If you offer in-store appointments or want customers to book services directly from your offline location, integrating BookX with the Shopify POS app allows your staff to create bookings on the spot. Once connected, staff can add products to the cart, choose available date and time slots, and complete the order from the POS device.
In this guide, let’s see:
- How to integrate Shopify POS with BookX
- How to add BookX POS Extension to the Shopify POS device
- How to use the BookX Extension to book slots for in-store customers
How to integrate Shopify POS with BookX
1. Make sure you’re signed in to the correct Shopify store account.
2. In the BookX app, go to Settings > Integration > Shopify POS.
3. Click Connect Shopify POS to complete the integration.
How to add BookX POS Extension to the Shopify POS device
1. Open the Shopify POS app and sign in with the same account used for your store.
2. On the POS home page, click Add tile.
3. Select Apps > BookX POS Extension, the tap Add Extension.
4. Click Save.
How to use the BookX Extension to book slots for in-store customers
1. Go to the Products page in the Shopify POS app.
2. Select a booking product and tap Add to cart.
3. Return to the POS home screen, and open BookX POS Extension.
4. The booking product added to the cart will appear, tap it to pick booking slots.
5. Select the date and time as per your customer preference and availability. Click Save.
6. Go back to the POS cart page, add customer details and click Checkout.
7. Select the payment type and complete the payment.
Limitations
1. Booking flow order is fixed
In Shopify POS, you must first add the product to the cart, then select the booking date and time, and then return to the cart to proceed to checkout.
2. Customer information is required
Adding customer details in Shopify POS is mandatory for bookings. If no customer is attached to the order, the customer will not receive booking details or the confirmation email.
3. No “pending payment” status in POS
Shopify POS does not support marking an order as “pending payment,” even if the service is set to Book Now, Pay Later in BookX.
4. Checkout without booking details is allowed
Customers can proceed to checkout without selecting a booking date and time. BookX does not currently prevent this in POS.
5. Cart and checkout validation is not applied
BookX cart and checkout validation rules do not work in Shopify POS. Validation is only supported in the online store.
6. Multi-day pricing is not supported in POS
For multi-day bookings, POS will not calculate the pricing based on the number of days selected. Quantity x days won’t be applied.
7. Cart persistence issue after reopening POS app
If the Shopify POS app is closed and reopened, products may still appear in the cart, but the BookX extension may show a
“Cart is empty” error. To avoid this always clear the cart after reopening the app then re-add the booking product and select the date and time again.
If you need further help with integrating Shopify POS with BookX, please contact our customer support.