Help & FAQ

Customization

Appointments

Availability

Exporting Information

E-mail Notification

Signup and Billing

 

Customization

How can I add Acuity Scheduling to my website?

The easiest way to add Acuity Scheduling to your website is to take the bit of HTML we provide in Web Site Integration under Preferences and add it to a page on your website.
The other option is to match the style of Acuity Scheduling to your website and add a link from your website to your scheduling page. To do this you can change how the header and footer appear in Integration under Preferences.
If you don't need to match the style of your site exactly you can change the colors and logo under Customization in Preferences.

Can I change which currency is displayed and used for payments?

Yes, under Customization in Preferences you can set the currency. This will change how the currency is displayed and also which currency PayPal will use.
The currencies that are currently available are the U.S. Dollar, Euro, British Pound, Australian Dollar, Canadian Dollar, and Hong Kong Dollar. We can easily add other currencies, so if there is one you would like to see added just ask.

How do I use the default scheduling style?

Under Customization in Preferences you can change which colors are used. Deleting the value for one of the colors and clicking "Save Customization" will use the default styling. The default on the scheduling page is black text on a white background with a grey header.

How can the log in link on the client scheduling page be removed?

Under Website Integration in Preferences add this to the Footer to hide the log in button and registration link from the client scheduling page:
<style type="text/css">
.client-login { display: none; }
.client-register { display: none; }
</style>

How can scheduling be added into my website?

You can either embed Acuity Scheduling directly into your website, or link to your client scheduling page from your current site. Embedding directly into your site is only available with paid accounts. A small snippet of HTML code is available under Website Integration in Preferences to add to your website. Alternatively, you can link to your client scheduling page hosted with Acuity Scheduling. Your site address for scheduling can be found in Business in Preferences.

I use Wordpress, how can I embed Acuity Scheduling?

Download Acuity Scheduling Wordpress Plugin. This creates the [scheduling] tag to embed Acuity Scheduling into the page (not available with free accounts). Usage: [scheduling site="http://mysite.acuityscheduling.com"]

Options:
site: your scheduling site, find this under Business in Preferences (required)
width: defaults to 775px (optional)
height: defaults to 600px (optional)
border: defaults to 0 (optional)

Can the "Your Information" form on the client scheduling page be changed?

The "Your Information" form on the client scheduling page can't be changed, we use that internally to manage your client list and appointments. However, you can create additional intake forms in the Forms section to collect any extra information from clients on the second step of booking.

How can I make phone number required for clients?

Add this snippet of code under the footer in Website Integration in Preferences:

<script type="text/javascript">
if ($('client-phone')) {
  $('client-phone').innerHTML = 'Phone <span class="error">*</span>';
  Event.observe('form', 'submit', function(ev){
    if (!$('form').elements['phone'].value) {
      alert('Phone number is required');
      Event.stop(ev);
    }
  });
}
</script>

Appointments

How do I remove clients from the client list?

Clients can be deleted by viewing the client details and clicking "delete". This will remove the client and also delete any of the appointments they have scheduled.

How do I add padding time between appointments?

Edit the appointment type you'd like to add padding time to. Set the Padding field to the number of minutes you would like between appointments. So if you need 15 minutes to travel between appointments, set the padding to 15. Once you are done click Update Type to save your changes.

How far in advance can I schedule appointments?

As far in advance as you want. By default clients can't schedule more than 365 days in the future, but that can be changed under Schedule in Preferences.

How do I manage appointments from my iPhone?

Go to http://acuityscheduling.com on your iPhone and you will be redirected to the Acuity Scheduling web application. Logging in with your username and password you can then view and schedule future appointments.

Can I schedule recurring appointments?

Yes, on the client scheduling page you can choose "Recurring appointment" to book on an appointment on a recurring basis.

I'm receiving receipts from PayPal but appointments aren't showing up

Acuity Scheduling needs PayPal to notify us that payment was successful before an appointment is added to your calendar. In some cases PayPal may disable instant payment notification (IPN), which will prevent Acuity from receiving notifications. To re-enable this feature in your PayPal account:
  1. Go to the PayPal website and log in to your account.
  2. lick "Profile" at the top of the page.
  3. Click "My Selling Tools."
  4. Under "Getting paid and managing risk", click "Update" next to "Instant payment notification." and make sure instant payment notification is turned on.
  5. If asked for an IPN URL set it to http://acuityscheduling.com/scheduleIPN.php

Can I schedule recurring appointments?

Yes, on the client scheduling page you can choose "Recurring appointment" to book on an appointment on a recurring basis.

How can I disable recurring appointments and add additional time?

Under Website Integration in Preferences you can prevent clients from scheduling recurring appointments or adding additional time by adding this to your footer:

<style type="text/css"> #additional-time-link, #recurring-time-link { display: none; } </style>

How are classes set up?

With classes you can choose exactly when the appointment type is offered and set a maximum number of clients who can book each class. To set up classes:

  1. Create an appointment type, check This is a class and set the class size
  2. Under appointments click Add Class to add a time the class is offered

How can prices be hidden on appointments?

Setting the price for appointment types to 0.00 will omit any mention of price to clients.

Appointment type is not showing for clients

  1. Is the appointment type marked admin only? Clients can only schedule appointment types available to be scheduled by everyone
  2. If the appointment type is a class, is the class offered at any times?

If the type still isn't showing, please contact support.

How do accounts for clients work?

Clients can register for an account after scheduling an appointment. When returning to your online scheduling page clients can log in to their account, this will show them all future and past appointments they've scheduled, along with remembering information into forms they've filled out before when scheduling a new appointment.

If a client forgets their password they can reset it at: https://acuityscheduling.com/forgotpass.php

Availability

I only want a few specific weeks to show to clients (i.e. just the first 3 weeks in November)

For example, if you want to offer appointments Monday-Friday 9:00am-3:30pm but only have clients be able to book between November 1st and November 21st:

  1. Under Calendars in Preferences set your hours on the days of the week you are looking to make available for clients to schedule
  2. Use add unavailable time (also on Calendars in Preferences) to block off several days in a row from now until before the first day you want available. In this example November 1st is the first day available, so block off "several days in a row" from now until October 31st.
  3. Block off all time after the last day you want available. In this example November 21st is the last day available so add unavailable time and select several days in a row, then set the start date to November 22nd and the end date to something far into the future (like November 22nd, 2030).

After the hours are set and unavailable time added clients will only be able to book between the dates you have set.

How can I make specific times available (like only November 14 from 9am-11am)?

This can be done easiest using classes. Under appointment types you can mark a type as a class, allowing 1 or more people to book during timeslots when you offer the class.

After creating a class appointment type go to the appointments page and choose Add Class to add the specific times to offer the class.

I'm closed on a certain day of the week, but need to make select times available

Making time available only works to undo times that were previously made unavailable. It will not open up days which have no open hours to begin with.
  1. Set an open and closing time under Availability in Preferences for the given day.
  2. Block out that day of the week using Add Unavailable Time (also under Availability in Preferences) recurring weekly. Now you should have an open and close time, but no times are available for clients to schedule.
  3. Use make time available to open up a select slot within the open hours.

No times are showing up as available.

Try these tips, and if you're stuck contact support.
  1. Is the day unavailable? You can see this in the appointments view
  2. Are available time durations long enough? Any open time slots need to be long enough to fit the appointment duration plus any padding time
  3. Are you allowing scheduling? Setting zero appointments allowed will prevent users from scheduling. Check this under Calendars in Preferences and look for "Allow ____ appointments to be scheduled concurrently" under each calendar setting. Setting that to 1 will allow scheduling one person at a time, 0 will prevent all scheduling.
  4. If you are offering classes, did you add times when the class if available? This can be done from appointments

Preventing appointment double booking

Double booking is allowed by setting the number of appointments allowed is more than one.

If you are experiencing double booking go to Preferences, then Calendars, and make sure that the number of appointments allowed to be scheduled in the same time slot is set to one.

A time will be blocked off when that number of people is scheduled at a single time.

How can I hide a calendar from my clients?

If you mark all appointment types on a calendar as "admin only" this will prevent clients from seeing that calendar.

How can the calendar default to showing a specific month instead of the current one?

You can add a little bit of code under the footer in Website Integration under Preferences to set which month to display. For example, to set the month to show May, 2014 (2014-05-01, YYYY-MM-DD) then use code like:
<script type="text/javascript">
$('date').value = '2014-05-01';
</script>

Exporting Information

How do I export appointments to Outlook?

You can export all your appointments into Outlook by logging in, going to Appointments, "iCal/Outlook Export" on the left side will save all your appointments as an ICS file. In Outlook you can go to File -> Import -> Import iCalendar (ICS) file to import all your calendar information into Outlook. Outlook 2007 supports iCal subscriptions which will automatically update your Outlook calendar with new appointments and cancellations. Clicking "iCal/Outlook Subscription" will open Outlook to set this up.

How do I subscribe to my appointments with Google Calendar?

  1. Make sure a time zone is set in Business under Preferences
  2. Authorize Acuity Scheduling to access your Google Calendar in Google under Preferences.
  3. All new appointments and changes will now be reflected instantly in your Google Calendar, and events in Google will block off time in Acuity.
You can change which calendars in Google that your Acuity calendars are synchronized with in the Google section.

I have custom intake forms, how can I export that to Excel?

Custom forms can be exported within the Forms section by clicking export next to the name of the form. That will save all the appointments and fields that have been completed by clients for that form.

E-mail Notification

How will I know when someone signs up for an appointment?

You will receive email notification when an appointment is scheduled, and if you have subscribed to the iCal calendar it will appear in your calendar shortly. Appointment reminder emails are sent to clients 36 hours before the day of their appointment if you have a Professional or Premium plan.

What emails should the client and I expect to receive?

E-mails are sent out to the owner, client, and any other email addresses associated with the calendar when an appointment is scheduled, cancelled, or rescheduled.

An email is also sent to the client a day before their appointment on Premium and Professional plans. Usually messages are received within a few minutes of when they are sent out, but occasionally it can take several hours if the mail server is congested.

How can I have email notifications sent to multiple people?

E-mail notifications will be sent to the email address set in your login (you can change this under Business in Preferences), and you can also specify additional addresses in the calendar properties. Calendar settings can be changed under Calendars in Preferences. In there you can set another email address in the email field. Multiple addresses can be entered here and separated by commas.

Can notifications be sent to my cell phone via text message/SMS?

Yes, you can add phone numbers in your notification settings for calendars in Calendars under Preferences. This is available on Premium accounts only. Your cell phone carrier may charge fees for you to receive a text message, standard text messaging rates apply for you to receive these notifications. All notifications will appear to come from +1 (484) 464-9567. You will get notifications on new appointments, appointment cancellations, and when appointments are rescheduled.

Client text message appointment reminders can be enabled under Schedule in Preferences. This will send clients a reminder to their phone 2 days before their appointment. Clients don't receive notifications when booking, only reminders before their appointment.

I'm not receiving email notifications

Usually this is because of a spam filter on your computer or with your mail hosting provider. First, try checking your junk/spam mail folders for any of the past emails. If nothing is present contact your hosting provider or ISP and have them add scheduling@acuityscheduling.com as a trusted sender.

I'm receiving duplicate email notifications

Email notifications are always sent to the business owner, your username if it is an email address, and additionally to any email addresses listed in the calendar settings. Duplicates are usually caused because the owner's email is listed under the calendar settings as well. You can check this, and update it, under Calendars in Preferences.

How can reminder emails and other emails be edited?

Email notifications can be changed under Customization in Preferences.

Signup and Billing

How can I change my password?

Your password can be changed under the Business section in Preferences.

Can I change my plan later?

Yes, just go to the Business section under Preferences once you login and you can change your plan settings.

How do I cancel?

To cancel your account log in, go to Preferences, then click Cancel under Business. This will downgrade your account to a free one and preserve all your settings, so if you upgrade again later all your settings will be restored.

What is the difference between the Premium & Professional plan?

The Premium plan gives you all the same features of the Professional plan, but also includes the ability to have unlimited different schedules. This lets you have several different schedules for multiple staff, locations, etc. Professional only allows for one schedule.

Do I need special software on my computer to use this?

Nope - everything is completely web based, so all you need is an internet connection and a web browser.

Are there any other charges after signup?

There are no setup, cancellation, or extra usage fees. If you use payment processing a small amount (30 cents + 2.9%) is charged by PayPal.

How do I find receipts for my payments?

Receipts are held by PayPal. Log in to your PayPal account then go to the History section to view payments sent to Acuity.
If you did not pay through PayPal, please contact support.

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Curious if your idea is possible, or just want to request a feature?
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