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Idealpos Integration

This guide explains how the Now Book It integration with Idealpos works, covering table reservations, real-time status updates, and gift card redemption.

What the integration does

  • When a booking in Now Book It is marked Seated, the matching table in Idealpos is automatically assigned and seated, including customer details where available.
  • When a table is created in Idealpos, a walk-in is automatically added to the Now Book It diary.
  • Any pre-payments made through Now Book It are automatically applied to the Idealpos order.
  • When the matching Idealpos order is checked out, the booking status in Now Book It updates to Finished.
  • Sales data from Idealpos is automatically sent to Now Book It.
  • Gift card redemptions in Idealpos update in real time in Now Book It.

Seating a booking in Idealpos

  1. Log in to Idealpos.
    • Tables linked to a Now Book It booking will appear as reserved.
  2. Seat the booking.
    a. Click Occupy in the bottom-left corner. This seats the booking in the Now Book It diary and changes the table's colour to show it's occupied.
    b. Highlight the table and click POS to open the order and start adding items.

Real-time status updates

As an order progresses, the booking status in Now Book It updates automatically to reflect each stage of service:

  • Ordered
  • Entrées away
  • Mains away
  • Desserts away
  • Billed

Viewing reservations

  1. Open the Reservation List in Idealpos to see all bookings for the day.
  2. Filter the list by service, if needed.
  3. Click the three dots to the right of a booking to view its full details, including customer information.

Completing a booking

When the customer pays in Idealpos:

  1. The booking status in Now Book It automatically updates to Paid.
  2. Sales data is sent through to Now Book It.
  3. Five minutes later, the status automatically changes to Finished, allowing time for the table to be cleaned.
    • If the table is cleaned sooner, you can manually update the booking to Finished.

Gift card redemption

How it works

  • Customers purchase a digital gift card through the venue's website.
  • The gift card's Now Book It ID and balance are stored in Now Book It.
  • When a customer pays in-store with a gift card, venue staff enter the voucher ID through the POS screen.
  • Customers can redeem part or all of the gift card balance.
  • Customers can split payment between a gift card and cash.
  • Transaction details are sent in real time and stored in the Now Book It gift card management portal.

Fully redeeming a gift card

  1. Press Enter to go to the tender screen.
  2. Select the NowBookIt Gift Card tender.
  3. Press the arrow to enter the gift card number, and the amount to redeem if only part of the balance is being used.
  4. The payment processes and is automatically redeemed on the Now Book It admin page.

Partially redeeming a gift card

  1. Add the items to the order in the POS.
  2. Press Enter, then select the NowBookIt Gift Card tender.
  3. Press the arrow to enter the gift card number and the amount to redeem.
  4. The payment processes and is automatically redeemed on the Now Book It admin page.
  5. You'll find the redemption listed automatically on the Now Book It admin page.