Booklee

Read and pin the current form revision, staff identity and location date in a signed start token. Form collections are returned as descriptors; use get_started_consultation with this token to read every pinned question and option. No consultation record is written until submission. Ask for real client answers and signatures; never fabricate signatures.

begin_consultation

Book for the connected account using current public catalog prices and booking rules. Employee selection is subject to availability. Requires a stable operation ID; reuse it for retries. A booking may remain pending business confirmation.

book_appointment

Browse active public locations with category, area, price and rating filters. Distance filters use the supplied coordinates. No sign-in is needed.

list_locations

List a page of public service categories used to discover Booklee locations. Follow pagination.hasMore to browse later pages. Expense categories and internal settings are excluded.

list_service_categories

Cancel an appointment belonging to the connected customer account. The booking is retained as cancelled, and normal notifications apply. Reuse the operation ID on retries.

cancel_my_appointment

Cancel a booking or reject a pending request in a delegated location. This retains the appointment and follows normal reason, financial, completed-appointment and notification rules.

cancel_business_appointment

Read cancellation reason settings at one delegated location using its existing feature and role permissions.

get_location_cancellation_settings

Update a business appointment's client attribution under existing invoice tender, promo, package and completed-appointment guards. Reuse the same operation ID; an uncertain result must be reviewed before another mutation.

update_appointment_client

Administrator-only account handoff. Changes the owner's login email, revokes their sessions and social credentials, deactivates access, and emails password setup. Requires explicit owner-email delegation and selection of this organization, including for platform-wide administrators. A retry must reuse the operation ID; uncertain outcomes require reconciliation.

change_organization_owner_email

Quote a promo code for the connected customer against current catalog prices. Returns the fingerprint required when booking the same selection. Existing anti-abuse rate limits apply.

quote_booking_promo_code

Read daily booking slots under the connected account's existing booking rules. Customer accounts can query bookable locations; staff accounts retain their current assigned business restrictions. A slot is advisory and booking rechecks capacity.

get_booking_availability

Delete the connected account's saved searches.

clear_my_search_history

Start a shift for an employee at a delegated location. Requires a stable operation ID; reuse it for retries.

clock_in_employee

Clock out an open shift in the delegated location using the existing timesheet calculations. Requires a stable operation ID; reuse it for retries.

clock_out_employee

Mark an eligible appointment completed and update its existing history and treatment snapshots. Requires delegated location access and a stable operation ID.

complete_business_appointment

Confirm a pending or rescheduled booking and send the existing notifications. Requires delegated location access and a stable operation ID.

confirm_business_appointment

Confirm a count at its expected version and post resulting stock changes. Reuse the idempotency key for retries.

confirm_inventory_count

Open Booklee's integration settings to start or renew QuickBooks authorization as the owner. The provider authorization and callback finish in the browser.

get_quickbooks_connection_link

Send a sales enquiry to Booklee and an acknowledgement to the connected account's email. Requires explicit contact delegation; no other recipient can be supplied. Reuse the operation ID for retries.

contact_booklee_sales

Count pending requests at one delegated location using current manager employee/service and staff location restrictions.

count_pending_business_appointments

Create an open POS invoice for a walk-in or existing customer using the existing guarded invoice-number allocation. Reuse the idempotency key for retries.

create_pos_invoice

Create a tax category for a delegated location. Requires a stable operation ID; reuse it for retries.

create_pos_tax_category

Create a staff booking or recurring series for a client at a delegated location. Existing catalog, price, employee, package and recurrence rules apply. The organization is derived from the location. Reuse the operation ID on retries.

create_business_appointment

Create a location in a delegated organization using the current owner or administrator workflow, including clinic rooms and invoice number code validation. The new location requires consent before subsequent management.

create_location

Create a note at one delegated location, authored by the authenticated user. Reuse the operation ID for retries.

create_calendar_note

Create a clinic room at one delegated clinic location using the current services permission and scoped catalog reference checks. This changes the clinic catalog; reuse the operation ID on retries.

create_clinic_room

Create a clinic treatment at one delegated clinic location using the current services permission and scoped catalog reference checks. This changes the clinic catalog; reuse the operation ID on retries.

create_treatment

Create a custom location service at one delegated location under existing ownership, feature and revision checks. Reuse the operation ID on retries.

create_custom_location_service

Create a service or expense category in the platform catalog. Service image constraints are preserved; expense categories cannot have images.

create_global_category

Create a package using scoped service or treatment identities. Current packages permission and catalog reference checks apply.

create_package

Create a treatment category at one delegated clinic location using the current services permission and scoped catalog reference checks. This changes the clinic catalog; reuse the operation ID on retries.

create_treatment_category

Record an expense using the current currency snapshot and accounting sync rules. Select a delegated location, or null for an organization-wide expense with delegation for all locations. Requires a stable operation ID; reuse it for retries.

create_expense

Create a product and optional opening stock. Requires current product, adjustment and cost permissions when applicable. Reuse the idempotency key for retries.

create_inventory_product

Create a promotional voucher with date, discount, service, customer and staff eligibility rules. Existing linked entity validation remains enforced. Requires a stable operation ID.

create_location_promo_voucher

Record a completed manual shift and breaks under the current employee-management permission. Overlap and payroll rules still apply. Reuse the operation ID for retries.

create_manual_timesheet

Create an organization owned by the connected owner or administrator account. Existing duplicate-owner and invoice-numbering activation safeguards apply. New business targets require renewed consent before management.

create_organization

Create a client at one delegated location. Existing matching phone/email identity may merge into that location's existing client. The organization and discount currency are resolved by the server. Returns status and client identity; read full details and collections with get_client.

create_client

Publish a new template or revision with optimistic revision checks. Requires all affected organization locations delegated. Existing completed consultation snapshots remain immutable.

save_consultation_template

Build a draft payroll run from approved shift earning evidence and existing payroll calculations. Currency and source-claim guards remain enforced. Requires a stable operation ID; reuse it for retries.

create_payroll_run

Deactivate a client at the client's delegated location. Current clients permission and all domain validations apply. Reuse the operation ID for retries. Returned client profiles contain identity only; read full details and collections with get_client.

delete_client