First impressions are important. Whether it’s your handshake or your entryway, what guests see first frames their opinion of you and your business. Creating and implementing a solid opening and closing procedure will ensure that your location always looks its best when your customers come in the door. Using bar management software to streamline these procedures can significantly reduce errors and improve consistency across shifts. We’ve compiled a few helpful resources for busy owners, managers and bartenders to ensure these key duties are not missed. Watch the webinar, download the checklist and get ready to implement these key processes in your bar or restaurant. Your staff and customers will thank you! With the right restaurant operations software, these tasks become routine, trackable, and easy to delegate.
Table of Contents
ToggleConsistent opening and closing procedures are also the key to accurate menus. With a digital menu system, your team can tie side work and 86’d items directly to what guests see on TV screens, web, and print menus, so there are no surprises when they order.
Why Procedures Matter
The Hidden Costs of Skipping Procedures:
- Food safety violations leading to fines or shutdowns
- Inventory shrinkage from theft and waste
- Equipment damage from improper shutdown/startup
- Staff turnover from inconsistent expectations
- Lost revenue from delayed service starts and poor first impressions
Benefits of Systematic Procedures:
- Consistency across shifts regardless of who’s working
- Faster task completion with established workflows
- Food safety and health department compliance
- Cost control through reduced waste
- Faster new hire training
Opening & Closing Procedures Webinar
Watch the webinar to learn the most important opening and closing procedures every bar needs to maintain a sparkling clean, professional atmosphere. We also cover the best methods to keep your staff organized and tasks completed. Automated task tracking tools can ensure no duty is ever overlooked during opening or closing hours.
Bar Opening & Closing Checklist (Including optional Digital Menu Tasks)Â
We’re big believers in the power of checklists. Here’s a handy bar opening and closing checklist to make things easy. Customize the list of duties to suit your bar, print 50 copies and get that process pumping!
[FREE TEMPLATE] OPENING A BAR CHECKLIST
Top 25 Opening & Closing Duties
Whether you’re a one-man show or managing a bar staff of 50, these are the top 25 opening and closing procedures you need to know. Our software platform helps new bar owners create consistent processes from day one, reducing training time and increasing accountability.
Top 15 Bar Opening Procedures
Opening your bar at the beginning of the day can be a drag. Even if it was closed properly the night before, there are likely many tedious, little items that need to be taken care of. And with the anticipation of a busy day in front of you, it’s important to crank through your checklist as quickly and efficiently as possible. Here are the top 15 activities to take care of before you open your bar:
![25 Bar Opening and Closing Procedures [WEBINAR & CHECKLIST]](https://www.evergreenhq.com/wp-content/uploads/2025/12/Bar-Opening.webp)
- When you arrive, take a quick walk around the outside of your building and clear any debris or unpleasantries from your entryways and windows. Check for security issues, broken glass, signage visibility.
- Open the door and note anything that immediately jumps out at you as needing attention (odors, misplaced items, spills or things that need to be cleaned). Verify emergency equipment (fire extinguishers, exits accessible).
- Clean floors (you can never vacuum too much).
- Wipe down countertops and tables.
- Replace and refill any condiments and tabletop items.
- Clear the beer lines by pouring out a few ounces of beer from the taps. Check CO2 levels, verify proper temperature (38°F), test flow.
- Inspect all the taps for buildup and bugs (we suggest using a squirt bottle with warm water in it).
- Rinse all the drains.
- Taste the beers to check for infections or line defects. Check for ioff-flavors indicating line contamination.
- Check for lipstick on the clean glasses.
- Log into your digital menu software, confirm today’s prices, specials, and 86’d items, and push updates to your TV, web, and print menus so everything matches when doors open. Verify POS systems boot up, test payment processing.
- Wash down your work space & empty the trash.
- Check dates on open wine bottles (don’t date your wine? you should!).
- Set up clean towels so they’re easily accessible during your shift.
- Get the till ready to go. Count starting cash, document amounts, review previous day’s sales report, check for discrepancies
Bonus:
- Check refrigeration temperatures (walk-ins, reach-ins, beer coolers)
- Verify ice machine production and quality (no off-tastes/contamination)
- Test audio/visual equipment (sound system, TVs, lighting)
- Confirm staff schedule and address last-minute changes
- Verify permits/licenses are current and displayed
[RELATED] HOW TO OPEN AND CLOSE YOUR BAR LIKE A PRO
Top 10 Bar Closing Procedures
![25 Bar Opening and Closing Procedures [WEBINAR & CHECKLIST]](https://www.evergreenhq.com/wp-content/uploads/2025/12/bar-closing.webp)
- Date any newly-opened wine bottles
- Set all glasses up to air dry
- Rinse inside all the taps
- Wipe down taps and spouts
- Cover spouts with rubber protectors to keep flies out. Optional: Install protective covers on ALL taps to prevent flies/debris.
- Rinse all the drains thoroughly
- Wash drain covers
- Mop down behind the bar. Sweep and mop ALL floor areas including hard-to-reach spaces.
- Use your digital menu board software to schedule tomorrow’s menu, remove out-of-stock items, and archive any time-limited specials so your staff is not relying on outdated printed menus.”
- Take out the trash and recycling and rinse containers if needed. Empty ALL bins, replace liners, rinse containers.
Bonus:
- Verify refrigeration temperatures and doors secured
- Secure high-value spirits and verify bottle counts
- Count registers, prepare deposits, secure remaining cash
- Check expiration dates and rotate stock (FIFO)
- Document any waste/spoilage for inventory accuracy
- Note any equipment/facility maintenance issues
- Set alarms and verify all entry points locked
- Generate daily sales report and review for accuracy
- Note staff performance issues for follow-up
Modern bar management software can automatically generate these closing task lists, track completion, and log performance data for managers to review.
[CASE STUDY] OUR DRINK SALES WENT THROUGH THE ROOF
Make menus part of your checklist
Opening and closing isn’t just about cleaning; it is about what guests see on your menu. With Evergreen’s digital menu software, bars can connect daily procedures to real-time menu updates, ensuring every TV and online menu reflects current inventory, pricing, and specials. This reduces comped drinks, eliminates menu confusion, and keeps staff from rewriting chalkboards every shift.
Contact Us
Ready to modernize your bar’s operations and boost efficiency? Learn more about our tools and get a demo here!
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Technology Integration
Automated Task Management:
- Smart scheduling that assigns tasks based on staffing levels and projected volume
- Real-time communication of changes or urgent issues to all team members
- Performance tracking to monitor task completion times and identify improvement opportunities
- Mobile accessibility so staff can access checklists and update status from their phones
Inventory Management Integration:
- Automated counts using scanning technology to speed verification
- Real-time inventory updates as products are used or received
- Predictive ordering based on consumption data
- Digital waste tracking to analyze patterns and reduce losses
Environmental Controls:
- Automated lighting adjustments by time of day and occupancy
- Climate management for energy efficiency and comfort
- Security integration with task completion verification
- Energy usage monitoring to identify optimization opportunities
Customizing Procedures for Your Venue
Craft Breweries & Taprooms:
- Specialized draft system maintenance and quality control procedures
- Staff product knowledge prep with current info on featured/rotating beers
- Sampling program equipment setup and cleaning
- Retail integration for growler fills and merchandise
Full-Service Bar & Restaurant:
- Coordinate opening procedures between bar, kitchen, and dining room
- Wine service preparation (proper storage temps, decanting equipment)
- Dining room setup tasks (table settings, ambient controls)
- Staff department communication protocols
High-Volume Nightclub/Sports Bar:
- Speed-focused task prioritization for fast turnaround
- Security walkthrough and equipment checks
- Entertainment system testing (multiple TVs, sound zones)
- Crowd flow preparation and barrier setup
Training Your Team on Procedures
Initial Staff Training:
- Hands-on demonstration while new hires observe and practice
- Written checklist materials provided for reference during shifts
- Competency testing through practical demonstrations before solo shifts
- Ongoing coaching and feedback during the first 30 days
Creating a Culture of Excellence:
- Management modeling — managers must consistently follow and enforce procedures
- Recognition programs for staff who consistently complete checklists correctly
- Continuous improvement — encourage staff input on procedure improvements
- Peer accountability systems where team members support each other
Measuring Success:
- Task completion rate tracking
- Time efficiency monitoring (how long do procedures take?)
- Error/accident/compliance issue reduction
- Connect procedure compliance to customer satisfaction scores
Common Mistakes to Avoid
| Mistake | Why It Happens | Solution |
|---|---|---|
| Vague documentation | Procedures written too generally | Create detailed step-by-step with specific actions |
| No management follow-up | Managers assume checklists are being done | Implement regular audits and spot-checks |
| Staff resistance | Procedures feel like busywork | Involve staff in development, explain the “why” |
| Technology overload | Too many apps and systems | Choose one simple platform, train thoroughly |
| Skipping “less important” tasks | Rushing during busy periods | Assign accountability and track completion |
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