10 Navigating Acuity Tips
To get started review the questions below and then click on the plus "+" sign on the
right to expand and read the answer.
Welcome! If you're just getting started with using Acuity Scheduling as your online scheduling program. Congratulations!
An important part of your marketing strategy is using powerful Call to Action button that motivate people to book an appointment with you.
When people go to your website or on a landing page and your prospect Is looking to connect with you. BOOK NOW or Schedule an Appointment is fine, but studies have shown a benefit focus call to action will have a higher conversion rate with a powerful Call to Action label.
Screenshot before changing the Acuity Booking link Call to Action button.
Here is an example of a Call to Action Button after the change.
Below are some great Call to Action labels you can use in your business.
1). Discover How to Eat Right (a nutrionist)
2). I’m ready to see results (Business Coach)
3). While Supplies Last (Selling of a product)
4). Rescue your plants today (Gardening expert)
5). Discover the Difference (Business Coach)
6). View Demo (Demostration of a product)
In Acuity you can customize your scheduling buttons as many times as you want and update it on your website or landing page.
Bringing you fair winds and following seas,
Excellent! Accepting payments in your Acuity Account is Awesome!
You have several payment options for each appointment types.
• Require full payment: With this option, clients are required to pay in full when booking an appointment.
• Require a deposit $: This allows clients to either pay the full price or a fixed price for a deposit.
• Require a deposit %: This allows clients to either pay the full price or a percentage of the price as a deposit.
When “Require a Deposit” is selected, you’ll also have the option to allow clients to pay the full price up front by checking the “Also give clients the option to pay the full amount in advance” button. If unchecked, clients will only be able to pay the deposit price when booking an appointment.
For more information click here
An appointment package is used when you have a set number of appointments for a fixed price.
A Package is something that you can offer to clients, that package, when purchased, will give the client a code that is redeemable for any number of appointment types, or even a total number of minutes.
For example, if you sold a package of 3 appointments for $500, the client will get a code they can use to redeem for the 3 appointments. The appointment balance is automatically tracked by Acuity.
An Appointment is a one time service you offer. In Amy's case, it's a consulting session. Each appointment type has a fixed duration and price. Ex. "Consultation (60 min) $75)" If one session has a different duration or price, it would need to be set up as another appointment type, ex. "Consultation (90 min) $150)."
A Class is a single appointment type offered on a recurring basis at explicit times; think "Yoga Class (60 min)" for the next 8 Mondays at 7:00pm. A Class cannot include multiple appointment types.
Good News! Users with Growing Business or a Powerhouse plan have the ability to add up to 6 follow up emails after each appointment.
Emerging Entrepreneurs can send one email after each appointment.
Examples of follow up email marketing ideas.
- Send a thank you email and include your freebie (PDF) download link as a token of appreciation and to share your expertise.
- Sending clients a survey after the appointment is complete.
Click here to review the setup process.
- Send follow-up emails only if the client has not booked another appointment.
- Ask for a Google Review and post a review link to your "Google my business" account.
Integrating your Acuity Scheduling account with your Google My Business page is a cinch! Just copy your Scheduling Page Link in Acuity, and add it to your "Google My Business" listing.
Click here to learn more.
You have several locations where you can grab a direct scheduling page.
Go to Acuity dashboard --> Appointments --->Scheduling Page Link
Click on the dropdown menu to expand. All of your appointment type, category or calendar will be visible in one place so you can quickly select the direct link you need.
See screenshot below
OR go to your Appointment type to grab a direct link, see screenshot below for locations.
Yes! Setting up coupons in Acuity Scheduling is easy to do and fun to offer specials during the holidays or birthdays. See screenshot below for a visual instruction on how to set up coupons.
Did you know you can use Acuity Scheduling to set up subscriptions, recurring billings and payment plans with your clients?
Nice! Acuity has this feature available with their Growing plan. Reduce your admin time and get paid automatically.
Click here for "The Lowdown on Subscriptions" guide by Acuity Scheduling.
If you're interested in getting this set up quickly, please send me an email at Janice@JaniceHurlburt.com.
Add-ons are a clever way to add more services to your booking appointments and increase your revenues.
For example, I have an "Ideal Starter" package for setting up a basic Acuity account. If a client would like to add Zoom integration to the cost of my package. They simply check the box next to $30 Zoom Integration and the amount is added to the total cost of the package.
See more examples below that you can use for add-ons:
Cleaning service add-on is window cleaning
Massage therapist add-on is bonus foot massage
Nutritionist add-on is a personalized weekly menu
Social Media Manager add-on is 10 extra quote images
Wedding Planner add-on flowers or a photographer
To create an Add-on go to --> Appointment Types and choose
the add-on tab at the top.
Getting ready for the tax season can be a chore. "Planning to file your business taxes" using the report section of Acuity.
Go to Appointments --> Reports.
Acuity has available a revenue report within your account. Reports can be found under Appointments --> Reports.
The revenue report will include revenue from appointments that occur during the timeframe you select and packages that are purchased during the timeframe. You will need to check directly with the payment processors (Stripe, PayPal, Square, Braintree for the exact amounts paid in credit card processing fees.
If you choose Custom Date Range and select the checkbox Show appointments that were scheduled during these dates, instead of when it occurs, the revenue report will show income from appointments that were booked and packages that were purchased during that time period, regardless of when the appointments actually took place.
"Planning to file your business taxes" using the report section of Acuity. Go to Appointments --> Reports.
Click here to learn more about revenue reports.
Keeping track of you package orders in Acuity just got easier!
On the dashboard, go to --> Business settings --> Packages & Gift Certificates and at the top of the page click on "View Orders" tab.
You can also check the client's history at --->Appointments --> Client List.
Clients can track the balance of their package by viewing the confirmation page of the last appointment booked with the package.
For clients who want their customers to register for an account, include a message like below.
"For ease of booking future appointments, we encourage you to register for an account. This will allow you to see your scheduled appointments, package balance, and pre-fill intake forms. If you have any questions, please don't hesitate to reach out."
To read up on the benefits of having your clients create a "Registered Client Account." Click here
Grow Your Business Using One Simple Landing Page.
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"Ideal Client Automation System" attract clients on autopilot to your discovery sessions.
“If you talk about it, it’s a dream, if you envision it, it’s possible, but if you schedule it, it’s real.”