
Common Seating Requests (Ex: Booth, Hightop, Bar)

These can identify a party's preferences, or act as a custom identifier (VIP, Birthday, etc). We've included some suggestions, but feel free to customize! REMINDER: These are not guaranteed seating preferences.
Pick relevant seating requests:

BoothHightopBarOutdoorFirst AvailableOther
POS Integration

Please fill in the below if you are looking to complete a POS integration
POS Vendor
If other please specify below
YHost

Information required for YHost set up
Bundle, Upgrade, or Standalone?

⬆️ YHost stand aloneYHost/YGM Bundle (New YGM)⬆️ Upgrade Existing YGM Customer
Preferred set up method

Call forwarding to a 2nd phone numberYHost phone number to be put on other platformsDid not discuss with client
Was the customer onboarded to Host during the sales call? Yes: Walkthrough done, Yelp enabled, and handoff complete, Partial: only some of a complete onboard was completed, No: Walkthrough not done, not live on yelp, handoff not set up.

YesNoPartial (leave comments)
Comments/Feedback on YHost Onboard
If the restaurant was using a different voice AI prior to purchasing Host, please share the competitor name here:*
If using with competitor instead of GM, which one? (I.e. OT, Toast, Etc..)
Restaurant Goals/Handoff
Client Use Case?
Goal of YGM
Goal of YHost
Is this a qualified SaaS Location? I.e. Not counter service

YesI need to double check
Any other handoff notes?
Should be Empty:

GM Account Creation Form

Yelp Listing Hours of Operation

Training

Party Sizes

Floor Plan

Reservation Configurations

Common Seating Requests (Ex: Booth, Hightop, Bar)

POS Integration

YHost

Restaurant Goals/Handoff