Yclients

Find open slots in the staff schedule while they still sell

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

How the agent works with YCLIENTS

The agent works with the Yclients API in the scope of a single branch: its number takes part in every request, and every figure belongs to that branch. It reads appointments and visit history, clients, services and categories, staff with their schedules, open slots, goods and warehouses, financial transactions, loyalty and analytics. An open slot is counted not from a blank space in the grid but from the specialist's schedule and the duration of the service — otherwise a slot looks sellable and never sells.

An appointment and a visit are different things in a salon: the appointment stays in the schedule even when the client never showed up, and staff utilisation counted from appointments always looks better than the real one. The agent leans on the visit status and on the payment. Revenue is taken not from the price of services in the appointments either, but from financial transactions and Z-reports day by day: discounts, gift cards, packages and deposits shift the amount, and only the till adds up.

For writes the agent creates and reschedules appointments, adds clients and goods operations — as far as the system user's permissions reach, no wider. Before creating one it checks whether the specialist's slot is free and looks the client up by phone so a second copy does not appear in the base. Rescheduling and cancelling touch a live person with a reminder on their phone, so the agent names who is being moved and to when, and waits for confirmation.

Access is assembled from two tokens: the partner one opens only public methods, while branch data — appointments, clients, finances — is returned by the partner and user pair together with the branch number. The Yclients request rate is low, so the agent does not run the schedule in circles and picks periods deliberately. If a method is closed by the system user's permissions or there were no appointments in the period, it says so directly instead of showing an empty table.

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.

Utilisation and average bill per specialist

The agent groups the visits that actually happened by specialist: hours booked in the schedule, the services they do most often and the average bill each one lands.

Booking and moving a client

The agent looks the client up by phone, checks the specialist's slot is free and creates or reschedules the appointment, naming who is moved and to when and waiting for your go-ahead.

YCLIENTS examples

YCLIENTS
Frozen chats — click a question
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?

How to connect

Before you connect

  • Administrator rights for the branch in YCLIENTS
  • An active branch in the account: the tokens are issued for it
  1. 1

    Open the YCLIENTS developer portal

    Sign in to YCLIENTS as the user who manages the branch and open yclients.com/appstore/developers. Only the user who created it sees the keys.

  2. 2

    In Account settings copy the API key

    In the developer portal open «Настройки аккаунта» and copy the API key — this is the partner token. Without it the API rejects even public methods.

  3. 3

    In My applications create an app

    In «Мои приложения» create an application, then in its «Доступ к API» section tick the system user's rights — clients, records, services.

  4. 4

    Grab the User token and the branch number

    Once the app is created, the “User token” field appears in the same section — copy it. The branch ID is the number in the branch dashboard's address bar.

FAQ

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.

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

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.

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.

Related integrations

Category
CRM
Connection
API key
Documentation
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