Connect Claude & ChatGPT to EasyPractice

38 tools for EasyPractice

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• create_bookingChanges dataCreate a booking in a calendar. For a client appointment use type client_booking with client_id and products. Can send confirmation and reminder emails or SMS to the client if you set those flags.
• create_calendar_pauseChanges dataAdd a pause (break) to a calendar on a weekday or date, with start and end time.
• create_clientChanges dataCreate a client with name and optional email, phone, address, CPR, tags and custom fields. Search first to avoid duplicates.
• create_client_journalChanges dataWrite a new journal entry for a client with date and content. A locked entry can no longer be changed or deleted.
• create_client_tagChanges dataCreate a new client tag.
• delete_bookingDeletesDelete a booking. This cannot be undone.
• delete_calendar_pauseDeletesDelete a pause from a calendar.
• delete_clientDeletesDelete a client and all their bookings, journals and messages. This cannot be undone.
• get_account_userGet the logged-in EasyPractice user and account details.
• get_bookingGet one booking by ID with time, calendar, client, services and notes.
• get_calendarGet one calendar by ID.
• get_clientGet one client by ID with contact details, tags, notes and custom fields.
• get_client_journalGet one journal entry for a client.
• get_opening_timesGet the opening times for each weekday in a calendar.
• get_serviceGet one service by ID.
• list_addonsList addons that can be attached to services in a booking.
• list_available_datesList dates with free online-booking times between two dates for the given service IDs.
• list_available_timesList free online-booking times on a date for the given service IDs, optionally in one calendar. Use before creating a booking.
• list_bookingsList bookings, filtered by date range (start, end), client_id, calendar_id, product_id, employee_id or status. Paged with page and page_size.
• list_calendar_pausesList pauses (breaks) in a calendar.
• list_calendarsList your calendars. You need a calendar ID to create bookings.
• list_client_custom_fieldsList the custom client fields and their identifiers, for use when creating or updating clients.
• list_client_journal_filesList the files attached to a client's journal.
• list_client_journalsList a client's journal entries, optionally only locked, favourite or draft entries, sorted by date.
• list_client_tagsList client tags used to group clients.
• list_client_vouchersList client vouchers (klippekort), filtered by client, active or VAT.
• list_easypay_paymentsList EasyPay online payments, filtered by status (reserved, charged, paid, refunded and more).
• list_easypay_transfersList EasyPay payouts to your bank account.
• list_employeesList employees on the account.
• list_invoicesList invoices, filtered by invoice number, client_id, paid or unpaid. Use to find unpaid invoices.
• list_service_groupsList service groups.
• list_servicesList your services (treatments) with prices and durations, optionally by service group.
• mark_invoice_paidVisible to othersRegister a payment on an invoice with date, payment type, amount and currency, marking it as paid.
• search_clientsList clients, filtered by email, CPR, tag, active or inactive, and sorted by name, created or updated date. Paged with page and page_size.
• send_invoiceVisible to othersEmail an invoice to an address with your subject and text, optionally with the PDF attached. This sends a real email.
• update_bookingChanges dataMove or change a booking: time, calendar, employee, status, notes or services. Only the fields you pass change.
• update_clientChanges dataUpdate a client. Name is required; pass the other fields you want to change.
• update_client_journalChanges dataUpdate a journal entry. Pass date and content; fields you leave out are set to empty.

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