Booker Connector

Intro

Booker is an online spa and salon management tool. To learn more about the Booker API, visit their page (https://apidoc.booker.com/Content/index.html).

You connect to your Booker account in the Data Center. This topic discusses the fields and menus that are specific to the Booker connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to your Booker account and create a DataSet, you must have the following:

The client ID for your Booker application
The client secret for your Booker application
The subscription key for your Booker application, found under the Profile section of your account. Your subscription must have "Merchant" level access.
The personal access token for your Booker application, found under the Profile section of your account.

Connecting to Your Booker Account

This section enumerates the options in the Credentials and Details panes in the Booker Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your Booker account. The following table describes what is needed for each field:

Field	Description
Client ID	Enter the client ID for your Booker application.
Client Secret	Enter the client secret for your Booker application.
Subscription Key	Enter the subscription key for your Booker application.
Personal Access Token	Enter the personal access token for your Booker application.

Once you have entered valid Booker credentials, you can use the same account any time you go to create a new Booker DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Description

Report

Select the Booker report you want to run. The following reports are available:

Customers	Returns a list of customer records that have been modified within the selected date period.
Customer Memberships	Returns a list of customer memberships for customer records that have been modified within the selected date period.
Employees	Returns a list of employees for the selected locations.
Employee Schedules	Returns employee schedules for the selected locations within the selected date period.
Locations	Returns a list of locations.
Location Schedules	Returns schedules for the selected locations within the selected date period.
Memberships	Returns details about offered membership plans.
Notes	Returns customer and progress notes for customer records that have been modified within the selected date period.
Products	Returns a list of products.
Orders	Returns order records for the selected locations within the selected date period.
Rooms	Returns details about rooms within the selected locations.
Treatments	Returns details about treatments available at the selected locations.
Customers	Returns a list of customer records that have been modified within the selected date period.
Customer Memberships	Returns a list of customer memberships for customer records that have been modified within the selected date period.

Include Expired?

Select True if you want to return data for expired memberships.

Location Selection Type

Select whether to retrieve data for all locations or specific locations.

Location Selection

Select all locations you want to retrieve data for.

Ignore Freelancers?

Select True if you do not want to return data for freelancers.

Only Active Employees?

Select True if you want to return data only for active employees; select False to return data for all employees.

Get Schedule Defaults?

Select True if you want to your data to include schedule defaults only.

Sub-Report

Choose the sub-report to include, either "Items" or "Refunds." Each record in the sub-report will become its own row of data. Be aware this will result in duplicates when combining values that are not a part of this sub-report.

Duration

Select whether you want to pull data for a specific date or a date range.

Report Date

Select whether the report data is for a specific date or for a relative number of days back from today.

Select Specific Date

Select the date for the report.

Days Back

Enter the number of past days that should appear in the report.

Start Date

Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date.

End Date

Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date.

Select Specific Start Date

Select the first date in your date range.

Select Specific End Date

Select the second date in your date range.

Days Back to Start From

Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Days Back to End At

Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

Knowledge Base