AroFlo

Each new booking becomes a task in AroFlo, with its client and site, so you never type it in twice. Copy four values from AroFlo's API page, send them to us, and we connect it for you.

TapBook takes the bookings, from Google, your website and your phone, and AroFlo keeps running your jobs. You don't change how you work in AroFlo.

• Every booking, quote request, call-back and enquiry becomes a task in AroFlo, including ones the phone assistant takes and ones your team adds.
• TapBook finds the client in AroFlo by their name, with the same email or mobile. If they aren't there, it adds them.
• The task goes at the address the form asked for, due on the booking's day, ready for your office to schedule.
• When the booking moves, TapBook adds a note to the task. When it's cancelled, the task is archived.

You need:

• An AroFlo log-in that can open Site Administration, such as an owner or admin.
• About five minutes.

1. Log in to AroFlo and open Site Administration.
2. Go to Settings, then General, then AroFlo API.
3. If pEncoded is empty, choose Generate Key.
4. Choose Generate Secret Key, and copy the secret key straight away. AroFlo shows it only once.
5. Copy uEncoded, pEncoded and orgEncoded too.
6. Choose Save. The details don't work until you do.

If there's no AroFlo API page, ask AroFlo support to switch on API access for your site, then start again from step 1.

AroFlo has one secret key for your whole site. A new one stops every other app that uses the old one until it gets the new key.

If another app already uses your AroFlo API, check with whoever set it up before you generate a new key. If you have the values that app uses, you can send us those instead.

Email the four values, uEncoded, pEncoded, orgEncoded and the secret key, to hello@tapbook.au. In the same email, tell us:

• The task type new bookings should go in as, such as Service. If you have more than one business unit, tell us which one too.
• Which business, if you have more than one on TapBook.

We connect it, then send a test booking with you so you can see it arrive in AroFlo. Delete the email once it's connected.

1. Make a test booking on your booking page.
2. Within a minute, AroFlo has a task for it, with the client, the site and the booking's details.

Cancel the test booking in TapBook, and 10 seconds later the task is archived in AroFlo.

AroFlo keeps a task's due date once it's made, so when a booking moves, the note tells your office the new time to change it to.

TapBook doesn't schedule tasks to anyone. Your office does that in AroFlo, as it does now.

A cancel waits 10 seconds so Undo on the booking can stop it before AroFlo hears of it. TapBook only archives or restores a task while its status is still the one TapBook gave it. A task someone has started or completed in AroFlo stays as it is.

Only some AroFlo log-ins can open Site Administration. Ask an owner or admin of your AroFlo site to copy the values.

API access isn't on for your site yet. Ask AroFlo support to switch on API access, then copy the values.

The usual cause is a secret key generated without choosing Save. Open the AroFlo API page again, generate a new secret key, copy all four values, and choose Save before you send them.

They go to AroFlo too. Every booking and request goes the same way, wherever it came from.

See simPRO or ServiceM8.