AI Agents with SimplyBook.me
GoZupees AI agents book SimplyBook.me services and route appointments to the right providers during customer calls.
What GoZupees AI Agents Do with SimplyBook.me
GoZupees connects AI voice agents to SimplyBook.me, enabling them to book services, select providers, and manage appointments during customer phone calls. When customers call your service business to schedule, the AI agent queries your SimplyBook configuration for available services and times, collects customer details, and creates confirmed bookings—handling the complexity of multi-service, multi-provider scheduling through natural conversation.
SimplyBook.me is built for businesses offering multiple services across multiple locations with various service providers. This integration brings voice-first booking to that complexity, so customers calling your business get the same structured booking experience as those using your online scheduler.
Core Scheduling Workflows
Service Selection and Booking
When a customer calls to schedule, the AI agent helps them identify the right service from your SimplyBook catalog. Once the service is selected, the agent retrieves available times from providers who offer that service. The customer selects a time slot, provides their contact information and any required custom field data, and the agent creates the booking through SimplyBook's API.
Provider-Specific Booking
When customers request a specific provider by name, the AI agent checks that provider's availability for the requested service. This supports businesses where clients develop relationships with particular staff members and want to book specifically with them.
Multi-Location Scheduling
For businesses operating across multiple locations, the AI agent can determine the customer's preferred location and query availability specific to that site. This ensures bookings are created at the correct location with providers who work there.
Rescheduling and Cancellation
Customers who need to change or cancel their appointment can do so by phone. The AI agent locates their existing booking by matching customer identity, presents new availability options for rescheduling, or confirms and processes cancellations. SimplyBook handles sending updated notifications.
Technical Integration Details
API Authentication
GoZupees connects to SimplyBook.me using API credentials from your SimplyBook admin panel. This establishes authenticated access to your services, providers, availability, and booking operations. Both the company login and API key are required for full booking functionality.
Service and Provider Queries
During calls, the AI agent queries your SimplyBook configuration to retrieve the list of active services and their associated providers. When checking availability, the query accounts for provider schedules, service duration, and any configured buffer times.
Custom Fields Support
SimplyBook allows custom intake fields on bookings. The AI agent collects this information during the conversation—customer preferences, notes, or any business-specific data fields you've configured—and includes it with the booking submission.
Notification Triggers
Bookings created through GoZupees trigger your existing SimplyBook notification workflows: confirmation emails or SMS, reminder sequences, and any connected automation. The booking source is recorded for your analytics.
Data Flow with SimplyBook.me
The integration handles the following data:
- Read: Services catalog, provider list, location data, availability slots, custom field definitions
- Write: New bookings with customer name, contact info, service, provider, location, custom field values
- Trigger: SimplyBook confirmation messages and reminder sequences
Setup and Configuration
Setup takes approximately 15-20 minutes. You'll retrieve API credentials from your SimplyBook admin panel, connect them to GoZupees, configure which services and locations the AI agent can book, and review custom field mappings. Your existing SimplyBook configuration—services, providers, schedules, locations—applies automatically.
Multi-Service Business Applications
This integration suits businesses with structured service offerings: spas, salons, fitness studios, repair services, professional services, and multi-practitioner practices. The AI agent handles the service selection logic that would otherwise require front-desk staff to guide customers through options.
Security Considerations
API credentials authenticate all booking operations. Customer data collected during calls is transmitted to SimplyBook and stored according to SimplyBook's data policies. All API communication is encrypted in transit. Credentials can be regenerated from your SimplyBook admin panel if access needs to be revoked.
Payment Collection During Booking
If your SimplyBook configuration includes payment collection for services, the AI agent can guide customers through providing payment information during the call. Prepayment for appointments reduces no-shows and ensures customers are committed to their scheduled times.
Membership and Package Support
For businesses offering membership programs or service packages, the AI agent can apply available credits or membership benefits to bookings. When a member calls to schedule, the agent checks their account status and books against their included services or package balance.
What This Integration Enables
- Query service catalog and provider availability
- Book with provider selection
- Handle multi-location scenarios
- Collect custom field data via voice
- Process reschedule and cancellation requests
- Trigger SimplyBook notification workflows
- Support service-specific booking rules
How the Integration Works
API Credential Setup
Retrieve company login and API key from your SimplyBook admin panel.
Connection Configuration
Enter credentials to establish authenticated access to your SimplyBook instance.
Service Selection
Choose which services and locations the AI agent can book.
Custom Field Mapping
Review how intake fields map to the conversation flow.
Availability Query
During calls, AI checks provider availability for the selected service and location.
Booking Creation
Appointments created with customer details, service, provider, and custom fields.
Use Cases
Service Selection Booking
AI agent guides callers through your service catalog and books the appropriate service type with availability.
Book with Specific Provider
Customers requesting a specific staff member get bookings with that provider based on their individual schedule.
Multi-Location Routing
AI agent determines customer location preference and books with providers and availability at that site.
Reschedule SimplyBook Appointments
Customers call to change their booking; AI finds new availability and updates the appointment.
Cancel SimplyBook Bookings
AI agent confirms cancellation and removes the booking from SimplyBook, optionally offering rebooking.
Custom Field Data Collection
AI agent collects business-specific intake data and submits it with the SimplyBook booking.
Spa and Salon Booking
AI agent handles multi-service selection for spa and salon businesses, booking treatments with available providers.
Trigger SimplyBook Notifications
Bookings made by AI agents fire your existing confirmation and reminder notification workflows.
Data Synced with SimplyBook.me
| Object | Fields Written |
|---|---|
| Bookings | Service, Provider, Location, Start Time, Customer Name, Customer Email, Customer Phone, Custom Fields |
| Services | Name, Duration, Associated Providers |
| Providers | Name, Working Hours, Locations |
Setup & Configuration
- 1 Retrieve SimplyBook API credentials
- 2 Connect credentials to GoZupees
- 3 Configure services for AI booking
- 4 Set up location routing if multi-location
- 5 Map custom intake fields
- 6 Test booking flow with sample customer
Security & Data Handling
- API credential authentication
- Encrypted data transmission (TLS)
- Credential revocation available
- SimplyBook data policies apply
- Customer PII handled according to SimplyBook terms
Get Started with SimplyBook.me
Ready to automate your SimplyBook.me workflows with GoZupees AI voice agents? Book a demo to see how we can help streamline your operations.