YCLIENTS

Before setting up actions Connect YCLIENTS.

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.