Acuity Scheduling Guide

How do you put Acuity's online booking system to work and turn its capabilities into results? The guide provides essential details to help people use Acuity.

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Acuity Scheduling gives an online system that makes appointment booking easier while decreasing missed appointments and streamlining business scheduling. Through one platform, users may select their available times, receive payments, and deliver reminder alerts.

Acuity connects with calendar, payment gateway, and other system capabilities to provide a simple appointment scheduling service. Our new system handles bookings perfectly without overbooking or client mistakes.

This guide will show you all the necessary steps needed to use Acuity Scheduling. Following our steps, you will know all you need to organize scheduling easily. Let’s get started!

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What is Acuity Scheduling?

Acuity Scheduling lets companies run their bookings online and manage appointments automatically while lowering client cancels. Users gain complete control over their booking hours and system capabilities while letting clients make bookings easier and faster.

Acuity Scheduling helps businesses save time on appointments while giving clients better appointment management.

Key features of Acuity Scheduling

• Your clients can book time any day using their selected slots during your open hours.
• Clients can integrate with Google, Outlook, iCloud, and other calendars.
• Sends email and text messages to help you prevent patient no-shows.
• Accepts payments via PayPal, Stripe, and Square.
• Set availability, appointment types, and group bookings.
• The product saves client data, including their records and visit summaries.
• The app changes time zones for global clients automatically.
• Works with Zoom, Google Meet, Mailchimp, and other tools.
• Manage bookings and appointments from any device.
• The system monitors appointments and revenue performance along with all client-specific information.

Why use Acuity Scheduling?

Using Acuity Scheduling eases all appointment-handling processes. Our list contains the main benefits of using this platform.

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• 24/7 Online Scheduling: The platform lets clients make scheduled bookings anytime through an automated process.

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• Automated Reminders: Automated email and SMS alerts help decrease cancelations through automatic message delivery.

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• Integration with other tools: The system integrates appropriately with Zoom, Google Calendar, Stripe, and PayPal tools.

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• Customizable Booking Pages: Build booking tools that display your brand identity through our system.

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• Payment Processing: The platform lets you accept payments through deposits and handle payments plus subscriptions.

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• Time Zone Adjustments: The book helps users match global client time zones immediately with no adjustments needed.

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We will now study how to set up and enhance Acuity Scheduling to serve your requirements.

Preparing your Acuity Scheduling Account

STEP 1: Sign up for an account

To begin using Acuity Scheduling, sign up at AcuityScheduling.com. When you start with Acuity Scheduling, you can try their platform without charge during a trial period.

STEP 2: Customize your availability

After you log in, choose Availability settings to set your work schedule and appointment periods. You can set:

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• Daily or weekly availability

• Specific hours for different services
• Buffer times between appointments

• Our employees can set their work hours during holidays and other established pauses.

STEP 3: Create Appointment Types

You can list various types of appointments when you use Acuity Scheduling.

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• One-on-one meetings
• Group sessions
• Free or paid consultations
• Recurring appointments

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Set up unique appointment types by defining the length of service, costs, and working hours for each one.

STEP 4: Configure Booking Preferences

• Visit Settings and Scheduling Options to set new booking preferences. 
• Set different time zones, plus choose the maximum bookable times and what customers can cancel.

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STEP 5: Integrate Payment Processing

Connect Acuity Scheduling with Stripe, PayPal, or Square to secure the payments. You can also set up:

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• Deposits or full payments at the time of booking
• Subscription or membership plans
• Discount codes and promotions

Modifying your Booking Page

1. Branding and Design

Create a booking page that matches your brand by changing its aspects like business name and logo.

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• Business name and logo
• Colors and fonts
• Custom URL for branding consistency

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2. Adding intake forms

When clients schedule their appointments, you can get essential information through customized intake forms. These forms can ask for:

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• Name and contact information
• Preferences or special requests
• Any necessary medical or legal disclosures

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3. Fixing on your website

Using Acuity Scheduling, you can add your scheduling interface to any web page using available integration tools. Add scheduling appointments by copying HTML embed codes or applying plugins to WordPress Wix and Squarespace websites.

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Automating Appointments with Acuity Scheduling

Email & SMS notifications

Create automated reminders that go to both you and your clients.

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• Booking confirmations
• Appointment reminders
• Follow-up emails after a session
• Set up default text that you can modify to add specific user messages and directions.

Syncing with Calendars

Integrate Acuity Scheduling with these services to avoid bookings on multiple platforms and keep all appointment times linked.

• Google Calendar
• Outlook
• iCloud

Connecting to Video Conferencing Tools

Acuity Scheduling links with Zoom and Google Meet to make online bookings possible.

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• Zoom generates a meeting link automatically.
• Booked appointments through Google Meet will show the related video call settings immediately.

Advanced features and Optimizations

Group & Recurring Appointments

Make workshop and class booking appointments available to groups of customers through unified bookings. Regular appointments let clients reserve their future sessions without manual booking.

Membership & Subscription Services

Acuity Scheduling helps you run membership-based bookings for your scheduled services. Companies can organize regular coaching meetings combined with premier customer help and create permanent service packages. This upgrade allows organizations to keep their customers and makes booking much simpler for everyone involved.

Gift Certificates and Packages

Make client booking simpler with gift certificates and session bundles that your customers can easily purchase ahead. Different businesses will find this system ideal for training appointments, wellness programs, and spa services.

Managing Clients with Acuity Scheduling

Client’s databases and notes

A company's customer records in Acuity Scheduling include appointment details, personal information, suggestions, and notes, together with transaction information. This system helps businesses run their client programs better and serve their customers with more unique attention.

Offering Coupons and promotions

Use discount codes to help more customers find new offers and sales information.

Handling Cancellations and Rescheduling

Make custom service rules about cancellation and rescheduling to maintain good business flow. You can provide cancellation protocols by keeping fees for late changes and scheduling rules, plus updating clients about shifts.

Pricing Plans for Acuity Scheduling

Acuity Scheduling provides business plans at different price levels to match various business needs.

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• The basic plan features scheduling options, although its integration power is restrained to basic abilities.
• Our emerging plan costs $16 per month and helps customers remember appointments, plus syncs them to calendars.
• Our Growing Plan offers $27/month, supports payments, and group appointments.
• Our Powerhouse Plan costs $49/month, which is ideal for large businesses with advanced automation.

Tips for Maximizing Acuity Scheduling

• Make your booking page accessible to customers through online platforms.
• Set your system to detect and fix schedule differences because of time zones automatically.
• Review your appointment data plus client actions to make better business decisions based on data.
• Teach your staff to handle bookings, cancellations, and client contacts with smooth procedures.

FAQS

What is Acuity Scheduling?

Acuity Scheduling helps run appointments online by handling scheduling requests and payment transactions.

How does Acuity Scheduling work?

The system Acuity Scheduling helps customers book appointments online and manage their scheduled meetings digitally.

What is the major benefit of Acuity Scheduling?

The primary advantage of Acuity Scheduling is its automatic appointment handling, which saves time and decreases missed appointments.

Summary

Acuity Scheduling makes it easier to schedule appointments while handling customers. The platform helps service providers better run their operations and saves working hours for all types of business teams. Use these instructions to set up Acuity with optimization features in mind.  

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Ready to streamline your scheduling? Sign up today!

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