BookingKoala

Create a new lead record in BookingKoala's leads module — useful for capturing prospects from your website, ads, or CRM before they become booked customers.

Create a new service booking in BookingKoala for a given customer, service type, date, and provider — programmatically placing jobs on the schedule without using the booking form.

Update the status, date, provider, or notes on an existing booking — allowing agents to reschedule, reassign, or annotate jobs in response to external events.

Retrieve full details of a specific booking — service type, scheduled date, provider, customer, status, and notes — for use in downstream actions or reporting.

Retrieve a filtered list of bookings by date range, status, or provider — used by agents to compile daily schedules, generate reports, or identify bookings needing attention.

Create a new customer record in BookingKoala — syncing customers from external CRMs, ad platforms, or sign-up forms into the booking system automatically.

Retrieve a customer's full profile — contact details, address, service history, and account status — to enrich downstream workflows or CRM records.

Update an existing customer's contact details, address, preferences, or notes in BookingKoala — keeping the booking system in sync with your CRM or customer database.

Trigger a charge attempt on an outstanding BookingKoala invoice — useful for automating payment collection after service delivery or after a failed payment retry.

Update an invoice's line items, due date, discount, or status in BookingKoala — enabling agents to apply adjustments, corrections, or promotional credits without opening the dashboard.

Retrieve a specific invoice's details — amount, status, line items, and payment history — for use in finance reconciliation, reporting, or customer communication.

Retrieve the list of active providers (cleaners, walkers, technicians) in BookingKoala — used by agents to check availability, route new bookings, or generate payroll summaries.

Retrieve a specific quote's details — services, price estimate, customer, and status — to trigger follow-up actions when a quote is pending or accepted.

Retrieve a service rating left by a customer — score, comment, booking reference, and provider — to drive quality monitoring and reputation management workflows.

Fires within about a minute when a new booking is submitted through BookingKoala — whether from the online form, the customer portal, or a manual entry by the dispatcher.

Fires within about a minute when a booking is marked as completed — signaling that the service has been delivered and downstream billing and satisfaction workflows can begin.

Fires within about a minute when a booking is cancelled — allowing agents to re-open the slot, notify the provider, apply a cancellation fee, and trigger a win-back sequence.

Fires within about a minute when a booking payment is successfully collected — triggering receipt generation, accounting sync, and revenue reporting workflows.

Fires within about a minute when a new customer account is created in BookingKoala — whether via the booking form, a manual entry, or a provider referral.

Fires within about a minute when a customer leaves a rating after a completed booking — allowing agents to respond to feedback, reward providers, and manage public reputation in real time.

Fires within about a minute when a new service quote is created in BookingKoala — triggering sales follow-up, CRM sync, and conversion tracking workflows.

Fires within about a minute when a payment attempt for a booking fails — allowing agents to notify the customer, retry with a fallback, and prevent the job from being delivered on an unpaid booking.