The API mirrors the web app, with the same permissions: an organization's bookings are its admins' only, and what an account can't do on the web it can't do here.
Account
The account behind the key, and its plan.
- The account, its plan and counts
- The current plan
- Cancel the plan at the end of the billing period
Kards
Digital business cards, addressed by share_link.
- Every kard the account owns, newest first
- Create a kard
- One kard in full
- Update a kard
- Delete a kard and everything under it
Analytics
Visits, devices, sources and contacts, per kard and per account.
- Visits and contacts for every kard the account owns
- One kard's performance
People who sent their details through a kard (leads).
- Contacts across all the account's kards, newest first
- One kard's contacts
- Add a lead by hand
- One kard's contacts as a CSV file
- One contact
- Update a contact
- Delete a contact
Events
Named lead-capture buckets, such as a trade fair; contacts can carry an event_id.
- A kard's events
- Create an event
- One event
- Update an event
- Delete an event (its contacts stay, detached)
Documents
Files on a kard, each with a stable public URL and QR code, and an optional custom landing page.
- A kard's documents
- Upload a document
- One document
- Rename a document or change its slug
- Delete a document
- Replace a document's file, keeping its slug, URL and QR code
- A document's landing page
- Save the landing page's draft (and publish it with `publish`)
- Publish the landing page's draft
- Take the landing page down (the QR opens the file again; the draft stays)
QR code
The kard's QR code design, logo and image.
- The kard's QR design and image URLs
- Restyle the QR code, set or remove its logo, or reset it
- Re-render the stored QR image
Custom design
The kard's own HTML page, with drafts, publishing, history, checkpoints and templates.
- The kard's custom HTML page
- Save the draft (and publish it with `publish`)
- Publish the draft as the kard's page
- Return to the standard layout (the draft stays)
- The last 50 versions of the design
- Make an earlier version the draft (nothing goes live until publish)
- Name the current draft as a safety point (up to 25)
- The built-in templates
- Make a template the draft (the previous draft stays in the history)
Organizations
Organizations where the account is an admin.
- The account's organizations, with its role in each
- One organization (admins only)
- Configure an organization (admins only)
- Every kard in an organization (admins only)
Bookmarks
Other kards this account saved.
- Kards this account saved, newest first
- Bookmark any public kard
- Remove a bookmark
Bookings
The booking calendars this account manages, and what can be booked from a kard.
- Bookings across every calendar the account manages, earliest first
- What can be booked from a kard
- Open times for a visit, by local date
- Bookings of the calendar behind a kard
- Book like the front desk
- One booking
- Move a booking, or change its status
Calendar
The booking calendar behind the kards: appointments, meetings, clients and the front desk. A key does in Calendar exactly what its person can do on the web, on the same roles (admin, front desk, staff); a calendar it has no role on answers 404, like one that doesn't exist.
- The calendars this account works in, with its role on each
- One calendar, with its team, features and menu
- The desk's day or week
- Free times for a visit, or for moving a booking
- Why a time isn't free, person by person
- The calendar's bookings, earliest first
- Book like the front desk, or add a walk-in
- One booking, as the desk's booking sheet shows it
- Change the team's note on a booking
- Mark a visit arrived
- Mark a visit completed
- Mark a no-show
- Undo arrived, completed or no-show
- Approve a request
- Decline a request
- Cancel a booking, as the business
- Move a booking to a new time or person
- Make a visit longer or shorter
- Mark a booking confirmed
- Mark a visit paid, or change what was recorded
- Mark a visit not paid after all
- Mark the client's advance received
- Mark the advance not received after all
- Say whether a cancelled visit's advance was refunded or kept
- Forget whether the advance was refunded or kept
- The calendar's clients, or a search
- Add a client
- The clients as a CSV file
- One client, as the client's page shows them
- Change a client
- Merge a possible duplicate onto the older record
- Unlink a possible duplicate (not the same person)
- What was marked paid over a range of days
- The paid visits as a CSV file
- Blocked time and closures over a range of days
- Block time for one person, or close the whole business
- Remove blocked time or a closure
Calendar setup
Set a calendar up and keep it right: the kind of business and its settings, the menu, the team with their hours and time off, single-use booking links, who signs in, webhooks, importing a price list or clients, and syncing with Google Calendar or Outlook. Mostly for the calendar's admins.
- Set a calendar up, with the setup wizard's choices
- The kinds of business a calendar can be, with their starter menus
- The calendar's settings
- Change the calendar's settings
- Everything for sharing the booking page
- A new private feed link for the whole calendar
- Single-use booking links, newest first
- Make a single-use booking link
- Delete a single-use booking link
- The menu, in order
- Add something to the menu
- One offering, with its bookings so far
- Change an offering, or switch it off or on
- Delete an offering that was never booked
- Move an offering up or down within its category
- Price-list imports, and whether one can start now
- Send a price list to be read
- One price-list import, with its rows once read
- Discard a price-list import
- Add a read price list to the menu
- The photo or PDF of a price list
- Read a price list again after the reading service failed
- The team, in order, and team Kards not on it yet
- Add someone to the team
- One team member, as their page shows them
- Change a team member, or switch them off or on
- Take someone off the team
- Move someone up or down the team
- A team member's weekly hours
- Change a team member's weekly hours
- A team member's upcoming special days
- Set different hours on one date, or a day off
- Put a date back to the usual hours
- A team member's upcoming time off, breaks and blocked time
- Add time off, a break or blocked time for a team member
- Remove a team member's time off, break or blocked time
- A new private "My day" link for a team member
- A new private calendar-feed link for a team member
- Who signs in to the calendar
- Remove a front-desk or staff login's access
- Open front-desk and staff invitations
- Invite someone to sign in, as front desk or as a team member
- Cancel an open invitation
- Send an open invitation again
- Webhook endpoints, and the events they can get
- Add a webhook endpoint
- Change a webhook endpoint, or switch it back on
- Remove a webhook endpoint
- Send a webhook endpoint a test event
- Give a webhook endpoint a new signing secret
- Where clients can be imported from
- Import clients from a spreadsheet or the Kards' contacts, or preview it
- The key's own Google Calendar or Outlook connection
- Choose the calendars to check, and where bookings go
- Disconnect Google Calendar or Outlook
- Add upcoming bookings that aren't in the synced calendar yet