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.  A "Book Now" or "Schedule an Appointment" is fine, but studies have shown a benefit focus call to action button will have a higher conversion rate. (See examples below).

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 nutritionist)

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 (Demonstration of a product)

In Acuity, you can customize your scheduling buttons as many times as you want and update them on your website or landing page.

As you review the 10 Acuity tips, don’t hesitate to contact me at Janice@JaniceHurlburt.com or click here to book a 20-minute "Let's Talk"  about Acuity Scheduling and a simple marketing funnel using Acuity's booking link.  

Bringing you fair winds and following seas,

Janice Hurlburt

Excellent! Accepting payments in your Acuity Account is Awesome!

You have several payment options for each appointment types.

Payment Requirements

• 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 can also 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 can only pay the deposit price when booking an appointment.

Here's a payment option I have seen business use since the pandemic 2020-2021.

Allow "Pay What You Want" Pricing: Clients can decide how much they can afford for a Yoga Therapy or coaching session with a Life or Health coach.

An appointment package is used when you have a set number of appointments for a fixed price.

A Package is a discounted offer you can offer to clients that is a better value for them. When purchased, the package gives the client a code redeemable for any number of appointment types or even a total number of minutes. If you don't remember the code, no worries—you can use the email address you purchased the package with.

For example, if you sell a package of 3 appointments for $500, the client will receive a code to redeem the 3 appointments. Acuity automatically tracks the appointment balance.

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. For example, "Consultation (60 min) $75)." If one session has a different duration or price, it would need to be set up as another appointment type. "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 7:00 pm. A Class cannot include multiple appointment types.

Good News! Users with the "Growing" 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.

1. Send a thank you email and include your freebie (PDF) download link as a token of appreciation and to share your expertise.
2. Sending clients a survey after the appointment is complete.
3. Send follow-up emails only if the client has not booked another appointment.
4. Ask for a Google Review and post a review link to your "Google Business Profile" account. Integrating your Acuity Scheduling account with your Google Business Profile page is a cinch!  Copy your Scheduling Page Link and add it to your "Google Business Profile" listing.

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 find the direct links, see screenshot below and follow the red arrows.

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 for your clients?

Very Nice! This increasingly popular feature is available with the Growing plan. People are using the Subscription model to sell recurring appointment packages as memberships. I'm seeing more people request to have this set up since 2021.

Reduce your admin time and get paid automatically, saving your clients time.

If you want "The Lowdown on Subscriptions" by Acuity Scheduling, email Janice@JaniceHurlburt.com.

If you want to set this up quickly, please email me at Janice@JaniceHurlburt.com.

Add-ons are a clever way to add more services to your booking appointments and increase your revenues.

See 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.

See screenshot image below from a Skin Care Spa.

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 a revenue report available in your account.  Reports can be found under Appointments --> Reports.

The revenue report will include revenue from appointments during your selected timeframe. Still, you should cross-reference and check directly with the payment processors (Stripe, PayPal, Square, Braintree) for the exact amounts paid and the 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 they occurred, the revenue report will show income from appointments booked and packages 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.