If you’ve spent any time looking for a digital calendar or scheduling tool, there’s a good chance that you’ve heard of Acuity. Acuity was acquired by the Squarespace company a few years ago, but it still functions as a stand-alone scheduling product.
In this guide, we’ll go over the basics, advanced features, and integration options of Acuity.
Acuity Scheduling is an online program that allows you to schedule appointments and meetings. Acuity uses a group calendar with a simple interface. It has a multitude of feature options and integrates with many other tools making Acuity a good option for many businesses.
Acuity has gained popularity primarily because it is such an intuitive system to use. However, it’s the top-tier paid plan that shines — Acuity offers a slew of advanced tools and features for power users.
Logging in to Acuity is easy. Click Log In (top right in the navigation menu) and enter your username and password.
If you’re using the “Growing” or “Powerhouse” plan, the administrator can add additional users and assign them usernames and passwords.
Your clients, however, will never have to log in to Acuity. They use the calendar embedded on your website or a custom link that you send them to navigate to your calendar site.
One thing that people enjoy about Acuity is how flexible it is. You can set it up in different ways depending on your needs. As we mentioned earlier, Acuity has a lot of features and options. You can add more functionality later.
Get started with these basic settings:
During setup, one of the first steps is to set your calendar availability so people know when you’re available to receive appointments.
Here’s how to change your availability:
Click Availability settings. You will see a different “Availability/Limits” button for each calendar that you have available. Click on the one you want to set up. If you have regular hours, you can use the boxes at the top to set day and hour ranges.
But if you want to set specific hours for each day, there’s another option:
You can always change your availability. If your schedule changes, go to the “Availability” settings to alter your weekly hours, cancel hours on particular days using override hours, or use override hours in place of regular weekly hours to set hours day-by-day.
Acuity lets you create multiple appointment types for the different services you offer. For example, a consultation likely will require more time than an account follow-up call. To set appointment types:
If you’d like to create several appointment types, use the “+New Type of Service” button to create more options.
You can also send your clients a scheduling link. It’s a simple and quick solution.
They’ll be able to schedule an appointment with you regardless of whether or not they have an Acuity account.
Acuity has three levels of plans ranging from $14 a month to $45 dollars a month. You can trial any plan for seven days for free.
All of the paid plans include the ability to embed the scheduler into your website, sync with popular cloud-based calendars, autoresponders, contact management, and accounting programs.
Here’s a quick look at the three tiers:
This Acuity plan offers one calendar for one primary user that covers one location for $14 per month. This price level adds the ability to send out confirmation, reminder, and follow-up emails and performs automatic time zone conversion for clients.
The Growing Business pricing level is Acuity’s most popular package. For $23 per month, you get six calendars for staff at separate locations, text message reminders sent to clients and the ability to offer membership sales, appointment packages and gift certificates.
This plan meets the needs of most freelancers and small businesses.
For $45 per month, this plan offers all the features of the previous one plus 36 calendars for staff at various locales. With the Powerhouse plan, you also have access to integrate custom API and CSS and sign BAA for HIPAA compliance.
This package enables users to white label the scheduling interface.
[For more on pricing, see how Acuity compares to Calendly.]
Acuity integrates with multiple online payment tools so users are able to easily accept payments from their customers. Acuity does not add any fees for this service, so the user is only responsible for the fees charged by the processor.
With Stripe, your clients can pay for an appointment as they schedule it in Acuity. You can store clients’ credit card information in Stripe to use later for future meetings.
Square works very similarly to Stripe for online booking in Acuity. Integration with Square is also useful if you use the payment system for onsite sales. You will see all of your transactions on one report.
PayPal takes clients off of Acuity to PayPal.com when they make a payment. When the payment processing completes, PayPal sends the user back to Acuity’s appointment confirmation page.
Do you offer subscriptions, packages, or memberships? To simplify life for both you and your clients, you can set up recurring payments in Acuity.
After setting up the required parameters, the program automatically bills your client each billing cycle. To set up recurring payments, you’ll have to enter the following information:
You can also give clients the ability to cancel their subscriptions. And Acuity provides the administrator with the ability to customize plans, authorize refunds, credit accounts, and more through the admin interface.
Since being acquired by Squarespace, the team has built up a robust help page. But here are a few more common questions people have about using Acuity.
Go to the Client’s Scheduling Page Link on the main menu and scroll to the bottom of the page. Copy and paste the HTML code to your webpage. A clickable button will appear on your page that will link to your Acuity Client’s Scheduling Page.
Under the Appointments heading, click Import/Export and then click on the Export Client List to Excel button.
You will see the following information in a comma-delimited .csv file:
Yes, you can embed acuity on your website. You can find the scheduler embed code under the “Client’s Scheduling Page” tab when you click Scheduling Page Link. Select the HTML code, copy and paste it to your webpage.
That’s an option, yes. On the “My Account” page, click the drop-down menu option to receive all notifications.
You can add an email address, or if you are on the Growing Business or Powerhouse Player plans, you can enter a phone number to receive text messages.
Acuity does not recommend redirecting clients after booking since it disables tracking features and prevents them from canceling or rescheduling if they made a mistake. However, if you need to do a redirect, it is possible.
To perform the redirect, add the following code to “Custom Conversion Tracking:”
window.top.location = ‘YOUR URL’;
Yes, there is an app for both iOS and Android users.
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