Integrating with Lightspeed: Overview

Tock partners with Lightspeed Restaurant (U-Series) (formerly Upserve and Breadcrumb) to bring a real-time, two-way integration. A few key components of the integration are:  

• A check will automatically open in the Lightspeed POS when a reservation, seated event, or walk-in is seated on the Tock dashboard. If a check is first created in Lightspeed, it will need to be manually associated with a party in Tock. As such, we recommend seating the party in Tock, to auto-open a check in Lightspeed.
• When a check is closed, the check information is pulled into Tock.
• When a check is closed, the party is automatically moved to the Paid status in Tock.  

Tock Service

Seating a guest in Tock opens a check in the Lightspeed POS, auto-filling the reservation name, party size, and prepayment. The prepaid amount is displayed under Payments in the Lightspeed POS, within the Tock Deposit line item.

Real-time check updates

Once a check is closed in Lightspeed, any changes to the check are visible under the Check tab of the Tock reservation details.

To access the Check tab in Tock:

1. From the Reservations tab, click Timeline or Service.
2. Click on a party in the Guests list.
3. Click the diagonal arrows to the right of the guest's name to expand the reservation details.
4. Click the Check tab.

When a check is closed in Lightspeed, the party status automatically updates to Paid in Tock.

Note: Lightspeed has 2 paid statuses, Closed and Done. The Tock status updates to Paid, only when the check is Closed.

Guest spend data

Guest spend data is pulled into Tock, viewable on the guest profile, guest directory downloads, and the Tock API, including:

• Total spend
• Average spend per visit
• Spend last year

Point of Sale Report

To access check details from Tock's Point of Sale report:

1. Click the Operations tab.
2. Click Point of Sale.
3. The report can be filtered by the matched status and date range. Click a check to view its details. 

POS Item Sales Report

The POS Item Sales report is a unified report of Tock's online sales alongside Lightspeed’s in-store sales.

To view the Item Sales report:

1. Click the Reports tab.
2. Within the Point of Sale section, click Item Sales.
3. The report can be filtered by individual businesses within the group, the experience, and date range. 

Known Limitations

Below are known limitations with the Tock and Lightspeed integration:

• If a party spends less on-site than the Tock prepayment, there is no option to process a refund from the Lightspeed POS.
• Once the check is closed, if it is reopened the Tock status will remain Paid.
• Server names and table numbers do not show up on the check. The Lightspeed team is looking into exposing this functionality.

FAQs

Does Tock pass notes/tags to the POS?

No. Tock only passes the party size to Lightspeed.

What attributes are being pulled from Lightspeed into Tock?

Tock pulls the full itemized check details, all tenders, including amount paid in store, gift cards redeemed through Lightspeed, and check open and close times. 

Will customers need to learn to associate a check with a reservation or walk-in?

No. By design, the check automatically created by Tock in Lightspeed is associated with the seated reservation or walk-in. There's no need to match checks with this approach. However, if there are checks first created in Lightspeed, they will need to be manually associated via the Point of Sale report within the Operations tab. As such, the recommended action is to first seat the party in Tock to auto-open a check in Lightspeed.

Will automatic check creation work if the internet is down?

No. A check will not be created if the internet is down. Tock service is designed to work offline, so it will never block the seating of a guest. In such case, the check will need to be manually associated via the Point of Sale report within the Operations tab. We recommend doing that once the internet is back online and stable.