Documentation

This is the API documentation for MakePlans. MakePlans is an online booking application with support for appointments, classes and events. For more information about the application and its features see makeplans.com. All features in MakePlans are available via the API.

General Information:

• Get started
• Base API URL
• Versioning
• Data formats
• Date handling
• Custom data
• Authentication
• Identification
• Rate limiting
• Errors
• Pagination
• Examples
• Synchronisation
• API libraries
• Webhooks

API Endpoints:

• Slots
• Bookings
• People
• Services
• Events
• Resources
• Resource exception dates
• Providers
• Categories
• Webhooks
• Users
• Account

Get started

1. Read this documentation.

2. Sign up for a trial account in our test environment

3. Go to Setup -> Integrations -> API. Enable the API and get the API-key.

4. Profit.

When your integration is ready to be released you can sign up for a real account.

Limitations of the test environment:

• SMS reminders are not triggered.
• Very low SMS quota.
• Requests may run slower.
• Bugs may occur during roll out of new features to be tested.
• Lower uptime.
• All financial transactions such as Stripe are performed in their respective test/sandbox environment. Other integrations are performed against real production accounts unless the integration offers a test environment.

Public and private API

If you are planning to integrate directly from your application to MakePlans or need to modify information in MakePlans then you must use the private API. This API requires authentication with an API-key and should not be done publicly (on a website).

The public API is available for simple read-only operations. This is useful if you want to present information from MakePlans on your website using JavaScript. Because these operations are done on a public website you can not authenticate using your API-key. With the public API you can fetch a list of services, available timeslots and initialize the booking process.

All requests are done over HTTPS. Each object in MakePlans has its own endpoints.

Base API URL

Private API

The base URL is https://youraccount.makeplans.com/api/ for production apps and https://youraccount.test.makeplans.net/api/ for test apps.

Versioning

The current version of the API is version 1. The versioning scheme is as follows: /api/v{version_number}/. All paths in the rest of the document uses /api/v1/ as base path.

See the API changelog for improvements and changes.

Public API

The base URL is your account booking site such as https://youraccount.makeplans.com/. There is no versioning. Only the latest version of the API is available.

Only read-only operations such as list and show are available with the public API. If you need to modify any data please use the private API.

Data formats

The API supports JSON for input and output. In addition you can specify input using form data.

The format of the output data is provided as is and the reference is this document.

All data is UTF-8.

All examples and object attributes in this documentation are JSON. They are lowercase and use underscore as separator.

Output

To specify JSON as output use HTTP-header Accept: application/json. Output can also be defined by using extension in the path: /resources.json but it is recommended to use /resources and specify output format in the HTTP-header. Multiple items are returned as an array.

Input

To specify JSON as input use HTTP-header Content-Type: application/json. The body must be JSON-formatted and include the object with required attributes.

To use normal form data specify HTTP-header application/x-www-form-urlencoded. Form values should be sent like this: resource[title]=Unicorn. To specify array values use: selected_resources[]=1337&selected_resources[]=555. The same applies when doing a GET request with URL parameters.

Date handling

All dates are specified in the ISO 8601 format. Time zone is included in the output and specified by the account. It is not necessary to specify time zone in the input as the account time zone will be used as default. The output will give a full ISO 8601 date format with time zone: YYYY-MM-DDThh:mm:ssTZD. For input we recommend that you do not specify time zone unless needed and omit seconds: YYYY-MM-DD hh:mm.

Custom data

Custom data is stored as key/value. All values are stored as strings but we do convert boolean values and values from keys ending in _at to datetime at output. Custom data can be added to booking, person, service, resource and event. If you are using our standard booking site and would like to store custom data to a new booking please see the custom forms documentation for details on how to customise the booking form.

Warning: Custom data is stored as one attribute. All keys and values must be present when updating. If a booking has stored custom_data as makeplans_is=awesome and you want to add signup=now then you need to include both makeplans_is and signup with their values.

Authentication

Only the private API requires authentication. If you intend to use the API on a website please use the public API which does not require authenticaiton.

Use your account API-Key to authenticate with the MakePlans API. First enable the API on the account and you will find the API-Key in the account settings.

Send the API-Key as a Bearer token using the HTTP Authorization header.

Example: Authorization: Bearer APIKEY

Deprecated: For Basic Auth use the API-Key as username and empty password.

If your application is installable by end-users you should use oAuth. However we do not yet support oAuth so please contact us if this is something you require.

Identification

You must include a User-Agent HTTP-header with the name of your application or your website so we can get in touch in case you're doing something wrong (so we may warn you before you're blocked) or something awesome (so we may congratulate you). Example: User-Agent: YourAppName or User-Agent: example.org.

Rate limiting

We do various forms of rate limiting. See details for HTTP status code 429.

Errors

4xx HTTP status codes means you made a mistake and you need to adjust your request.

400 - Bad Request

API usage error. This means you did something wrong and there should be a message in the body that explains it. Error message is related to specified resource. Fix it and try again.

Example response:

{
  "title": [
  "is a required field. Cannot be empty"
  ]
}

401 - Unauthorized

Authentication error. Response body will give explanation if there is authorisation issue or if the API is not enabled.

402 - Payment Required

Please pay your bill.

403 - Forbidden

Authorization error. If you are authenticated but lack permissions.

404 - Not Found

Obviously incorrect paths (/cats) returns 404. However, even though cool URIs should not change, previously available objects, lets say /resources/666, might have been deleted and thus return a 404 when requested. In most cases deleted resources will be returned and have a booking state or a flag that indicate that the resource is inactive or deleted.

429 - Too Many Requests

You can perform up to 80 requests per 20 second period from the same IP address. If you exceed this limit, you'll get a 429 Too Many Requests response for subsequent requests. Check the Retry-After HTTP-header to see how many seconds to wait before retrying the request.

5xx - Server error

System errors (aka we screwed up) returns 5xx HTTP status codes without any detailed information. We log all system errors, but please contact us if you get this response.

{
  "error": "system error"
}

Pagination

Maximum 50 items are returned per response for all endpoints except bookings which returns 750. Specify page with parameter page. Pagination is used for: bookings, events, people and resource exception dates. All other objects return all available items. Please note that currently there is no way to specify exact part of the dataset. Thus an item might appear in both page 2 and 3 if the complete dataset for the query has changed.

RFC 8288 is used for pagination linking. You will find URLs for first, prev, next and last pages in the Link HTTP Header. In addition metadata is added in the following HTTP Headers: Current-Page, Page-Items, Total-Count, Total-Pages.

Example request and response

curl -u APIKEY: \
-H 'User-Agent: YourAppName' \
-H 'Accept: application/json' \
https://youraccount.test.makeplans.net/api/v1/services

To create something you have to make a POST:

curl -u APIKEY: \
-H 'User-Agent: YourAppName' \
-H 'Accept: application/json' \
-d 'service[title]=My new service!&service[interval]=40' \
-X POST \
https://youraccount.test.makeplans.net/api/v1/services

More examples.

Synchronisation

Synchronising data is hard. Please ensure you test before releasing to production. First pick either MakePlans or the other system as a master. If the other system is chosen as a master then we recommend enabling the 'confirmation by administrator' setting for bookings. The synchronisation should then retrieve unprocessed bookings and process them (confirm/decline). This will ensure you can handle any changes occurred in the other system since the last synchronisation with MakePlans. New unprocessed bookings must be processed often (every 1-5 minutes) to ensure confirmations are sent out quickly to the end-user after requesting a new reservation.

NEVER delete any data in MakePlans to make it easier to adapt to the other system. MakePlans is a customer facing booking application. End-users (stored as people) can change and cancel bookings, thus any modifications or destruction of core data should not occur. Bookings are stored with a history (log) and there is a link between a person and bookings. MakePlans make use of this data and all this data must be kept to ensure the booking process in MakePlans works as expected for the end-user.

Expect all booking and person data to be changed at any time. All changes for an object will result in a updated attribute updated_at.

We recommend storing a timestamp retrieved from the more recently updated item from updated_at. When the synchronisation is performed again this timestamp can be used to fetch any changes on the updated_at attribute for the object you want to retrieve (e.g. the parameter since for bookings).

API libraries

MakePlans does not officially support API libraries but they might be useful for you. Please note that these projects are not made by MakePlans but made publicly available by other developers who have used the MakePlans API. Any questions should be made directly to the responsible developers. If you find any errors or areas of improvement please make a pull request to improve the project.

• NodeJS by Mable.
• CakePHP by Pollenizer.
• Go by drewwells.

A big thanks to everyone who has contributed to these libraries!

Webhooks

A webhook is simply a user-defined callback in the form of an HTTP POST which is invoked when something happens. So for example whenever a new booking is created in MakePlans we can send a POST request to the URL you specify. The response will include data about the modified object.

Payload

Name	Type	Description
event	String	Type of event
idempotency_id	String	Unique id for this webhook
generated_at	String	When the event was initialized
performed_by	Object	Info of the user who performed the event
data	Object	Related object for event type

Data payload

object	String	Type of object
id	Integer	Id of the object
*object_type*	Object	Payload of the object

Deprecated attributes

The attributes in the data payload, 'object', 'id', and 'object_type', is also included in the root payload due to legacy reasons. Please use the data attribute. The legacy attributes will be removed in the future.

Supported events

• booking.cancelled
• booking.confirmed
• booking.created
• booking.declined
• booking.deleted
• booking.modified
• booking.verified
• event.created
• event.deleted
• event.modified
• message.processed
• person.created
• person.deleted
• person.modified

Wildcard usage

You can use wildcard to trigger all or grouped events: * or booking.*

Security

Verify payload signature

We include a X-MakePlans-Signature header in the webhook request. Use this to verify the request body to ensure the request is from MakePlans and signed with your account secret. The header includes details about the signature and the signature itself. We use HMAC SHA-256 to compute this signature.

Example: X-MakePlans-Signature:sha256=5257a869e7ecebeda32affa62cdca3fa51cad7e77a0e56ff536d0ce8e108d8bd.

Authentication

You can add HTTP Basic Auth credentials or a parameter secret to the webhook URL.

Retries

We will retry after any 4xx or 5xx http status response. Maximum retries are 5. The timeout is set to 10 seconds.

API Endpoints

Slots

Slots are not physical objects in MakePlans. It is a virtual representation of available times based on attributes from resources and services as well as various settings. So if a resource is open 8am to 4pm and selected service has interval of 60 minutes, slots will return an array of all time intervals (8am-9am, 9am-10am etc.) and indicate which resources are available.

Slots are meant for listing available times on the MakePlans booking page. You can however make bookings at any time and with any length - as long as the resource is available off course.

Attributes

Name	Type	Description
timestamp	DateTime	Start
timestamp_end	DateTime	End
formatted_timestamp	String	Localised human readable format
formatted_timestamp_end	String	Localised human readable format
free	Integer	Free capacity
available_resources	Array	Ids of resources with availability
maximum_capacity	Integer	The maximum capacity of the available resources

Listing

GET /services/{service_id}/slots will return slots for specified service.

Response

[
  {
    "slot": {
      "timestamp": "2013-03-08T10:00:00+00:00",
      "timestamp_end": "2013-03-08T10:15:00+00:00",
      "formatted_timestamp": "Friday, March  8, 2013, 10:00 AM",
      "formatted_timestamp_end": "Friday, March  8, 2013, 10:15 AM",
      "free": 1,
      "available_resources": [
        1,2
      ],
      "maximum_capacity": 2
    }
  }
]

Query Parameters

Name	Type	Description
from	Date	Default: today
to	Date	Default: today
selected_resources	Array	Default: all active providers.

Next available date

GET /services/{service_id}/next_available_date will return the next available date within 30 days with a free slot.

Response

[
  {
    "available_date": "2016-02-20"
  }
]

Query Parameters

Name	Type	Description
from	Date	Default: today.
selected_resources	Array	Default: all active providers.

Available dates

GET /services/{service_id}/available_dates will return the available dates for the rest of the current month.

Response

[
  {
    "available_date": {
      "date": "2021-04-01"
    }
  },
  {
    "available_date": {
      "date": "2021-04-04"
    }
  }
]

Query Parameters

Name	Type	Description
from	Date	Default: today.
to	Date	Default: rest of the month.
selected_resources	Array	Default: all active providers.

Bookings

Attributes

Name	Type	Description
id	Integer	Automatically set
created_by	DateTime	Automatically set
updated_by	DateTime	Automatically set
service_id	Integer	Not required
event_id	Integer	Not required
resource_id	Integer	Required
person_id	Integer	Not required
booked_from	Datetime	Required
booked_to	Datetime	Required
expires_at	Datetime	Not required
title	String	Not required
notes	Text	Not required
reminder_at	DateTime	Not required
reminded_at	DateTime	Not required
paid_at	DateTime	Not required
external_id	String	Not required
google_order_number	String	Not required
custom_data	Array	Not required
state	String	Automatically set. See states
active	Boolean	Automatically set
count	Integer	Default: 1
collection_id	UUID	Automatically set for recurring bookings.
status	String	Default: null. See statuses.
person_attributes	Object	See person. Only for input.
person	Object	See person. Only for output.
resource	Object	See resource. Only for output.
service	Object	See service. Only for output.
event	Object	See event. Only for output.

States

• awaiting_verification
• verification_expired
• awaiting_payment
• awaiting_confirmation
• confirmed
• declined
• cancelled
• deleted

Statuses

• checked_in
• in_progress
• completed
• no_show

Normal state flow

The normal booking flow when a customer initiates a new booking starts with awaiting_verification. If verification is required MakePlans sends out email or SMS for the customer to verify. When successfully verified the state is updated to confirmed or awaiting_confirmation if reservations requires confirmation by administrator. For confirmation it is then updated to confirmed as normally if confirmed, and to declined if it is not confirmed.

Bookings that have been confirmed and then cancelled, either by customer or administrator, are set to cancelled.

Bookings that are deleted are set to deleted.

Active bookings

Bookings with states awaiting_verification, awaiting_payment, awaiting_confirmation or confirmed are considered to be active. Bookings with state awaiting_verification will be updated with state verification_expired after the current time passes expires_at. However updating states rely on automatic tasks so you must use the active attribute to check whether a booking is active or not. Only active bookings will be returned unless you specify: a booking by id, a specific state such as bookings that are awaiting confirmation, to return all bookings for a resource or dates, or for a person.

Listing

See query parameters for filtering the output beyond the default outputs.

GET /bookings will return all active bookings.

GET /bookings/recent will return all active bookings ordered based on updated_at.

GET /bookings/upcoming will return all active bookings from and including {date}.

GET /bookings/unconfirmed will return only unconfirmed bookings.

GET /bookings/all will return all bookings of all states (including declined, cancelled, deleted, and verification_expired). This is a useful output for syncronisation when you need to keep a track of deleted bookings.

GET /bookings/visible will return all active bookings as well as those declined or cancelled. This is the preferred output if you want to provide a list of all bookings for visual presentation.

Response

[
  {
    "booking": {
      "booked_from": "2012-09-29T07:00:00+02:00",
      "booked_to": "2012-09-29T08:00:00+02:00",
      "created_at": "2012-09-20T15:34:16+02:00",
      "custom_data": null,
      "count": 1,
      "expires_at": null,
      "external_id": null,
      "id": 1,
      "notes": "Very handsome customer",
      "person_id": 1,
      "resource_id": 1,
      "service_id": 1,
      "state": "confirmed",
      "status": null,
      "updated_at": "2012-09-20T15:34:16+02:00"
    }
  }
]

Query Parameters

Name	Type	Description
service_id	Integer or array of integers
event_id	Integer or array of integers
resource_id	Integer or array of integers
person_id	Integer or array of integers
external_id	String
start	DateTime	booked_from after param
end	DateTime	booked_to before param
since	DateTime	updated_at after param
collection_id	UUID
state	String or array of strings	See states
status	String or array of strings	See statuses

You can return bookings of multiple resources/services/events/people with an array.

Other Parameters

Name	Type	Description
extended	Boolean	Extend output with full data from related objects.

Get booking

GET /bookings/{booking_id} will get booking with id {booking_id}.

You can also find a booking with external_id:

GET /bookings/find_by/external_id/{external_id} will get booking with external_id {external_id}.

Add new booking

POST /bookings will create a new booking.

Bookings without person_id are shown as busy in the calendar.

Non-returning booking parameters

These parameters are part of booking: booking[public_booking].

Name	Type	Description
public_booking	Boolean	Restrict to normal public booking rules such as within opening hours, not able to book in the past or past specified allowed date in the future. Recommended for all customer facing booking applications (e.g. integration on website). Not recommended when synchronising with other calendar programs. Default: false.

Additional parameters

These parameters are part not of booking[]: confirm.

Outgoing messages requires person_id and service_id.

Default action for outgoing messages is according to the settings for booking verification. If email verification is enabled then all *_email messages will be triggered by default to the customer. To override please see parameters for each action below. For admin notification messages the default is based on the account settings. SMS reminders is based on account settings and uses a default value for the time unless specified.

Name	Type	Description
confirm	Boolean	If set to false then the 'initiate verification' event is executed. If verification is required the state will be set to `awaiting_verification`. If no verification is required then the state will be set to `awaiting_confirmation` or `confirmed`.
ignore_capacity	Boolean	Will force save the booking even though other bookings exists within the same time on the specified resource_id (double booking). Not applicable when `public_booking` is set to false (no double bookings allowed). Default: false.
add_reminder_sms	Boolean	Automatically adds `reminder_at` based on setting from account attribute `sms_reminder_time`. Default: at 12PM the day before the appointment.
add_messages	Boolean	Automatically generate messages based on message templates. (NOTE: Beta functionality available by invitation.)
verification_send_email	Boolean	Send out verification email. Only applicable when `confirm` is set to false.
verification_send_sms	Boolean	Send out verification SMS. Only applicable when `confirm` is set to false.
confirmation_send_email	Boolean	Send out confirmation email.
confirmation_send_sms	Boolean	Send out confirmation SMS.
notification_send_email	Boolean	Send out notification email to admin.
notification_send_sms	Boolean	Send out notification SMS to admin.
extended	Boolean	Extend output with full data from related objects.

Add new booking with new person

To add a new person along with a booking you must populate person_attributes with person attributes. Values will be matched to an existing person based on national id number, phone number or email (in that order).

Add recurring bookings

POST /bookings/recurring will create recurring bookings based on a pattern.

The recurrence format follows the iCalendar specification. The attributes for recurrence are: RRULE, RDATE, EXDATE. For an introduction and examples of these parameters see this section from the iCalendar specification.

In the iCalendar specification the recurrence is based on values in DTSTART and DTEND. This is set by booked_from and booked_to from booking.

All recurring bookings will except for booked_from and booked_to have the same attributes based on the specified parameters in booking.

All bookings created by the recurring pattern gets the same UUID in collection_id. As the collection name implies, and as is possible with the iCalendar specification, this is not necessarily only for recurrence (i.e. 9am-10am each Friday until December 1st) but also for multiple specific times (as can be specified with RDATE).

Only the collection_id is returned. No bookings are created at the time of request as they will be processed by the server in the background due to the volume of bookings that it is possible to create at one time. A successful response with a collection_id does in no way indicate that any bookings will be created. The first booking as defined in booking is however validated. If it is not valid errors details are returned in the same way as creating a single booking. In such a case recurring rules are not applied and you must adjust the request until validation is successful.

Parameters for recurrence

The parameters for recurrence are not set in booking but in recurring.

Name	Type	Description
rrule	String	Repeating pattern. Example: `FREQ=DAILY;UNTIL=19971224T000000Z`.
rdate	String	List of recurring dates. Example: `VALUE=DATE:19970101,19970120,19970217,19970421`.
exdate	String	List of dates that should be excluded from the recurring rule. Example: `VALUE=DATE:19970102`.

You should always specify COUNT or UNTIL with RRULE. The max number of occurrences is 731, regardless if a limit is set or not.

List occurrences

GET /bookings/recurring/{collection_id} will return all occurrences for a collection.

Delete all occurrences

DELETE /bookings/recurring/{collection_id} will delete all occurrences for a collection.

Change booking state

Verify a booking

PUT /bookings/{booking_id}/verify will verify a booking. The verification code is not checked. Use this when you handle verification in your application.

Verify a booking with verification code

PUT /bookings/{booking_id}/verify_code will verify a booking using {verification_code}. Use this when MakePlans is used to send out verification email or SMS.

Additional parameters

See information about additional parameters.

Name	Type	Description
confirmation_send_email	Boolean	Send out confirmation email.
confirmation_send_sms	Boolean	Send out confirmation SMS.
notification_send_email	Boolean	Send out notification email to admin. Default: based on account setting.
notification_send_sms	Boolean	Send out notification SMS to admin.
verification_code	String	Verification code send using SMS or email. Only applicable for the `verify_code` action.

Confirm a booking

PUT /bookings/{booking_id}/confirm will confirm a booking.

Additional parameters

See information about additional parameters.

Name	Type	Description
confirmation_send_email	Boolean	Send out confirmation email.
confirmation_send_sms	Boolean	Send out confirmation SMS.
notification_send_email	Boolean	Send out notification email to admin.
notification_send_sms	Boolean	Send out notification SMS to admin.

Decline a booking

PUT /bookings/{booking_id}/decline will decline a booking.

Additional parameters

See information about additional parameters.

Name	Type	Description
decline_send_email	Boolean	Send out decline email.
decline_send_sms	Boolean	Send out decline SMS.

Cancel a booking

PUT /bookings/{booking_id}/cancel will cancel a booking.

Additional parameters

See information about additional parameters.

Name	Type	Description
cancellation_send_email	Boolean	Send out cancellation email.
cancellation_send_sms	Boolean	Send out cancellation SMS..

Update booking

PUT /bookings/{booking_id} will update a booking.

Additional parameters

See information about additional parameters.

Name	Type	Description
ignore_capacity	Boolean	Set to true to allow a double booking.
add_reminder_sms	Boolean	Automatically adds `reminder_at`.
modification_send_email	Boolean	Send out modification email.
modification_send_sms	Boolean	Send out modification SMS.
extended	Boolean	Extend output with full data from related objects.

Delete booking

DELETE /bookings/{booking_id} will delete existing booking with id {booking_id}.

Deleting a booking will set it to state=deleted and active=false. It will not be visible in listing, only when requesting GET /bookings/all or by requesting the booking directly GET /bookings/{booking_id}.

Do not use this method if the booking is rescheduled or cancelled.

Additional parameters

See information about additional parameters.

Name	Type	Description
cancellation_send_email	Boolean	Send out cancellation email.
cancellation_send_sms	Boolean	Send out cancellation SMS.

Update booking status

PUT /bookings/{booking_id}/status will update the booking status.

Name	Type	Description
status	String	Booking status.

This parameter is specified in the same way as additional parameters.

People

The primary key for a person is id. However the following fields are unique: email, phonenumber, national_id_no and provider+uid. There are no specific requirements for input but a person needs to have either name, email, national id number or phone number.

It is possible to give a person ability to book on behalf of other people. This is linked through the parent_id attribute.

Attributes

Name	Type	Description
id	Integer	Automatically set
created_at	Datetime	Automatically set
updated_at	Datetime	Automatically set
name	String	Not required.
email	String	Not required.
phone_number	String	Not required. Phone number as stored. Also available as phonenumber (deprecated).
phone_number_formatted	String	Only returnable. E.164 formatted phone number with plus sign, international code, and no spaces or parentheses.
external_id	String	Not required
custom_data	Array	Not required. Key/value. Stored as strings.
date_of_birth	Date	Not required
national_id_no	String	Not required.
street	String	Not required.
city	String	Not required.
postal_code	String	Not required.
state	String	Not required.
country_code	String	Not required. ISO 3166-1 alpha-2.
notes	Text	Not required.
parent_id	Integer	Id of parent.

Listing

GET /people will return all active people.

GET /people/all will return all people including those who are deactivated.

Response

[
  {
    "person": {
      "created_at": "2012-09-20T15:34:16+02:00",
      "custom_data": null,
      "date_of_birth": null,
      "email": "[email protected]",
      "external_id": null,
      "id": 1,
      "name": "Espen Antonsen",
      "national_id_no": null,
      "notes": null,
      "phonenumber": "",
      "updated_at": "2012-09-20T15:34:16+02:00",
      "phone_number_formatted": null
    }
  }
]

Query Parameters

You can search multiple columns at once, for example email and phone_number, or you can use the shorthand search to search email, phone number, national id no or name.

Name	Type	Description
search	String
email	String
phone_number	String
external_id	String
name	String
date_of_birth	Date
national_id_no	String
since	DateTime	updated_at after param

Get person

GET /people/{person_id} will get a person with id {person_id}.

Add new person

POST /people will create a new person.

Update person

PUT /people/{person_id} will update existing person with id {person_id}.

Delete person

DELETE /people/{person_id} will delete existing person with id {person_id}.

Undelete person

PUT /people/{person_id}/undelete will undelete existing person with id {person_id}.

Merge person with another person

POST /people/{person_id}/merge?merge_person_id={merge_person_id} will merge existing person with id {person_id} and {merge_person_id}. All bookings for {merge_person_id} will be transferred to {person_id}. {merge_person_id} will be deleted. You can also specify attributes to update with {person} just like when creating/updating a person.

Person verification with a perishable token

The purpose of this feature is to verify a new or existing person in MakePlans on your website such as "login to see your bookings". The verification can be done either using email or SMS. When successful you will have verified either an email or a phone number. Thus you can either create a new person or retrieve an existing person knowing that the person has been verified.

Please note that this token is perishable, meaning that it will be removed from and unavailable for verification after 10 minutes.

Send perishable token

POST /people/perishable_token/send will send a SMS with a five digit code (the token) or an email with a link which includes the token in the URL. Specify either person[email] or person[phone_number].

Sending via email is not yet implemented. Only SMS token is possible.

Verify perishable token

POST /people/perishable_token/verify. This will return a person if authentication is successful. If the email or phone_number is already registered to a person then that person will be returned. If no person exists with the specified email/phone_number then a empty person object will be returned. You then have to make another call to create the person. If the token and the identifier do not match an error is returned.

Specify the token as perishable_token and the identifier in person[email] or person[phone_number].

List bookings for person

GET /people/{person_id}/bookings will retrieve all bookings for person with id {person_id}. You can also use other listings as described in the bookings listing such as GET /people/{person_id}/bookings/visible to include cancelled bookings.

List children for person

GET /people/{person_id}/children will retrieve all children for person with id {person_id}.

Services

There are two types of services:

• Appointment
• Attendance

Appointments can be booked within fixed opening hours as specified on the Resource and with exceptions specified in ResourceExceptionDate.

Attendance at an event is also a booking but the individual booking datetime or resource cannot be modified. Attendance is linked to an event which occurs at a specific time. One service can be linked to one or multiple events.

Attributes

Name	Type	Description
id	Integer	Automatically set
created_at	Datetime	Automatically set
updated_at	Datetime	Automatically set
title	String	Required
description	Text
active	Boolean	Automatically set
booking_capacity	Integer	Not required
day_booking_specify_time	Boolean	Not required (default false)
has_day_booking	Boolean	Not required (default false)
interval	Integer	Not required (default 60)
max_slots	Integer	Not required (default 1)
price	Decimal	Not required.
same_day	Boolean	Not required (default false)
template	String	Component template (calendar view)
interval_rounding	Integer	Overrides account default (see info on account object)
booking_type	String	Required. Values: appointment (default) or attendance
custom_data	Array	Not required
booking_form	Liquid-Text	Custom booking form
mail_verification	Liquid-Text
mail_confirmation	Liquid-Text
sms_verification	Liquid-Text
sms_confirmation	Liquid-Text
sms_reminder	Liquid-Text

Deprecated attributes

Name	Type	Description
booking_type_id	Integer	1: appointment. 2: attendance.

Listing

GET /services/ will return all services.

Response

[
  {
    "service": {
      "active": true,
      "booking_capacity": 1,
      "booking_type_id": 1,
      "description": "The best service",
      "created_at": "2012-09-20T15:34:16+02:00",
      "custom_data": null,
      "day_booking_specify_time": false,
      "has_day_booking": false,
      "id": 1,
      "interval": 20,
      "max_slots": null,
      "price": "115.0",
      "same_day": false,
      "template": null,
      "title": "Chiropractor",
      "updated_at": "2012-09-20T15:34:16+02:00"
    }
  }
]

Get service

GET /services/{service_id} will get a service with id {service_id}.

Add new service

POST /services will create a new service.

Update service

PUT /services/{service_id} will update existing service with id {service_id}.

Delete service

DELETE /services/{service_id} will delete existing service with id {service_id}. Deleting a service will set it to active=false and will not be returned in any listings.

Events

Unlike appointments made through a normal service events starts and ends at a specific time. An event is connected to a resource and a service. It could be either a one-off event (e.q. a concert) or something that occurs multiple times (e.q. spinning class). Event bookings have a strong relation to the event. That means that it is not possible to modify details such as {booked_from}, {booked_to}, {resource_id} and {service_id} for the {booking}. To make such changes it must be done to the event. All bookings connected to the event will then automatically me modified.

While events are connected to a resource bookings or capacity of an event are not restricted by the opening hours or availability of a resource.

Attributes

Name	Type	Description
id	Integer	Automatically set
created_at	Datetime	Automatically set
updated_at	Datetime	Automatically set
resource_id	Integer	Required
service_id	Integer	Required
published	Boolean	Default: true
capacity	Integer	Required
starts_at	Datetime	Required
ends_at	Datetime	Required
custom_data	Array	Not required
description	Text

Listing

GET /events/ will return all events.

Response

[
  {
    "event": {
      "capacity": 10,
      "created_at": "2012-09-20T15:34:16+02:00",
      "custom_data": null,
      "description": null,
      "ends_at": "2015-08-10T11:30:00+02:00",
      "id": 1,
      "resource_id": 1,
      "published": true,
      "starts_at": "2015-08-10T10:00:00+02:00",
      "service_id": 1,
      "title": "Super fun event",
      "updated_at": "2012-09-20T15:34:16+02:00"
    }
  }
]

Query Parameters

Name	Type	Description
service_id	Integer
resource_id	Integer
start	DateTime	starts_at after param
end	DateTime	ends_at before param
since	DateTime	updated_at after param

Get event

GET /events/{event_id} will get an event with id {event_id}.

Add new event

POST /events will create a new event.

Add recurring/multiple events

POST /events/recurring will create a multiple events.

The recurrence format follows the iCalendar specification. The attributes for recurrence are: RRULE, RDATE, EXDATE. For an introduction and examples of these parameters see this section from the iCalendar specification.

In the iCalendar specification the recurrence is based on values in DTSTART and DTEND. This is set by starts_at and ends_at from event.

All recurring events will except for starts_at and ends_at have the same attributes based on the specified parameters in event.

All events created by the recurring pattern gets the same UUID in collection_id. As the collection name implies, and as is possible with the iCalendar specification, this is not necessarily only for recurrence (i.e. 9am-10am each Friday until December 1st) but also for multiple specific times (as can be specified with RDATE).

Only the collection_id is returned. No events are created at the time of request as they will be processed by the server in the background due to the volume of events that it is possible to create at one time. A successful response with a collection_id does in no way indicate that any events will be created. The first event as defined in event is however validated. If it is not valid errors details are returned in the same way as creating a single event. In such a case recurring rules are not applied and you must adjust the request until validation is successful.

Parameters for recurrence

The parameters for recurrence are not set in event but in recurrence.

Name	Type	Description
rrule	String	Repeating pattern. Example: `FREQ=DAILY;UNTIL=19971224T000000Z`.
rdate	String	List of recurring dates. Example: `VALUE=DATE:19970101,19970120,19970217,19970421`.
exdate	String	List of dates that should be excluded from the recurring rule. Example: `VALUE=DATE:19970102`.

You should always specify COUNT or UNTIL with RRULE. The max number of occurrences is 731, regardless if a limit is set or not.

List occurrences

GET /events/recurring/{collection_id} will return all occurrences for a collection.

Update event

PUT /events/{event_id} will update existing service with id {event_id}.

Delete event

DELETE /events/{event_id} will delete existing event with id {event_id}. Deleting a event will set it to active=false and will not be returned in any listings.

List bookings

GET /events/{event_id}/bookings will return all bookings for event with id {event_id}.

Resources

Attributes

Name	Type	Description
id	Integer	Automatically set
created_at	Datetime	Automatically set
updated_at	Datetime	Automatically set
title	String	Required
active	Boolean	Automatically set
opening_hours_mon	Array	Default opening hours for Monday.
opening_hours_tue	Array	Default opening hours for Tuesday.
opening_hours_wed	Array	Default opening hours for Wednesday.
opening_hours_thu	Array	Default opening hours for Thursday.
opening_hours_fri	Array	Default opening hours for Friday.
opening_hours_sat	Array	Default opening hours for Saturday.
opening_hours_sun	Array	Default opening hours for Sunday.

Default opening hours

Values for the opening hours attributes is of type time in the array. Values are in the form of two's. This results in adding breaks within a day. To define opening hours from 8AM to 4PM with lunch at 12PM to 12.30PM the following array will be the result: ['08:00', '12:00', '12:30', '16:00']. Having opening hours without a lunch break will yield this result: ['08:00', '16:00']. To define a weekday as closed the value should be NULL.

Deprecated Attributes

Name	Type	Description
open_0	Time	Opening time for Monday
open_1	Time	Opening time for Tuesday
open_2	Time	Opening time for Wednesday
open_3	Time	Opening time for Thursday
open_4	Time	Opening time for Friday
open_5	Time	Opening time for Saturday
open_6	Time	Opening time for Sunday
close_0	Time	Closing time for Monday
close_1	Time	Closing time for Tuesday
close_2	Time	Closing time for Wednesday
close_3	Time	Closing time for Thursday
close_4	Time	Closing time for Friday
close_5	Time	Closing time for Saturday
close_6	Time	Closing time for Sunday

These deprecated attributes define opening hours without breaks. Given opening_hours_tue with a break defined as this: ['08:00', '12:00', '12:30', '16:00'] it would yield open_1 to be 08:00 and close_1' to be 16:00. These attributes are deprecated and will be removed in a future API version.

Listing

GET /resources/ will return all resources.

Response

[
  {
    "resource": {
      "capacity": 1,
      "created_at": "2012-09-20T15:34:16+02:00",
      "id": 1,
      "opening_hours_mon": ["08:00", "16:00"],
      "opening_hours_tue": ["08:00", "11:00", "13:00", "17:30"],
      "opening_hours_wed": ["08:00", "16:00"],
      "opening_hours_thu": ["08:00", "12:00", "14:00", "20:00"],
      "opening_hours_fri": ["08:00", "12:00", "12:30", "17:30"],
      "opening_hours_sat": null,
      "opening_hours_sun": null,
      "title": "Mr. Spine Twister",
      "updated_at": "2012-09-20T15:34:16+02:00"
    }
  }
]

Get resource

GET /resources/{resource_id} will get a resource with id {resource_id}.

Add new resource

POST /resources will create a new resource.

Update resource

PUT /resources/{resource_id} will update existing resource with id {resource_id}.

Delete resource

DELETE /resources/{resource_id} will delete existing resource with id {resource_id}. Deleting a resource will set it to active=false and will not returned in any listings.

Get opening hours for specific dates

Opening hours for specific dates is based on the standard opening hours that are specified on the resource but can be overridden with entries in resource exception dates.

Listing

GET /resources/{resource_id}/opening_hours will get opening hours on specific dates for resource with id {resource_id}.

Response

[
  {
    "resource_opening_hours": {
      "date": "2015-12-03",
      "opening_hours": ["10:00", "12:00"]
    }
  },
  {
    "resource_opening_hours": {
      "date": "2015-12-04",
      "opening_hours": null
    }
  }
]

Query Parameters

Name	Type	Description
from	Date	Default: today
to	Date	Default: today

Resource exception dates

Opening hours for a resource is what is used to generate available slots for a service. It is based on the default opening hours on the resource unless anything else is specified by a resource exception date. So ignore the poorly naming of the feature and treat it as opening hours on dates. If a resource should be closed for a week then you would add resource exception dates. If a resource should have opening hours 08:00 to 14:00 on January 5th 2016 instead of the default opening hours for that weekday which could be 09:00 to 15:00, then add it as a resource exception date. See resource opening hours for how to specify.

Exception dates are related to a resource: GET /resources/{resource_id}/exception_dates.

Attributes

Name	Type	Description
created_at	Datetime	Automatically set
updated_at	Datetime	Automatically set
resource_id	Integer	Required (specified in URL)
exception_date	Date	Required (specified in URL)
opening_hours	Array	Same format as resource opening hours

Listing

GET /resources/{resource_id}/exception_dates will return all exception dates for resource with id {resource_id}.

Response

[
  {
    "resource_exception_date": {
      "created_at": "2012-09-20T15:34:16+02:00",
      "resource_id": 1,
      "exception_date": "2014-01-08",
      "opening_hours": ["08:00", "12:00", "12:30", "17:30"],
      "updated_at": "2012-09-20T15:34:16+02:00"
    }
  }
]

Query Parameters

Name	Type	Description
from	Date
to	Date

Get exception date

GET /resources/{resource_id}/exception_dates/{exception_date} will get the exception date {exception_date} for resource {resource_id}. If no existing entry is found a 404 HTTP status code is returned. In that case standard opening hours apply.

Add new or update exception date

POST /resources/{resource_id}/exception_dates/{exception_date} will create a new or update an existing exception date {exception_date} for resource {resource_id}. You can also use PUT, both methods works the same way regardless if it is a new entry or an update to an existing one.

Add new or update multiple exception dates

POST /resources/{resource_id}/exception_dates/ will create new or update existing exception dates for resource {resource_id}. You can also use PUT, both methods works the same way regardless if it is a new entry or an update to an existing one.

To delete an existing exception date set {_destroy} to be true.

{
  "resource_exception_dates": [
    {
      "exception_date": "2015-10-22",
      "opening_hours": [
      "12:00",
      "14:30"
      ]
    },
    {
      "exception_date": "2015-10-25",
      "opening_hours": [
      "08:30",
      "12:30",
      "15:00",
      "18:30"
      ]
    },
    {
      "exception_date": "2015-10-26",
      "opening_hours": [
      "10:30",
      "15:00"
      ]
    },
    {
      "exception_date": "2015-10-27",
      "opening_hours": null
    },
    {
      "exception_date": "2015-10-28",
      "_destroy": true
    }
  ]
}

Delete exception date

DELETE /resources/{resource_id}/exception_dates/{exception_date} will delete existing exception date {exception_date} for resource {resource_id}.

Providers

Resources provides services. This link is called a provider.

Attributes

Name	Type	Description
id	Integer	Automatically set
created_at	Datetime	Automatically set
updated_at	Datetime	Automatically set
active	Boolean	Automatically set
resource_id	Integer	Required
service_id	Integer	Required

Listing

GET /providers/ will return all providers.

Response

[
  {
    "provider": {
      "created_at": "2012-09-20T15:34:16+02:00",
      "id": 1,
      "resource_id": 1,
      "service_id": 1,
      "updated_at": "2012-09-20T15:34:16+02:00"
    }
  }
]

Get provider

GET /providers/{provider_id} will get a provider with id {provider_id}.

Add new provider

POST /providers will create a new provider.

Delete provider

DELETE /providers/{provider_id} will delete existing provider with id {provider_id}.

Categories

Services can be listed in a category. Categories can be presented like a tree. Root categories are defined with empty {parent_id}.

Attributes

Name	Type	Description
id	Integer	Automatically set
created_at	Datetime	Automatically set
updated_at	Datetime	Automatically set
title	String	Required
parent_id	Integer
custom_data	Array	Not required.

Listing

GET /categories/ will return all categories.

Response

[
  {
    "category": {
      "created_at": "2012-09-20T15:34:16+02:00",
      "custom_data": null,
      "id": 1,
      "parent_id": null,
      "title": "My first little category",
      "updated_at": "2012-09-20T15:34:16+02:00"
    }
  }
]

Get category

GET /categories/{category_id} will get a category with id {category_id}.

Add new category

POST /categories will create a new category. To add connected services specify array of {service_id} in parameter {service_id_list}.

Update category

PUT /categories/{category_id} will update existing category with id {category_id}. To add connected services specify array of {service_id} in parameter {service_id_list}.

Delete category

DELETE /categories/{category_id} will delete existing category with id {category_id}.

List services

GET /categories/{category_id}/services will return all services for category with id {category_id}.

For any additional usage of a service please use the main service endpoint.

Webhooks Endpoint

Attributes

Name	Type	Description
id	Integer	Automatically set
created_at	Datetime	Automatically set
updated_at	Datetime	Automatically set
target_url	String	Required
event	String	Required
active	Boolean	Automatically set

See webhook overview for a list of events, wildcard usage to trigger from multiple events, and how to handle webhook events from MakePlans.

Listing

GET /web_hooks/ will return all webhooks.

Response

[
  {
    "web_hook": {
      "id": 1,
      "target_url": "https://example.com/newcustomer/yeah",
      "event": "person.created",
      "active": true,
      "created_at": "2012-09-20T15:34:16+02:00",
      "updated_at": "2012-09-20T15:34:16+02:00"
    }
  }
]

Get webhook

GET /web_hook/{web_hook_id} will get a webhook with id {web_hook_id}.

Add new webhook

POST /web_hook will create a new webhook.

Update webhook

PUT /web_hook/{web_hook_id} will update existing webhook with id {web_hook_id}.

Delete webhook

DELETE /web_hook/{web_hook_id} will delete existing webhook with id {web_hook_id}.

Account

Information and settings for your account.

Attributes

Name	Type	Description
id	Integer	Automatically set
created_at	Datetime	Automatically set
updated_at	Datetime	Automatically set
subdomain	String	Required
email	String	Required
name	String	Required
google_analytics	String
css_url	String
time_zone	String	Required
verification_method	Integer
address	String
country_code	String	Required. ISO 3166-1 alpha-2.
google_merchant_id	String
google_merchant_key	String
logo	File
template	Integer	Required
service_template	String
locale	String	Required. Supported locales: 'en', 'sv' and 'nb'. Default: 'en'.
currency	String	ISO4217 currency code
email_notification	Boolean
mail_notification_recipient	Email
sms_notification	Boolean
phone_number	String
confirm_manually	Boolean
settings	Array
public_access	Boolean
interval_rounding	Integer	Default setting for all services for rounding to next available time. '15' will round 10:07 to become 10:15 as next available slot time.
slot_generation_type	Integer	Default: 2. 1=fixed. 2=next available.
future_bookable_period	String	Natural language date/time relative to current time.
first_bookable_period	String	Natural language date/time relative to current time.
payment_provider	String
footer	Text
verification_methods	String
reminder_sms	Boolean
closed_for_holidays	Boolean
new_user_text	Liquid-Text	Above booking form.
new_booking_text	Liquid-Text	Booking confirmation page.
booking_form	Liquid-Text	Custom booking form.
person_form	Liquid-Text	For custom data in administration system.
resource_form	Liquid-Text	For custom data in administration system.
service_form	Liquid-Text	For custom data in administration system.
event_form	Liquid-Text	For custom data in administration system.
appointment_form	Liquid-Text	For custom data in administration system.
category_form	Liquid-Text	For custom data in administration system.
sms_verification	Liquid-Text
sms_confirmation	Liquid-Text
sms_modification	Liquid-Text
sms_cancellation	Liquid-Text
sms_reminder	Liquid-Text
mail_verification	Liquid-Text
mail_confirmation	Liquid-Text
mail_modification	Liquid-Text
mail_cancellation	Liquid-Text
mail_verification_subject	String
mail_confirmation_subject	String
mail_modification_subject	String
mail_cancellation_subject	String
allow_cancellation	Boolean
cancellation_period	String	Natural language date/time relative to start of booking.

Additional parameters

Name	Type	Description
remove_logo	Boolean

Get account

GET /client will get the account.

Update account

PUT /client will update the account.

Holidays

Who doesn't like a holiday?

Listing

GET /client/holidays will get holidays for account country.

Response

[
  {
    "holiday": {
      "date": "2016-01-01",
      "name": "New Year's Day"
    }
  },
  {
    "holiday": {
      "date": "2016-05-01",
      "name": "International Workers' Day"
    }
  }
]

Query Parameters

Name	Type	Description
from	Date
to	Date

Users

Users who can login into the account.

Attributes for user role on the account

Name	Type	Description
id	Integer	Automatically set
created_at	Datetime	Automatically set
updated_at	Datetime	Automatically set
user_id	Integer	Automatically set
role	String	admin, manager or staff
user	Object	See attributes for a user

Attributes for user

Name	Type	Description
id	Integer	Automatically set
created_at	Datetime	Automatically set
updated_at	Datetime	Automatically set
name	String	Required
email	String	Required
phone_number	String	Also available as phonenumber (deprecated).

Listing

GET /client/users will list all users with access to the account.

Response

[
  {
    "client_user_link": {
      "id": 1337,
      "created_at": "2016-11-07T07:26:32+01:00",
      "updated_at": "2016-11-07T07:27:42+01:00",
      "role": "admin",
      "user_id": 1,
      "user": {
          "id": 1,
          "email": "[email protected]",
          "phone_number": "180",
          "name": "Espen Antonsen",
          "created_at": "2016-11-07T07:26:32+01:00",
          "updated_at": "2016-11-07T07:27:42+01:00"
      }
    }
  }
]

Get user

GET /client/users/{user_link_id} will get a user with id {user_link_id}.

Add new user

GET /client/users will create a new user. An email is sent to the user so the user can specify their password.