Create New Booking [Alpha]

Overview

Creates a booking for either an appointment with a staff member or registration for a group event.

Available for Client and Staff tokens.

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Body Params
string
required

Business uid

string

Source campaign

string

Source channel

string

Client uid. If not provided, form_data with client fields (email, first_name) is required.

string

Event instance uid. Required for event registration (not appointment booking).

form_data
object

Client form data containing scheduling fields. Required when client_id is not provided - the API requires client identification either via existing client_id or via form_data fields.

When to use

  • Prefer client_id: If you have an existing client_id, use it instead of form_data. This is simpler and avoids form validation.
  • Use form_data: Only when creating a booking for a new client who doesn't exist yet.

How to obtain field IDs

Call GET /platform/v1/forms?business_id={business_id}&form_type=scheduling&service_uid={service_id} to get the scheduling form definition. Required fields (typically email and first_name) will have required: true.

Structure (IMPORTANT - Array format)

The fields property must be an array of field objects, NOT a key-value object:

{
  "form_data": {
    "fields": [
      {
        "field_id": "{email_field_id}",
        "type": "email",
        "new_data": "[email protected]"
      },
      {
        "field_id": "{first_name_field_id}",
        "type": "first_name",
        "new_data": "John"
      }
    ],
    "service_fields": [],
    "others": { "notes": null },
    "policies": {}
  }
}

Warning: Using the wrong format (e.g., {"field_id": "value"} as a key-value object) will cause validation errors.

Meeting details

When the service interaction_type is client_location or phone_call, include meeting details:

{
  "form_data": {
    "fields": [...],
    "meeting_details": {
      "meeting_interaction_details": "123 Main St, City"
    }
  }
}
string

Matter uid (conversation context)

string

Business uid (same as business_id, for portal context)

string

Service uid. Required for appointment booking.

string

Source name (e.g., 'client_portal', 'api')

string

Source URL

string

Staff uid. Required for appointment booking.

string

ISO 8601 format. Required for appointment.

string

Default is set to UTC if not provided

Responses

Language
Credentials
Bearer
JWT
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Response
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application/json