Core Setup
Anatomy of the Client's Scheduling Page
Anatomy of the Client's Scheduling Page A Andrew Kelly Anatomy of the Client's Scheduling Page Your Client's Scheduling Page is how clients schedule appointments with your business. Below are some common elements that you can customize: Where to ...
How to Charge a Client
How to Charge a Client A Andrew Kelly Collecting money from the admin side You can charge a client inside Acuity from the admin side either by entering the client's credit card number into the their payment area by clicking Make a payment, or if you ...
How Clients Schedule Appointments Themselves
How Clients Schedule Appointments Themselves A Andrew Kelly How to find my scheduling page link to send to my clients The link can be found (and changed) in your Client's Scheduling Page section. This link will show all of your public appointments. ...
Create your Appointment Types
Create your Appointment Types A Andrew Kelly General Setup of Appointment Types in Acuity Appointment Types are services that clients can schedule with you. This is the first thing clients pick when scheduling their appointment. You can create ...
Additional user's Guide to Acuity
Additional user's Guide to Acuity A Andrew Kelly Additional user's Guide to Acuity As a user on the account, you have limited access to your main owner/admin's Acuity account. Here are some steps to get you acquainted with Acuity: Once your admin has ...
Set Your Availability
Set Your Availability A Andrew Kelly In this article: Where to Enter Your Hours How to Enter Your Hours In Acuity you can set hours of availability for each calendar. Note: You can also set different hours of availability for appointment groups that ...
Setting Your Scheduling Limits
Setting Your Scheduling Limits A Andrew Kelly What Scheduling Limits Are Scheduling limits are settings that control when clients can book or edit appointments. Scheduling limits control: How far in advance clients can book appointments on your ...
How do client accounts work?
How do client accounts work? A Andrew Kelly How do client accounts work? What is a Registered Client Account? After clients schedule an appointment, they’re given the option to register for a client account on your client scheduling page. This allows ...
Availability and Scheduling Limits by Appointment Type
Availability and Scheduling Limits by Appointment Type A Andrew Kelly Acuity allows you to create groups of appointment types that have their own individual settings for availability and scheduling limits, even though the different groups are on the ...
Create Calendars For Each Staff Member or Location
Create Calendars For Each Staff Member or Location A Andrew Kelly Create Calendars For Each Staff Member or Location In Acuity, calendars are your "limiting resource", which means that they hold the hours of availability, as well as other limits and ...
How to Start Using Acuity
How to Start Using Acuity Learn how to get started with offering online scheduling to your clients through the HIPAA-Compliant Acuity Scheduling platform. Richard Walsh Acuity can be set up many different ways to customize your experience. But, to ...
Using one Acuity account for two or more businesses
Using one Acuity account for two or more businesses Richard Walsh You can use one Acuity account to offer scheduling for two or more businesses, but there are some important restrictions to keep in mind: You can have only one business name and one ...
Managing your Client List
Managing your Client List A Andrew Kelly Managing your Client List To view your clients head to Appointments>Client List. There, you’ll be able to scroll through your list of existing clients or search for a particular client using the search bar. ...
Set Your Time Zone
Set Your Time Zone A Andrew Kelly The time zone for your Acuity account can be set under Customize Appearance. Here you can also require clients to verify their time zone when scheduling. If clients are not required to enter a time zone, all ...