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Reservanto Make integrationAutomate Reservanto with Make.
Can your bookings, customers and vouchers run without copy and paste? The Reservanto Make integration gives you 51 modules: 50 actions and 1 search. This guide is for studios, salons and coaches who book through Reservanto, and it walks you through the connection and a first working scenario.
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What can the Reservanto Make integration do for you?
The Reservanto Make integration links your Reservanto account to Make, a visual tool where you build a scenario (the automation itself) out of modules, one brick per step. Reservanto brings 51 modules to the table: they create and confirm bookings, manage customers, spend passes and credit, and check vouchers, all without writing code.
Customer files that fill themselves. When someone answers a form in another app, Search a Customer finds them in Reservanto and Create or Update a Customer Note stores what they wrote, so the person at the front desk knows the context before the visit.
Bookings that follow a decision made elsewhere. A deposit is checked in your payment tool, then Confirm a Booking or Reject a Booking answers the request, and Add a Payment Via Credit settles it from the client's balance.
Private sessions booked from a chat. One to One Get a List of Available Start offers real free times, and One to One Create a Booking holds the slot the client picks.
What Make does not do here: Reservanto has no trigger module, so a scenario never starts from Reservanto itself. It starts on its own schedule or from another app. Reservanto also asks for a paid account before these modules work. Reservanto may have an n8n node too; the n8n vs Make page lays out how the two tools differ. To learn the editor step by step, see the Make training, and check Make pricing before you count operations.
How do you connect Reservanto to Make?
- 01
Add a Reservanto module
Log in to Make, open your scenario and add any Reservanto module. In its settings, click Create a connection. A connection is your Reservanto account linked to Make once, then reused by every Reservanto module.
- 02
Name it, then save
The Connection name field is optional, but a clear name helps when you run several accounts. Leave Show advanced settings alone unless you use your own custom app, then click Save.
- 03
Authorize the access
If Reservanto asks you to sign in, log in with the account that holds your bookings and confirm the access. Back in Make, the connection appears in the module and its fields become available.
Your first scenario with Reservanto
GoalWhen a client answers a form in another app, Make finds that client in Reservanto and writes the answer on their customer note.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the big +. The first module is the app where the answers arrive, your form tool for example, since Reservanto has no trigger.
- 02
Add Search a Customer
Click the + on the right of the form module, search Reservanto and pick Search a Customer. Click Create a connection, then map the detail that identifies the client from the form answer.
- 03
Write the note
Add Create or Update a Customer Note after the search. Map the customer found by the search, then the text of the form answer, so the note says what the client asked for.
- 04
Test with Run once
Send a test answer through your form, then click Run once. Open the bubble above each module to read the bundles, the items passed from one module to the next, and check the note in Reservanto.
- 05
Schedule and switch on
Click the clock on the first module to set the Scheduling: every 15 minutes by default. Then switch the scenario on. Each module run on one bundle counts as one operation on your plan.
What the Reservanto modules do
Reservanto gives you 51 modules in 18 groups. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Booking
9 modulesAdd a Payment Via Credit
ActionIn the docs onlyAs its name says, this module settles a booking with credit the customer already holds in Reservanto, so the visit counts as paid without asking for a card at the desk.
Booking Add Payment Via Pass
ActionIn the docs onlyJudging by its name, this one pays for a booking out of a pass, the prepaid set of sessions a gym or a yoga studio sells to its regulars.
Add a Payment Via Service Substitution
ActionIn the docs onlyGoing by its label, it covers a booking with a service substitution, a replacement session the customer is owed, instead of charging them again for the visit.
Cancel a Booking
ActionIn the docs onlyThe name is plain: it cancels an existing Reservanto booking from inside your scenario, and the slot opens up again without anyone logging in to Reservanto.
Confirm a Booking
ActionIn the docs onlyIts name points to one job: accepting a booking that waits for your approval, so the client gets a firm slot without staff clicking through requests one by one.
Get a Booking For a Customer
ActionIn the docs onlyIt fetches the bookings tied to one customer, which gives the next modules a clear view of what that person has on the books with you.
Get a Booking For Period
ActionIn the docs onlyThis module pulls the bookings that fall inside a date range you choose, a solid base for a planning sheet or a report built in another app.
Reject a Booking
ActionIn the docs onlyIt turns down a booking request, the counterpart of Confirm a Booking, and spares your team from refusing requests by hand inside Reservanto.
Set a No Show State
ActionIn the docs onlyFlagging a missed appointment as a no-show is its role, going by the name, so your history shows clearly which clients did not turn up.
Booking Resource
3 modulesGet a Booking Resource
ActionIn the docs onlyWhere the list module returns everything, this one zooms in on a single resource and hands its details to the next step of the scenario.
Get a Booking Resource Availability
ActionIn the docs onlyIt asks Reservanto when a bookable resource, such as a room, a court or a therapist, is free, so your scenario can offer slots that really exist.
Get a Booking Resource List
ActionIn the docs onlyThis returns every bookable resource on your account, the list you reach for when you do not know a resource ID by heart.
Booking Service
2 modulesGet a Booking Service
ActionIn the docs onlyIt reads the details of one service you sell, a haircut, a massage or a private lesson, straight from your Reservanto catalog.
Get a Booking Service List
ActionIn the docs onlyIt lists the services set up in your Reservanto account, in other words the menu your clients choose from when they book.
Classes
3 modulesCreate a Booking
ActionIn the docs onlyFiled under Classes in the doc, it creates a booking, which suggests a seat in a group session rather than a private appointment.
Get a Class
ActionIn the docs onlyIt returns the details of one class, the group session itself, so later modules can quote its name in a message or a sheet.
Get a Class Appointment
ActionIn the docs onlyThis fetches one appointment of a class, which reads like a single dated session of a class that runs more than once.
Course
2 modulesGet a Course
ActionIn the docs onlyIt reads a course from Reservanto (the Course group of the doc) and passes its details to the rest of the scenario.
Get Customer Events
ActionIn the docs onlyListed in the Course group, it returns the events linked to one customer, a quick way to see what that person has signed up for.
Customer
10 modulesCreate a Customer
ActionIn the docs onlyIt adds a new customer record to Reservanto, so people who reach you through another channel exist in the system before they book.
Customer Details
ActionIn the docs onlyThis module returns a customer's details, which by its name sounds like a fuller view than the basic record other modules give.
Edit a Customer
ActionIn the docs onlyIt updates an existing customer, so a new phone number or email address collected elsewhere reaches Reservanto without any retyping.
Get a Customer
ActionIn the docs onlyGive it a customer reference and it hands back that person's record, ready for the next module to use in a message or a sheet.
Get a Customer List
ActionIn the docs onlyIt returns your customers as a list, each one as a separate bundle that the following modules process one after the other.
Create or Update a Customer Note
ActionIn the docs onlyIt writes a note on a customer's file, or rewrites the one already there, so context gathered elsewhere sits right next to their bookings.
Search a Customer
SearchIn the docs onlyThe only search module of the app, it looks up customers and returns zero, one or several matches, each as a bundle.
Update a Customer Pass Usage
ActionIn the docs onlyIt adjusts how much of a pass a customer has used, which keeps the remaining sessions accurate when a visit is logged outside Reservanto.
Try Use a Customer Credit
ActionIn the docs onlyAs the name suggests, it attempts to spend a customer's credit, which tells your scenario whether the balance is enough before anything else happens.
Try Use a Customer Pass
ActionIn the docs onlyIt tries to use a customer's pass and reports the outcome, the pass-side twin of Try Use a Customer Credit.
EMS Like
2 modulesCreate a New EMS Booking
ActionIn the docs onlyIt creates a booking of the kind grouped under EMS Like in the doc, a booking type of its own that the doc does not explain further.
Update an EMS Booking
ActionIn the docs onlyIt changes a booking made through the EMS Like modules, so a new time or detail coming from another tool updates it in place.
Event
3 modulesGet an Event
ActionIn the docs onlyIt reads a single event from Reservanto and passes its details on, handy when another app only knows the event by its reference.
Event Get a List
ActionIn the docs onlyThis one returns your events, one bundle per event, which makes it the starting point for publishing or syncing them somewhere else.
Event Get a List By Customer
ActionIn the docs onlyIt narrows the event list down to one customer, giving you only the events that person has registered for.
Location
2 modulesGet a Location
ActionIn the docs onlyIt fetches one location of your business, useful when you run several sites and every message must show the right address.
Get a Location List
ActionIn the docs onlyThis lists all the locations set up in Reservanto, each one as its own bundle, so you see every branch Make can work with.
Merchant
1 moduleGet a Merchant Info
ActionIn the docs onlyIt returns information about your own Reservanto account as a merchant, that is, the business behind all the bookings.
One to One
4 modulesOne to One Create a Booking
ActionIn the docs onlyIt books a private appointment, the one-to-one kind grouped apart in the doc, for a single client rather than a group class.
One to One Get a Start Available
ActionIn the docs onlyIt checks a proposed start time for a private appointment and returns what Reservanto says about that slot.
One to One Get a List of Available Start
ActionIn the docs onlyIt returns the possible start times for a private appointment, each as a bundle, so you can offer the client real choices.
One to One Create a Free Time
ActionIn the docs onlyJudging by its name, it creates free time in a one-to-one calendar, which reads like time off: a period clients cannot book because you already know you will be away.
Pass
1 moduleGet a Pass List
ActionIn the docs onlyIt returns the passes your business sells, one bundle per pass, so later modules know which pass to work with instead of guessing a reference.
Pass to Customer
1 moduleAdd a Pass to a Customer
ActionIn the docs onlyAs its name says, it attaches a pass to a customer in Reservanto, so a sale made somewhere else lands on the right record without anyone retyping it.
Segment
1 moduleGet a Segment List
ActionIn the docs onlyIt reads the customer segments defined in your Reservanto account, so a newsletter tool or a CRM can reuse the groups your team already works with.
Service Substitution
1 moduleGet a Service Substitution For a Customer
ActionIn the docs onlyGoing by its name, it tells you which service substitutions one customer still holds, so your scenario knows whether a replacement session can cover the booking before charging anything.
Voucher
4 modulesGet a Voucher List
ActionIn the docs onlyIt returns your Reservanto vouchers, one bundle per voucher, ready to be reported on or passed to another tool.
Valid a Voucher
ActionIn the docs onlyJudging by its name, it validates a voucher before anyone accepts it, and your scenario picks the next step from the answer. The name points to a check, not a payment.
Pay with Voucher for Booking
ActionIn the docs onlyAs its name says, it pays for a booking with a voucher, so the visit is settled without a card or a manual entry. The booking and the voucher come from earlier modules.
Refund a Voucher Booking Payment
ActionIn the docs onlyGoing by its name, it refunds the voucher payment on a booking, so the client keeps the voucher value when a visit does not happen. It is the counterpart of Pay with Voucher for Booking.
Working Hours
1 moduleGet a Working Hours For Period
ActionIn the docs onlyIt reads the working hours set in Reservanto for a period, so your opening times stay defined in one place and other tools reuse them.
Other
1 moduleMake an API Call
ActionIn the docs onlyIt calls any endpoint of the Reservanto API from your scenario, with the same connection as the other modules. It covers what the ready-made modules on this page do not.
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