What a connected app can do, area by area

The guide an app reads through help_search, with what each area needs to be on.

This is the guide help_search answers from, worded for an app. What an app can do in a business depends on three things: the areas the owner gave it, the owner's choices for it (Just do it, Ask me or Never, per area), and what the business has on. An area that's off or not on its plan still answers: with needs, kind module, and the offer that turns it on.

Allpage runs a small business. Its areas: Site; Brand; Analytics; Payments; Grants; Forms; Offerings; Restaurant; Rewards; Products; Finance; Pay; Business plan; Domains; Messaging; Automations; Customers; Inbox; Business details; Files; Client galleries; Assistant; Setup; Reviews; Directory; Site assistant; Agent channels. Every tool answers with a status: done; proposed (it waits for the owner: give them approveAt); pending (still running: check with the tool it names); needs (its note is the next step: a single-use link for the owner, which business, or an area to turn on); or refused (its message says why). skills_list lists step-by-step guides for whole jobs; skills_load("onboarding.launch") says what’s left to open the business. Search here with help_search.

Site

Availability. On every plan. The owner can turn it off; billing never does.

Tools

website_change (Change your website): customers see it: waits for the owner’s approval unless they chose Just do it for your app
website_start (Start your website from a sample): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
website_compose (Compose your home page for your business): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
website_publish (Publish your website): customers see it: waits for the owner’s approval unless they chose Just do it for your app
website_restore (Restore an earlier version): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
website_undoChange (Undo a website change): customers see it: waits for the owner’s approval unless they chose Just do it for your app
website_showSection (Show a section on your website): customers see it: waits for the owner’s approval unless they chose Just do it for your app
website_setWords (Change words on your website): customers see it: waits for the owner’s approval unless they chose Just do it for your app
website_addSection (Add a section to your website): customers see it: waits for the owner’s approval unless they chose Just do it for your app
website_addSuggestion (Add what your website suggests): customers see it: waits for the owner’s approval unless they chose Just do it for your app
website_noteGap (Tell Allpage what your website can’t show yet): runs right away
website_savePost (Save a post on your website): customers see it: waits for the owner’s approval unless they chose Just do it for your app
website_deletePost (Delete a post from your website): customers see it: waits for the owner’s approval unless they chose Just do it for your app
website_comment (Comment on a part of your website): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
website_replyComment (Reply to a comment on your website): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
website_resolveComment (Resolve a comment on your website): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Reads

website_share (Share your website)
website_preview (See your website)
website_proposalPreview (Preview a website change)
website_scope (See where a style change would apply)
website_draft (Your website’s draft)
website_page (Read one page of your website)
website_catalog (Look up what your website can be built from)
website_history (Website history)
website_blockCode (Read an interactive block’s code)
website_modulePage (A page on your website)
website_theme (Your website’s look)
website_look (Your website’s own colors, type and logo)
website_published (Whether your website is live)
website_fieldLinks (Website form questions that save to a field)
website_collection (A list on your website)
website_posts (Posts on your website)
website_comments (Comments on your website)
website_snapshot (See a picture of your website)
website_check (Check your website for problems)
website_summary (What’s going on)

The owner’s screens

Your site (/website)

Brand

Availability. Works when the business has it turned on and its plan includes it. Otherwise its tools answer needs (kind module) with how to turn it on: business.useTool, or a plan that includes it.

Tools

brand_update (Change your brand): customers see it: waits for the owner’s approval unless they chose Just do it for your app
brand_restore (Go back to an earlier brand): customers see it: waits for the owner’s approval unless they chose Just do it for your app
brand_generateLogo (Make a logo): customers see it: waits for the owner’s approval unless they chose Just do it for your app
brand_generatePalette (Suggest brand colors): customers see it: waits for the owner’s approval unless they chose Just do it for your app
brand_generateType (Suggest fonts): customers see it: waits for the owner’s approval unless they chose Just do it for your app
brand_suggestLook (Suggest a look): customers see it: waits for the owner’s approval unless they chose Just do it for your app
brand_voiceFromSample (Find your voice from your writing): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

brand_kit (Your brand kit)
brand_history (Your brand’s history)
brand_summary (What’s going on)

The owner’s screens

Brand (/brand)

Marketing

Tools

marketing_createCampaign (Plan a campaign): customers see it: waits for the owner’s approval unless they chose Just do it for your app
marketing_updateCaptions (Change a campaign’s words): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
marketing_writeCaptions (Write a campaign’s captions again): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
marketing_launch (Launch a campaign): waits for the owner to confirm it in Allpage, whatever they chose for your app
marketing_markPosted (Mark a campaign post as posted): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
marketing_endCampaign (End a campaign): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

marketing_campaigns (List your campaigns and what each brought)
marketing_campaign (See one campaign: its words, links and results)
marketing_calendar (See what your campaigns send and post, day by day)
marketing_idea (See the campaign we’d plan for you)
marketing_summary (What’s going on)

Only the owner, in Allpage

Plan the campaign we suggest

Search

Reads

seo_summary (What’s going on)

Analytics

Reads

analytics_daily (Website visits by day)
analytics_activity (Bookings, customers and money by day)
analytics_campaigns (Visits and what they led to, by campaign)
analytics_funnels (Where visitors stop on forms and checkout)
analytics_numbers (See your website’s visits and where they came from)
analytics_measure (Count bookings, revenue or customers by day, week or month)
analytics_summary (What’s going on)

The owner’s screens

Numbers (/numbers)

Audit

Availability. Every business has it.

Reads

audit_list (Who did what)
audit_summary (What’s going on)

Billing

Availability. Every business has it.

Reads

billing_usage (See usage this month)
billing_summary (What’s going on)

Only the owner, in Allpage

Choose a plan
Manage billing

Trust and risk

Availability. Every business has it.

Tools

trust_setTextOptIn (Set how customers agree to marketing texts): customers see it: waits for the owner’s approval unless they chose Just do it for your app
trust_resume (Turn a paused capability back on): only the owner can do it: the tool answers with a single-use link for them to open, signed in, and does nothing else

Reads

trust_status (See unlocks and account health)
trust_summary (What’s going on)

Payments

Tools

payments_enable (Turn on payments): only the owner can do it: the tool answers with a single-use link for them to open, signed in, and does nothing else

Reads

payments_status (Check whether card payments are on)
payments_account (Check your payments account)
payments_summary (What’s going on)

Only the owner, in Allpage

Open payments settings
Check payments setup

The owner’s screens

Payouts (/payouts)

Grants

Tools

membership_saveBenefit (Set what a pack or membership covers): customers see it: waits for the owner’s approval unless they chose Just do it for your app
membership_savePack (Set up a pack): customers see it: waits for the owner’s approval unless they chose Just do it for your app
membership_saveMembership (Set up a membership): customers see it: waits for the owner’s approval unless they chose Just do it for your app
membership_freezeMembership (Freeze a membership): customers see it: waits for the owner’s approval unless they chose Just do it for your app
membership_unfreezeMembership (End a freeze): customers see it: waits for the owner’s approval unless they chose Just do it for your app
membership_sellPack (Sell a pack in person): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
membership_adjustPack (Change what’s left on a pack): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
membership_end (End a customer’s pack or membership): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

membership_benefits (What packs and memberships cover)
membership_coverChoices (What a pack or membership can cover)
membership_freezeCheck (What freezing a membership does)
membership_holders (Who holds a pack or membership)
membership_customer (See what covers a customer’s visits)
membership_summary (What’s going on)

The owner’s screens

Memberships & packs (/memberships)

Automations the owner can turn on

Pack running low: Tells customers when their pack is down to its last few visits, so they can buy another in time
Pack expiry reminders: Tells customers before their pack expires, if they have visits left
Membership ending reminders: Tells members before a membership that won’t renew ends, so they can keep it

Forms

Tools

forms_save (Save a form): customers see it: waits for the owner’s approval unless they chose Just do it for your app
forms_attach (Set when a requirement is checked): customers see it: waits for the owner’s approval unless they chose Just do it for your app
forms_decide (Decide an application): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

forms_list (List forms)
forms_get (Read a form)
forms_stepDone (Check whether a form was signed or a record sent)
forms_applications (See applications)
forms_submission (Read an application)
forms_requirements (See what bookings ask for)
forms_results (See who signed forms and sent records)
forms_customer (See what a customer has signed)
forms_summary (What’s going on)

The owner’s screens

Forms (/forms)

Offerings

Tools

booking_save (Set up an offering): customers see it: waits for the owner’s approval unless they chose Just do it for your app
booking_addSessions (Add sessions to an offering): customers see it: waits for the owner’s approval unless they chose Just do it for your app
booking_archive (Archive an offering): customers see it: waits for the owner’s approval unless they chose Just do it for your app
booking_enroll (Book a place): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
booking_cancelEnrollment (Cancel a booking): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
booking_transfer (Move a booking): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
booking_note (Note on a booking): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
booking_requirementLink (Get the link for a step a booking needs): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
booking_book (Book a time): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
booking_accept (Accept a booking request): customers see it: waits for the owner’s approval unless they chose Just do it for your app
booking_decline (Decline a booking request): customers see it: waits for the owner’s approval unless they chose Just do it for your app
booking_bookStanding (Book a standing time): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
booking_endStanding (End a standing booking): customers see it: waits for the owner’s approval unless they chose Just do it for your app
booking_markAttendance (Mark attendance): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
booking_checkIn (Check in): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
booking_changeSession (Change a session): customers see it: waits for the owner’s approval unless they chose Just do it for your app
booking_setCapacity (Change how many a session holds): customers see it: waits for the owner’s approval unless they chose Just do it for your app
booking_assignStaff (Put someone on a session): customers see it: waits for the owner’s approval unless they chose Just do it for your app
booking_callOffSession (Call off a session): waits for the owner to confirm it in Allpage, unless it runs under a policy they accepted
booking_editPattern (Change a repeating schedule from a date): customers see it: waits for the owner’s approval unless they chose Just do it for your app
booking_saveBookingPage (Choose the headings on your booking page): customers see it: waits for the owner’s approval unless they chose Just do it for your app
booking_reorder (Put your offerings in order): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

booking_standing (See standing bookings)
booking_list (See your offerings)
booking_get (Look up an offering)
booking_sessions (See your sessions)
booking_roster (See who’s coming to a session)
booking_enrollment (Look up a booking)
booking_places (See an offering’s bookings by day)
booking_times (Open times on a date)
booking_days (Dates with open times)
booking_report (See how your offerings and teachers did)
booking_reportExport (Download a report on your offerings)
booking_sessionTotals (See how your sessions went)
booking_onSale (Check whether anything is on sale to book)
booking_bookable (What you can book)
booking_openSessions (Sessions you can book)
booking_booking (See a booking)
booking_shapes (See the kinds of offering you can set up)
booking_preview (Preview an offering before saving)
booking_upcoming (Sessions coming up)
booking_calendar (Your public calendar)
booking_coverage (What can pay for a booking)
booking_requirements (See what each admission asks for)
booking_coveredBookings (Bookings a membership pays for)
booking_bookingPage (See the headings on your booking page)
booking_customerVisits (See what a customer has coming up)
booking_sessionPay (See how a session’s places are paid)
booking_summary (What’s going on)

The owner’s screens

Schedule (/schedule)

Automations the owner can turn on

Booking reminders: Reminds each customer before every session they’re booked into, including each one of a series
New booking alerts: Tells you when someone books, by push, text or email
New customer welcome: Sends a short series after someone’s first visit, until they buy a pack or membership
Rebooking reminders: Asks customers to book again a set time after a visit, if they haven’t already
Win-back: Invites customers back when they haven’t come in a while, counted from their last visit

Restaurant

Tools

restaurant_saveMenuItem (Save a menu item): customers see it: waits for the owner’s approval unless they chose Just do it for your app
restaurant_deleteMenuItem (Delete a dish): customers see it: waits for the owner’s approval unless they chose Just do it for your app
restaurant_moveMenuItem (Reorder a dish): customers see it: waits for the owner’s approval unless they chose Just do it for your app
restaurant_saveSections (Arrange the menu sections): customers see it: waits for the owner’s approval unless they chose Just do it for your app
restaurant_order (Order for pickup): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
restaurant_pickedUp (Mark an order picked up): waits for the owner to confirm it in Allpage, whatever they chose for your app
restaurant_cancelOrder (Cancel a pickup order): waits for the owner to confirm it in Allpage, whatever they chose for your app
restaurant_setPickup (Set how you take pickup orders): customers see it: waits for the owner’s approval unless they chose Just do it for your app
restaurant_configure (Set how you take reservations): customers see it: waits for the owner’s approval unless they chose Just do it for your app
restaurant_reserve (Reserve a table): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
restaurant_updateReservation (Change a reservation): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
restaurant_cancelReservation (Cancel a reservation): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
restaurant_joinWaitlist (Add to the waitlist): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
restaurant_tableReady (Tell a party their table is ready): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
restaurant_seat (Seat a walk-in): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Reads

restaurant_menu (The menu)
restaurant_tables (Open tables)
restaurant_pickupTimes (Pickup times)
restaurant_summary (What’s going on)

The owner’s screens

Tables (/restaurant)

Rewards

Tools

rewards_saveProgram (Set up a loyalty program): customers see it: waits for the owner’s approval unless they chose Just do it for your app
rewards_redeem (Use a reward): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
rewards_adjust (Adjust a customer’s rewards balance): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
rewards_setActive (Pause or restart a rewards program): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

rewards_summary (What’s going on)

The owner’s screens

Rewards (/rewards)

Automations the owner can turn on

Reward earned: Tells customers when they’ve earned a reward

Products

Tools

sales_createProduct (Add a product): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_updateProduct (Change a product): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_archiveProduct (Take a product off sale): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_restoreProduct (Put a product back on sale): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_setInventory (Set how many are in stock): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
sales_setTaxRegions (Set where you collect sales tax): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
sales_publishPrice (Set a price): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_archivePrice (Stop offering a price): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_restorePrice (Offer a price again): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_saveQuote (Keep a quote): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
sales_createAudience (Add an audience): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_updateAudience (Change an audience): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_archiveAudience (Retire an audience): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_restoreAudience (Bring back an audience): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_addToAudience (Add a customer to an audience): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
sales_removeFromAudience (Take a customer out of an audience): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_createAudienceLink (Make a link into an audience): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
sales_revokeAudienceLink (Turn off a link into an audience): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_publishAdjustment (Set a discount): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_archiveAdjustment (Stop a discount): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_restoreAdjustment (Start a discount again): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_createCode (Add a code): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_archiveCode (Turn off a code): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_restoreCode (Turn a code back on): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_draftOffer (Write an offer): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
sales_sendOffer (Send an offer): waits for the owner to confirm it in Allpage, whatever they chose for your app
sales_withdrawOffer (Withdraw an offer): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_markPaid (Mark a charge paid): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_approveCharge (Approve and charge): waits for the owner to confirm it in Allpage, whatever they chose for your app
sales_collectBalance (Charge the balance): waits for the owner to confirm it in Allpage, whatever they chose for your app
sales_capture (Charge the hold): waits for the owner to confirm it in Allpage, whatever they chose for your app
sales_pauseAgreement (Pause): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_resumeAgreement (Resume): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_setUnpaidPolicy (Choose what happens when a card keeps failing): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_cancelAgreement (Cancel a sale): waits for the owner to confirm it in Allpage, whatever they chose for your app
sales_declineRequest (Decline a quote request): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_freezeAgreement (Freeze billing on a repeating charge): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_unfreezeAgreement (End a billing freeze): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_refundCharge (Refund a charge): waits for the owner to confirm it in Allpage, whatever they chose for your app
sales_giveCredit (Give store credit): waits for the owner to confirm it in Allpage, whatever they chose for your app
sales_markOrders (Update orders): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_cancelOrder (Cancel an order): waits for the owner to confirm it in Allpage, whatever they chose for your app
sales_skipDelivery (Skip a delivery): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_setShipTo (Change where orders go): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_saveShipping (Change shipping): customers see it: waits for the owner’s approval unless they chose Just do it for your app
sales_buyLabel (Buy a shipping label): waits for the owner to confirm it in Allpage, whatever they chose for your app

Reads

sales_money (See what came in, what’s owed and what was kept in a month)
sales_salesTax (See where you collect sales tax)
sales_revenue (See what you took in a month)
sales_invoices (List your invoices)
sales_products (List products)
sales_product (Look up a product)
sales_productPolicies (The cancellation policy products are sold under)
sales_prices (A product’s prices)
sales_quote (Price a cart)
sales_priceList (What things cost)
sales_audiences (Audiences)
sales_segmentMembers (See who’s in an audience)
sales_adjustments (Discounts)
sales_codes (Discount codes)
sales_previewSale (See a sale before it’s agreed)
sales_agreements (List your sales and what each needs)
sales_agreement (See one sale in full)
sales_offer (An offer to accept)
sales_quoteRequests (Quote requests)
sales_paidUp (Whether a sale is paid up)
sales_payment (A payment to make)
sales_priceConfirmation (A new price to confirm)
sales_heldPayment (A held booking to pay)
sales_policyMoney (See how your policies use payments)
sales_giftCardBalance (Check a gift card’s balance)
sales_giftCards (Gift cards and store credit)
sales_orders (Orders to send)
sales_order (An order)
sales_pickups (Pickups by time)
sales_pickupDays (Pickup days with room)
sales_shipping (How you ship)
sales_labelRates (Label rates for an order)
sales_today (See what’s owed and what’s to send)
sales_customer (See what a customer owes and has bought)
sales_salesOwed (See what’s owed on some sales)
sales_summary (What’s going on)

Only the owner, in Allpage

Download your sales

The owner’s screens

Products (/products)
Orders (/orders)
Gift cards (/gift-cards)
Money (/money)
Sales tax (/sales-tax)

Formation

Tools

formation_order (Form an LLC): waits for the owner to confirm it in Allpage, whatever they chose for your app
formation_resubmit (Fix and resend the LLC order): waits for the owner to confirm it in Allpage, whatever they chose for your app
formation_sign (Sign the EIN form): only the owner can do it: the tool answers with a single-use link for them to open, signed in, and does nothing else
formation_refresh (Check on the LLC order): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
formation_markFiled (Mark a state filing done): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
formation_trackFilings (Remind me of state filings): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Reads

formation_status (Your LLC and state filings)
formation_summary (What’s going on)

Finance

Tools

finance_syncNow (Sync your books now): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
finance_setSyncStart (Choose when your books start): customers see it: waits for the owner’s approval unless they chose Just do it for your app
finance_closeMonth (Close a month): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

finance_report (See your profit and loss for a month)
finance_export (Download your books for a month)
finance_earned (See what sessions earned)
finance_books (See whether your books are syncing)
finance_periods (See which months are closed)
finance_summary (What’s going on)

The owner’s screens

Books (/books)

Pay

Tools

pay_saveRule (Save a pay rule): customers see it: waits for the owner’s approval unless they chose Just do it for your app
pay_archiveRule (Stop using a pay rule): customers see it: waits for the owner’s approval unless they chose Just do it for your app
pay_saveSettings (Set the pay period): customers see it: waits for the owner’s approval unless they chose Just do it for your app
pay_export (Export pay statements): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

pay_rules (See your pay rules)
pay_statements (See pay statements)
pay_download (Download exported pay statements)
pay_summary (What’s going on)

The owner’s screens

Team pay (/team-pay)

Import

Availability. Every business has it.

Tools

import_run (Bring a file over from your old system): waits for the owner to confirm it in Allpage, whatever they chose for your app
import_requestHelp (Ask Allpage to bring your clients over): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Reads

import_mapColumns (Match a file’s columns)
import_runs (Files brought over)
import_summary (What’s going on)

Business plan

Tools

planning_research (Research your market): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
planning_update (Change your business plan): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
planning_skipProposals (Keep what you wrote in your business plan): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
planning_restore (Go back to an earlier business plan): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
planning_names (Suggest names for your business): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
planning_pickName (Pick your business’s name): customers see it: waits for the owner’s approval unless they chose Just do it for your app
planning_waitlist (Make a waitlist page): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

planning_read (Your business plan)
planning_history (Your business plan’s history)
planning_signups (Your waitlist)
planning_summary (What’s going on)

The owner’s screens

Business plan (/business-plan)

Licenses and permits

Tools

licenses_refresh (Update your licenses and permits checklist): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
licenses_markDone (Mark a license or permit done): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
licenses_markNotApplicable (Set aside a license or permit that isn’t for you): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
licenses_reopen (Put a license or permit back on your list): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
licenses_report (Report a problem with a license or permit): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
licenses_orderResearch (Order a professional license research report): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

licenses_status (Your licenses and permits checklist)
licenses_summary (What’s going on)

Domains

Availability. On every plan. The owner can turn it off; billing never does.

Tools

domains_add (Connect your own domain): customers see it: waits for the owner’s approval unless they chose Just do it for your app
domains_check (Check your domain): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
domains_remove (Disconnect a domain): customers see it: waits for the owner’s approval unless they chose Just do it for your app
domains_setPrimary (Make a domain your main address): customers see it: waits for the owner’s approval unless they chose Just do it for your app
domains_setUpEmail (Send email from your own domain): customers see it: waits for the owner’s approval unless they chose Just do it for your app
domains_checkEmail (Check your email domain): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
domains_connectEmail (Add your email records automatically): only the owner can do it: the tool answers with a single-use link for them to open, signed in, and does nothing else
domains_stopEmail (Stop sending email from your domain): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

domains_email (See who your emails come from)
domains_status (See what your web address is waiting for)
domains_summary (What’s going on)

Only the owner, in Allpage

Connect your domain automatically

The owner’s screens

Web address (/web-address)

Messaging

Tools

messaging_send (Send a customer a saved message): waits for the owner to confirm it in Allpage, whatever they chose for your app
messaging_registerTexting (Set up texting): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

messaging_texting (Check where texting stands)
messaging_newsletterStatus (See who the newsletter reaches and what went out)
messaging_summary (What’s going on)

Only the owner, in Allpage

Enter the texting code
Text the code again
Move texting to another provider

The owner’s screens

Campaigns (/campaigns)

Tools

messaging_broadcast (Send a newsletter): waits for the owner to confirm it in Allpage, whatever they chose for your app
messaging_saveDraft (Save a newsletter draft): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
messaging_deleteDraft (Delete a newsletter draft): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
messaging_previewBroadcast (Preview a newsletter): runs right away
messaging_removeSubscriber (Take someone off the newsletter): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Reads

messaging-newsletter_summary (What’s going on)

Only the owner, in Allpage

Email yourself a test

Notifications

Availability. Every business has it.

Tools

notifications_set (Change your notifications): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
notifications_unsubscribePush (Stop push on this device): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
notifications_test (Send yourself a test notification): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Reads

notifications_settings (See your notification settings)
notifications_list (See your notifications)
notifications_glance (See how Allpage tells you things, at a glance)
notifications_summary (What’s going on)

Only the owner, in Allpage

Get push on this device

Automations

Tools

automation_enable (Turn on a ready-made automation): customers see it: waits for the owner’s approval unless they chose Just do it for your app
automation_setParams (Change an automation): customers see it: waits for the owner’s approval unless they chose Just do it for your app
automation_disable (Turn off a ready-made automation): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
automation_createWorkflow (Start an automation): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
automation_saveWorkflow (Save an automation draft): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
automation_publishWorkflow (Turn on an automation you built): customers see it: waits for the owner’s approval unless they chose Just do it for your app
automation_disableWorkflow (Turn off an automation you built): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
automation_archiveWorkflow (Delete an automation): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
automation_previewWorkflow (Preview an automation): runs right away
automation_simulateWorkflow (Walk through an automation): runs right away

Reads

automation_templates (Automations you can turn on, in every area unless you name one)
automation_summary (What’s going on)

Only the owner, in Allpage

Send me a test

The owner’s screens

Automations (/automations)

Policies

Tools

policy_accept (Accept a policy): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

policy_glance (See which of your policies are in place)
policy_summary (What’s going on)

Customers

Availability. Every business has it.

Tools

customers_add (Add a customer): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
customers_update (Update a customer): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
customers_addNote (Add a private note): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
customers_editNote (Edit a note): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
customers_removeNote (Delete a note): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
customers_merge (Merge two customers): customers see it: waits for the owner’s approval unless they chose Just do it for your app
customers_remove (Remove a customer): customers see it: waits for the owner’s approval unless they chose Just do it for your app
customers_tag (Tag a customer): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
customers_untag (Remove a tag): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
customers_addDependent (Add someone a customer books for): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
customers_updateDependent (Change someone a customer books for): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
customers_removeDependent (Remove someone a customer books for): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
customers_linkGuardian (Let another customer book for someone): customers see it: waits for the owner’s approval unless they chose Just do it for your app
customers_unlinkGuardian (Stop a customer booking for someone): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

customers_search (Find a customer)
customers_get (A customer)
customers_messages (Messages sent to a customer)
customers_formAnswers (Recent form answers)
customers_dependents (Who a customer books for)
customers_notes (See your notes about a customer)
customers_activity (See what happened with a customer lately)
customers_summary (What’s going on)

Only the owner, in Allpage

Import customers
Download your customers

The owner’s screens

Customers (/customers)

Automations the owner can turn on

Birthday notes: Wishes customers happy birthday, if you have their birthday

Custom fields

Availability. Every business has it.

Tools

fields_add (Add a custom field): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
fields_change (Change a custom field): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
fields_remove (Remove a custom field): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
fields_restore (Bring back a removed field): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
fields_set (Fill in custom fields): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Reads

fields_list (Custom fields)
fields_values (A record’s custom fields)
fields_links (Form questions that save to a field)
fields_summary (What’s going on)

Inbox

Tools

inbox_reply (Reply): customers see it: waits for the owner’s approval unless they chose Just do it for your app
inbox_compose (Message a customer): customers see it: waits for the owner’s approval unless they chose Just do it for your app
inbox_setStatus (Close or reopen a conversation): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
inbox_markRead (Mark as read): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
inbox_setDraft (Draft a reply): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Reads

inbox_recent (Recent conversations)
inbox_awaiting (Messages waiting for a reply)
inbox_waiting (See who’s waiting on a reply)
inbox_summary (What’s going on)

The owner’s screens

Conversations (/inbox)

Automations the owner can turn on

Unanswered message nudges: Reminds you when a customer’s message hasn’t had a reply

Business details

Availability. Every business has it.

Tools

business_updateProfile (Update your business details): customers see it: waits for the owner’s approval unless they chose Just do it for your app
business_updateAddress (Update your address): customers see it: waits for the owner’s approval unless they chose Just do it for your app
business_updateHours (Update your opening hours): customers see it: waits for the owner’s approval unless they chose Just do it for your app
business_updateServiceArea (Update your service area): customers see it: waits for the owner’s approval unless they chose Just do it for your app
business_useTool (Turn a tool on or off): customers see it: waits for the owner’s approval unless they chose Just do it for your app
business_setTimeZone (Change your time zone): customers see it: waits for the owner’s approval unless they chose Just do it for your app
business_saveLocation (Add or change a location): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
business_listInDirectory (List your business in the Allpage directory): customers see it: waits for the owner’s approval unless they chose Just do it for your app
business_showStreetInDirectory (Show your street address in the Allpage directory): customers see it: waits for the owner’s approval unless they chose Just do it for your app
business_open (Open your business): customers see it: waits for the owner’s approval unless they chose Just do it for your app
business_close (Close this business): waits for the owner to confirm it in Allpage, whatever they chose for your app
business_delete (Delete this business): waits for the owner to confirm it in Allpage, whatever they chose for your app
business_keep (Keep this business): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
business_rename (Change your web address): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

business_settings (See your business details at a glance)
business_details (About the business: what it does, where it is, its hours)
business_profile (See your business details as saved)
business_hours (See your opening hours)
business_capabilities (Check what your tools can use)
business_operation (Check how a task is going)
business_tools (See your tools)
business_owners (See who owns your businesses)
business_locations (See your locations)
business_summary (What’s going on)

Outside any one business

business_create (Start a business)
organizations_list (Your businesses)
account_get (Your account)
account_rename (Change your name)

Only the owner, in Allpage

Add an owner
Remove an owner

The owner’s screens

Settings (/settings)
Your tools (/tools)

Files

Tools

files_importFromUrl (Add a file from a link): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
files_fromAttachment (Keep a chat picture in your files): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
files_uploadLink (Make an upload link): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
files_closeLink (Close an upload link): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
files_archive (Archive a file): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
files_replace (Replace a file everywhere it’s used): customers see it: waits for the owner’s approval unless they chose Just do it for your app
files_saveAlbum (Save an album): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
files_deleteAlbum (Delete an album): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Reads

files_list (List your files)
files_usages (See where a file is used)
files_summary (What’s going on)

Only the owner, in Allpage

Start a file upload
Finish a file upload
Change a file

The owner’s screens

Files (/files)

Client galleries

Tools

galleries_create (Start a client gallery): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
galleries_update (Change a client gallery): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
galleries_saveSet (Save a gallery set): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
galleries_removeSet (Remove a gallery set): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
galleries_share (Share a gallery with the client): customers see it: waits for the owner’s approval unless they chose Just do it for your app
galleries_newLink (Make a new gallery link): customers see it: waits for the owner’s approval unless they chose Just do it for your app
galleries_remove (Delete a client gallery): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

galleries_list (List your client galleries)
galleries_get (See a client gallery)
galleries_downloads (See a gallery’s downloads)
galleries_toDeliver (See galleries not shared yet)
galleries_customer (See a client’s galleries)
galleries_summary (What’s going on)

The owner’s screens

Galleries (/galleries)

Today

Availability. Every business has it.

Tools

today_retryJob (Try again): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
today_approve (Approve a change): customers see it: waits for the owner’s approval unless they chose Just do it for your app
today_decline (Decline a change): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Reads

today_weights (Weigh Today)
today_waiting (Waiting for your approval)
today_attention (See what needs you)
today_summary (What’s going on)

Outside any one business

today_everywhere (See Today across your businesses)

Suggestions

Tools

suggestions_dismiss (Dismiss a suggestion): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
suggestions_mute (Stop a kind of suggestion): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Reads

suggestions_open (See what we suggest)
suggestions_muted (See which suggestions are stopped)
suggestions_summary (What’s going on)

Only the owner, in Allpage

Look at a suggestion

Assistant

Reads

assistant_facts (About your business, for the assistant)
assistant_runs (What your assistant did on its own)
assistant_glance (See what your assistant does on its own, at a glance)
assistant_summary (What’s going on)

Only the owner, in Allpage

Choose what your assistant can do
Attach a picture for your assistant
Use your AI conversations to improve Allpage

The owner’s screens

Assistant (/assistant)

Problem reports

Availability. Every business has it.

Tools

issues_flag (Report a problem to Allpage): runs right away
issues_report (Send a problem report to Allpage): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

issues_mine (Problems reported)
issues_summary (What’s going on)

Memory

Tools

memory_remember (Remember something): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
memory_update (Change a memory): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
memory_forget (Forget something): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Reads

memory_search (What your assistant remembers about something)
memory_list (What your assistant remembers)
memory_summary (What’s going on)

Connected apps

Availability. Every business has it.

Tools

apps_connect (Connect an app): only the owner can do it: the tool answers with a single-use link for them to open, signed in, and does nothing else

Reads

apps_list (Connected apps)
apps_summary (What’s going on)

Only the owner, in Allpage

Disconnect an app
Re-approve a connected app
Choose what a connected app can do

Integrations

Availability. Every business has it.

Tools

integrations_connect (Connect Google): only the owner can do it: the tool answers with a single-use link for them to open, signed in, and does nothing else
integrations_disconnect (Disconnect a service): customers see it: waits for the owner’s approval unless they chose Just do it for your app
integration_google_addEvent (Add an event to your Google Calendar): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
integration_google_invite (Invite people from your Google Calendar): waits for the owner to confirm it in Allpage, whatever they chose for your app
integration_mcp_add (Connect another service’s tools): only the owner can do it: the tool answers with a single-use link for them to open, signed in, and does nothing else
integration_mcp_approve (Approve a service’s changed tools): only the owner can do it: the tool answers with a single-use link for them to open, signed in, and does nothing else
integration_mcp_call (Use a tool from another service): customers see it: waits for the owner’s approval unless they chose Just do it for your app
integration_square_addCustomers (Add customers from Square): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

integrations_list (Connected services)
integrations_health (What your connected services do)
integrations_glance (See which services are connected, at a glance)
integration_google_freeBusy (Busy times on your Google Calendar)
integration_mcp_tools (Tools from your other services)
integration_square_customers (Customers matched with Square)
integrations_summary (What’s going on)

Only the owner, in Allpage

Finish connecting a service

API

Availability. Every business has it.

Reads

api_tokens (API tokens)
api_summary (What’s going on)

Only the owner, in Allpage

Make an API token
Revoke an API token

Team

Availability. Every business has it.

Tools

team_cancelInvite (Cancel an invite): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Reads

team_members (See who’s on your team)
team_roles (See your team’s roles)
team_glance (See who’s on your team at a glance)
team_summary (What’s going on)

Only the owner, in Allpage

Invite a team member
Invite a guest to help with some offerings
Change what a guest helps with, or their last day
Remove a team member
Make or change a role
Change someone’s role
Remove a role

Rooms and equipment

Availability. Every business has it.

Tools

resources_save (Add or change a room or equipment): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
resources_block (Block off a room or equipment): customers see it: waits for the owner’s approval unless they chose Just do it for your app
resources_unblock (Open a blocked room or equipment): customers see it: waits for the owner’s approval unless they chose Just do it for your app
resources_savePerson (Set a team member’s hours and bookings): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

resources_list (See your rooms and equipment)
resources_summary (What’s going on)

Webhooks

Availability. Every business has it.

Reads

webhooks_endpoints (Webhooks)
webhooks_deliveries (Webhook deliveries)
webhooks_summary (What’s going on)

Only the owner, in Allpage

Add a webhook
Change a webhook
Remove a webhook
Change a webhook’s secret
Send a webhook again
Send a test webhook
Subscribe to events
Unsubscribe from events

Setup

Availability. Every business has it.

Tools

onboarding_doIt (Do it for me): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
onboarding_handOff (Get the owner’s link for a setup step): runs right away
onboarding_confirm (Check off a setup step): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
onboarding_skip (Skip for now): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval
onboarding_reopen (Reopen a setup step): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Reads

onboarding_plan (Read the setup plan)
onboarding_next (See the next setup step)
onboarding_nextSteps (What to set up next)
onboarding_screen (Read what a screen is for and what to do next there)
onboarding_progress (See how much setup is left)
onboarding_firstSteps (See the steps to your first booking)
onboarding_summary (What’s going on)

Only the owner, in Allpage

I have this
Refresh

The owner’s screens

Setup (/setup)

Listings

Tools

listings_chooseLocation (Choose your Google listing): customers see it: waits for the owner’s approval unless they chose Just do it for your app
listings_syncNow (Update your Google listing now): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Reads

listings_status (See where your Google listing stands)
listings_location (Your Google listing)
listings_summary (What’s going on)

Reviews

Tools

reviews_ask (Ask customers for a review): waits for the owner to confirm it in Allpage, whatever they chose for your app
reviews_reply (Reply to a review): customers see it: waits for the owner’s approval unless they chose Just do it for your app
reviews_feature (Show a review on your website): customers see it: waits for the owner’s approval unless they chose Just do it for your app
reviews_unfeature (Stop showing a review on your website): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

reviews_recent (Recent reviews)
reviews_featured (Reviews on your website)
reviews_summary (What’s going on)

The owner’s screens

Reviews (/reviews)

Automations the owner can turn on

Review requests after visits: Asks customers for a review the day after they come to a session or appointment

Posts

Tools

social_schedule (Schedule a post): customers see it: waits for the owner’s approval unless they chose Just do it for your app
social_update (Change a scheduled post): customers see it: waits for the owner’s approval unless they chose Just do it for your app
social_cancel (Cancel a scheduled post): a private change: runs now if the owner lets your app make private changes, otherwise waits for their approval

Reads

social_channels (See where posts can go)
social_posts (See your scheduled and recent posts)
social_summary (What’s going on)

Site assistant

Reads

customer-agent_facts (About the business, for its site assistant)
customer-agent_settings (Your site assistant)
customer-agent_summary (What’s going on)

Only the owner, in Allpage

Choose what your site assistant does

The owner’s screens

Ask us (/ask-us)

Agent channels

Tools

channels_turnOn (Answer texts, WhatsApp and email with your assistant): customers see it: waits for the owner’s approval unless they chose Just do it for your app
channels_turnOff (Stop answering texts, WhatsApp or email): customers see it: waits for the owner’s approval unless they chose Just do it for your app

Reads

channels_status (Your assistant by text, WhatsApp and email)
channels_summary (What’s going on)

Only the owner, in Allpage

Connect WhatsApp
Connect your number or email
Enter your code
Disconnect your number or email
Choose what your assistant does by text, WhatsApp and email

The owner’s screens

Channels (/channels)

Site

Brand

Marketing

Search

Analytics

Audit

Billing

Trust and risk

Payments

Grants

Forms

Offerings

Restaurant

Rewards

Products

Formation

Finance

Pay

Import

Business plan

Licenses and permits

Domains

Messaging

Newsletter

Notifications

Automations

Policies

Customers

Custom fields

Inbox

Business details

Files

Client galleries

Today

Pages

Suggestions

Assistant

Problem reports

Memory

Connected apps

Integrations

API

Team

Rooms and equipment

Webhooks

Setup

Listings

Reviews

Posts

Directory

Site assistant

Agent channels