Onboard a new Yoco terminal step by step
The moment a new Yoco terminal is registered, WebRun checks it against your standard onboarding checklist, confirming the terminal is linked to the right branch, the payout account is set, and staff logins are ready, posts the checklist status to your ops Slack channel, and emails the new branch manager their login details and a quick start guide.
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How do I make sure a new Yoco terminal is fully set up before it goes live?
WebRun checks every newly added Yoco terminal against your standard onboarding checklist, confirming the branch link, payout account, and staff logins are all set. It posts the checklist status to your ops Slack channel, flags anything still outstanding, and emails the new branch manager their login details and a quick start guide, so a new terminal is ready to trade from day one.
- A new terminal is checked against every setup item before it goes live
- Ops sees exactly what is still outstanding, not just that setup happened
- A new branch manager has their login and guide before their first day
Built for multi branch retailers · franchise operators · restaurant groups · ops and IT teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.yoco.comin a real browser with your saved login - no setup, no API keys. -
1
Yoco - check the new terminal against the setup checklist
yoco.com How to Automate Yoco
WebRun opens Yoco to check the new terminal against the setup checklist. - Open Yoco and find the newly registered terminal
- Check it is linked to the correct branch and payout bank account
- Confirm staff logins and till permissions are set up for that terminal
Done when The new terminal is checked against every item on the standard setup checklist.
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2
Slack - post the checklist status to ops
slack.com How to Automate Slack
WebRun opens Slack to post the checklist status to ops. - Post the new terminal's checklist status to your ops channel
- Flag any item that is not yet complete, like a missing payout account
- Mark the terminal ready to trade once every item is checked
Done when Ops has the new terminal's full checklist status, with any gap flagged.
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3
Gmail - email the branch manager their login and guide
gmail.com How to Automate Gmail
WebRun opens Gmail to email the branch manager their login and guide. - Email the new branch manager their Yoco login details
- Attach or link a quick start guide for running their first day of sales
- Note who to contact if anything on the checklist is still outstanding
Done when The branch manager has their login details and quick start guide by email.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it set up the terminal itself?
No. WebRun checks a newly added terminal against your setup checklist and flags anything missing. Actually configuring the terminal in Yoco is still done by your team.
What happens if the payout account is not linked yet?
It flags that item as outstanding in the Slack post instead of marking the terminal ready. Nothing gets marked complete until every checklist item actually checks out.
Does the new manager get anything before their first day?
Yes. They get an email with their Yoco login details and a quick start guide as soon as the terminal is set up, so they are not figuring it out on day one.
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