How to Use Acuity for Online Appointment Scheduling

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

      Acuity Online Appointment Scheduling-Try It Now
      Select Try it now to sign up.

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

      Acuity Scheduling – Continue with Email
      Sign up using email.

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

      Acuity Scheduling – Add details
      Fill in the details and press continue.

    5. Close the pop-up.

      Acuity Scheduling-Close 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.

    Acuity Scheduling- Set your availability
    Pick the first row to set availability.

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

    Acuity Scheduling- Set hours available
    Set that you have regular hours every week.

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

    Acuity Scheduling- Change day availability
    Change Tuesday availability from 9-5 pm to 9-2 pm

  4. Hit the Save Regular Hours button.

    Acuity Scheduling- Save Regular Hours
    Click on Save Regular Hours to save the changes.

  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.”

    Acuity Scheduling-Change availability date
    Clear the day or change the availability on a specific date.

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

    Acuity Scheduling- Client Scheduling Limits
    Select Client Scheduling Limits to design the appointment 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.

    Acuity Scheduling- General Settings
    Edit the number of appointments and days you prefer.

  10. Click the Save button.

    Acuity Scheduling- Save changes
    Save the changes made on the schedule client limits.

  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.

    Acuity Scheduling- Client Scheduling Limits
    Advanced client scheduling limits settings.

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

    Acuity Scheduling-Calender Settings
    Select the calendar settings.

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

    Acuity Scheduling- Details Calendar Settings
    Add the calendar name, details, logo, location, notification email.

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.

    Acuity Scheduling- Create Appointment Types
    Select the second row on the pop-up.

  2. Click on New type of Service.

    Acuity Scheduling- 1on1 Service
    Select a new type of service to add a new appointment.

  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…

    Acuity Scheduling- Service details
    Fill in the required details.

  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.
    Acuity Scheduling- Service details block-off
    Add the message to be displayed after appointment scheduling and time block off.

    Click on Create Appointment Type.

    Acuity Scheduling- Save Appointment
    After adding the description, save the changes.

Creating group appointments on Acuity Scheduling

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

    Acuity Scheduling-Group
    Creating group appointments.

  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.

    Acuity Scheduling- Group Details (1)
    Fill in the details and save.

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

    Acuity Scheduling-Offer Class
    Activate group appointments by clicking offer class.

  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…

    Acuity Scheduling-Add date
    Select the starting date and time.

  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.

    Acuity Scheduling-Add time
    Add the number of events and save time.

  10. Scroll down and click Update Appointment Type.

    Acuity Scheduling-Save Changes
    After adding all the details, save the changes.

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.

    Acuity Scheduling-customize your schedule page
    Select on the third row of the pop-up to customize the schedule 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. 

    Acuity Scheduling- Customization
    Add in your business details to your liking.

  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.

    Acuity Scheduling-Save changes customization
    View the changes, then save if satisfied.

How to Create a coupon in Acuity Scheduling

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

    Acuity Scheduling- Coupons
    Acuity Scheduling home page.

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

    Acuity Scheduling-Coupon
    Create coupons.

  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.

    Acuity Scheduling-coupon details
    Fill in the coupon details.

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

    Acuity Scheduling-Multi Coupon
    Creating multiple coupon codes.

How to add payment method in Acuity Scheduling

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

    Acuity Scheduling-Payments
    Select Payment Settings.

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

    Acuity Scheduling- Payment Settings
    Go to payment settings and select your preferred payment method.

  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. Stripe – Connect with Squarespace Scheduling by Acuity
    Stripe – Connect pop-up

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

    Acuity Scheduling-PayPal
    Connect PayPal by entering your email.

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”

    Acuity Scheduling- Calendar Sync
    Connecting Acuity Scheduling to another 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.

    Acuity Scheduling- Google Account
    Google Accounts

  5. Hit the Save button.Acuity Scheduling- Google

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.

    Acuity Scheduling WordPress Embedding
    Embedding HTML code into a  website.

Erik is a full-time product quality engineer at the IBM who has a passion for teaching others (and always learning) about technology. He has a Bachelor's degree in Computer Science and Engineering from Eindhoven University of Technology. Erik is the chief editor for Windows, Linux and coding tutorials.

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