Using your Acuity Enterprise organization dashboard

Access your organization's scheduling instances in one central location.

Your Acuity Enterprise organization dashboard is where you can manage your organization's scheduling instances, add users, or make changes to your organization's settings. If you also have a personal website account, you can log in and switch between your website and Acuity Enterprise account.

Note: Currently, the Acuity Enterprise dashboard experience is only available to Acuity Enterprise customers who sign up on or after August 6, 2024. Learn more about our Acuity Enterprise plan.

Open the dashboard 

To navigate to your Acuity Enterprise dashboard:

  1. Go to acuityscheduling.com and click Log in
  2. Log in with your email address and password, then click the Enterprise Orgs tab.  

You can also access your Enterprise dashboard when you're logged into your Squarespace account by clicking the dropdown menu next to the profile picture in the top-right corner, then selecting your organization.

Add and manage scheduling instances

If you need to create a new scheduling instance for your organization:

  1. In your Acuity Enterprise dashboard, click New Scheduling Instance
  2. Enter the business name and scheduling page URL, then click Save
  3. To open the scheduling page for that account, click next to the instance on your dashboard and select Open Scheduling Instance
  4. To delete a scheduling instance, click then select Delete Scheduling Instance

Add new users 

To add a user to your organization: 

  1. In your Enterprise dashboard, click the User tab. 
  2. In the top-right, click Invite User
  3. Enter their name, email address, and select an organization role from the dropdown menu:
    • Org Member - can be added to any organization's scheduling instance with limited permissions.
    • Org Manager - has full access to the organization, including all scheduling instances and organization settings. 
  4. Click Invite

They'll receive an invitation to join your organization. 

Assign a scheduling instance to a user's profile

Organization managers can decide which scheduling instances their team members have access to. To grant them access, add the scheduling instance to the user's profile: 

  1. On the User tab, click next to the user's name and select Go to User Profile
  2. On the profile, click Add to a Scheduling Instance
  3. Select which scheduling instance you want to add the user to, then select their permission level from the dropdown menus. 
  4. If there are multiple calendars in the scheduling instance, check the calendars the user should have access to, then click Save

Edit your organization's settings

To edit your Enterprise organization's settings:

  1. In your Enterprise organization dashboard, click the Settings tab. 
  2. Navigate the different tabs to make changes to your settings:
    • Organization - Edit your organization's name or contact your account manager. 
    • API key - Generate an API key or manage an existing key. 

Export appointments

You can export a CSV file of appointments from select scheduling instances:

  1. In your Enterprise organization dashboard, click the Reporting tab. 
  2. Click Create Report
  3. Check the box next to the scheduling instance(s) you want to export appointments from. 
  4. Click Next
  5. Enter a start date and end date. Appointments that took place during this time range will be included in the CSV file. 
  6. Click Export
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