How to Use Acuity for Online Appointment Scheduling

Acuity Scheduling is a scheduling tool that simplifies the process of scheduling meetings, interviews, and other appointments.

It is a valuable tool for professionals who are always on the go. Here’s a guide on how to use it.

How to sign up for Acuity Scheduling

1. 1. First, open Acuity Scheduling in your internet browser.
   2. Select Try it now to create an account.

      

   3. On the next screen, select Continue with Email.

      

   4. A new page will open and add your details, then click on the Continue button.

      

   5. Close the pop-up.

      

How to set your availability using Acuity Scheduling

We are going to set that you have regular hours every week. 

1. Select Set your Availability from the pop-up at the top.

   

2. Check the box: I have regular hours every week. Click on the Save Regular Hours box.

   

3. If you’re available at a different time, click inside the box and change the time.

   

4. Hit the Save Regular Hours button.

   

5. If you’ll be out of the office on a particular day, Click inside the box and delete the Set Hours. The calendar will show that day as “Closed.”

   

6. To avoid last-minute appointments or changes, scroll down to “Default Client Scheduling Limit” and select Edit Default Limits.

   

7. Under the “General” section, select “minimum hours”, the minimum number of hours someone can book an appointment with you. For example, if you reduce it to an hour, someone can click the link, and you’ll have a meeting after 60 minutes.
8. The “maximum days” section shows the number of days someone can book you in advance. 
9. In the “Allow Client to” section, you can allow them to cancel or reschedule the appointment. You can also set the minimum amount of time for them to do this to avoid last-minute changes.

   

10. Click the Save button.

    

11.  Select Client Scheduling Limits and set them according to your preference. You can also set the number of appointments you want to receive.
12. Hit the Save Limits button.

    

13. On the far right, under “Availability”, click Calendar Settings.

    

14. Add the calendar name, description, image, and the email you’d like notifications sent to.
15. Save the changes.

    

How to Create Appointment type in Acuity Scheduling

You can create two types of appointments:

• 1-on-1 appointment – you have one client per session.
• Group class – you can set a specific number of people to join you.

Creating 1-on-1 appointments on Acuity Scheduling

1. Click Create Appointment Types on the pop-up.

   

2. Click on New type of Service.

   

3. Add the appointment name, duration, price, and image.
4. You can set the message displayed after people book an appointment with you by clicking Show a message after scheduling…

   

5. To avoid starting a meeting as soon as the previous one ends, you will need to block time off. Click on Block off extra time before or after… for example; you can block 15 minutes before and after the appointment.

   

   Click on Create Appointment Type.

   

Creating group appointments on Acuity Scheduling

1. Click on New Type of Group Class under “Appointment Types”.

   

2. Add the appointment name, duration, price, category, and image.
3. Select Show a message after scheduling… to add the message displayed after people book an appointment.
4. To avoid starting a meeting as soon as the previous one ends, select Block off extra time before or after… and set time.
5. Make sure the box with This is a class or group event is Checked, then hit Create Appointment Type to save.

   

6. To activate the appointment, click on the Offer Class button.

   

7. Click under “Offer at” to add the class begins on the pop-up. You can also add the time by clicking on the next box. Click on Recurring…

   

8. Add the number of classes you would like to have, for example, eight, and then click Add Times.
9. To avoid losing your changes, click Save Time.

   

10. Scroll down and click Update Appointment Type.

    

How to customize schedule page in Acuity Scheduling

You can change the font and button color to align with your brand.

1. Click on Customize your Scheduling Page.

   

2. You can choose the appearance that best suits you. For example, you can pick either “Daily” or “Monthly.” 
3. Add your business information and your preferred font and button color. You can change the time zone, language, time formatting, and week formatting. 

   

4. Hit View Live to see how the page will appear to your guests.
5. If you’re satisfied with the schedule page appearance, click Save Changes.

   

How to Create a coupon in Acuity Scheduling

1. Under “BUSINESS SETTINGS”, select Appointment Types.

   

2. Under “Appointment Types”, choose Coupons then New Coupon for Appointments.

   

3. Add the coupon code, discount, number of times the coupon can use, how many times the clients can redeem the code, which appointment types can use the coupon, and the code expiring date.
4. To save the details, select  Save Coupon.

   

5. If you’d like to have more than one code, select Enter Multiple Coupon Codes… then Save Coupon.

   

How to add payment method in Acuity Scheduling

1. Under “BUSINESS SETTINGS”, select Payment Settings.

   

2. Pick your ‘CURRENCY” and “PAYMENT TERMS.” You can also check if you would like to receive a tip. 

   

3. Select your “PAYMENT PROCESSORS” and connect. 
4. A pop-up bill appears for stripe and Square, prompting you to add your login details.

5. 

6. For “PayPal”, you will enter your email, then CONNECT.

   

How to link Acuity Calendar with other calendars in Acuity Scheduling

1. Under “Sync with Other Calendars”, select the calendar you want to connect with Acuity. In this case, we choose Google Calendar.
2. Click “Connect To Google Calendar”

   

3. A pop-up will appear with your Google accounts. Select the one that you’d like to link.
4. On the “Google Calendar” drop-down, select your email.

   

5. Hit the Save button.

How to Add Acuity Scheduling to your Website

1. Under “Client Scheduling Page”, select Scheduling Page Link.
2. You can Change Link Name. 
3. Below the “Direct Links & Embedding” section, select which appointment you would like to share from the drop-down. 
4. Choose the tab for embedding in Squarespace, direct link, adding a booking button, adding a booking bar, embedding to a website,  adding a booking button, or QR code for the app.
5. Click Copy.
6. To embed in your website, select Embed Other and copy the code. Paste in as HTML and then Publish.