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.

7. COMMON PROBLEMS

Problem Possible cause Solution
I don't see the FLOW button Configuration or permissions disabled You will activate the “Show FLOW button” option and review the user permissions.
Reservations do not update Lack of connection or Flow error You will sync manually or review the integration.
I cannot edit a reservation Lack of permissions or Seated status You will change the status or review the user permissions.
Flow API unauthenticated Lack of authorization in the integration Go to the XEF back-office -> Integrations. Click on the three dots for Revo Flow -> Generate credentials. Click on the three dots again -> Login -> Authorize.

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