POS
Connect Square or Clover so the phone assistant can send phone orders or appointments directly to your point-of-sale system.
Overview
POS integration lets the phone assistant send phone orders directly into your point-of-sale system. The order appears in Square or Clover the same way an in-person register order would, ready for your kitchen or staff to fulfill.
Open this page at: i118.ai/app/pos
POS integration is optional. If you do not use a POS or handle orders manually, skip this page. The phone assistant can still take orders and send them via your configured Notifications without a POS connection.
POS integrations are generally free to connect. Exception: Clover requires you to subscribe to their Essentials plan or above.
Who can use POS?
The POS page is available for every organization type. You can connect Square or Clover whenever you want orders, order-style requests, or catalog-backed answers to flow through a POS provider.
| Setting area | What it controls |
|---|---|
| Use POS Order-Taking | Routes confirmed orders into the connected POS. This becomes available automatically once a supported POS system is connected. (Whether the phone assistant takes phone orders at all is controlled by Take Phone Orders on the Business Info page.) |
| Link an integration | Connects Square or Clover. Only one provider can be connected at a time. |
| Use POS appointments | Appears after Square or Clover is connected. When enabled, all other appointment software or third-party scheduling integrations are disabled and appointment scheduling is managed exclusively through the connected POS provider. Turn it off to use a standalone appointments integration instead. |
| Provider-specific settings | Shows catalog sync, linked store details, appointment service/team member selection, capacity, and advanced scheduling settings as applicable. |
POS is optional. If your business does not need POS-backed ordering, leave the page unconnected and manage call summaries through Notifications.
Connecting a POS provider
Whether the phone assistant takes phone orders at all is controlled by Take Phone Orders on the Business Info page. The Use POS Order-Taking switch on this page becomes available once a supported POS is connected and routes confirmed orders to the POS.
On the POS Integrations page you will see buttons for each supported provider. You can only be connected to one provider at a time — once connected, the other provider buttons are disabled.
POS appointments and reservations
If your business takes appointments or reservations, turn on the Use POS appointments switch (it appears after Square or Clover is connected). Once enabled, choose your booking service and team member so the phone assistant can schedule callers into available time slots through your POS.
Prerequisite — appointments and POS appointments are mutually exclusive. You cannot enable POS appointments while a standalone calendar (Google, Outlook, or Calendly) is connected on the Appointments page — disconnect it first. Likewise, once POS appointments are enabled, standalone appointments cannot be enabled until POS appointments are turned off.
When Use POS appointments is enabled, all other appointment software and third-party scheduling integrations are disabled. Appointment scheduling is then managed exclusively through the connected POS provider.
Where appointment settings are managed
This is the most important thing to understand about POS appointments:
| Scenario | What happens | Where settings live |
|---|---|---|
| Square — using Square's calendar (you select both a Service and a Team Member) | Bookings are created in Square Bookings and appear on the Square calendar. Availability uses your Square calendar settings, not your Hours of Operation. | Square owns the booking rules. Minimum Lead Time and Maximum Booking Window are read-only here and managed in your Square Appointments business settings → Online scheduling section. |
| Square —not using Square's calendar (leave Service / Team Member as Not set) | Reservation/appointment requests are handled as orders (they do not appear on the Square calendar). Availability uses your Hours of Operation. | All appointment-related settings are managed on theAppointments** page** — Allow Appointments, Require Credit Card for Appointment, Minimum Lead Time, and Maximum Booking Window. |
| Clover | Appointments are recorded as orders in Clover (a Reservation order type) and are not added as Clover calendar events. Availability uses your Hours of Operation. | All appointment-related settings are managed on theAppointments** page**, just like in Square without a calendar. |
In short: whenever POS appointments are not using Square's calendar specifically (Clover, or Square with no service/team member selected), every appointment-related setting — Allow Appointments, Require Credit Card for Appointment, Minimum Lead Time, Maximum Booking Window — is managed on theAppointments** page**, and availability follows your Hours of Operation.
Square's appointment capability is location-based, not merchant-based — it is checked for the currently selected location. Square Bookings write operations require a paid Square Appointments plan (Square Plus or higher on current plans; Square Appointments Plus or higher on legacy plans).
Connecting Square
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Click Connect Square
On the POS Integrations page, click the Connect Square button.
Authorize
You will be redirected to Square's authorization page. Sign in to your Square account and grant permission to access your catalog and create orders.
Select a location
If your Square account has multiple locations, a dropdown will appear so you can choose which location this sub-organization should use. If you only have one location, it is selected automatically.
Sync your catalog
After connecting, click Resync data to pull your menu items, prices, modifiers, and categories into the phone assistant. The phone assistant uses this catalog to handle orders.
Verify and test
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Go to Test Simulator, enable real submission to POS and integrations, and place a test order. Verify the order appears in your Square Dashboard.
Connected state
Once connected, you will see:
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A green Connected to Square banner
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Reauthenticate button — use this to refresh your Square OAuth connection if authentication expires or if you need to re-grant permissions
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Disconnect button — removes the Square connection entirely
If a connection error has occurred, a red error banner will appear describing the issue.
Linked store details
After connecting, the dashboard displays your linked store information:
| Field | Description |
|---|---|
| Provider | Square |
| Merchant ID | Your Square merchant identifier |
| Location ID | The connected Square location. If you have multiple locations, a dropdown lets you switch — switching triggers an automatic catalog resync |
| Name | Business name from your Square account |
| Phone | Phone number on file |
| Address | Business address on file |
| Has appointments capability | Shows Yes or No for the connected location. Capability is location-based, not merchant-based — each location is checked independently. If No, enable booking channels in your Square Booking Channels settings. |
| Currency | The currency code for the connected Square location (e.g., USD) |
Catalog sync
The phone assistant syncs with your Square catalog to pull current items, prices, and modifiers. If you make updates in Square (like adding items or changing prices), you will need to:
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Return to the POS Integrations page
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Click Resync data to pull the latest changes
The page shows the date and time of the last successful sync.
Catalog sync is not automatic. You must manually click Resync data whenever you update items in Square. If the phone assistant quotes an old price, it means the catalog has not been synced since the last change.
When connected to Square, you will see a note reminding you to sync your catalog after making changes in Square. Do not close or refresh the page while a sync is in progress.
Square Appointments settings
If your Square plan includes Square Appointments (shown by the Appointments Capability field), and you enable Allow Appointments (on the Appointments page) together with Use POS appointments, additional appointment configuration appears.
Square Bookings write operations require a paid Appointments plan. On current Square plans, use Square Plus or higher with advanced bookings enabled. On legacy plans, use Square Appointments Plus or higher.
The Use POS appointments toggle appears on the POS page once Square or Clover is connected. The Allow Appointments and Require Credit Card for Appointment toggles are on the Appointments page.
Service
Select the Square service the phone assistant should use when booking appointments. This dropdown is populated from your Square catalog (specifically items of type "Service").
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If no services appear, create an appointment service in your Square Services Dashboard. For a service to appear, it must have a duration set, online booking enabled, and be free (paid services are not supported in the POS appointment flow).
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After creating or updating a service in Square, click Refresh on this page to pull the latest data
If a previously selected service was deleted from Square, a warning will appear. If the service version is outdated (e.g., you changed the service details in Square), a version mismatch warning is displayed. Click Refresh to resolve these warnings.
Team Member
Select which team member the phone assistant should assign bookings to. This dropdown is populated from your Square team.
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If no team members appear, add them to your Square Team Dashboard and enable bookings access for each team member.
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After adding team members in Square, click Refresh on this page
Allow unlimited overlapping appointments
This toggle appears only when both a service and a team member are selected. When enabled, the phone assistant does not check the team member's calendar for conflicts — it allows unlimited bookings at any time slot.
Availability
When both a service and a team member are selected, appointment availability is managed by Square's calendar. You can configure availability in the Square Calendar Settings.
When either service or team member is not set, availability falls back to your Hours of Operation configured in the dashboard.
Advanced settings
Expand the Advanced Settings accordion to configure:
| Setting | Description |
|---|---|
| Minimum Lead Time | How far in advance an appointment must be booked (e.g., 2 hours means callers cannot book within the next 2 hours) |
| Maximum Booking Window | How far into the future the phone assistant can book (e.g., 30 days means no appointments beyond 30 days from today) |
When Square manages availability (service + team member selected), these values are read-only and managed in your Square Business Settings. The dashboard displays the current values, but you must change them in Square.
When availability falls back to Hours of Operation, you can edit these values directly on this page.
Connecting Clover
Clover requires an Essentials plan or above to use this integration.
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Click Connect Clover
On the POS Integrations page, click the Connect Clover button.
Authorize
You will be redirected to Clover's authorization page. Sign in and grant permission to access your inventory and create orders.
Select a merchant
If you have multiple Clover merchants, select the one for this sub-organization.
Sync your catalog
Click Resync data to import your menu items, prices, and modifiers.
Verify and test
Go to Test Simulator, enable real submission to POS and integrations, and place a test order. Verify it appears on your Clover device.
Connected state
Once connected, you will see the same green banner, Reauthenticate, and Disconnect buttons as with Square.
Linked store details
| Field | Description |
|---|---|
| Provider | Clover |
| Merchant ID | Your Clover merchant identifier |
| Name | Business name from your Clover account |
| Phone | Phone number on file |
| Address | Business address on file |
| Has appointments capability | Shows whether your Clover setup supports appointments |
Clover does not show a Location ID or Currency field — these are specific to Square.
Catalog sync
Same as Square — the AI reads your Clover inventory. When you modify items in Clover:
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Return to the POS Integrations page
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Click Resync data
Catalog sync is not automatic. Manually sync after every inventory change in Clover.
Clover Appointments settings
When connected to Clover with Allow Appointments enabled (on the Appointments page) and Use POS appointments turned on, the AI uses your Hours of Operation for appointment availability — Clover does not have its own appointment calendar integration.
Advanced settings
Expand the Advanced Settings accordion to configure:
| Setting | Description |
|---|---|
| Minimum Lead Time | How far in advance an appointment must be booked |
| Maximum Booking Window | How far into the future the AI can book |
These values are always editable on this page (unlike Square, which may manage them externally).
Order types
Clover uses order types to categorize orders (e.g., Dine-In, Takeout, Delivery). The dashboard displays a table of your Clover order types:
| Column | Description |
|---|---|
| Name | The order type label (e.g., "Takeout") |
| ID | The Clover order type identifier |
| Usage | Shows Used or Not Used — indicates whether this type is active for AI orders |
You can delete unused order types, but you cannot delete the last used order type in a category.
For regular phone orders, the app does not set a Clover order type — orders are created without one. The order-type routing applies to appointments/reservations: when POS appointments are enabled, the app can ensure a Reservation order type and route reservation orders to it.
Catalog data viewer
After syncing, the dashboard shows your catalog data in a tabbed viewer with four tabs:
Items
Each item shows:
| Column | Description |
|---|---|
| Name | The item name as it appears in your POS |
| Type | Either Item (regular product) or Service (for Square Appointments) |
| Description | Item description from the POS catalog |
| Category | The category this item belongs to |
| Taxes | Tax rates applied to this item |
| Variations | Each variation with its name and price (e.g., "Small ($3.50)", "Large ($5.00)") |
| Modifiers | Modifier groups attached to this item |
Option Groups
Modifier/option groups show:
| Column | Description |
|---|---|
| Name | The group name (e.g., "Toppings", "Size") |
| Description | Optional group description |
| Associations | Which items is this group attached to |
| Options | Individual options with prices (e.g., "Extra Cheese (+$1.50)") |
Discounts
| Column | Description |
|---|---|
| Name | Discount name |
| Type | Discount type (percentage, fixed amount, etc.) |
| Value | The discount value |
| Rules | Conditions for when the discount applies |
| Modify Tax Basis | Whether the discount adjusts the taxable amount |
Taxes
| Column | Description |
|---|---|
| Name | Tax name |
| Rate % | The tax percentage |
| Description | Tax description |
How POS orders work
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The caller tells the phone assistant what they want
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Phone assistant matches items to your POS catalog
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Phone assistant confirms the order with the caller (reads it back)
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On confirmation, the order is submitted to Square or Clover
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You receive a notification with the order summary
If the phone assistant cannot match an item to your catalog (misspelling, item not in catalog, etc.), it will still capture the order in the notification — but it may not push a fully structured order to the POS.