Review and Approve Onboarding Drafts
Review proposed onboarding changes, approve and apply drafts, and check partial or failed results.
Who is this article for?
Review onboarding drafts before applying proposed locations, catalog items, menus, recipes, or modifiers. Alex can prepare drafts, but you decide whether to approve them.
When Drafts Appear
Drafts can come from spreadsheet imports, manual step forms, or work you ask Alex to prepare. They appear on the onboarding canvas beneath the relevant setup steps.
Info
Draft approval does not cover every onboarding action. Tax creation and team invitations have their own actions. The Square seed imports existing records when you start it; review its summary and unmatched links separately.
Turn a Spreadsheet into a Draft
Validation checks required fields, values, and references. A successful validation does not replace your review of names, prices, quantities, and relationships.
Approve or Cancel a Draft
If you do not want to apply a draft, click Cancel draft and confirm Confirm cancel?. Cancelling a pending draft does not apply it. An applied draft is live workspace data; make later changes through the relevant dashboard pages.
Understand the Result
Draft statuses include:
- Creating… while the draft is prepared
- Ready to Review before approval
- Approved and Applying… as it is applied
- Applied when it finishes
- Partially Applied, Needs Input, or Failed when attention is required
- Cancelled when the draft is cancelled
Warning
Partially Applied means some changes may already be live. Review the result and existing records before creating another draft, so you do not duplicate successful changes.
Continue Later
You can return to the dashboard and resume through Continue Setup or View Progress. Check outstanding drafts and readiness when you return; an approved draft may still be applying.
Import your catalog during onboarding Check go-live readiness before publishing Resume incomplete onboarding