Acuity Set-up

Acuity Appointments

Watch the short video below and complete the form

Watch Time: 1m 11s

 

Estimated Time To Complete: 30 minutes

 

Goal: To give us the info we need to set up your appointments

 

Next Steps: Acuity Forms

 

Acuity Scheduling (Now Squarespace Scheduling) is what we use and recommend. We will gladly create your account for you and set it up if we decide that this is the route to go.

 

If you would like to set up your account yourself, please consider using our affiliate link.

 

You do not have to create a Squarespace website but you will need to create a Squarespace account to access Squarespace Scheduling (formally Acuity Scheduling)

Acuity Forms

Watch the short video below and complete the form

Acuity offers the ability to build custom forms to gather info from clients before they come in for their appointment.

 

They ask the basics — first name, last name, phone number, and email (these are key to organizing your client list and knowing where to send appointment notifications).

 

But any other questions are up to you!

 

Intake forms can only be filled out when an appointment is booked. They cannot be sent to clients independent of an appointment.

 

Watch Time: 1m 45s

 

Estimated Time To Complete: 1 hour

 

Goal: To think strategically about the questions you ask leads and clients & come up with a set of questions for your appointments

 

Next Steps: Contracts

 

 

 

Examples of questions we ask in my own intake form:

 

  •  How long have you been in business 
  • What would you like to talk about (give them a checklist of options)
  • Finish this sentence as many times as you need to: “I desperately need help with______because_____.
  • What is your biggest frustration in your business right now?
  • What is your favorite part of what you do?
  • I have the following assets all set to go (give them a checklist of options)
  • Website
  • Social media handles
  • How did you find us?

Acuity Contracts

Watch the short video below and complete the form

You can use Acuity for your T&C’s, Contracts and or waivers. We will add this to your account and attach it to the relevant appointment. If you have more than one agreement please clearly indicate which appointment each agreement you submit belongs to.

 

Watch Time: 1m 13s

 

Estimated Time To Complete: 30 minutes -1 hour

 

Goal: To supply us with your contract or terms of service

 

Next Steps: Integrations

 

 

Acuity Integrations

You can use Acuity for your T&C’s, Contracts and or waivers. We will add this to your account and attach it to the relevant appointment. If you have more than one agreement please clearly indicate which appointment each agreement you submit belongs to.

 

 

Estimated Time To Complete: 15 minutes

 

Goal: What will we be integrating with Acuity for you?

 

Next Steps: Canned emails

 

 

Acuity integrates with various platforms. We recommend that you integrate with Zoom, Google Calendar and your payment processor.

 

Acuity Emails

Watch the short video below and complete the form

Watch Time: 3m 48s

 

Estimated Time To Complete: 1-2 hours

 

Goal: To give us your canned email assets

 

Next Steps: Availability

 

Types of emails in Acuity

  • Confirmation email
  • Reminder email
  • Cancellation email
  • Rescheduling email
  • Follow up email

Your Availability

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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 same calendar.

 

We can also set general availability for your whole calendar if your availability is the same for all your appointments.

 

Estimated Time To Complete: 15-30 minutes 

 

Goal: To give us your availability

 

Next Steps: WooHoo 🎉 You’re done for now!

 

Sit back and relax 🍷 while we get to work! 

 

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 same calendar.

We can also set general availability for your whole calendar if your availability is the same for all your appointments.