BevSpot Best Practices for New Users

By Reggie Woo


Reggie Woo

February 10, 2017

Posted in Restaurant Management, Industry & Culture

If you’re reading this, you’re already on the right track.

So, you’ve made the commitment to make your bar program more efficient with BevSpot. The next steps might seem scary to you. As many bar owners and managers will attest, the process of adopting new technology (especially within the hospitality industry) can sometimes feel drawn-out, awkward, and flat-out painful at times. We totally understand your experiences with other technology solutions might make you feel apprehensive about adopting a new system to your establishment.

But, if you take a skeptic’s approach towards onboarding and using BevSpot, you could be missing out on the majority of benefits you signed up for in the first place. What we’ve seen from our top users demonstrates that it’s worth it to approach this process with an active mindset. And they’ve also taught us a few tips we’d like to share for getting the most out of BevSpot.

Personalize First, Questions Later

Our customer success team both support and advise plenty of BevSpot users. And what they’ve seen as markers for success are when people take the extra time to really draw everything they can out from the software right from the start.


One essential step that the team have seen users take is utilizing BevSpot’s built-in customization options to tailor the software to match their establishment. Users that take the time at the beginning to personalize their inventory dashboard to fit their bar’s setup and actual inventory process will end up taking more accurate inventories in the future. It’s simply much easier to adopt new habits when you mold your technology to fit your old ones.

Ordering & Invoicing

Other tricks that customer success has noticed the best users pick up are inputting invoice numbers with order histories in order to track them, tracking any activity using the built-in authors and timestamps feature, and successfully exporting order histories to Excel for accountants. Most importantly, a habit that high-performing users have picked up is actively tracking negative usage and quickly going back to address any mistakes in order to make sure sales reports can line up properly with your inventory and ordering data.

Customer Support for Success

The largest takeaway that customer success brought was that the people who get the most from BevSpot are the ones who aren’t afraid to reach out to them with problems as soon as they come up instead of pushing them off or desperately trying to figure them out without any help. What they’ve also seen is that people who are more consistently engaged with the platform and keep up a regular and frequent pace of inventories are the ones who succeed the most with BevSpot.

It’s Alive!

While we’re on the point of communication and engagement, something that often gets lost is that BevSpot is a living and breathing software platform. As it continues to evolve with each iteration, a lot of the direction of growth is actually driven by user feedback. Maggie Crowley, BevSpot’s Product Manager, notes how the best users in her eyes take complete ownership of their BevSpot account. Not only are these people taking full advantage of what BevSpot has to offer, but also constantly looking for and suggesting improvements where they don’t exist yet.

Some of the newest features such as inventory transfer between locations and the improvements we’ve made to the free Drink Price Calculator were directly powered by suggestions made by users. People like Rob Holder of JNK Concepts also value the receptiveness of the team that you won’t often find elsewhere.

“Being able to see my feedback implemented into the system has been awesome. With some of the other systems out there, I never got the impression that my feedback was actually valued or actively investigated.”

Maggie’s dream is to have all of the users give us feedback towards where they want to see changes and additive development, so she can successfully prioritize how the platform grows over time to bring even more value to the users.

Taking The Next Step

If we could leave you with some lasting advice, it would be to approach your next steps within BevSpot with the same energy and curiosity that you had when getting into the industry in the first place. All of our successful users have one thing in common: they understand that they are investing in a system that is totally new to them. Be willing to break habits and approach things differently than you have in the past, but, at the same time, don’t be afraid to ask us questions and figure out how all of us can best move forward.

And, if you need more help, feel free to check out our Help Center to find the answers to all your questions.


Try our FREE drink calculator!

Schedule 15mins to chat with a product specialist

Start a FREE Trial Today! BevSpot offers full product education and account setup for all customers! No card Information needed!

No comments yet... Be the first?

Leave a Reply

Your email address will not be published. Required fields are marked *