Practical services for preparing and rolling out your system
EPOS Setup, Integration and Business Services
A useful EPOS or booking system needs more than a list of features.
It needs products, prices, roles, booking rules and customer journeys prepared around the way your business operates. EPOS Bookings provides setup and related business services covering software configuration, agreed improvements, website and booking connections, data migration review and rollout planning. Each area is considered around the work required, giving your team a clearer route from initial requirements to a system prepared for everyday use.
Find the service you need
Set up the software around real business information
Initial software setup can include the information required for your agreed configuration. For an EPOS business, that may mean products, prices and relevant staff roles. A booking venue may instead need activity times, appointment durations, capacity or other booking rules.
Once configured, practical journeys can be tested. That might include making a sale, amending an order, following the configured refund process, creating a booking and checking how staff deal with the customer's arrival.
Testing complete journeys gives the setup a practical purpose: staff can see how the information entered into the system supports the work they perform.
In everyday use
Discuss suitable software improvements and custom development
Sometimes a business identifies a software improvement that would make an agreed workflow work better. We can discuss the requirement, understand what the change needs to achieve and agree an appropriate scope.
Where a software improvement is agreed and confirmed, it can be provided without a software-development charge. This allows useful changes to be considered on their merits while keeping the expected outcome clear before work is confirmed.
Requirements involving external hardware or third-party services are considered separately because they can introduce their own products, providers and costs.
Connect your website with the booking journey
For businesses taking bookings online, the customer journey often starts on the venue's website. Website design and the connection into the appropriate booking journey can therefore form part of the wider project discussion.
The aim is to give customers a logical path from learning about the activity, appointment or venue to reaching the relevant booking process. The appropriate approach depends on your existing website and what you want customers to do online.
Review existing data before planning migration
Moving from another system can involve products, customer information or other operational data that you want to retain. Before migration is planned, the existing data needs to be reviewed to understand its format, quality and relevance to the new setup.
That review helps establish what can reasonably be moved, what may need preparing and what should instead be created afresh. Migration is therefore considered as its own requirement rather than assuming every historic record transfers automatically.
In everyday use
Plan rollout around people as well as technology
Before rollout, identify the people responsible for maintaining key information and using the main workflows. Named staff can take ownership of areas such as products, prices, booking schedules or venue processes.
The rollout plan can then focus on the tasks those people need to understand, from everyday transactions to booking arrivals and common amendments. Hardware responsibilities, third-party requirements and any site-specific work can also be identified within the agreed project.
This creates a clearer handover: the system has an agreed configuration, key workflows have been tested and the business knows who is responsible for maintaining the information it controls.
- Products, prices and staff roles
- Booking times, capacity and relevant rules
- Real transaction and customer-journey testing
- Agreed software improvements and custom development
- Website and booking journey requirements
- Existing data and migration review
- Rollout and named staff responsibilities
Your questions answered
Frequently asked questions
What can EPOS software setup include?
The agreed setup can include relevant products, prices, staff roles, booking times, capacity and other information required for your configured EPOS or booking workflows.
Can EPOS Bookings make software changes for our business?
Suitable software improvements can be discussed and scoped. Where an improvement is agreed and confirmed, it can be provided without a software-development charge.
Can you help connect our website and booking journey?
Website design and booking journey requirements can form part of the wider project discussion, with the approach considered around your existing website and customer journey.
Can our existing data be migrated?
Existing data can be reviewed to determine what can reasonably be migrated, what preparation may be required and whether some information is better created within the new setup.
EPOS Bookings · UK-wide
Plan your setup from configuration to rollout
Tell us about your current system, customer journeys, website, data and staff responsibilities. We can work through the software setup and identify any migration, development, third-party or rollout requirements that need to form part of your project.