Before setting up actions [**Connect YCLIENTS**](<../../integrations/records-systems/YCLIENTS.md>).

## Obtaining data

- **Get branches** - defines the branch; you can select in advance only those branches that are allowed to return the bot.
- **Get employees** - returns masters or branch employees.
- **Receive services** - returns services and employees who can provide them. Switch **Receive only available to online recording** excludes services without online recording.
- **Receive service categories** - helps narrow the list of services.
- **Get an employee's work schedule** - returns the schedule of the selected employee with or without the service. The service and employee can be selected manually, transmitted through a variable or enabled **Determine automatically**. Turn on **Convert to the resource graph** to leave only the intervals free at the same time for the employee and the resource; for this, the bot must transmit the resource ID.
- **Receive resources** - returns offices, equipment and other resources of the branch.
- **Receive a resource schedule** - returns the resource schedule. You can limit the list to certain resources or exclude selected ones.

For the employee and resource schedule, select the time transfer mode:

- **Free time of employees** - all free intervals without taking into account the duration of the service;
- **Only the time available for recording** - only the intervals in which the selected service is placed;
- **The network of slots according to the duration of the service** - ready-made non-overlapping intervals calculated by the duration of the selected service.

For the slot grid, the service is mandatory: select it, insert a variable or allow the bot to determine the value. If necessary, turn on **Buffer between slots** and specify the number of minutes. A buffer is added after each suggested interval, so the number of options available may decrease.

As a result, each slot contains different beginning and ending values: first `start`, then `end`. The interval, which is not placed in free time completely, is not included in the result.

## Recording work

- **Record** - creates an entry after selecting a branch, service, employee and time. For each parameter, you can leave **Determine by the bot** or turn off the switch and select a value or variable using `@`. To occupy the office or equipment, turn on **Write to the resource** and transmit the identifier previously received by **Receive resources**.
- **Confirm the record** - changes the status of the record to confirmed.
- **Cancel the record** and **Delete the record** — cancel or delete the found record. To delete the ID, the bot can identify; in manual mode, specify the ID or variable.
- **Change entry** - allows you to determine the branch and ID automatically or manually, and then separately enable date, employee and service change.
- **Receive client records** Returns the last active record or list of records. For the list, set a limit; the default value is 10.

## Design scenario

1. Get a branch.
2. Identify the service and the appropriate employee.
3. If you need a resource, get a list of resources.
4. Get an employee schedule and, if necessary, a resource schedule.
5. Offer available options.
6. Collect your phone and other mandatory data.
7. Repeat selected parameters and receive confirmation.
8. Call **Record**.

After changing or creating a record, tell the user the final date, time, service and employee.