Basics

Overview

• Acuity Scheduling Referral Program benefit
• What is Acuity Scheduling?
• What kind of account do I use to log into Acuity Scheduling?
• Acuity Scheduling and HIPAA
• Acuity Scheduling FAQ
• Data privacy and Acuity Scheduling
• See all 10 articles

Getting started

• Video Series: Acuity Scheduling
• Moving from SpotOn Appointments to Acuity Scheduling
• Starting an Acuity Scheduling trial
• Getting started with Acuity Scheduling
• Switching to Acuity Scheduling
• Importing appointments and clients 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
• Using global and calendar scheduling limits
• Blocking off unavailable time in Acuity Scheduling
• Availability and scheduling limits by appointment type
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Create classes and appointments

• Setting up appointments and classes
• Creating and editing appointment types
• 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

• Parameters for dynamic links
• Building dynamic links
• Dynamic linking
• Sharing direct links to the scheduler
• Test your scheduler
• Booking appointments for clients
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Customizing your scheduler

• Customizing your scheduling page
• Choosing scheduler templates
• Elements of a scheduler
• Editing your scheduling page details
• Using images on the client scheduling page
• Change the wording of your scheduler
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Client payments and discounts

Collecting payment

• Accepting payments
• Payment processors you can connect to Acuity
• Connecting and disconnecting payment processors
• Choosing a currency
• Choosing how clients pay for appointments
• Collecting payments after booking
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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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Clients and appointments

Managing appointments

• Marking appointments as no-shows
• Managing your schedule
• Tracking appointment changes and notification activity in Acuity Scheduling
• Adding labels to appointments or class attendees in Acuity Scheduling

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

Notifications and reminders

Client notifications and reminders

• Managing Acuity notifications
• Email notifications for Acuity Scheduling clients
• Customizing Acuity notification email templates
• Sending reminder emails
• Sending subscription renewal reminder emails
• Supported countries for text messages
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Staff notifications

• Troubleshooting internal notification emails
• Sending internal appointment notifications and agendas with Acuity Scheduling

Acuity apps

For clients

• How clients use the Acuity Scheduling Client mobile app

For businesses

• 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
• Managing your calendar and availability in the Acuity Scheduling Admin mobile app
• See all 9 articles

Paying for Acuity

Paying for Acuity

• Acuity Scheduling billing if you log in with a Squarespace account
• Acuity Scheduling billing if you log in with an Acuity account
• Legacy Acuity Scheduling billing plans

Changing or cancelling your plan

• Changing your Acuity Scheduling billing plan
• Canceling and deleting your Acuity Scheduling subscription

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
• Manual appointment confirmation and waitlists in Acuity Scheduling
• Changing appointment type prices
• Creating paired drop-off and pick-up appointments in Acuity Scheduling
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Managing staff and ownership

• Changing Acuity Scheduling ownership
• Inviting contributors to Acuity Scheduling
• Set up new staff members in Acuity Scheduling
• Managing Acuity Scheduling usernames and passwords

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

Connecting to other tools

Business apps

• Using integrations
• Connecting video conferencing to Acuity Scheduling
• Connecting Acuity Scheduling with accounting applications
• Connecting Acuity Scheduling to email marketing applications
• Connecting Acuity to ReferralCandy
• Integrating Acuity Scheduling with CRM apps
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Tracking and analytics

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

Calendar syncing

• 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
• See all 7 articles

Booking

• Connecting Facebook and Instagram to Acuity Scheduling
• Adding appointment booking to Instagram
• Connecting Acuity Scheduling to Reserve with Google