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info","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Finfo","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F01.info",{"title":469,"path":470,"stem":471,"icon":472},"Features","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Ffeatures","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F02.features","i-rq-set-toggle",{"title":474,"icon":349,"path":475,"stem":476,"children":477},"Accounts","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Faccounts","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F03.accounts\u002Findex",[478,479,484],{"title":48,"path":475,"stem":476,"icon":349},{"title":480,"path":481,"stem":482,"icon":483},"Permission groups","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Faccounts\u002Fpermission-groups","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F03.accounts\u002F01.permission-groups","i-prime-lock",{"title":485,"path":486,"stem":487,"icon":349},"Edit account","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Faccounts\u002Fedit-account","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F03.accounts\u002F02.edit-account",{"title":489,"icon":490,"path":491,"stem":492,"children":493},"Locations","i-rq-set-map-marker","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Flocations","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F04.locations\u002Findex",[494,495],{"title":48,"path":491,"stem":492,"icon":490},{"title":496,"path":497,"stem":498,"icon":490},"Add or edit location","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Flocations\u002Fadd-or-edit","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F04.locations\u002F01.add-or-edit",{"title":500,"path":501,"stem":502,"icon":503},"Localization","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Flocalization","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F05.localization","i-rq-set-language",{"title":505,"path":506,"stem":507,"icon":69},"Date & time settings","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Fdate-and-time","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F06.date-and-time",{"title":509,"icon":223,"path":510,"stem":511,"children":512},"Employees and subcontractors","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Femployees","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F07.employees\u002Findex",[513,514],{"title":48,"path":510,"stem":511,"icon":223},{"title":515,"path":516,"stem":517,"icon":223},"Add or edit employee or subcontractor","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Femployees\u002Fadd-or-edit","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F07.employees\u002F01.add-or-edit",{"title":519,"path":520,"stem":521,"icon":106},"Billing & plans","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Fbilling","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F08.billing",{"title":523,"icon":524,"path":525,"stem":526,"children":527},"Integrations","i-prime-link","\u002Fen\u002Fguides\u002Fsettings\u002Fintegrations","en\u002F01.guides\u002F12.settings\u002F02.integrations\u002Findex",[528,529,534,539,544],{"title":48,"path":525,"stem":526,"icon":524},{"title":530,"path":531,"stem":532,"icon":533},"Payments","\u002Fen\u002Fguides\u002Fsettings\u002Fintegrations\u002Fpayments","en\u002F01.guides\u002F12.settings\u002F02.integrations\u002F01.payments","i-rq-set-card",{"title":535,"path":536,"stem":537,"icon":538},"Communications","\u002Fen\u002Fguides\u002Fsettings\u002Fintegrations\u002Fcommunications","en\u002F01.guides\u002F12.settings\u002F02.integrations\u002F02.communications","i-rq-set-comments",{"title":540,"path":541,"stem":542,"icon":543},"Document signing","\u002Fen\u002Fguides\u002Fsettings\u002Fintegrations\u002Fsigning","en\u002F01.guides\u002F12.settings\u002F02.integrations\u002F03.signing","i-rq-set-signature",{"title":545,"path":546,"stem":547,"icon":193},"Data migration","\u002Fen\u002Fguides\u002Fsettings\u002Fintegrations\u002Fdata-migration","en\u002F01.guides\u002F12.settings\u002F02.integrations\u002F04.data-migration",{"title":549,"icon":550,"path":551,"stem":552,"children":553},"Pricing","i-rq-set-tags","\u002Fen\u002Fguides\u002Fsettings\u002Fpricing","en\u002F01.guides\u002F12.settings\u002F03.pricing\u002Findex",[554,555,565],{"title":48,"path":551,"stem":552,"icon":550},{"title":556,"icon":550,"path":557,"stem":558,"children":559},"Pricing tiers","\u002Fen\u002Fguides\u002Fsettings\u002Fpricing\u002Fpricing-tiers","en\u002F01.guides\u002F12.settings\u002F03.pricing\u002F01.pricing-tiers\u002Findex",[560,561],{"title":48,"path":557,"stem":558,"icon":550},{"title":562,"path":563,"stem":564,"icon":550},"Add or edit pricing tier group","\u002Fen\u002Fguides\u002Fsettings\u002Fpricing\u002Fpricing-tiers\u002Fadd-or-edit","en\u002F01.guides\u002F12.settings\u002F03.pricing\u002F01.pricing-tiers\u002F01.add-or-edit",{"title":566,"icon":103,"path":567,"stem":568,"children":569},"Pricing discounts","\u002Fen\u002Fguides\u002Fsettings\u002Fpricing\u002Fpricing-discounts","en\u002F01.guides\u002F12.settings\u002F03.pricing\u002F02.pricing-discounts\u002Findex",[570,571],{"title":48,"path":567,"stem":568,"icon":103},{"title":572,"path":573,"stem":574,"icon":103},"Add or edit pricing discount","\u002Fen\u002Fguides\u002Fsettings\u002Fpricing\u002Fpricing-discounts\u002Fadd-or-edit","en\u002F01.guides\u002F12.settings\u002F03.pricing\u002F02.pricing-discounts\u002F01.add-or-edit",{"title":576,"icon":43,"path":577,"stem":578,"children":579},"Bookings","\u002Fen\u002Fguides\u002Fsettings\u002Fbookings","en\u002F01.guides\u002F12.settings\u002F04.bookings\u002Findex",[580,581,586,591,596],{"title":48,"path":577,"stem":578,"icon":43},{"title":582,"path":583,"stem":584,"icon":585},"Booking statuses","\u002Fen\u002Fguides\u002Fsettings\u002Fbookings\u002Fstatuses","en\u002F01.guides\u002F12.settings\u002F04.bookings\u002F01.statuses","i-rq-set-status",{"title":587,"path":588,"stem":589,"icon":590},"Booking creation","\u002Fen\u002Fguides\u002Fsettings\u002Fbookings\u002Fbooking-creation","en\u002F01.guides\u002F12.settings\u002F04.bookings\u002F02.booking-creation","i-rq-set-calendar-plus",{"title":592,"path":593,"stem":594,"icon":595},"Booking duration","\u002Fen\u002Fguides\u002Fsettings\u002Fbookings\u002Fbooking-duration","en\u002F01.guides\u002F12.settings\u002F04.bookings\u002F03.booking-duration","i-rq-set-clock",{"title":597,"path":598,"stem":599,"icon":233},"Deposits","\u002Fen\u002Fguides\u002Fsettings\u002Fbookings\u002Fdeposits","en\u002F01.guides\u002F12.settings\u002F04.bookings\u002F04.deposits",{"title":48,"path":601,"stem":602,"icon":93},"\u002Fen\u002Fguides\u002Fsettings\u002Finventory","en\u002F01.guides\u002F12.settings\u002F05.inventory",{"title":604,"icon":605,"path":606,"stem":607,"children":608},"Fields","i-rq-set-field","\u002Fen\u002Fguides\u002Fsettings\u002Ffields","en\u002F01.guides\u002F12.settings\u002F06.fields\u002Findex",[609,610,614,619,624],{"title":48,"path":606,"stem":607,"icon":605},{"title":611,"path":612,"stem":613,"icon":605},"Entity fields","\u002Fen\u002Fguides\u002Fsettings\u002Ffields\u002Fentity-fields","en\u002F01.guides\u002F12.settings\u002F06.fields\u002F01.entity-fields",{"title":615,"path":616,"stem":617,"icon":618},"Level configurations","\u002Fen\u002Fguides\u002Fsettings\u002Ffields\u002Flevel-configurations","en\u002F01.guides\u002F12.settings\u002F06.fields\u002F02.level-configurations","i-rq-set-level-tabs",{"title":620,"path":621,"stem":622,"icon":623},"Table column layout","\u002Fen\u002Fguides\u002Fsettings\u002Ffields\u002Ftable-columns","en\u002F01.guides\u002F12.settings\u002F06.fields\u002F03.table-columns","i-rq-set-table",{"title":625,"path":626,"stem":627,"icon":628},"Detail page fields","\u002Fen\u002Fguides\u002Fsettings\u002Ffields\u002Fdetail-page-fields","en\u002F01.guides\u002F12.settings\u002F06.fields\u002F04.detail-page-fields","i-rq-set-detail-page",{"title":630,"path":631,"stem":632,"icon":633},"Sidebar menu 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MCP","i-rq-set-mcp","\u002Fen\u002Fai\u002Fmcp","en\u002F02.ai\u002F02.mcp\u002Findex",[650,651,655,660,664],{"title":48,"path":647,"stem":648,"icon":646},{"title":652,"path":653,"stem":654,"icon":524},"Connecting","\u002Fen\u002Fai\u002Fmcp\u002Fconnecting","en\u002F02.ai\u002F02.mcp\u002F01.connecting",{"title":656,"path":657,"stem":658,"icon":659},"Tools","\u002Fen\u002Fai\u002Fmcp\u002Ftools","en\u002F02.ai\u002F02.mcp\u002F02.tools","i-prime-wrench",{"title":661,"path":662,"stem":663,"icon":393},"Use cases","\u002Fen\u002Fai\u002Fmcp\u002Fuse-cases","en\u002F02.ai\u002F02.mcp\u002F03.use-cases",{"title":665,"path":666,"stem":667,"icon":668},"Troubleshooting","\u002Fen\u002Fai\u002Fmcp\u002Ftroubleshooting","en\u002F02.ai\u002F02.mcp\u002F04.troubleshooting","i-prime-question-circle",{"title":670,"path":671,"stem":672,"icon":673},"AI usage","\u002Fen\u002Fai\u002Fai-usage","en\u002F02.ai\u002F03.ai-usage","i-rq-set-gauge",{"title":675,"icon":358,"path":676,"stem":677,"children":678,"page":40},"Developers","\u002Fen\u002Fdevelopers","en\u002F03.developers",[679,682,687,738,743],{"title":48,"path":680,"stem":681,"icon":358},"\u002Fen\u002Fdevelopers\u002Foverview","en\u002F03.developers\u002F00.overview",{"title":683,"path":684,"stem":685,"icon":686},"Authentication and API Keys","\u002Fen\u002Fdevelopers\u002Fauthentication-and-api-keys","en\u002F03.developers\u002F01.authentication-and-api-keys","i-rq-set-key",{"title":688,"icon":358,"path":689,"stem":690,"children":691},"TypeScript SDK","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk","en\u002F03.developers\u002F02.typescript-sdk\u002Findex",[692,693,697,701,705,709,713,717,721,724,727,731,735],{"title":48,"path":689,"stem":690,"icon":358},{"title":694,"path":695,"stem":696,"icon":358},"Installation","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Finstallation","en\u002F03.developers\u002F02.typescript-sdk\u002F01.installation",{"title":698,"path":699,"stem":700,"icon":358},"Quick Start","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Fquick-start","en\u002F03.developers\u002F02.typescript-sdk\u002F02.quick-start",{"title":702,"path":703,"stem":704,"icon":358},"Browser and Server Usage","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Fbrowser-and-server-usage","en\u002F03.developers\u002F02.typescript-sdk\u002F03.browser-and-server-usage",{"title":706,"path":707,"stem":708,"icon":358},"Error Handling","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Ferror-handling","en\u002F03.developers\u002F02.typescript-sdk\u002F04.error-handling",{"title":710,"path":711,"stem":712,"icon":358},"Request Options","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Frequest-options","en\u002F03.developers\u002F02.typescript-sdk\u002F05.request-options",{"title":714,"path":715,"stem":716,"icon":358},"Inventory and Categories","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Finventory-and-categories","en\u002F03.developers\u002F02.typescript-sdk\u002F06.inventory-and-categories",{"title":718,"path":719,"stem":720,"icon":358},"Availability and Pricing","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Favailability-and-pricing","en\u002F03.developers\u002F02.typescript-sdk\u002F07.availability-and-pricing",{"title":576,"path":722,"stem":723,"icon":358},"\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Fbookings","en\u002F03.developers\u002F02.typescript-sdk\u002F08.bookings",{"title":210,"path":725,"stem":726,"icon":358},"\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Fclients","en\u002F03.developers\u002F02.typescript-sdk\u002F09.clients",{"title":728,"path":729,"stem":730,"icon":358},"Sales and Goods for Sale","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Fsales","en\u002F03.developers\u002F02.typescript-sdk\u002F10.sales",{"title":732,"path":733,"stem":734,"icon":358},"Organization","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Forganization","en\u002F03.developers\u002F02.typescript-sdk\u002F11.organization",{"title":310,"path":736,"stem":737,"icon":358},"\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Freports","en\u002F03.developers\u002F02.typescript-sdk\u002F12.reports",{"title":739,"path":740,"stem":741,"icon":742},"REST API Reference","\u002Fen\u002Fdevelopers\u002Fapi-reference","en\u002F03.developers\u002F03.api-reference","i-prime-server",{"title":744,"path":745,"stem":746,"icon":6},"Examples","\u002Fen\u002Fdevelopers\u002Fexamples","en\u002F03.developers\u002F04.examples",{"id":748,"title":749,"body":750,"description":1033,"extension":1034,"links":1035,"meta":1036,"navigation":1037,"path":391,"seo":1038,"stem":392,"__hash__":1039},"docs_en\u002Fen\u002F01.guides\u002F10.automations\u002F01.workflows\u002F03.recipes.md","Workflow recipes",{"type":751,"value":752,"toc":1017},"minimark",[753,771,776,792,796,815,819,850,854,865,869,880,884,912,916,938,942,951,955,962,966,989,993,1002,1006],[754,755,756,757,761,762,766,767,770],"p",{},"Each recipe below is a complete ",[758,759,760],"a",{"href":375},"workflow",": a trigger, optional filters, and an action. Build it under ",[763,764,765],"strong",{},"Settings → Workflows"," with ",[763,768,769],{},"Create workflow",".",[772,773,775],"h2",{"id":774},"confirming-new-bookings-automatically","Confirming new bookings automatically",[754,777,778,779,783,784,787,788,791],{},"Create a workflow with trigger ",[780,781,782],"em",{},"Status reached → Confirmed",", action ",[780,785,786],{},"Send email",", and pick your confirmation template. From now on, every booking that reaches ",[780,789,790],{},"Confirmed"," sends the client a confirmation message.",[772,793,795],{"id":794},"reminding-clients-before-their-appointment","Reminding clients before their appointment",[754,797,798,799,802,803,806,807,810,811,814],{},"Use trigger ",[780,800,801],{},"Relative time reached",", relative to ",[780,804,805],{},"Booking start time",", direction ",[780,808,809],{},"Before",", offset ",[780,812,813],{},"1 day",". Pair it with a friendly reminder template. Requiply will send the reminder for every future booking without further work.",[772,816,818],{"id":817},"messaging-a-client-a-reminder-over-sms-viber-or-telegram","Messaging a client a reminder over SMS, Viber, or Telegram",[754,820,821,822,824,825,828,829,802,831,806,833,810,835,837,838,841,842,845,846,849],{},"First connect a provider on the ",[758,823,535],{"href":536}," page and write a ",[758,826,827],{"href":408},"message template"," with the client name and booking time. Then use trigger ",[780,830,801],{},[780,832,805],{},[780,834,809],{},[780,836,813],{},", with action ",[780,839,840],{},"Send message to client",", the channel your provider supports, and that template. Clients are reminded on their phones automatically. (Use ",[780,843,844],{},"Booking created"," instead for an instant confirmation, or ",[780,847,848],{},"Payment status reached"," for a payment follow-up with a payment link.)",[772,851,853],{"id":852},"sending-telegram-only-to-clients-who-can-receive-it","Sending Telegram only to clients who can receive it",[754,855,856,857,860,861,864],{},"Add a filter on ",[780,858,859],{},"Client · Telegram connected — Yes"," to a Telegram workflow so it skips clients who never opened your bot. Pair it with a second workflow filtered on ",[780,862,863],{},"No"," that reaches the same clients over SMS, and everyone gets the notification on whatever channel they actually have.",[772,866,868],{"id":867},"notifying-the-assigned-manager-not-the-client","Notifying the assigned manager, not the client",[754,870,871,872,875,876,879],{},"Use action ",[780,873,874],{},"Send email to organization accounts"," (or ",[780,877,878],{},"Send push notification to organization accounts",") and pick the team members who should be alerted. Because these go to real Requiply accounts, they're better than a typed list when you want the message to reach specific people on your team, for example to ping the manager when a booking is confirmed. To alert a whole team instead of named people, use the group action below.",[772,881,883],{"id":882},"alerting-the-warehouse-before-a-pickup","Alerting the warehouse before a pickup",[754,885,798,886,802,888,806,890,810,892,895,896,899,900,903,904,907,908,911],{},[780,887,801],{},[780,889,805],{},[780,891,809],{},[780,893,894],{},"2 hours",", and action ",[780,897,898],{},"Send push notification to account groups"," with the ",[780,901,902],{},"Warehouse"," group. Write a title such as ",[780,905,906],{},"Pickup #{{bookingId}} in 2 hours"," and set the tap action to ",[780,909,910],{},"Open booking #ID",". Everyone in the group at that moment gets the push and lands on the booking with one tap, including people who joined the group after you built the workflow.",[772,913,915],{"id":914},"confirming-a-booking-once-it-is-paid","Confirming a booking once it is paid",[754,917,798,918,921,922,895,925,928,929,931,932,934,935,937],{},[780,919,920],{},"Payment status reached → Completed",", add a filter ",[780,923,924],{},"Booking status is New",[780,926,927],{},"Change booking status"," to ",[780,930,790],{},". Paid bookings move to ",[780,933,790],{}," on their own, and any ",[780,936,782],{}," workflow, such as your confirmation email, runs right after.",[772,939,941],{"id":940},"only-confirming-high-value-bookings","Only confirming high-value bookings",[754,943,798,944,946,947,950],{},[780,945,782],{},", then add a filter ",[780,948,949],{},"Total cost — greater than — 500",". The confirmation only fires for bookings above that amount.",[772,952,954],{"id":953},"targeting-vip-clients-or-a-single-location","Targeting VIP clients or a single location",[754,956,957,958,961],{},"Add a filter on a client's ",[780,959,960],{},"Pricing discount — is any of — …"," to reach only your VIP tier, or filter on a Booking custom field (such as a location) to limit a workflow to one site.",[772,963,965],{"id":964},"combining-and-and-or-conditions","Combining AND and OR conditions",[754,967,968,969,972,973,976,977,980,981,984,985,988],{},"For \"weekend bookings ",[763,970,971],{},"or"," anything over $300\", put two conditions in the ",[763,974,975],{},"same group"," (OR). For \"weekend bookings ",[763,978,979],{},"and"," over $300\", put each condition in its ",[763,982,983],{},"own group"," (AND). Always read the ",[763,986,987],{},"\"Only when\""," preview before saving to confirm the logic.",[772,990,992],{"id":991},"chasing-failed-payments","Chasing failed payments",[754,994,798,995,998,999,1001],{},[780,996,997],{},"Payment status reached → Failed"," (or your equivalent), action ",[780,1000,786],{}," to the client, and a template that explains how to retry payment.",[772,1003,1005],{"id":1004},"pausing-a-workflow-without-losing-it","Pausing a workflow without losing it",[754,1007,1008,1009,1012,1013,1016],{},"Turn off the switch in the workflow's card on the Workflows page (or the ",[763,1010,1011],{},"Enabled"," switch inside the workflow). The card fades and shows ",[763,1014,1015],{},"Disabled",", and the workflow keeps its full configuration but stops firing until you turn it back on. Better than deleting if you only want a temporary pause, for example a review request during a holiday closure.",{"title":1018,"searchDepth":1019,"depth":1019,"links":1020},"",2,[1021,1022,1023,1024,1025,1026,1027,1028,1029,1030,1031,1032],{"id":774,"depth":1019,"text":775},{"id":794,"depth":1019,"text":795},{"id":817,"depth":1019,"text":818},{"id":852,"depth":1019,"text":853},{"id":867,"depth":1019,"text":868},{"id":882,"depth":1019,"text":883},{"id":914,"depth":1019,"text":915},{"id":940,"depth":1019,"text":941},{"id":953,"depth":1019,"text":954},{"id":964,"depth":1019,"text":965},{"id":991,"depth":1019,"text":992},{"id":1004,"depth":1019,"text":1005},"Ready-made workflows for common jobs: confirmation emails, reminders before pickup, messages over SMS, Viber, or Telegram, staff alerts, confirming paid bookings, and targeting with filters.","md",null,{},{"title":390,"icon":393},{"title":749,"description":1033},"A-q9-EgQbIbZ9fknLR6j49u3WkBB9XJB3PjX5ERT9fM",[1041,1043],{"title":385,"path":386,"stem":387,"description":1042,"icon":388,"children":-1},"The seven things a workflow can do once its trigger and filters match: three email actions, two push notification actions, a client message, and a status change.",{"title":48,"path":397,"stem":398,"description":1044,"icon":396,"children":-1},"The reusable emails Requiply sends customers about their rentals, used by confirmations, manual sends from a booking, and automated workflows.",1792585991857]