Basics

Overview

• What is Acuity Scheduling?
• Why was my Acuity account connected to Squarespace?
• What kind of account do I use to log into Acuity Scheduling?
• Acuity Scheduling and HIPAA
• Acuity Scheduling FAQ
• Why Acuity doesn't offer phone support
• See all 12 articles

Getting started

• Video Series: Acuity Scheduling
• Moving from SpotOn Appointments to Acuity Scheduling
• Starting an Acuity Scheduling trial
• Getting started with Acuity Scheduling
• Use Acuity with or without an attached Squarespace website
• Switching to Acuity Scheduling
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Appointment types and availability

Availability

• Managing availability and calendars
• Adding and managing calendars
• Setting and editing your basic availability
• Limit when clients can book, edit, or cancel their appointments
• Blocking off unavailable time
• Availability and scheduling limits by appointment type
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Create classes and appointments

• Setting up appointments and classes
• Add or edit services on your scheduling page
• Creating and editing group classes
• Creating a class series in Acuity Scheduling
• Booking group classes
• Adding and removing attendees from group classes
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Appointment scheduling

Scheduling experience

• Change your scheduling page link
• Offer an appointment waitlist
• Parameters for dynamic links
• Building dynamic links
• Dynamic linking
• Find direct links to specific scheduling pages
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Customizing your scheduler

• Request documents from clients at booking
• Add terms and agreements to your appointments
• Add internal forms and SOAP notes to appointments
• Expand appointment descriptions and add-ons on your scheduling page
• Let clients book multiple spots for appointments and classes
• Hide appointment prices and durations
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Client payments and discounts

Collecting payment

• Accept Apple Pay and Google Pay
• Accept Venmo
• Collect payment for appointments using automated emails
• Collect payment for appointments using automated text reminders
• Collect payment for appointments by charging a client’s card
• Record payment for appointments from outside Acuity
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Offering discounts and subscriptions

• Packages, gift certificates, and subscriptions overview
• Creating subscriptions
• Creating and editing gift certificates
• Creating and editing packages
• Buying packages, gift certificates, and subscriptions
• Selling packages, gift certificates, and subscriptions
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Connect with apps and tools

Sync external calendars

• Syncing your calendar
• Setting up Microsoft Outlook calendar syncing
• Setting up Google Calendar syncing
• Setting up iCloud calendar syncing
• Setting up a one-way sync
• Troubleshooting calendar syncing
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Connect apps

• Connect to Zoom
• Connect to Google Meet
• Connect to GoToMeeting
• Connecting Acuity Scheduling with Airbnb
• Using integrations
• Connecting Facebook and Instagram to Acuity Scheduling
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Track conversions and analytics

• Tracking appointment referral sources
• Using custom conversion tracking with Acuity Scheduling
• Using Google Analytics with Acuity Scheduling

Automate communications and notifications

Send automated client emails

• Email notifications for clients
• Sending automated follow-up emails
• Personalizing email and text messages with tags
• Re-sending booking confirmation emails
• Sending reminder emails
• Attach client intake forms to confirmation emails
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Send automated text messages

• Text message best practices to prevent spam filtering
• Where can I send Acuity text message notifications?
• Sending appointment reminders via text

Send internal notifications and agendas

• Troubleshooting internal email notifications
• Sending internal appointment notifications and agendas

Clients and appointments

Managing appointments

• Marking appointments as no-shows
• Managing your schedule
• Adding labels to appointments or class attendees

Client information

• Using client accounts with your business
• Using an Acuity Scheduling client account
• Managing your client list in Acuity Scheduling
• Exporting Acuity Scheduling appointments and clients
• Banning clients from scheduling online

Acuity apps

For clients

• How clients use the Acuity Scheduling Client mobile app

For businesses

• Collect payment for appointments by sending links from the mobile app
• Using the Acuity Scheduling Admin mobile app
• Creating appointment types, classes, and coupons with the Acuity Scheduling Admin mobile app
• Managing the client list from the Acuity Scheduling Admin mobile app
• Managing payments in the Acuity Scheduling Admin mobile app
• Collecting payments for appointments on the checkout tab
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Paying for Acuity

Paying for Acuity

• Do I have Squarespace or Acuity-managed billing?
• Acuity Scheduling plans and payment methods
• Legacy Acuity Scheduling billing plans
• Access Acuity invoices and subscription details
• Update your Acuity Scheduling payment method
• Acuity subscription renewals and expirations
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Changing or cancelling your plan

• Change your Acuity billing plan and cycle
• Reactivate an expired or canceled Acuity subscription
• Cancel your Acuity subscription
• What happens to my Acuity account if I upgrade from Squarespace version 7.0 to 7.1?
• Delete your Acuity account

Using Acuity with your business

Recommended solutions

• Hiding your availability using the look busy or minimize gaps settings
• Offering multi-day and overnight appointments in Acuity Scheduling
• Offering time-window based appointments in Acuity Scheduling
• Manually accept or decline appointment requests
• Changing appointment type prices
• Creating paired drop-off and pick-up appointments in Acuity Scheduling
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Managing staff and ownership

• Understand Acuity access levels
• Add, update, and remove users in your Acuity account
• Changing Acuity Scheduling ownership
• Add, update, and remove Acuity contributors in your Squarespace account
• Set up new staff members in Acuity Scheduling
• Fix login issues

Business operations

• Promoting your business while using Acuity Scheduling
• Encouraging your Acuity Scheduling clients to review your business
• Finding information in Acuity Scheduling for filing taxes
• Generating reports
• Using Acuity Scheduling for two businesses at once
• Limiting no-show appointments