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Idealpos Integration

This guide walks you through the Now Book It reservations in the Idealpos platform.

What the Integration Does

  • When a booking in Now Book It is marked as Seated, the corresponding table in Idealpos is automatically assigned and seated (including customer details, if available).
  • When a table is created in Idealpos, a walk-in is automatically created in the Now Book It diary.
  • Any pre-payments made through Now Book It are automatically applied to the Idealpos order.
  • When the corresponding 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.

Using the booking in Idealpos

Accessing the Booking

  1. Log into Idealpos.

  2. The table associated with the Now Book It booking will appear as reserved.

Seating the Booking

  • Click ‘Occupy’ in the bottom-left corner.

    • This will seat the booking in the Now Book It diary, and the table will change colour to indicate its seated status.

  • Highlight the table and click ‘POS’ to open the order and begin adding items.

Real-Time Status Updates

  • As orders progress, the booking status in Now Book It will update in real time, reflecting key service stages such as:

    • Ordered

    • Entrees Away

    • Mains Away

    • Desserts Away

    • Billed


Viewing Reservations

  • Idealpos includes a Reservation List, allowing you to view all bookings for the day.

  • You can filter bookings by service.

  • Click the three dots on the right-hand side of a booking to view detailed booking and customer information.


 

Completing the Booking

When the customer completes payment in Idealpos:

    • The booking status in Now Book It will automatically update to Paid.

    • The sales data will be sent to Now Book It.

    • Five minutes later, the status will automatically change to Finished to account for table cleaning.

    • If cleaning is completed earlier, you can manually update the booking to Finished.