YCLIENTS
What it is
YCLIENTS is a CRM and online-booking service for beauty salons, clinics, fitness clubs and other service businesses. The integration lets the bot book clients straight into the branch's schedule. The bot shows services and staff, finds free dates and times, and creates, cancels and reschedules bookings. When the connection includes an admin login and password, the bot can also look up a client by phone and list their upcoming visits.
Requirements
- A branch in YCLIENTS with online booking enabled: services and staff must be available for online booking.
- A partner token — issued in the developers.yclients.com developer account. The app that owns the token must be connected to your branch.
- The branch ID — the number in the YCLIENTS dashboard URL, e.g.
yclients.com/timetable/123456. - For client and booking operations, the login and password of a branch employee with access to the client base and the schedule. Optional.
How to connect
- Get a partner token in the YCLIENTS developer account and connect the app to your branch.
- Copy the branch ID from the YCLIENTS dashboard URL.
- In the constructor open Integrations → find the YCLIENTS card → Connect.
- Fill in Partner token and Branch ID. If you need client lookup, client bookings or rescheduling, also enter the admin login and password.
- Save the connection and click Test connection. It fetches the branch details and, when a login and password are set, also signs in.
Available operations
| Operation | What it does |
|---|---|
| List services | Online-booking services: ID, title, price from/to, duration. Can be filtered by staff member |
| List staff | Online-booking staff: ID, name, specialization, rating. Can be filtered by service and time |
| Available dates | Dates that still have free time, for a service and staff member |
| Available times | Free slots on the chosen date; without a staff member — with anyone available |
| Create booking | Checks the slot and books the client (name, phone, email, comment). Returns the booking ID and hash |
| Cancel booking | Cancels a booking by its ID and hash |
| Find client by phone | Looks the client up in the branch base: ID, name, phone, email. Requires login and password |
| Create client | Adds a client to the branch base. Requires login and password |
| Client's upcoming bookings | The client's bookings from today on (up to 20): date, services, staff member. Requires login and password |
| Reschedule booking | Changes the time of an existing booking, keeping its services and staff member. Requires login and password |
Limitations
- Online-booking operations only see services and staff that are open for online booking in the branch settings.
- One connection works with one branch. For a chain, create a connection per branch.
- YCLIENTS limits the API request rate. Don't call the lists in a loop — keep the result in variables.
- Dates and times use ISO 8601. To create a booking, use the
datetimefield from the «Available times» result.
Notes
A typical booking flow: «List services» → «Available times» for the chosen date → «Create booking». The bot wizard already wires these three steps up as AI dialog tools.
Store
record_idandrecord_hashfrom «Create booking» in client variables — the bot needs them to cancel the booking.
Botconsole exchanges the login and password for a YCLIENTS user token itself and stores it encrypted. If you change the login in the connection, a new token is obtained.
