My challenges with Managerbot are the same I have with Appointments, Reporting and Square APIs:
Managerbot, make me an Appointments report for last week that shows a Service Provider's appointments, clients, payment for service, tip amount, paid/unpaid.
Managerbot creates report.
Response:
For October 25–31, I found 81 appointment records: 62 matched to paid checkouts, 8 cancelled, and 11 whose payments couldn’t be assigned confidently. Confirmed matches total $_____ in service payments and $____ in tips; those are partial totals, not the full week’s collections.
I’m building a visual report with provider totals, appointment-level details, and clearly flagged payment exceptions.
The report shows most marked:
Matched by customer, service, provider and appointment time
Many marked as:
No matching payment found; payment status remains unverified.
Customer has paid receipts, but none could be tied uniquely to this appointment.
Customer has a paid receipt, but its appointment association could not be verified.
Several paid receipts exist; no unique appointment-time match.
So the system is guessing the appointments -> transaction link, because Square doesn't provide the connection.
We cannot payout our Service Providers if we do not have an accurate report of what services were rendered, what services were paid.
I have had the same issue with Claude + Square APIs. @tranguyen, it seems Managerbot has the same issues as we discussed with Square APIs.
I am hoping @abhiroop and the Managerbot team can address this because its been an ongoing issue of Square not having this report for 8 years now. The report Managerbot is creating is amazing. Now we just need the accuracy.
