Square Integration - Reservations and Sales Data Workflow

Reservations Workflow Between NBI and Square.

Note: Square Seller Dashboard => Settings => Devices => Service Settings => Seated Status => “Location” => Turned ON.

1. Bookings are created using NBI Booking Widget or NBI Diary (includes walkins).

2. No activity is created on Square at that moment.

3. New Square Reservation and Check is created on Square when the NBI Booking is Seated via NBI Diary.

4. The Check and Reservation will contain the Booking information, Number of seats and Table seated.

5. Pre-payments (Deposits, Full Payments) are captured as Notes on the Square Check Entity.

6. Square POS updates the Order with new Items/Courses and Payments.

7. The Order is completed and send to NBI (i.e. Checks updated event is fired)

8. NBI iPos only processes Sales data received with status Completed.

9. After successfully processing the Sales Data, the Booking is updated with Finished Status.