Clients use client accounts to track appointments, review active appointment codes, and more. This guide is intended for businesses who use Acuity. It explains what client accounts do, how clients register and use them, and how to remove the client account option for your business.
To learn about client accounts from the clients’ perspective, visit Using an Acuity Scheduling client account.
Tip: Register for our Acuity Scheduling webinar series where we'll teach you how to use Acuity. In the third webinar in the series, Boost your bookings: Acuity’s features for client engagement and growth, we go over client accounts and other features that help nurture a booking business, foster client engagement, and unlock new revenue opportunities.
When a client creates a client account, they can:
Clients with accounts can also skip certain forms that Acuity will autofill for them:
Tip: Clients who aren’t logged in might see their name, phone number, and email address autofill if they’re using a computer and browser they’ve already used to book an appointment.
Client accounts are accounts that clients can create when booking an appointment from your scheduler. The client account includes past and upcoming appointments, any active codes, and saved payment information. You can't create or delete a client account for a client - they must sign up or delete it themselves. You can direct your clients to learn how to use client accounts.
Client profiles also include appointment information, codes the client has purchased, including codes that are no longer active, and any associated intake form responses. However, client profiles aren't visible to the client. You can search client profiles in the client list and use them to manage your client's relationship with your business.
Clients create accounts by going to your scheduler and clicking Sign up in the top-right corner. They create a password, agree to our terms of service, and acknowledge our privacy policy. Once they click Sign up, they’re ready to start using their client account.
It's not possible to register an account on a client’s behalf.
If clients aren’t already logged in when they reach your scheduler, they can click Log in in the top-right corner of the client scheduling page.
You can't force clients to register for a client account or log into one when booking an appointment. Clients who’ve created client accounts can still book appointments without signing in.
We don’t offer single sign-in solutions for client accounts.
The buttons clients use to register for and log into client accounts are enabled by default.
To disable client accounts:
To determine if a client is registered, you can check your client list. A checkmark will appear next to the client’s name in the client list if they have a client account and have booked an appointment with your business while logged in.
When looking at a client’s profile and appointment history, there’s a silhouette icon on appointments that are assigned to a client account. In the screenshot below, the first appointment is assigned to a client account, while the second appointment isn't.
If you click the appointment to open the appointment details, the Client User field shows the client account.
When a client logs into their account, they see all appointments that are assigned to their client account. They don’t see appointments that aren’t assigned to their account, even if the appointments are associated with the same email address as their client account.
Acuity automatically assigns an appointment to a client account when:
Acuity doesn't assign an appointment to a client account when:
You can assign a single appointment to a client account, or assign many of a specific client’s appointments to their client account at the same time.
Note: The option to assign one or multiple appointment(s) to a client account only appears if the client has booked at least one appointment while logged into their client account.
To assign a single appointment to a client account:
To assign multiple appointments to a client account:
If appointments tied to your client's email address are associated with more than one client account, the Assign all to client user button won't appear.
To fix this situation:
Unlike appointments, a package, gift certificate, or subscription will automatically be added to a client's account if they purchase it using the same email address, even if they're logged out at the time.
You can also manually assign a code to a client's account. For example, if a client purchases a gift certificate in-person using cash, you can manually assign the gift certificate code to them. To assign the code to a client account:
The client will see this code listed when they log into their client account.
After you remove an appointment from a client account, it will continue to appear in the client's entry in the client list, but it will no longer appear to the client when they log into their client account. To remove the appointment from the client list entry, update the first or last name associated with the appointment.
To remove an appointment from a client account:
Clients can click the Forgot your password? link next to the password field and follow the prompts that appear to trigger a password reset email.
The email will be sent from no-reply@acuityscheduling.com.
If a client tries to log in and enters incorrect information, or leaves the password field blank, Acuity shows an incorrect password alert that also includes a Forgot your password? link.
It's not possible to reset a client’s password for them.
It's not possible to change the email address associated with a client account. If a client wants to use a different email, they should create a new account with the new email. The business owner can then assign the client's appointments and packages from the old account to the new one.
If your client has created an account, but you're unable to assign their existing appointments to their client account, their client account might not be associated with the client profile in your client list. To connect the two, ask your client to follow these steps:
After they've followed these steps, their entry in your client list will have a checkmark in the Account column, and you should be able to assign their existing appointments to their client account.
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