ConvertKit

Under Business Settings > Integrations you can integrate ConvertKit. Enter your ConvertKit API Key, connect to ConvertKit, and then select a destination to sync new appointments to.

 

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You can subscribe clients to a ConvertKit form, sequence or tag when they book. Just create an intake form with a Checkbox or Yes/No Choice question like "Do you want to join our mailing list?" and select it.

Once you've saved your selection, each new appointment will sync the client's first name and email to ConvertKit.  New subscribers will receive an opt-in confirmation email and be added when they confirm.

To sync your current list of clients, first go to Appointments > Import/Export and Export Clients to Excel. Then, import the CSV file in ConvertKit by clicking Import Subscribers.

Why don't I see new subscribers?

With this integration, when someone says "Yes" to being on your mailing list, they will not be automatically added to your list. They will be sent a confirmation e-mail with a link to click to confirm their subscription - once they click that link they will be added to your mailing list.

Only clients booked through your client scheduling page who answered yes to your opt-in question will be subscribed.  New subscribers receive an opt-in confirmation email from ConvertKit before they are added to your list as a double opt-in. 

Book a test appointment to try things out, just be sure to use your client scheduling page.

How do I subscribe clients to multiple forms, sequences or tags?

Acuity's ConvertKit integration only syncs to a single destination, but it's possible to sync to multiple places using Zapier.com.

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