Three ways to use AI with LemonBooking, plus custom reports

1. AI in the app

Two things in LemonBooking already use AI, at no charge on any plan. They save time on jobs staff do every week: finding how to do something, and writing for your website.

AI search in the help centre

Type a question into the staff help centre in your own words — “customer can’t pay” — and press Enter. The search finds the articles that answer it, most useful first, with a short suggested answer above them.

It now also knows how your system is set up: your plan, your modules, your facilities and your booking groups. It never reads anything about your customers. So an answer can tell you that a feature needs a module you haven’t installed, or isn’t part of your plan, and it can name your own facilities. When a bigger job is better explained by one of the step-by-step guides in the help centre, it points you to that guide.

AI suggestions in the website editor

In the website editor, ask for a suggestion and you get one at a time: SEO tags for a page, clearer wording for a block of text, or alt text that describes an image for people using screen readers. Nothing is sent until you ask, and nothing on your website changes until a member of staff accepts the suggestion.

2. The AI connector

If your team already uses Claude or ChatGPT, add your system to it as a connector and ask, in plain words, how to do things in LemonBooking. It answers from our help centre and from your own set-up: your plan, modules, settings, facilities, opening hours, booking groups and prices. A question about prices gets an answer that knows your booking groups, not somebody else’s, so you spend less time searching.

What it can’t do

It can’t see who your customers are: no names, contact details, addresses or notes. It can’t list or search your bookings either. Give it a booking or invoice reference, such as BOOK-123, and it can look up that one record’s billing (its status, cost, and what’s been invoiced and paid) to help you invoice it. It can’t change anything: it reads and explains, and you make the changes yourself.

Setting it up

An admin installs the AI connector from the Modules page and copies the connector address it shows. Add it to Claude or ChatGPT, then sign in to your system as an admin, and you’re connected.

• Claude: add it as a custom connector. It then works on claude.ai, the Claude desktop app and Claude’s phone apps, and Claude’s free plan allows one custom connector.
• ChatGPT: add it as a custom app in a web browser. It works on chatgpt.com, not in the phone apps, and needs a Pro, Business, Enterprise or Edu plan.

These are the AI companies’ own rules as of October 2026, and they can change.

One AI tool can be connected at a time. The AI connector page shows which one, who connected it and when it was last used, and a Disconnect button frees the place for another.

The AI tool you connect, through the connector or an API key, is your choice. What it reads goes to the company behind that tool, under that company’s terms. Through the connector, that’s your set-up, our help articles and the billing of any booking or invoice you name, never your customers’ personal data.

3. Your own AI tools, through API v2

You can skip this part unless someone at your venue writes code. If they do, the AI tools they already use can read your system through our API, for their own reports and automations. Version 2 of the API is out now, and it’s built with them in mind. It’s the most technical of the three, and it works on a computer only: tools such as Claude Code, Codex and the Claude and ChatGPT desktop apps read the API, not claude.ai, chatgpt.com or the phone apps.

• It reads, and changes nothing. Almost everything your venue holds is there: locations, facilities and opening hours, prices and packages, bookings and their sessions, events, classes, memberships, customers, invoices and payments. None of it can be changed through the API.
• Personal data stays out unless you allow it. A new key leaves out customers’ and contacts’ names, email addresses, phone numbers, addresses and the answers they typed into forms. An admin can tick Include personal data when making a key, but leave it off unless the tool really needs your customers’ details: you’re responsible for how that tool handles them.
• Turn off training in the AI tool. Switch off the setting that lets the company train its models on your conversations before you give it a key.
• Some things are never included. Bank details, door and access codes, meeting passcodes, tokens and passwords never come back, whatever the key.
• Nothing you already use breaks. A key made for version 1.2 still calls version 1.2, which keeps the fields it returns today.

For developers

Each record carries only the fields a program needs, without the text of web pages, which keeps an AI tool quicker and cheaper to run. The API describes itself at /api/2/openapi.json on your system’s own address, so an AI tool can build its connection correctly the first time.

Every collection has a list and a single record, such as /api/2/bookings and /api/2/bookings/{id}, called with the key as a bearer token. Lists are paged with page and per_page, fields asks for fewer fields, and the date filters on bookings and sessions go by the day a session takes place, not the day the booking was made. The description is also published as YAML, and version 1.2 has one of its own at /api/1.2/openapi.json.

4. Custom reports

Answer the questions your committee or trustees ask, in the shape they want, without copying figures by hand. Silver and Gold now have a report builder, under Reports, then Custom reports. An admin picks what each row is — a customer, a booking, a booking session or an invoice line — chooses the columns and their order, sets filters and, if they want one, a row limit, then saves the report. Booking sessions are there for venues that use the booking calendar.

Filters fit the rows: bookings by status, booking group, category, when they were made and when they take place; invoice lines by invoices or credit notes, whether they’ve been exported to your bookkeeping, and when they were issued. Periods are relative, such as “last month”, so a saved report is still the right report next month.

Running a report

The first 50 rows show on screen straight away. The full file, in Excel or CSV with money as numbers and dates as dates, is made in the background, and we email you a link to it rather than an attachment. The link only works for someone who’s signed in (with a staff account) and allowed to run that report. A report can hold up to 50,000 rows, and every run is logged.

Who can use them

Admins build reports, and share each one with Managers, Assistants or both, who can run it but not change it.

5. Also new since September

• Website editor. Tables, with an optional header row and alignment for each column, for things like a price list. A block that shows one chosen event, and card layouts for the activities and events blocks. Copy a page, with or without its content, as an unpublished draft.
• SEO for every venue. The SEO module, for a title, description and keywords on each page, is now available to every venue. Pages without their own tags get a sensible default title and description, and event pages now carry event details for search engines and use the event’s own image when they’re shared.
• Scheduled emails further ahead. A booking’s scheduled emails can now go 8, 10 or 12 weeks before it starts, up from 6. Booking, invoice and payment email templates have a preview that fills in a real booking, invoice or payment, without sending anything.
• Longer packages. A package can now cover up to 31 days, up from 7, and an Every day option adds a facility to each day in one step.
• Class sign-up cut-off. Choose how long before a class starts sign-ups close. It’s an hour unless you change it, and you can keep sign-ups open until the start, or up to an hour after it.
• 12-hour clock. A time format setting shows times on the 12-hour clock (9am, 9–11am) or the 24-hour clock.
• More ways to split a booking. Split it by calendar year, or move chosen weekdays or facilities to a new booking.
• Copy an event. Start a new event from an old one.
• Settings for every site. For organisations with several systems, a client admin can set a system setting once and have it apply at every site, and upload one logo for all of them.