EquipDash

Add a customer to a saved group's roster, with optional per-member notes and emergency contact details.

Add a pick-one choice group to a tour package experience (e.g. "Hotel category" with Budget/Deluxe/Premium, or "Coach type" with Volvo/Sleeper). Each option carries a per-traveler price added onto the package total. Marks the experience as a tour package automatically. Pass options inline to create them in one call.

Add a single priced option to an existing tour-package choice group. The price is per traveler and adds onto the package total.

Add stock (inventory) to a rental product. For products tracked as a group, this adds quantity (merged into matching existing stock). For products tracked per item, this creates one record per unit with its own identifier/barcode - give a starting identifier plus a quantity for a numbered run (e.g. identifier "ABC-001" with quantity 3 creates ABC-001, ABC-002, ABC-003, keeping zero-padding), or give exact identifiers for specific codes. If the product has variations, variation_id is required; the variations are listed by get_product.

Add an activity to what a program includes. Activities are kept apart from the dates, so an activity can be included before any of its dates are picked.

Add an email or text to the messages that go out around a booking — for all bookings, one line of business, a single item, or a program. Use plain wording; merge tags like {{first_name}} and {{start_date}} fill themselves in per person. Only real merge tags are saved; a tag that does not exist is refused, and the refusal lists the tags you can use.

Add one more session date to an existing multi-session series.

Add one row to the end of a collection: an item (by id or name), a whole category (new items in it then show up by themselves), or a heading that starts a new section. Call once per row, in the order the owner wants them.

Add a customer to the waitlist for an experience schedule or rental product.

Add a page to the supplier's website. Pass sections to build it with the owner's content in one call (a footer is added for you); otherwise presets scaffold common pages (about, contact, faq, gallery, landing, blank), or it starts with a hero and a text section of sample text. The new page appears in the site navigation, and is not live until the site is published. Put the owner's own content in props so it lands in the same call. Shapes: hero {headline, subtext, button_text, button_url, video: a YouTube or Vimeo link or the address of a video uploaded in the builder - it plays muted on a loop instead of the photo, and an empty video goes back to the photo}; richtext and imagetext {heading, body}; faq {heading, items: [{q, a}]}; testimonials {heading, source: google|typed, google_count: 3|6, google_min_stars: 4 (4 and 5 stars) or 1 (any stars), quotes: [{text, name, meta}]} - google shows the shop's real Google reviews, never typed; staff (a team) {heading, subtext, items: [{name, role, bio}]}; features and steps {heading, items: [{title, text}]}; stats {items: [{number, label}]}; map {heading, address}; cta {heading, button_text, button_url}; featured_catalog {heading, source: rentals|experiences|bundles|store|services, item_ids: [ids] to pick items}; price_table, category_tiles, packages and schedule fill their prices, photos, times and spots from the catalog and calendar - never write those in. Pick by what the owner asked for: a rates, prices or price table is price_table; a timetable, schedule or "this week's" sessions is schedule; shop by category is category_tiles (each tile uses its first item's photo); bundles, combos or packages is packages. featured_catalog is only a few items to show off. price_table (a price list) {heading, source: rentals|experiences, mode: all|category|pick, category_id, item_ids}; category_tiles {heading, mode: all|pick, category_keys: ["store:<id>", "rental:<id>", "experience:<id>"]}; packages (the shop's bundles) {heading, subtext}; schedule (upcoming sessions from the calendar) {heading, mode: all|pick, item_ids: [experience ids], days_ahead: 3|7|14}; newsletter and contactform {heading, subtext, button_text}; gallery {heading, images: [image urls]}; locations {heading, mode: all|pick, location_ids} lists the shop's locations with address, hours and map from Settings > Locations; embed {code: the embed code or link the owner pasted, exactly as given, variant: full|side, height: short|medium|tall, heading, body}. Hours, contact and footer print the shop's own hours, phone, email and address from its business details. Button links: "book", a page slug, "experience/<id>", "product/<id>", or a full https:// address - never a path like /experiences. Write only what the owner told you: never invent facts about the business, its people or its reviews. The result lists what was saved and any sample text still showing; report only what was saved.

Add a section to a page of the supplier's website (hero, text, gallery, features, testimonials, FAQ, team, contact form, map, hours, and more), with its content, in one call. By default it lands just above the footer. Put the owner's own content in props so it lands in the same call. Shapes: hero {headline, subtext, button_text, button_url, video: a YouTube or Vimeo link or the address of a video uploaded in the builder - it plays muted on a loop instead of the photo, and an empty video goes back to the photo}; richtext and imagetext {heading, body}; faq {heading, items: [{q, a}]}; testimonials {heading, source: google|typed, google_count: 3|6, google_min_stars: 4 (4 and 5 stars) or 1 (any stars), quotes: [{text, name, meta}]} - google shows the shop's real Google reviews, never typed; staff (a team) {heading, subtext, items: [{name, role, bio}]}; features and steps {heading, items: [{title, text}]}; stats {items: [{number, label}]}; map {heading, address}; cta {heading, button_text, button_url}; featured_catalog {heading, source: rentals|experiences|bundles|store|services, item_ids: [ids] to pick items}; price_table, category_tiles, packages and schedule fill their prices, photos, times and spots from the catalog and calendar - never write those in. Pick by what the owner asked for: a rates, prices or price table is price_table; a timetable, schedule or "this week's" sessions is schedule; shop by category is category_tiles (each tile uses its first item's photo); bundles, combos or packages is packages. featured_catalog is only a few items to show off. price_table (a price list) {heading, source: rentals|experiences, mode: all|category|pick, category_id, item_ids}; category_tiles {heading, mode: all|pick, category_keys: ["store:<id>", "rental:<id>", "experience:<id>"]}; packages (the shop's bundles) {heading, subtext}; schedule (upcoming sessions from the calendar) {heading, mode: all|pick, item_ids: [experience ids], days_ahead: 3|7|14}; newsletter and contactform {heading, subtext, button_text}; gallery {heading, images: [image urls]}; locations {heading, mode: all|pick, location_ids} lists the shop's locations with address, hours and map from Settings > Locations; embed {code: the embed code or link the owner pasted, exactly as given, variant: full|side, height: short|medium|tall, heading, body}. Hours, contact and footer print the shop's own hours, phone, email and address from its business details. Button links: "book", a page slug, "experience/<id>", "product/<id>", or a full https:// address - never a path like /experiences. Write only what the owner told you: never invent facts about the business, its people or its reviews. The result lists what was saved and any sample text still showing; report only what was saved.

Validates a promo code and applies the discount to a booking.

Applies (redeems) a voucher as payment on a booking. The voucher is applied immediately; this tool has no preview step.

Approve a booking request: confirm the booking and charge the card the customer saved when they asked, if any. Re-checks that the time or the items are still free first. Confirm what was asked for, the dates and the total with the owner before calling this.

Approve a pending staff time-off request.

Archive a booking so it is hidden from the bookings list. Archived bookings leave the calendar and remain in manifest, reports, customer detail, and search. Archiving never frees stock or seats; cancelling does. An upcoming or unfinished booking is refused unless even_if_unfinished is true, which is only passed after the owner confirms.

Stop offering a way of booking without losing it. Bookings already sold on it keep its name and its prices; it disappears from every new-booking screen. This is what to use when the owner wants one gone - an experience always keeps at least one way to be booked, so the last one cannot be retired.

Archives a customer so they no longer appear in listings or customer pickers. Booking history is preserved. Reversible with unarchive_customer.

Archive an experience: hidden from every sales channel and listing, but all bookings and history are kept. Works from any status. Reverse with unarchive_experience.

Archive a rental product - hidden from listings and every sales channel but kept with its booking history. Works from any status. Reverse with unarchive_product.

Archive a program: it stops selling everywhere and drops out of the programs list. Existing bookings are untouched. Reversible with unarchive_program.

Stop offering a rate category on new bookings without losing it. Existing bookings and pricing keep it; it disappears from every new-booking screen. This is what to use when the owner wants a rate "gone" but it is already in use - deleting one that prices anything is never possible.

Archive a survey — hidden from the default listing and never auto-sent, but kept with its responses.

Assign one or more guides to an experience availability slot. Returns assigned, blocked (time-off) and warned (no shift covering the time) lists.

Assign one or more staff members to a workshop job.

Attach a checklist template to a workshop job, creating a new checklist instance with all items from the template.

Attach a saved group to a booking — the roster materializes into the booking's participants (snapshot; later group edits do not touch the booking).

W3B — attach a supplier-wide weather threshold rule to a specific experience. On breach, the evaluator surfaces upcoming experience sessions falling in the breach window and (with effect_notify_admin=true, default) emails weather.manage users.

W3B — attach a supplier-wide weather threshold rule to a specific rental product. On breach, the evaluator surfaces upcoming bookings for that product and (with effect_notify_admin=true, default) emails weather.manage users. Idempotent — re-attaching updates pivot flags.

Change how long these timed sessions run without moving their starts. Date-only sessions are left alone. The experience default and repeating schedule are not changed.

Move these sessions to a different time of day, each keeping its own date and duration. Sessions running across more than one day are left alone.

Delete every shift within a date range. Destructive — requires user_confirmed: true.

Set how many people (or groups, for a private offering) each of these sessions takes. A session already holding more than the new number is left alone and named in the reply.

Overwrites start_time and/or end_time on every shift in a date range. The previous times are not recoverable from the shift record.

Calculates the rental price for one or more products over a date range using the platform pricing engine — the same engine the widget and POS use, including seasonal, variation, and location pricing. Returns the per-product and total price.

Cancel a booking. Without user_confirmed the tool returns the applicable cancellation policy and refund preview; with user_confirmed=true the booking is cancelled.

Cancel a multi-session series — every upcoming session booking is cancelled; past sessions stay untouched.

Cancel a waitlist entry — the customer stops waiting for a spot and gets no further availability notifications for it.

Capture (keep) a held security deposit for damage or loss - the customer is charged from the deposit the business is holding. Keeping part gives the rest back to the customer in the same step; nothing stays held afterwards. To charge parts that did not come back (get_booking missing_parts), pass for_missing_parts: true and the amount is their replacement cost set on the kit - never ask the owner what a part costs. Otherwise pass amount for a partial capture; omit it to capture the full held amount. When the deposit is split into parts (per participant), pass security_deposit_id for the part to capture. Without confirmed: true the tool returns a preview instead of capturing.

Change what one bot does or when it runs, from the owner's words. First call returns the changes and a proposal_token; call again with the token and user_confirmed true to save.