Simplify client management and strengthen relationships

Acuity Scheduling's client management tools give you the power to personalize every interaction and streamline your workflow—from their first intake form to their final appointment reminder.

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Scheduling software that makes client management easy

  • Reduce no-shows

    Keep your calendar full and your clients on track with automated appointment reminders triggered at key moments.

  • Personalized service

    Deliver tailored experiences with instant access to client history, notes, and preferences.

  • Time-saving efficiency

    Forget juggling spreadsheets. Organize every detail in a single system.

  • Enhanced professionalism

    Show clients you’re always prepared with polished confirmations and accurate records.

Essential client management tools, ready when you are

Custom intake forms

Gather essential information before appointments, customized to your services. Easily create intake forms to collect contact info, consent, health history, or project details, so you're always one step ahead.

Centralized client profiles

Store contact info, form responses, and communication history in one secure place. Add private notes to client profiles for future reference.

Automated reminders & confirmations

Once they book, clients get an instant confirmation, followed by friendly appointment reminders that virtually eliminate no-shows.

Appointment history tracking

View past and upcoming bookings at a glance for each client to deliver a smooth, informed experience every time.

Easy client search & filtering

Find specific clients or groups in seconds with a powerful search function.

Client management and scheduling solutions for your business to thrive

Trusted by business owners—and loved by their clients

Guides and tips to improve client management in no time

  • What to Include in a Client Intake Form to Get to Know Your Clients

  • The Ultimate Guide to Appointment Reminders

  • Text Your Way to Fewer No-Shows With SMS Reminders

FAQs

  • Acuity supports businesses of all types and sizes. Whether you’re a solo entrepreneur or leading a growing team, Acuity’s scheduling app can help you streamline your workflows and increase bookings. Our creative services clients range from event planning and recording studios to marketing agencies and interior design firms. The consulting services category encompasses consulting for non-profits, IT, business coaching, education, recruitment, human resources, executive search firms, and software services. Additionally, Acuity Scheduling serves clients in other sectors such as government, real estate, wedding planning, travel consulting, and property management. Read more about Acuity customers’ success stories here.

  • Whether you’re a team of one or a team of one hundred, Acuity has the right plan to support your business with online booking. Check out our different plans and features to understand what suits your needs best.

  • A client intake form is a customizable questionnaire clients can fill out before their appointment. It lets you collect everything from basic contact info to health history, project goals, or consent forms. Having this info upfront saves you time and ensures you're prepared to deliver a truly personalized service from the moment they walk in the door (or log on to a video call).

  • They work like a charm! Once a client books with you, Acuity automatically sends them an instant confirmation email. Then, based on the schedule you set, it sends a friendly reminder before the appointment. It's an effortless way to keep your clients on track and your calendar full without you lifting a finger.

  • You bet. You can empower your clients to reschedule or cancel their own appointments directly from their confirmation email. You get to set the rules, like how close to an appointment they can make changes, so you always stay in control of your schedule.

  • Absolutely. Acuity gives you the power to protect your time and income by requiring a deposit or full payment at the time of booking. It's a professional and secure way to ensure commitment and significantly reduce no-shows.

  • Yep! Acuity makes it easy to bring your client list over with a simple import tool. This means you can start using all of our great client management features without having to manually re-enter all your client details.

  • Absolutely. All your client data and private notes are stored securely and are only visible to you and your authorized staff. We take security seriously so you can focus on your business with total peace of mind.

  • You totally can. Acuity allows you to create unique intake forms and assign them to specific appointment types. This way, you always get the right information from the right client, whether they're booking a quick consultation or a full-day workshop.

  • Just head to their client profile. You'll see a complete history of their bookings, any notes you’ve made, and their past intake form responses, all in one place. It's the perfect way to prep for a returning client.