FavCRM

Search and filter members/accounts. Supports text search, date ranges, booking/activity history, membership tier, tags, and more. Use lastBookingBefore/inactiveDays to find inactive members.

Get detailed profile for a specific member/account by ID.

Preview a bulk customer import (max 2000 rows). Matches existing accounts by phone/email and shows create vs update actions plus points/stamps/credit deltas. Use commit_customer_import with the returned sessionId to apply.

Commit a previewed customer import. Pass the same rows and sessionId returned by preview_customer_import. Creates/updates accounts and applies points, stamps, and credit deltas.

Create a CRM account/customer with a primary contact. Optionally enroll the account as a member; use enrol_membership later when the account already exists.

Update CRM account/customer profile fields such as name, phone, email, life stage, owner, notes, or member code.

Soft-delete a CRM account/customer. This releases the primary phone for future reuse while keeping account history for audit.

List all available tags for the merchant.

Create a CRM tag for customer segmentation and organization.

Rename or recolor an existing CRM tag.

Delete a CRM tag and remove it from all tagged entities.

Attach one or more tags to a member/account. Useful for segmenting members after filtering.

Detach one tag from one or more member/account records.

List all membership tiers with member counts and stats.

No parameters. Call it with no arguments.

Get a specific membership tier by ID.

Issue a gift/reward to multiple members. Requires a gift offer ID and member IDs.

Enrol a member into a membership tier. Free tiers enrol immediately; paid tiers return PAYMENT_REQUIRED unless skipPriceCheck is set. Use list_tiers first to find the target tier.

Get a member's current loyalty balance — points, stamps, credits, lifetime totals, and active membership tier. Returns null if the member is not enrolled.

Credit loyalty points or stamps to a member. Use field="points" for points, "stamps" for stamps. Server records a transaction with the reason as audit context.

Get high-level business KPIs: member count, new members this week, active subscriptions, total points issued, active promotions, rewards redeemed, messages sent.

No parameters. Call it with no arguments.

List bookings with filters for date range, status, service, staff, or member.

Get full booking details including line items, status history, and participants.

Get booking counts: today, this week, this month, and breakdown by status.

No parameters. Call it with no arguments.

Find available booking slots for a service on a specific date.

List booking services with name, price, duration, and status.

Get full service details including addons, staff, resources, and tier pricing.

Read every membership-tier pricing configuration for one booking service.

Set the complete pricing and booking-policy configuration for one membership tier on a booking service.

Copy the complete pricing and booking-policy configuration from one membership tier to another on the same booking service.

Create a bookable service. Sets duration, price, capacity, and policies. Use list_service_categories first if you want to attach to an existing category.

Update an existing booking service. Pass only the fields you want to change.

Create a bookable schedule window for a service, including recurring weekly/daily availability.

List schedule windows for booking services.

Update a service schedule window. Pass only fields to change.

Assign a staff member to a booking service. Pass users.id from list_staff.userId.

Link a room/resource to a booking service.

List service categories (groups for booking services like "Treatments", "Classes").

No parameters. Call it with no arguments.

Create a service category (e.g. "Treatments", "Classes") to group bookable services.

Create a bookable resource (room, equipment, vehicle). Used by services that have requiresResource=true.

Add an availability window for a resource. Use day-of-week + recurring=true for weekly schedules, or a specific date for one-off blocks.

Add an availability window for a staff member (companyMembers.id). Use day-of-week + recurring for weekly schedules, or a specific date for one-off changes.

Get global booking settings for the customer booking flow, cancellation rules, visibility options, and confirmation requirements.

No parameters. Call it with no arguments.

Update global booking settings. Pass only the fields you want to change.

List support tickets with optional filters.

Get ticket counts grouped by status.

No parameters. Call it with no arguments.

Create a support ticket for a member issue.

Update the status of an existing support ticket.

List surveys with optional status/search filters.

Create a survey with custom question blocks. Publish it later or set status to published for immediate portal access.

Get survey detail, including blocks, publishing status, visibility, settings, and response count.

Update a survey draft or publishing configuration. Use questionBlocks to replace the ordered form block list.

Archive a survey and remove it from active survey lists.

Get response and invitation metrics for a survey overview dashboard.

List responses for a survey.

List survey invitation history without exposing token hashes or old invitation tokens.

Create a token-auth survey invitation for a specific member/account or contact.

List automation workflows attached to a survey.

Create or update a survey automation workflow, usually triggered by survey_response_submitted.

List CRM deals (sales pipeline) with optional filters.

Get detailed CRM deal information by ID.

Create a CRM sales pipeline deal, optionally linked to a customer account and contact.

Update a CRM deal. Pass only fields to change; use null for nullable links/fields to clear them.

Soft-delete a CRM deal from the sales pipeline.

Move a deal to a different pipeline stage.

Mark a CRM deal as won and set close date.

Mark a CRM deal as lost. Requires a lost reason.

Convert an account: qualify its open lead (creating one if needed) and link exactly one pipeline deal. Also promotes lifeStage lead -> active. Safe to repeat — a second call lands on the same lead and deal. Works on accounts that are already active.

List contacts (people linked to CRM accounts), optionally filtered by account or search.

Fetch a single contact by ID.

Create a contact on an existing CRM account.

Update fields on an existing contact.

Set a contact as the primary contact for its CRM account and demote other contacts on that account.

Delete a secondary contact. Primary contacts are protected; set another primary contact or delete the account instead.

List custom field definitions for CRM entities such as account, contact, deal, or booking.

Get a custom field definition by ID.

Create a custom field definition for CRM entities. Use options for select or multiselect fields.

Update a custom field definition label, type, options, required flag, or sort order.

Delete a custom field definition and its stored values.

Get custom field values for a CRM entity such as an account, contact, deal, or booking.

Set or clear custom field values for a CRM entity. Values are stored as strings; pass null to clear a value.