TidyCal

Creates a new TidyCal booking type with custom duration, availability rules, and confirmation settings.

Modifies an existing booking type's duration, name, availability windows, or redirect URL without losing its booking history.

Permanently removes a booking type from TidyCal, preventing new bookings while preserving the history of past sessions.

Fetches a single booking type's full configuration — duration, questions, availability, and URLs — for inspection or downstream logic.

Returns all booking types in the account so the agent can pick the right one, audit coverage, or build a menu for downstream automations.

Fetches a specific booking's full details — attendee, time, booking type, notes, and status — for use in downstream workflows.

Returns all bookings within a date range, optionally filtered by booking type, so the agent can build reports, spot patterns, or trigger batch follow-ups.

Cancels an upcoming booking in TidyCal and optionally sends a cancellation notice to the attendee.

Moves an existing booking to a new time slot, updating both the TidyCal record and triggering fresh confirmation emails to all parties.

Fetches a TidyCal contact record by email or ID, returning their booking history and profile details for enrichment or CRM sync.

Returns all TidyCal contacts, optionally filtered, so the agent can audit the roster, identify high-frequency bookers, or sync to a CRM.

Writes new or corrected fields onto a TidyCal contact — name, email, company, or custom notes — keeping the record accurate without manual edits.

Returns the current availability windows for a booking type or user, so the agent can surface open slots before suggesting a meeting time.

Adjusts the available time windows for a booking type or user — adding hours, blocking dates, or changing buffer rules.

Books a new meeting on behalf of a TidyCal team, assigning the right team member and notifying all parties.

Returns all team bookings within a window so the agent can report on distribution, spot overloads, or trigger batch actions.

Fires a custom reminder message to the attendee of an upcoming booking — timing, channel, and content fully controlled by the agent.

Fetches a TidyCal team's configuration — members, booking rules, and round-robin settings — for inspection or downstream routing logic.

Returns all TidyCal teams in the account so the agent can map teams to business units, audit membership, or choose the right routing target.

Adds a TidyCal user to an existing team, making them immediately eligible to receive round-robin bookings or appear as a selectable option.

Fires the moment an attendee or host cancels a TidyCal booking, giving the agent an immediate signal to recover the slot or re-engage the contact.

Fires each time a new TidyCal booking is confirmed, giving the agent the full attendee record, booking type, and scheduled time to kick off pre-meeting workflows.

Fires whenever an attendee moves a booking to a new time slot, letting the agent update downstream records and rerun pre-meeting prep with the correct new time.

Fires when a new booking type is created in TidyCal, allowing the agent to register it in internal systems, notify the team, and add it to the booking link directory.

Fires each time a new contact appears in TidyCal — typically from their first booking — letting the agent sync the record to the CRM before any follow-up workflow runs.

Fires when a new TidyCal team is created, enabling the agent to register it in internal routing tables and notify ops that a new booking pool is live.

Fires whenever a booking lands on any team-managed booking type, giving the agent the assigned member, attendee, and time to orchestrate team-level pre-meeting workflows.

Fires when a new member joins a TidyCal team, letting the agent run member onboarding — CRM setup, Slack announcement, and routing table update — automatically.