What your assistant can do

Three things have to agree

Before a tool runs, three separate checks all have to pass. They are not alternatives — every one of them applies to every call.

1. The tool is switched on
   Your switch, on this page. A tool that is off is refused no matter who is asking.
2. Your account may do it
   The assistant acts as the WordPress account that connected it, and is held to that account’s Schedopia permissions. Someone with the Schedopia Staff role cannot change prices through an assistant, because they cannot change prices in the admin either.
3. The credential allows it
   A personal access token can be marked read-only, in which case every write is refused even when the switch is on and your account could do it.

Using the switches

Tools are grouped by area. Each group shows how many of its tools are on, and opens to reveal one row per tool with a one-line description and a switch. All on and All off at the right of the group header move the whole area at once, and the switch in the card’s own header — beside the running “N of 51 on” count — moves every tool on the page.

• A read tag means the tool only looks at something.
• A write tag means it changes something.
• A deletes tag means it can remove a record. These are worth reading one at a time before you switch them on.

Changes save as you make them, and take effect on the connected client’s next call — there is no need to reconnect it. A tool you switch off is refused immediately. A tool you switch on is announced to the client, which fetches the new list and can use it from then on. See what to do if it doesn’t.

The tools

An assistant sees each of these prefixed with the plugin — schedopia_list_bookings, schedopia_create_booking — so they never collide with another plugin’s. The description is what the tool does, not what it is allowed to do; that is your switch.

Bookings — 10 tools

Tool	What it does	Kind
list_bookings	Find bookings by date, status, staff, service or customer.	read
get_booking	One booking in full — times, customer, add-ons, seats and payments.	read
get_today_schedule	Everything happening today, in order.	read
get_availability	The free start times for a service on a date.	read
create_booking	Takes a booking, through the same checks the booking form uses.	write
reschedule_booking	Moves a booking to another time or another staff member.	write
update_booking_status	Confirms, completes, or marks a no-show.	write
add_booking_note	Appends a note to a booking.	write
cancel_booking	Cancels it and frees the time or the seats.	deletes
delete_booking	Removes the record entirely.	deletes

Services and add-ons — 8 tools

Tool	What it does	Kind
list_services	Your services, or one in detail.	read
list_service_categories	The categories services are grouped under.	read
list_addons	Add-ons and the services they are attached to.	read
save_service	Creates a service, or changes one — duration, price, category, buffers, capacity, notice.	write
save_service_category	Creates or renames a category.	write
save_addon	Creates or changes an add-on and what it is attached to.	write
assign_service_staff	Sets who performs a service, with optional per-staff price and duration.	write
delete_catalog_item	Deletes a service, a category or an add-on.	deletes

Staff and hours — 7 tools

Tool	What it does	Kind
list_staff	Your staff, or one in detail.	read
get_business_hours	The working week — the business default, or one person’s.	read
save_staff	Adds a staff member, or changes their details.	write
set_working_hours	Replaces a week of working hours and breaks, for one person or for the business.	write
block_time	Marks days as unavailable — holidays, closures.	write
unblock_time	Removes days that were blocked.	deletes
delete_staff	Removes a staff member, their hours and their service assignments.	deletes

Customers — 5 tools

Tool	What it does	Kind
find_customer	Looks someone up by name, email or phone.	read
list_customers	Your customers, with booking counts and when they last came in.	read
get_customer	One customer with their recent booking history.	read
save_customer	Adds a customer, or corrects one. An existing email is updated, not duplicated.	write
delete_customer	Deletes a customer record.	deletes

Payments — 4 tools

Tool	What it does	Kind
list_payments	Payments by booking, status or date.	read
record_payment	Records a payment you took — cash, card in person, bank transfer.	write
mark_payment_refunded	Marks a recorded payment as refunded.	deletes
delete_payment	Removes a payment record.	deletes

Venues and events — 10 tools

Tool	What it does	Kind
list_venues	Venues with their halls and seat tiers, as one tree.	read
get_seat_layout	A hall’s rows and seats.	read
list_events	Events, upcoming or past, with seats sold and free.	read
list_event_seats	Which seats are taken for one event.	read
save_venue	Creates or renames a venue.	write
save_hall	Creates or renames a hall inside a venue.	write
save_seat_category	Creates or changes a seat tier — name, price, colour.	write
save_event	Creates or changes an event — title, times, halls, status.	write
save_seat_layout	Lays out a hall’s seats. Marked as deleting, because a new layout can remove seats.	deletes
delete_venue_item	Deletes a venue, hall, seat tier or event.	deletes

A seat that somebody has already reserved cannot be laid out of existence — the tool refuses, exactly as the seat planner does.

Settings and the booking form — 4 tools

Tool	What it does	Kind
get_settings	Your settings, grouped as the Settings screen groups them.	read
update_settings	Changes settings, one or many, with a per-setting result.	write
get_form_appearance	The booking form’s colours, corners, font and step labels — plus the values that are allowed.	read
update_form_appearance	Restyles the form and renames its steps. Returns what was actually applied.	write

“Make the booking form dark green with rounded buttons, and call step two ‘Pick your stylist’” is one call to the last of these. Anything out of range is dropped rather than forced, and the tool reports what survived, so the assistant can tell you the truth about what changed.

Reports and diagnostics — 3 tools

Tool	What it does	Kind
get_dashboard_stats	The headline numbers for a period — bookings, revenue, cancellations.	read
query_activity_log	Searches the activity log. Administrators only.	read
how_to	Explains how to set something up, and whether it is set up here. Never returns a key.	read

Which permission each area needs

The assistant is held to the Schedopia permissions of the account that connected it. Administrators have all of them; the two Schedopia roles have a subset.

Area	Permission	Schedopia Manager	Schedopia Staff
Bookings	Manage bookings	Yes	Yes
Customers	Manage customers	Yes	Yes
Reports	View reports	Yes	Yes
Services, add-ons, venues and events	Manage catalog	Yes	No
Staff and hours	Manage staff	Yes	No
Payments	Manage payments	Yes	No
Settings and the form’s design	Manage settings	Yes	No
The activity log	Administrator	No	No

See Settings → Team access for how those roles are given out.

What an assistant can never do

Some things are not a switch you have left off — there is no tool for them at all.

• Widen its own access. update_settings refuses to touch the Connect your AI switch or the tool switches. An assistant cannot turn on a tool you turned off, and cannot turn the whole feature on if you turned it off.
• Read a secret. Your reCAPTCHA keys and your calendar feed token are reported as “set” or “not set” and never by value. how_to tells you where to enter one; it does not tell the assistant what one is.
• Manage credentials. There is no tool for tokens, for connected clients or for creating a connection. Those live on the Connect your AI tab and nowhere else.
• Grant WordPress access. No tool creates a user, assigns a role, or links a staff member to a login.
• Exceed your own account. Every call runs as the account that connected, with the same permissions it has in the admin.
• Bypass your business rules. A booking made by an assistant goes through the same path as one made on your form — the same availability checks, the same double-booking guard, the same emails.

Tools from other plugins

Another plugin can add its own tools to the same connection. When one does, its tools appear here under Added by other plugins, tagged with the plugin they came from, with the same switches and the same log. There is nothing for you to set up, and nothing appears that you have not switched on.