# Connecting YCLIENTS

Integration gives ChatRex access to YCLIENTS affiliates, services, employees, resources, schedules and records. The connection itself does not start operations: after authorization, add the necessary actions to the bot.

## Before connecting n

Use a YCLIENTS account with rights to the relevant branches and data. If rights are insufficient, some organizations or operations may not be displayed.

## Connection

1. Open **Integrations**.
2. Press **Connect integration**.
3. On the **Data Sources** tab, select **YCLIENTS**.
4. Open the **Connect** tab and press **Connect**.
5. On the YCLIENTS page, log in to the desired account and confirm access.
6. After returning to ChatRex, make sure that the integration status is **Connected**.

After successful authorization, a user **ChatRex - an AI-based chatbot** can appear in the YCLIENTS user list.

## Set-up of action

Open [**Actions YCLIENTS**](<../../actions/integrations/yclients.md>) and set up operations in a secure sequence: obtaining a branch and services, selecting an employee or resource, checking a schedule and only then creating or changing a record.

## Verification

Use a test client first. Check the search for services and free time, then create a record and make sure that it appeared in the right branch, with the right employee and at the chosen time.

!!!warning
Before creating, transferring or deleting a record, the bot must repeat the data and obtain explicit customer confirmation.
!!!