HS: Installing the Integration Agent

This document includes step-by-step instructions for downloading the integration Agent. 

You may be installing this agent as part of your implementation or a reinstallation post implementation. If you encounter any trouble along the way, please feel free to respond on your open implementation ticket or, if you are re-installing post-implementation open a support ticket and we can assist with this process.

To ensure your POS is configured properly, please first review our HS Integration Fact Sheet article.

STEP-BY-STEP INSTALL INSTRUCTIONS

1 Log on to the computer where your POS software is located. You must log on as a Windows Admin to complete the upgrade.

2 Open an internet browser and either click on the link below or paste this URL into your browser.

https://tools-pos-na1.fourth.com/agent_download

3 When this page opens, click the Download Agent button seen below (the button could look slightly different depending on your computer).

4 A file named BodhiAgentSetup-x64.exe or BodhiAgentSetup-x86.exe will download to your computer. It can be found in your Downloads folder.

5 Go to your Downloads folder, click on this file.

6 When the window below appears on your screen, click Run.

7 Follow all the prompts from the Bodhi Agent Setup Wizard. When you get to the last step, click Finish.

INTEGRATION INSTRUCTIONS

8 A web page with a six digit registration code will appear in the center of your screen. This code will be unique to your location. In order to finalize the installation, the HotSchedules Implementation team will need to document this code.

9 Write down this unique code and forward to your implementation specialist or Customer Care with the subject line 'Registration Code'. ( If needed, please review the article regarding the Agent Registration Code Not Displaying.)

Troubleshooting

If you encounter any problems along the way, please try the following troubleshooting measures:

• If the six digit registration code is not automatically displayed, please review this article for troubleshooting steps and then, if needed, contact our Customer Care department and inform them that your Registration code was not generated. They will need your HotSchedules site name.

• If you are unable to run the downloaded file, the anti-virus on the POS may be blocking the file from running. If you find this to be the case, open a support ticket and we can assist you further.

Still Having Trouble? Don’t worry, we are always here to help! Your Implementation Specialist can schedule an appointment for a technician to walk you through the integration process.