All integrationsCalendars

SimplyBook.me

Online booking and appointment scheduling.

actions
20

Actions

Steps a workflow can run in SimplyBook.me.

  • List bookingsList bookings, filtered by status, service, provider, client, day or date range, or by text in the booking code or client details. Returns each booking with its times, status, service, provider and client.
  • Get bookingGet one booking with everything SimplyBook holds on it: times, status, service, provider, client, comment, intake form answers and its change log.
  • Create bookingBook a client in for a service with a provider at a given time. Use 'Get first available slot' for a time that is free. Returns the new booking and its id.
  • Update bookingReschedule a booking or change its service, provider or client. Fields left empty keep their current values; a new start without a new end keeps the service's duration.
  • Cancel bookingCancel a booking. SimplyBook keeps it, marked canceled, and frees its time slot.
  • Set booking commentReplace a booking's internal comment, which staff see in the SimplyBook calendar. Send empty text to clear it.
  • Get booking linksGet the links a client uses to view, cancel or reschedule a booking, ready to send in a message. The reschedule link is empty unless the Reschedule custom feature is on.
  • Get available slotsList the start times still free on one day for a service with a provider. Each slot carries a start time ready for 'Create booking'.
  • Get first available slotFind the first free start time for a service with a provider on or after a day; SimplyBook looks at later days when that one is full. 'found' is false when nothing is free.
  • List clientsList clients, optionally only those whose name, email or phone contains some text. Returns each client's contact details.
  • Get clientGet one client's contact details and marketing preferences.
  • Create clientAdd a client. Which of email and phone are required depends on your SimplyBook settings. Returns the new client and its id.
  • Update clientChange a client's details. Fields left empty keep their current values.
  • Delete clientDelete a client from SimplyBook.
  • List servicesList the services clients can book, with each one's price, duration and the providers who offer it.
  • List service providersList the staff members and resources who provide services, optionally only those who offer one service.
  • List calendar notesList notes and blocked-off time on the SimplyBook calendar, filtered by provider, service, note type, text or dates.
  • Create calendar notePut a note on the SimplyBook calendar for a stretch of time, for everyone, one provider or one service. Turn on 'Block time' to stop clients booking during it.
  • Delete calendar noteDelete a note from the SimplyBook calendar, freeing any time it blocked.
  • Get statisticsGet the dashboard figures: bookings today, this week and this month, and the most booked service and provider.

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