Acuity Master Course: Learn Acuity Appointment Scheduler

Set your regular hours and block off time for vacation to manage availability. Align appointment types and durations with per time slot and daily limits to prevent overbooking.

Create a new service by opening business settings and selecting appointment types. Enter the service name, optional description, set duration and buffer time, then save as an appointment type.

Learn to create a group class appointment type within Acuity with a 120-minute duration, $100 price, and public visibility, then configure dates, times, and recurring offerings.

Add and attach add-ons to services, setting title, price, and duration; learn how add-ons extend time and, for example, make a 30-minute service with a $5 add-on total $35.

Learn to create a customizable intake form in Acuity, including text boxes, dropdowns, checkboxes, and file uploads, and apply it to group classes or services with a live scheduling link.

Learn how to create coupons in Acuity appointment scheduler, set a coupon code, apply a percentage or dollar discount, and manage expiration, usage limits, and applicability to appointment types.

Learn to create packages, gifts, and subscriptions in Acuity, upgrade to grow features, set pricing, expiration, redeemable options, and manage client subscriptions and gift certificates.

Customize the Acuity scheduler appearance with monthly or daily templates, business name and logo, time zone, language, and colors. Explore scheduling page options and css (csx) on the powerhouse plan.

Review the scheduling page link and sharing options, customize the display name, save changes, and generate targeted links for specific services, classes, or calendars to tailor content for different audiences.

Embed acuity's scheduling page on your website by copying and pasting the HTML code, test across devices, and explore adding a booking button or bar for streamlined scheduling.

Learn how to schedule on behalf of clients in acuity, choosing front-end or back-end methods, collect payments or generate invoices, and enter client details to secure a receipt.

Learn to review the Acuity appointment calendar across month, week, and today views, navigate with arrows, edit, cancel or reschedule, view history, add notes, and print or block time.

Review and manage your client list in Acuity, search, add, edit, ban, or delete clients, and export or import contacts while avoiding duplicates and tracking upcoming appointments and services.

Review appointment and revenue reports, analyze user activity and intake form results, and export data to spreadsheets to support retention and reporting.

Learn how Acuity automatically sends emails for new appointments, reminders, cancellations, and follow-ups, customize templates with merge fields like first name, last name, and what, when, where.

Learn to manage Acuity back-end users by adding new users, configuring usernames and passwords, and assigning access levels from viewing to administrator, including export permissions and per-user access controls.

Explore integrations with Acuity to connect your scheduler with Quick Books, MailChimp, and other providers, enabling automatic syncing of appointments, invoices, and client lists.

Learn how to sync Acuity with other calendars by connecting providers, tailoring settings for each account, and ensuring appointments appear across calendars while managing Acuity's back-end tasks.

Configure payment settings in business settings by selecting currency, choosing PayPal, Stripe, or Square, and setting deposits or full payments per appointment type, with refund options.

Celebrate completing the Acuity Scheduling master course and connect with questions through the instructor's website, Instagram, or email.