Restaurant Setup Checklist: Everything You Need Before Going Live With CallJolt

Setting up CallJolt for your restaurant is straightforward, but having the right information ready before you start makes the process even smoother. This checklist covers everything you should prepare before going live. Most restaurant owners already have this information at their fingertips — it just needs to be organized and provided to the CallJolt team. Gather these items and your setup will be completed in days with minimal back-and-forth.

The Complete Setup Checklist

• 1. Current menu with all dishes, descriptions, and prices
• 2. Allergen and ingredient information for each menu item
• 3. Operating hours for each day of the week
• 4. Known holiday hour changes for the coming months
• 5. Reservation policies — max party size, cancellation policy, dress code
• 6. Private dining room details — capacity, minimum spend, availability
• 7. Catering services overview — if applicable
• 8. Parking, directions, and accessibility information
• 9. Your restaurant phone number to connect
• 10. Notification recipients — who gets reservations, events, complaints
• 11. Preferred AI greeting style and personality description
• 12. Any special information callers frequently ask about

What Happens After You Submit

Once you provide the checklist items, the CallJolt team configures your AI within one to two business days. You review a test call recording to approve the greeting and conversation style. Any adjustments are made immediately. Phone line connection is tested. Then you go live with monitoring support during your first week. The entire process is designed for busy restaurant owners who cannot afford lengthy technology implementations.

Tips for the Best Setup

Include your most frequently asked questions — the ones your staff answers twenty times per day. Note any seasonal patterns — busy seasons, slow periods, event-heavy months. Mention any competitor restaurants callers might confuse yours with. The more context you provide, the smarter your AI becomes from day one.