CRM and Sales tools
Pike13 by Maxmel Tech
34 min
pike13 is a business management platform offering scheduling, billing, and client management tools integrating it with make com enables automated workflows, streamlining administrative tasks and enhancing efficiency for service based businesses limited documentation we currently can't provide complete documentation for pike13 because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from pike13 and public sources to create detailed guides about pike13 pike13 is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=pike13\&app slug=pike13 community\&app unique id=pike 13 c6hcfm app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/pike13 community/ click the install button follow the on screen instructions to complete the setup pike13 modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create a booking creates a new booking that can include one or more lease agreements create a lease adds a lease agreement to an existing booking create a pack product creates a new pack product by combining multiple individual products into one bundle create a person adds a new person to your system or contact list create a punch creates a new punch record, logging an employee's clock in or clock out time create a staff member report generates a detailed report of staff members according to the criteria you set create a transaction report creates a detailed report that shows all your transaction information create a visit adds a new visit record to the system, logging the details of a visitor’s appointment create an invoice creates a brand new invoice for your customer create an invoice item adds a new item or charge to an existing invoice create an invoice payment creates a payment to settle an existing invoice delete a booking removes a specific booking from your system delete a lease deletes a specific lease using the lease id you provide delete a pack product deletes a selected pack product from your account delete a person removes a person's information from the database permanently delete a punch removes a specific punch entry from the record delete a visit deletes a scheduled visit or any upcoming visits you have planned delete an invoice item deletes a specific item from an existing invoice delete an invoice payment deletes a payment that has been made for an invoice currently in the checkout process generate client report generates a comprehensive report for a chosen client using the data you provide generate an enrollment report creates a detailed report using your enrollment information get available appointment slots retrieves a list of available appointment slots for a specific date get events fetches events that are visible to everyone (publicly viewable) from your account get notes for a person retrieves all notes linked to a particular person get notes for an event occurrence fetches all notes linked to a specific event occurrence get pack products retrieves a list of all products included in packs get people retrieves a list of all clients associated with your business get plans fetches and lists all available business plans from your account get punch fetches detailed information about a specific punch entry, such as clock in or clock out times get services fetches a complete list of available services get staff members retrieves a list of all staff members who are visible to your clients get visits fetches all visit records linked to a particular person, helping you easily view their visit history get waivers for a person fetches all waivers associated with a particular person get a booking fetches a booking that belongs to you, using your account details get a lease retrieves details of a lease that belongs to the currently logged in user get a note retrieves detailed information from a specific note associated with a person get a note for an event occurrence retrieves detailed information about a specific note attached to an event occurrence get a pack product retrieves detailed information about a specific pack product get a person fetches detailed information about a specific client get a service retrieves detailed information about a specific service get a staff member gets detailed information about a specific staff member get a visit gets detailed information about a specific visit using the visit id you provide get an appointment slot summary retrieves a summary of availability in a heat map format, showing when resources are most and least available get an event gets detailed information about a particular event you select get an invoice fetches detailed information about a specific invoice from your system get an invoice report fetches a detailed invoice report from your system, giving you an overview of your billing information make an api call allows you to make a custom api request to the service using your authorized account update a booking finalizes a booking by updating all necessary information and confirming the reservation update a lease updates the details of an existing lease with your latest changes or information update a pack product updates the details of an existing pack product in your system update a person updates the information for a specific person in your system, such as their name, contact details, or other personal data update a plan's end date changes the end date of an existing plan to a new specified date update a visit updates the details of an existing visit update an invoice updates the status of an invoice or changes its coupon code to help you manage your billing more efficiently watch events monitor and receive notifications for new events as soon as they happen templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} pike13 resources you can have access to more resources related to this app on the following links https //pike13 com https //startintegrate com/apps/business erp/pike 13 c6hcfm https //www make com/en/hq/app invitation/76d710c2fbf4f2bbf6202a4d7a1fb976 https //www make com/en/integrations/pike13 community help us improve this documentation have experience with pike13? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=pike13\&app slug=pike13 community\&app unique id=pike 13 c6hcfm sharing your knowledge in the https //community make com your feedback helps us create 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