Basics

Overview

• The Acuity Scheduling Enterprise plan
• 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
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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

• Blocking off unavailable time in Acuity Scheduling
• Managing availability and calendars
• Availability and scheduling limits by appointment type
• Setting repeating hours in Acuity Scheduling
• Adding padding between Acuity Scheduling appointments
• Using overlapping appointments and double booking in Acuity Scheduling
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Create classes and appointments

• Creating and editing appointment types
• Creating a class series in Acuity Scheduling
• Using group classes in Acuity Scheduling
• Using Acuity Scheduling add-ons
• How to use categories in Acuity Scheduling
• Rearranging lists in Acuity Scheduling

Appointment scheduling

Scheduling experience

• Direct links in Acuity Scheduling
• Test your scheduler
• Booking appointments for clients with Acuity Scheduling
• How clients book appointments

Customizing your scheduler

• Elements of a scheduler
• Using the Scheduling page options panel
• Choosing scheduler templates
• Client intake forms and agreements in Acuity Scheduling
• Offering recurring appointments in Acuity Scheduling
• Setting time zones in Acuity Scheduling
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Client payments and discounts

Collecting payment

• Checking appointment payment status
• Connecting payment processors to Acuity Scheduling
• Managing payments in Acuity Scheduling
• Collecting taxes in Acuity Scheduling
• Sending invoices with Acuity Scheduling
• Sending your clients receipts with Acuity Scheduling
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Offering discounts and subscriptions

• Packages, gift certificates, and subscriptions
• Creating packages, gift certificates, and subscriptions
• Selling and redeeming packages, gift certificates, and subscriptions
• Managing packages, gift certificates, and subscriptions
• Creating coupons for appointments and packages in Acuity Scheduling
• Offering holiday deals in Acuity Scheduling

Clients and appointments

Managing appointments

• Printing Acuity Scheduling information
• Tracking appointment changes and notification activity in Acuity Scheduling
• Adding labels to appointments or class attendees in Acuity Scheduling

Client information

• Client accounts in Acuity Scheduling
• 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

• Personalizing email and text messages with tags
• Sending appointment reminders via text
• Email notifications for Acuity Scheduling clients

Staff notifications

• 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
• Accepting Acuity Scheduling payments in person with Stripe
• Accepting Acuity Scheduling payments in person with Square

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

• Look busy and minimize gaps in Acuity Scheduling
• 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
• Creating paired drop-off and pick-up appointments in Acuity Scheduling
• Create a schedule that alternates weekly
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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 in Acuity Scheduling
• Using Acuity Scheduling for two businesses at once
• Limiting no-show appointments with Acuity Scheduling

Connecting to other tools

Tracking and analytics

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

Calendar syncing

• Syncing appointments with third-party calendars
• Troubleshooting Microsoft Outlook calendar syncing with Acuity Scheduling

Business apps

• 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
• Integrating Acuity Scheduling with Zapier
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Booking

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