Creating a New Tenant in Sadie
Follow the steps below to create a new tenant in the Sadie admin portal and complete the required integrations with Now Book It.
Step 1: Create the Tenant in Sadie
- Log into the Sadie admin portal under the Administrative Team.
- Click on System Management.
- Click Create Tenant in the top-right corner.
- Fill in all relevant business details.
- Venue ID - found in the Now Book It admin portal.
- NBI Access Key - To generate this:
- Go to the Subscription tab in the NBI admin account.
- Make sure Sadie UI is ticked.
- Scroll down and ensure API Connect is also ticked.
- Click Open Dashboard in the top-right corner.
- Venue ID - found in the Now Book It admin portal.
Step 2: Configure Now Book It Integration
- In Now Book It Connect, go to Integrations.
- Click the + in the top-right corner.
- Choose Sadie as the POS vendor name.
- Click into the next tab, Bookings:
- Enable Bookings Integration.
- Click Save.
- Once saved, copy the API Key for Sadie.
- Paste this key into the NBI Access Key field in the tenant creation page of Sadie.
Step 3: Configure Booking Settings in Sadie
Under the Bookings tab in Sadie:
- Ensure the following are enabled:
- Payment Reservation Allowed
- Allow Sadie to Have the Caller’s Phone Number for Booking
Step 4: Set Up Transfer Settings
Under the Transfers tab:
- Enter the venue’s original contact number in the Shared Number field.
This will auto-populate all number fields.
- Make sure each Transfer Reason has a name (can be the same as the reason).
- Add a Max Reservation Capacity for the Large Reservation Transfer.
- You can copy this from the “Maximum number of people allowed in an online booking” in the Widget Settings in the NBI admin portal.
Step 5: Working Hours
- Leave default hours as 9am–5pm.
The venue is guided to update this in their onboarding, depending on their specific needs (e.g. kitchen hours, opening times, etc.).
Step 6: Admin Settings
- No need to change anything here except:
- Set the correct Timezone for the venue’s city.
- Select the appropriate Billing Plan found in the Hubspot deal (default is Starter).
Step 7: Set Up SMS for the Venue (If Not Already Enabled)
In the Now Book It admin portal:
- Go to SMS Setup.
- Click Set Up SMS.
- Fill in the details:
- Venue name
- Client’s email address
- Click Set Up Contract and Agree to the Charges.
These charges are absorbed by us on the client’s behalf.
Then:
- Go to SMS Settings and enable:
- “Will you allow customers to cancel their booking by SMS”
- “Will you allow customers to edit their booking by SMS”
Step 8: Finalise Sadie AI Integration Settings
In the Sadie AI Integration Settings:
- Add the Booking Guarantee Amount Per Guest (for any pre-authorisations).
- Set Payment Confirmation Timeout to 30 minutes (we can confirm with the customer later if changes are needed).
Step 9: Update HubSpot
- Once all steps are complete, move the ticket in HubSpot from
“New Customer” to “Tenant Created”.