GoTab

GoTab’s implementation is streamlined to help hospitality operators get up and running quickly and efficiently. The process is managed by GoTab’s Customer Success team, who provide hands-on onboarding, hardware setup, and ongoing support.

Typical Steps

1. Initial Consultation & Demo

   • A GoTab expert conducts a live demonstration to understand your venue’s needs and showcase relevant features, hardware, and integrations.

2. Onboarding Call
   • After you sign up, you’re assigned a dedicated onboarding manager.

   • The onboarding manager schedules a call to introduce themselves and walk you through the next steps.

3. System Configuration
   • Setup of your menu and product catalog.
   • Customization of the POS, kitchen display system, and self-service kiosks as needed.

   • Integration with your existing hardware or selection of new devices.

4. Training
   • Comprehensive training for your staff on using the POS, mobile ordering, and kitchen display systems.

   • Access to training resources and support channels.

5. Hardware Deployment
   • Remote or on-site support for installing hardware.

   • Testing of all devices and ensuring network connectivity.

6. Go-Live & Support
   • Your system goes live with GoTab’s team available for real-time support.

   • Ongoing account management and 24/7 support via phone, email, and live chat.

Timeline

• Typical Duration: The entire implementation process usually takes 2 to 4 weeks from onboarding to going live, depending on the size and complexity of your venue, menu, and hardware needs.

• Fast-Track Option: Some operators can be fully operational in as little as 2 weeks.

• Zones & Service Areas:
  You can create unlimited service zones (such as patio, bar, event space), each with its own settings for service charges, order prompts, menu schedules, and more. This allows you to tailor operations for different parts of your venue.

• Menu & Pricing Customization:
  Menus can be fully customized with unique layouts, item modifiers, and option groups. The Pricing Rules Engine enables dynamic pricing by product, category, menu, or time of day (for example, happy hour, peak pricing, or seasonal menus). Service charges can be automated and included in menu prices for greater transparency.

• Loyalty & Membership Programs:
  GoTab allows you to design custom loyalty and membership programs, including VIP tiers, special groups, and recurring subscriptions, all managed within the POS.

• Order & Payment Flexibility:
  The platform supports shared tabs, split payments, and QR code ordering. Payment rules and guest prompts can be customized to fit your service model.

• Integration & API:
  GoTab integrates with a wide range of third-party platforms (such as accounting, kitchen display, and loyalty systems) and offers API access for deeper, business-specific customization.

• Reporting & Management:
  The GoTab Manager App provides real-time access to sales, inventory, and employee performance, with customizable reports and dashboards. Operators can update menus, products, and schedules instantly, making it easy to adapt to events or changes in demand.

• Service Charges & Fees:
  Service charges (such as automatic gratuity or delivery fees) can be set at the zone or tab level and displayed transparently to guests.

• Setup Fee:
  There is typically a one-time setup and onboarding fee of about $1,000. Sometimes, this fee is waived during special promotions or demos.

• Monthly Software Fee:
  The software usage fee is usually around $99 per month.

• Payment Processing Fees:
  For card-present transactions, the fee is 2.0% plus $0.15 per transaction. For card-not-present transactions, it’s 2.5% plus $0.25 per transaction. GoTab will match lower rates if you find them elsewhere.

• Hardware Costs:
  You are not required to purchase proprietary hardware. You can use your existing devices or buy new ones at near cost if needed.

• Support Charges:
  24/7 support is included in your monthly fee at no extra cost.

• Maintenance Fees:
  There are no separate maintenance fees. Software updates and ongoing support are included in your monthly subscription.

• Contract Terms:
  GoTab does not require long-term contracts, so you can cancel at any time without penalty.

• Other Fees:
  For QR code transactions, there is generally a 1% plus $0.25 convenience fee, which is typically paid by the guest.

GoTab ensures new users receive thorough training and support to confidently operate the system:

• Onboarding Assistance:
  A dedicated Customer Success team guides new users through the entire onboarding process, including setup, hardware installation, and initial configuration.

• Training Options:
  GoTab provides a variety of training resources, such as live training sessions, step-by-step guides, and instructional videos. These materials cover essential functions like menu management, point-of-sale operations, kitchen display usage, and system integrations.

• Role-Based Access:
  Managers can assign specific roles and permissions to each staff member, ensuring secure and relevant access. PIN numbers for staff are encrypted for added security, and permissions can be updated as needed.

• Ongoing Support:
  Users have access to 24/7 support through phone, email, and live chat. The support team is ready to help with troubleshooting, system questions, and ongoing account management.

• Self-Service Resources:
  A comprehensive knowledge base and online learning platform are available, offering courses and answers to frequently asked questions about every aspect of GoTab’s platform.

• Data Encryption:
  All data is encrypted both in transit and at rest, using industry-standard security protocols to prevent unauthorized access.

• Access Controls:
  Strict user permissions and role-based access ensure only authorized individuals can view or modify sensitive data. Staff PINs are encrypted and cannot be accessed by GoTab personnel.

• Physical and Electronic Safeguards:
  The company maintains secure data centers and uses electronic and procedural safeguards to monitor and protect against unauthorized activity.

• Data Privacy:
  GoTab allows users to request the deletion of their data and is committed to following data protection regulations. The company outlines its data collection and protection practices in its privacy policies.

• Regular Updates:
  GoTab frequently releases software updates to enhance performance, stability, and introduce new features. These updates are managed centrally and automatically pushed to users, ensuring minimal disruption.

• Change Management:
  When updates are released, users are notified through the GoTab Manager app and dashboard, keeping everyone informed about enhancements and changes.

• Update Support:
  The support team is available to help with any issues related to updates, and detailed release notes are provided so users can understand what’s new or improved.

Data Ownership

• Users do not acquire ownership of the GoTab software or platform itself; GoTab and its licensors retain all rights, titles, and interests in the software, including intellectual property rights.

• Regarding data generated through the use of GoTab, the company processes personal and transaction data submitted by users for the purposes of providing services, improving the platform, and internal business operations.

• GoTab may generate anonymized and aggregated data ("Blind Data") from user information, which it owns and can use for lawful business purposes without owing fees to users.

• Personal data collected through the platform is subject to GoTab’s privacy policies, which include provisions for data protection, user consent, and compliance with applicable laws.

• Users retain control over their personal information and can request data deletion in accordance with GoTab’s privacy practices.

Data Portability

• While specific details on data portability are not explicitly outlined in GoTab’s public terms, general data protection principles suggest that users have rights to access and transfer their personal data.

• Data portability typically involves the ability to receive personal data in a structured, commonly used, and machine-readable format and to transfer it to another service provider.

• GoTab’s privacy framework aligns with standard practices of data protection and user rights, implying that users can request their data for portability purposes, subject to legal and technical feasibility.

• GoTab offers flexible subscription and service terms designed to accommodate changes in business size and needs.

• There are no long-term contracts required, allowing businesses to cancel or adjust their subscription at any time without penalty.

• The platform supports scaling by enabling businesses to add or reduce users, devices, or service zones as needed.

• Pricing and setup fees may vary depending on the complexity and scale of the operation, with custom packages available for larger or unique venues.

• GoTab’s cloud-based and modular architecture facilitates easy adaptation to changing operational demands, including menu updates, hardware integration, and service area adjustments.

• Ongoing support and account management help businesses smoothly transition through scaling phases, ensuring minimal disruption.

Contract Renewal:

• When you sign up with GoTab, your agreement starts on the date your completed Merchant Application is submitted. The contract continues for the initial period specified in your Order Form.

• After this initial period, the contract automatically renews on a month-to-month basis at GoTab’s current rates, unless you or GoTab provide written notice of non-renewal at least 14 days before the end of the current term.

• GoTab can adjust its fees, but must give at least 90 days’ written notice before the end of your current term. Any new rates apply when your contract renews.

• You will be notified in advance before the initial contract period ends and the month-to-month subscription begins, including any changes to fees.

• The specific length of your initial term and any custom renewal terms are detailed in your signed Order Form.

Cancellation and Termination:

• After the initial contract period, you are not locked into a long-term commitment. You can cancel your subscription at any time by providing at least 14 days’ written notice before your next renewal date.

• Either you or GoTab can terminate the agreement immediately if the other party materially breaches the contract and does not resolve the issue within 30 days of written notice.

• When the contract ends or is terminated, all rights to use GoTab’s services end immediately. Any outstanding payments become due, and both parties must return or destroy confidential information as required.

• If GoTab is unable to provide the contracted services due to its own fault, you may be eligible for a pro-rata refund of prepaid fees for the unused portion of your contract.

• If GoTab changes its payment processor and you have a reasonable objection, you may terminate the agreement for all or affected locations.

• Payment Security: GoTab is certified as a Level One PCI DSS compliant provider, which is the highest standard for payment card data security. This involves regular audits, network scans, and strict data handling procedures.

• Data Privacy: GoTab complies with major data privacy regulations, including the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA). This ensures strong privacy protections for personal and customer data, as well as transparent data handling practices.

• Encryption: All sensitive data is encrypted both in transit and at rest, using industry-standard security protocols to prevent unauthorized access.

• Data Deletion: GoTab’s privacy policies allow users to request deletion of their data. The company outlines how personal information is collected, used, and protected.

• Communications Compliance: GoTab follows telecommunications industry standards for SMS messaging, requiring opt-in consent and honoring opt-out requests in compliance with relevant regulations.

• Legal and Regulatory Adherence: Both GoTab and its clients are required to comply with all applicable international and domestic laws, including those related to privacy and data protection.

• Additional Security Measures: GoTab implements physical, electronic, and procedural safeguards, and regularly updates its systems to address new security threats.