ApproveThis manages your Epos Now Integration approvals.

Why Combine ApproveThis with Epos Now?

Epos Now powers retail stores, restaurants, and hospitality businesses with real-time sales tracking, inventory management, and customer loyalty tools. ApproveThis adds a critical layer: structured decision-making. Together, they automate approvals for bookings, purchases, and customer onboarding while keeping teams aligned. This integration eliminates bottlenecks in fast-paced environments where every minute counts.

For multi-location businesses or franchises, this pairing ensures corporate policies get followed without slowing down local teams. Managers gain visibility into approval status directly from Epos Now's dashboard, while finance teams maintain control over budgets through automated thresholds.

Key Benefits Across Teams

Operations Managers: Prevent Overbookings & Stockouts

Automatically flag high-risk bookings or large inventory orders for review. A boutique hotel chain could require regional director approval for group reservations exceeding 20 rooms. ApproveThis routes requests based on amount, department, or custom rules, while Epos Now updates room availability in real time post-approval.

Finance Teams: Control Costs Without Micromanaging

Set approval thresholds for vendor purchases or discounts. If a restaurant manager requests a 25% bulk discount for a catering order, ApproveThis can auto-approve up to 15% but escalate anything higher to the CFO. Approved discounts sync back to Epos Now, applying the rate before invoicing.

Customer Service: Respond Faster to Feedback

Turn negative reviews into recovery opportunities. When Epos Now receives a customer rating below 3 stars, ApproveThis can trigger an approval workflow for a comped meal or discount. Managers approve remedies directly from email, and Epos Now applies loyalty points automatically.

Four Ways to Automate Approvals

1. Booking Reservations with Oversight

Use Case: Upscale restaurants often face no-shows from large party bookings. By connecting Epos Now to ApproveThis, hosts can require deposits or manager approval for groups of 8+.

How It Works: When a "New Booking" triggers in Epos Now, ApproveThis checks party size against pre-set rules. For tables over 8, it routes a deposit request to the customer via email. Only upon payment (tracked as an approval) does the reservation confirm in Epos Now.

2. Auto-Onboard Loyalty Members

Use Case: Retail chains using Epos Now’s loyalty programs can automate VIP tier approvals. If a customer hits 80% of VIP spending requirements, ApproveThis triggers a manager review for early tier upgrade.

How It Works: Epos Now tracks customer spend. ApproveThis uses calculated fields to compare actual vs. required spending, then routes upgrade requests. Approved? Epos Now updates the customer’s tier, triggering bonus points or discounts.

3. Purchase Order Governance

Use Case: Nightclubs using Epos Now for bar inventory can automate liquor order approvals. A $1,000 vodka restock might need venue manager approval, while $5,000+ goes to regional ops.

How It Works: Integrate Epos Now's low-stock alerts with ApproveThis' approval thresholds. Requests auto-route based on cost, with urgent orders flagged via SMS. Approvers click "Approve" in email, and Epos Now generates the PO.

4. Escalate Customer Complaints

Use Case: When Epos Now receives a negative review, ApproveThis can route compensation approvals to the right staff. A $50 credit might need supervisor approval; higher amounts go to general managers.

How It Works: Epos Now triggers a workflow on low ratings. ApproveThis uses conditional logic to route offers based on complaint severity. Approved credits sync back to Epos Now as loyalty points or discounts.

Implementation Made Simple

Step 1: Create a Zapier account (free tier available).

Step 2: Choose your trigger. For booking approvals, select Epos Now’s "New Booking" event.

Step 3: Set ApproveThis as the action app. Map Epos Now booking details to ApproveThis’ request fields (e.g., "Party Size" → "Amount").

Step 4: Add approval rules. Require manager input if "Amount > 8" guests, or auto-approve smaller tables.

Step 5: Test with a live booking. Once confirmed, activate the Zap.

Pro Tip: Use ApproveThis’ vacation delegation to avoid delays. If a primary approver is OOO, requests auto-reassign to their deputy.

Why This Integration Works

Epos Now excels at transaction processing but isn’t built for governance. ApproveThis adds policy enforcement without clunky manual reviews. For franchises, this means local staff can submit requests through Epos Now’s familiar interface while corporate maintains oversight.

Approvers don’t need Epos Now licenses—they review requests via email or ApproveThis’ dashboard. This is ideal for businesses with external partners, like caterers needing menu approvals or vendors confirming shipment dates.

Getting Started

Retail and hospitality thrive on speed and compliance. This integration ensures you have both. Start with one workflow—like booking approvals—then expand to procurement or customer recovery.

Ready to automate approvals? Register for ApproveThis or schedule a demo to see live examples with Epos Now.

For detailed Epos Now features, visit eposnow.com.