Add Additional Users and Staff to Your Acuity Account

In this guide:

 

Acuity only allows one all-powerful admin with access to all areas of the account. However, you can add as many users as you'd like!

The admin controls which calendars each user can access and whether each user can edit limited settings or can only view information, without editing any settings.

In either case, users cannot access account-wide settings or controls. For example, they cannot create appointment types, generate reports, or set up billing info. 

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How To Add Users

You can add new users and manage existing ones from the Manage Users tab. 
 
Once there, follow these steps to add users to your account:
  1. Click +New User
  2. Add the new user's email address (which will be their username) and assign a password to them. (They'll be able to change this password after they log in.)
  3. Select which access level (View Only or View & Edit) you want the user to have from the dropdown menu.
  4. Check the boxes to assign them to any calendars you'd like them to access.
  5. Hit the green Add User button.
  6. Give the user their login credentials. (Acuity will not do this automatically.)  
Keep in mind: Adding a new user will add the user's email address to the email field of each calendar the user is given access to. If you do not want a user to be notified of appointments booked onto a calendar they have been given access to, you will need to go into the calendar settings and remove the new user's email addresses from the email field. 
 
Creating Calendars For Staff
 
If you also need to add a unique Calendar for the user, you can do so by going to Business Settings > Availability, and clicking the +New Calendar button. If you haven't assigned access to the new user, you can do so over in Manage Users. 
 
Levels of Access

Users are granted either View Only or View & Edit access.

Users with access set to View Only are able to access:

  • The Appointments page, where the appointment calendar can be viewed in daily, weekly, or monthly view. They cannot cancel or reschedule appointments.
  • The Client List page, where they can view, but not manage, clients who have booked appointments on the calendars they've been assigned. They can also view clients added to their list through the import feature.
  • The Import/Export page, where they’re able to export their client list and appointment list as a CSV file. They are not able to important clients or appointments.
  • The Client's Scheduling Page, where they’ll find the standalone scheduling page link for the account, and direct links to their appointments/calendars. 
  • The My Account page where they can reset their password.

Users with access set to View & Edit are able to access:

  • The Appointments page, where the appointment calendar can be viewed in daily, weekly, or monthly view. They can cancel and reschedule appointments.
  • The Availability page, where they can set availability for the calendars they’re granted access to. 
  • The Client List page, where they can view and manage any clients who have booked appointments on the calendars they've been assigned. They can also view and manage clients added to their list through the import feature.
  • The Import/Export page, where they’re able to export their client list and appointment list as a CSV file and import clients into their personal list.
  • The Client's Scheduling Page, where they’ll find the standalone scheduling page link for the account, and direct links to their appointments/calendars. 
  • The Integrations page, where a limited suite of app integrations is available. Additionally, the integrations program Zapier can be used to connect with other systems, such as Salesforce and Infusionsoft. (This requires some developer coding knowledge to set up).
  • The Sync with Other Calendars page, where users can set up 2-way syncing between their Acuity calendar and their Google, iCloud, Outlook, Office 365, and/or Outlook Exchange calendars.  Learn more about syncing with multiple calendar accounts here.
  • The My Account page where they can reset their password.

 

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