Overview

The Booxi integration for Shopify POS eliminates the need for your staff to switch between different apps or devices. By bringing your appointment management directly into the Shopify interface, you create a faster, more focused environment for both your team and your customers.

A Single Interface: Your staff can view schedules, manage bookings, and check in clients without leaving the Shopify POS app. This removes the "software shuffle" and keeps the focus on the person in front of you.
Fluid Transitions: Having appointment details accessible within the POS makes it easier for your team to move from a service to a retail sale. It ensures that the transition to the cart is quick and professional.
Reduced Friction: By consolidating your tools into one screen, you minimize technical distractions, reduce the risk of manual entry errors, and speed up the overall customer journey from arrival to checkout.

Setup

To access the Booxi Shopify POS app, you must have already installed the base integration, accessible from the Shopify app store. For setup instructions, see here.

*Note: To obtain access to the POS app, you must enter a Partner API key (see Settings).

Once the base integration is installed, follow these steps:

Open the "Point of Sale" tab in Shopify (Sales Channels section).
Under "Customize your POS experience, click "Open Editor".
In the left menu, select Add tile > Embedded apps > Booxi.
Then, select Embedded apps > Booxi
Save

Then, to access the Shopify POS app on mobile/tablet, you must download it from the Google Play Store or the App Store.

On the home screen, select the Booxi app tile.

When you first open the app, you will be prompted to complete the setup process:

Enter your Partner API key if you haven't already. If you don't have one, contact your Booxi representative.
Enter your Merchant API key. This determines which store's appointments will be displayed in your app. To find your key, go to the "My Business" tab > Business details.

Possible actions

Here is a list of the actions you can perform in the application:

View appointments

View appointments for a given day or week.

By default, the appointments of the current day are shown.
To see appointments in a given week, click "All appointments" (you may toggle between weeks).

To view an appointment's details, simply click it.
In the day view, appointments will be in one of two possible categories: Next or Past
- Past appointments: includes appointments of status "Completed" and "No-show".
- Next appointments: includes appointments of status "Approved", "Pending", "Client Arrived".
In the week view, all appointments are shown (regardless of status).

Edit your appointments

Change the status of an appointment

*Note: it is currently impossible to edit the date/time of an existing appointment.

Filter appointments by staff member

Create an appointment

To create an appointment, you must enter the following information:

Service
Duration [non-editable]
Price [non-editable]
Date
Once a date is chosen, 2 options are presented:
- Quick Book: available time slots are shown. You will be prompted to choose a time slot.
- Manual Book: You will be prompted to choose a staff member, and enter a time. If the chosen time is not available (i.e. no staff members are available at the chosen time), an error message will be displayed; however, you may override this conflict.
Client information