Part 1: Connect Homebase and Talech
- Make sure to use the same establishment name that you use in Talech.
- During setup we will prompt you to choose your POS provider. Choose Talech and follow the prompts to continue with setup.
- Select POS Connection from the navigation bar on the left.
- Click Connect next to Talech and follow the prompts to connect your account.
Part 2: Run reports
Homebase allows owners and managers to view sales data. This data is updated in near real-time and is accessible from either the web dashboard or the Homebase mobile app.
Talech sales data in Homebase will report as Net Revenue (sales, discounts, tax, and tips minus refunds).
If you have multiple stores, Homebase will display that data individually.
Part 3: Entering employee data
New employees should be entered into Talech. Employee names, phone numbers, and email addresses will sync into Homebase. Employees with emails will automatically get an invitation to join Homebase. You can edit employee information in Homebase by visiting the Team page.
Homebase will not import inactive employees. Homebase does not import PINS from Talech.