Diving Deeper
Sending clients a survey
Sending clients a survey A Andrew Kelly Acuity can ask your clients to fill out forms when they book an appointment. But if you want to send your clients a survey after their appointment is complete, you’ll need to combine Acuity with another ...
Delete Appointments For A Client
Delete Appointments For A Client A Andrew Kelly Appointments can only be deleted after they've been canceled. Once you've canceled an appointment, it will no longer show on your Appointment Calendar. You can find a canceled appointment by either ...
Double Booking and Overlapping Appointments
Double Booking and Overlapping Appointments A Andrew Kelly Acuity will prevent double booking by default, but you can opt to open up more than one appointment at a time for clients to book. Or you can choose to allow appointments to partly overlap. ...
Acuity for Coaches
Acuity for Coaches A Andrew Kelly Whether you are a life coach, empowerment guru, transformational mentor, or success strategist Acuity can be a great fit for you and your business! Let’s explore some common features that you may want to use so that ...
Rearranging calendars, appointment categories, appointment add-ons and appointment types
Rearranging calendars, appointment categories, appointment add-ons and appointment types A Andrew Kelly When calendars, appointment categories and appointment add-ons appear in a list, they appear in alphabetical order by default. But you can put ...
Setting and Viewing Appointment Location
Setting and Viewing Appointment Location A Andrew Kelly Setting Appointment Location Setting Location by Calendar In Acuity, locations are most often set by calendar, though these locations can be overridden if necessary. Unless an overriding ...
Track where clients are scheduling appointments
Track where clients are scheduling appointments A Andrew Kelly *Warning, this is for Acuity experts only* If you have your Acuity scheduler embedded on multiple webpages or accessible from different sources, and you want to be able to track how many ...
Client Intake Forms & Agreements
Client Intake Forms & Agreements A Andrew Kelly We offer the ability to build custom forms to gather info from clients before they come in for their appointment*. We'll ask the basics already –– first name, last name, phone number, and email (these ...
Acuity for Massage Therapists
Acuity for Massage Therapists A Andrew Kelly Are you planning to use Acuity for your massage therapy practice? You’re in luck! In fact, our founder Gavin first created Acuity to help his mom manage her massage therapy practice, so you’re in good ...
Setting up short pick-up and drop-off appointments
Setting up short pick-up and drop-off appointments A Andrew Kelly Say your clients schedule quick appointments to drop off paperwork for tax season. You want to also have them schedule a quick appointment a week later to pick up their documents. Here ...
Acuity tips for CPAs in tax season
Acuity tips for CPAs in tax season A Andrew Kelly Acuity can be a helpful tool to streamline your life this tax season as a CPA. Below we’ve highlighted features that have proven useful for others in your industry. Calendars for staff - These can be ...
Classes & Group Events
Classes & Group Events A Andrew Kelly Classes/group events allow multiple people book an appointment for the specific times you offer. General Set Up for Classes or Group Events To create a class or group event, follow these steps. Go to Business ...
How does a salon use Acuity?
How does a salon use Acuity? A Andrew Kelly Setting up a salon, spa, hair or eyelash extensions, weaves or any business in the beauty industry can be done here, no problem! You may want to utilize some key features to get to your end goal, depending ...
How do I require a client to enter their phone number?
How do I require a client to enter their phone number? A Andrew Kelly To require your clients to enter in their phone number to book an appointment go to Client's Scheduling Page > Customize Appearance > Scheduling Page Options and check the box next ...
Yoga Studio Set Up
Yoga Studio Set Up A Andrew Kelly You can use Acuity to set up your scheduling for your yoga studio! While each yoga studio may have different specific needs, most will use the same features in Acuity to get those downward dogs going in no time. ...
Time Zones for Calendars
Time Zones for Calendars A Andrew Kelly You can set a different time zone for each of your calendars in Acuity. This will only work if you are on the Powerhouse Player Plan. To upgrade your account and try out time zones for calendars, head over to ...
Acupuncture Set Up
Acupuncture Set Up A Andrew Kelly Acuity can be a great fit for acupuncture practices! Let’s explore our acupuncture-friendly features so that you can help get that qi flowing (because we don’t need more Liver Qi Stagnation, right?)! Return Patients ...
Planning to file your business taxes
Planning to file your business taxes A Andrew Kelly Note: This guide is available as a resource, but shouldn’t be construed or relied upon in any way as legal, accounting, or tax advice. Per our Terms of Service , Acuity doesn't provide advice or ...