How to integrate Revo Flow within Revo Xef

Revo XEF with Flow is the new functionality that will allow you to manage restaurant reservations directly from the Revo XEF app, without needing to access the back-office. You will be able to view, create, and modify reservations while managing tables and orders on a single screen.




1. WHAT IS FLOW?

Flow is an integration that connects your reservation system with Revo XEF. It will allow you to view and manage all reservations from the app, keeping the information always synchronized between both systems.

Main advantage: the entire flow of reservations and tables will be managed from a single environment, avoiding duplication errors and improving the coordination of the floor team.




2. REQUIREMENTS

  • Have the version starting from 4.9.2 installed.
  • Have the Flow integration configured.
  • Review the Revo Flow support article. more information here
  • You will perform the initial authentication and grant the necessary permissions to complete the link.
  • You will activate the API service if you do not have it contracted. You can request it from your dealer.

IMPORTANT: You will verify that your user has permissions to manage reservations from the Revo XEF app.


3. APP CONFIGURATION

To activate Flow in the Revo XEF app, you will do the following:

1. You will open Settings -> Device Preferences.

2. You will activate the Show FLOW button option.

3. The button will appear in the top bar of the app.



Note: The FLOW button will only be visible if the user has the corresponding permissions.


4. USER PERMISSIONS

To allow employees to manage reservations, you must assign the appropriate permissions in the back-office:

IMPORTANT: It is essential to add the Flow Employee ID in the user's file. Without this identifier, the app will not be able to synchronize actions by name.

  • You will get this ID from Revo Flow > Employees.
  • You will hover the cursor over the pencil icon and you will see the ID in the bottom bar of the browser, within the URL.




5. RESERVATION MANAGEMENT

Once Flow is activated, you will access your reservations directly from the app:

1. You will tap the FLOW button on the main screen.

2. You will view the list of reservations with all the synchronized information (time, table, guests, customer and contact, status).



CREATE NEW RESERVATION

1. You will select the date, time, and number of guests.

2. You will add the customer (existing, new, or walk-in).

3. You will confirm the reservation by tapping Save.

ASSIGN TABLE

You will be able to assign tables manually or automatically:

  • Manual: You will open the reservation -> tap the table -> confirm.
  • Automatic: You will open the reservation -> select Assign automatically.

6. SYNCHRONIZATION

The integration is updated automatically, although you can do it manually:

  • Automatic synchronization: every 60 seconds.
  • Manual synchronization: using the Sync button.
  • Status indicators:
    • Green: correct connection.
    • Yellow: synchronizing.
    • Red: connection error.

Aquí tienes las traducciones solicitadas para la sección de PROBLEMAS COMUNES, manteniendo la estructura HTML:

Inglés (English) HTML

7. COMMON ISSUES

Issue Possible cause Solution
I don't see the FLOW button Settings or permissions disabled Enable the “Show FLOW button” option and check user permissions.
Reservations are not updating Connection issue or Flow error Sync manually or check the integration.
Cannot edit a reservation Insufficient permissions or Seated status Change the status or check user permissions.
[Flow API] unauthenticated Missing authorization in integration Go to XEF back-office -> Integrations. Click the three dots next to Revo Flow -> Generate credentials. Click the three dots again -> Login -> Authorize.
[Flow API] Device not active Device inactive in Flow Verify that the device used is correctly activated in both XEF and Flow.

IMPORTANT: If the problem persists, you will review the user configuration in the back-office and verify that the integration tokens are active.