Tock partners with POS systems to offer the ability to connect and sync data between multiple platforms.
This article provides steps to configure the following POS integrations:
To configure Tock's other POS integrations, view these articles:
Set up
Connecting a POS integration will require a scheduled appointment with our team.
To schedule an appointment:
- From the Control Panel tab, click Integrations.
- From the Integrations Directory, click Connect on the relevant POS integration card.
- Enter the required information:
- Tock business ID and name - This ID can be found within the Help button on your Dashboard.
- Contact name and email - The primary appointment attendee must be an Account Owner or Administrator on the Team page. Additional team members are also welcome to attend.
- POS System
Once the appointment is scheduled, the primary attendee will receive an email invitation and the POS integration will show as “Pending” on the Connected Integrations tab of the Dashboard.
To reschedule the appointment, use the link provided in the email invitation to make the update.
Preparing for the Appointment
The set up appointment will focus on the technical portion of the integration setup. Complete both the Technical Configuration and Operational Configuration requirements listed below prior to the time of your appointment.
Technical Configuration
Complete the technical requirements:
- Confirm Firewall requirements are set up. To check requirements, visit Middleware Firewall Requirements.
- Confirm all required licensing is met. To check the requirements for your business, visit POS Licensing Requirements - please have all required licensing available.
- Whitelist this middleware teamviewer URL.
- Note: Powershell will be utilized to run a script that creates a scheduled task to run
- Confirm you have Business access to POS BOH Server.
- Availability of revenue center name, number and ID
- Availability of workstation IP address
- Availability of POS transaction settings, including
- Auto-service charge: yes/no
- Service total: number
- Cash tender: number
Operational Configuration
Complete the operational requirements:
- Confirm that the following match between Tock and your POS
- Table names - ensure all tables have a value in "name" field
- To check within your POS system: POS → Go to Revenue Center → Setup → Tables
- Server names
- Select a default employee that POS checks will open under - please have name and POS ID available.
- Table names - ensure all tables have a value in "name" field
- Create a "Tock" payment method (can be any name, as long as it includes "Tock") - please have POS ID available.
- Create a list of menu categories where items should trigger a Tock party status update at the time of "fire" to kitchen/bar. Please have category name, POS ID and desired course status (Appetizer, Entree, Dessert) listed in a shareable document (CSV format preferred).
- For more information, view the Automated Party Status Updates article.
Activating the Integration
After the appointment, connection can take 2-3 business days to process.
Once connection is set up, an email with final activation steps is sent to all Account Owners and Administrators listed on the Team Page. The integration will show as “Paused” on the Connected Integrations tab of the Dashboard.
To activate the integration:
- From the Control Panel tab, click Integrations.
- Click Connected.
- Click the relevant POS integration card to open settings.
- Select the integration toggle to Enabled.
- Configure optional functionality, such as auto-opening POS checks.
- Click Save.
- Test the integration by booking and seating a test reservation on Tock.
Learn More
For more information about best practices and in-service tips, view the FOH Operations Guide.
For more assistance, click the Help icon on your Tock Dashboard or email hospitality@tockhq.com.