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Yclients

Connect Yclients to the AI agent: appointments, clients, services, staff and the schedule

Connect Yclients to the AI agent: appointments, clients, services, staff and the schedule. The agent finds open slots and customers who stopped coming.

Documentation
CRMAPI key
Сколько окон у мастеров на неделе?

63 свободных слота до воскресенья — примерно 189 тыс ₽ незанятого времени.

  • вторник и среда до обеда пустые почти у всех: 28 слотов
  • у колориста окна только вечером, у маникюра — 19 слотов подряд в четверг

Подобрать клиентов, которые давно не были, под эти окна?

Integration scenarios

Open slots in the staff schedule

The agent pulls appointments for the week ahead and shows the free slots per specialist that are still sellable.

Clients who stopped coming

The agent goes through the client base and finds those who have been away longer than usual, with the services and amounts of their last visits.

Branch revenue and Z-report

The agent reconciles financial transactions and Z-reports day by day and shows what the branch revenue for the period was made of.

Salon stock levels

The agent checks branch warehouses and goods transactions and shows which cosmetics are running out and what is written off faster than it sells.

How to connect

1

Open the YCLIENTS developer cabinet

Sign in to YCLIENTS as the user who manages the branch and open yclients.com/appstore/developers. The cabinet is visible only to the user who created it — another account will not see the keys.

2

Copy the partner API key

In the developer cabinet open «Настройки аккаунта» (Account settings) and copy the API key — this is the partner token, a hash string. Without it the API rejects every request, even public methods.

3

Create an app and tick its access rights

In «Мои приложения» (My apps) create an application, then in its «Доступ к API» (API access) section tick the system user's rights — clients, records, services. Unticked rights are not granted; publishing the app is not required.

4

Grab the User token and the branch number

Once the app is created, the «User token» field appears in the same «Доступ к API» section — copy it. The branch ID is the number in the branch cabinet's address bar: that is the company_id.

What the agent does in the first 10 minutes

  • Collects the coming week's bookings and shows the gaps in staff schedules you can still sell
  • Pulls up clients who have not returned for longer than usual, with the services and totals of their last visits
  • Sends a morning branch digest: today's bookings, free slots and staff with no load

FAQ

How do I connect Yclients?

With tokens from the developer account at yclients.com/appstore/developers: the partner token from Account settings is required, plus an optional user token from the API access section of your application and the branch ID, the number in the address bar of your account.

What does the agent see in Yclients?

Appointments and visit history, clients, services and categories, staff and the schedule, open slots, goods and warehouses, financial transactions, loyalty and branch analytics.

Does the agent write to Yclients?

It can: create and reschedule appointments, add clients and goods operations. How much it may write is set by the permissions of the system user marked in the API access section.

Why do I need a user token and a branch number?

The partner token opens only public methods. Branch data, appointments, clients and finances, is returned by the partner and user token pair, while company_id states which branch is meant.

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