Acuity Scheduling Review

Acuity Scheduling Review
4
4 of 5 stars 1 review
  • Pricing
    (3.5)
  • Features
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  • Support
    (4.5)
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Pros

  • Robust scheduling features
  • Good add-on marketing tools
  • Plenty of customization options
  • Solid mobile app
  • Easy to set up and use
  • A good number of integrations

Cons

  • Poor free plan with no calendar sync, payment integration, or email reminders
  • Limited customer support

ABOUT

Acuity Scheduling is a cloud-based, automated appointment booking platform that takes the arduous task of scheduling customers and managing different engagements off your hands. It was developed by Gavin Zuchlinski in 2006, who, interestingly, built it for his mother. Zuchlinshi witnessed his mother, a massage therapist, struggling to manage her appointments. He found that she was spending more time on scheduling tasks than on her actual job and getting stressed out in the process.

The avid developer looked for but failed to find a software that would take care of his mother’s needs and so decided to develop one himself. What began as a side project, tested out by his mom no less, has grown into a flourishing software that now helps over 50,000 businesses worldwide manage their time better. In 2019, the company was acquired by Squarespace, the website building and hosting company, making it more accessible to global customers.

Who Is Acuity Scheduling For?

Designed with small business owners like Zuchlinski’s mother in mind, the platform is an excellent fit for solo entrepreneurs, freelancers, and SMEs. This fitment is in no small measure due to its affordable pricing plans. The software’s pricing scalability also ensures that you can stick with it as your company grows from a micro-business to a multi-staff and multi-location establishment. You can use the software to manage a whopping 36 locations. Additionally, for businesses that have over 36 locations, the software offers custom pricing plans that will take care of their advanced appointment, legal, and compliance requirements. In short, while Acuity Scheduling works best for small to medium businesses, it comes packed with features. It has customized pricing plans that will satisfy the needs of larger corporations too.

PRICING

This scheduling platform has three paid plans. Importantly, it has a free plan that solo entrepreneurs can take advantage of. It is, however, a feature-poor one. All the paid plans can be billed monthly or annually, with the annual subscribers getting one month free. The software is a pre-paid service, so you can cancel, downgrade, or upgrade your subscription anytime you want. On the flip side, Acuity offers only a 7-day free trial for all their paid plans, where most other platforms offer users 15 to 30 days to test out their software.

Here’s a comparison of the software’s pricing plans:

 

Plans

Freebie

Emerging Entrepreneur

Growing Business

Power Player

Users

1

1

Up to 6

Up to 36

Price/Month

Free

$15

$25

$36

Locations

1

1

Up to 6

Up to 36

Client Self Scheduling

Yes

Yes

Yes

Yes

Services & Appointments

Unlimited

Unlimited

Unlimited

Unlimited

Group Events

Yes

Yes

Yes

Logo & Color Customizations

Yes

Yes

Yes

Calendar Sync

Yes

Yes

Yes

Reports

Yes

Yes

Yes

Website Embedder

Yes

Yes

Yes

Reminder Emails

Yes

Yes

Yes

Text Messages

Yes

Yes

Sell Marketing Offers

Yes

Yes

Automatic Time-Zone Conversions

Yes

Yes

Yes

Custom API & CSS

Yes

Remove Acuity Branding

Yes

 

FEATURES​

  1. Calendar And Scheduling Features
  2. Client Self-Scheduling
  3. Intake Forms
  4. Contact Management
  5. Reports

1. Calendar And Scheduling Features

The software boasts of a robust calendar system. It syncs schedules across multiple calendars, including Google Calendar, iCloud, and Microsoft Outlook Calendar. This way, when you add an appointment to Acuity’s calendar, it automatically updates any external ones that you use. The calendar works well if you have a regular work schedule or otherwise. You can set your availability to show customers the same working hours for every day of the week. Alternatively, you can define different working hours for different days of the week too.

If you want to look in-demand to your customers, the app has two unique settings that allow you to do just that. First, with the ‘Make Me Look Busy’ setting, you can show customers only a small proportion of your available time slots. After you choose the percentage of slots you want to hide, the software shows only the rest to your customers, making you look all booked up and busy. Second, you can choose to show customers open slots only before or after an existing appointment. This feature is especially useful if you offer different time slots to your customers but want to ensure that they book appointments only in a single time slot on a given day.

Furthermore, you can block off gaps before or after each appointment so that you have enough time to freshen up before or prepare for an upcoming client session. Another nice feature is that you can create unlimited types of appointments in Acuity. You can choose between a one-on-one meeting, group event, one-time service, and public or private appointment types, to name a few.

2. Client Self-Scheduling

Using Acuity, you can create a client scheduling page where customers can book, cancel, or reschedule their appointments. You can choose to have your customers access this page either through the software or embed it within your website. Importantly, the software allows you to customize the appearance of your client scheduling page such that it matches the rest of your website. You can change everything from the logo to the color and font of the page.

Additionally, the app automatically displays appointment times in the customer’s time zones, a feature that prevents any schedule mix-ups from happening. Then, every time a client books an appointment, the software notifies you instantly, so you never miss anything. Furthermore, you can set up the software to send customers email and text reminders of upcoming appointments. Due to its integration with various payment gateways, you can also choose to receive payments and tips from your customers directly through the software, right when they book, further reducing the chance of a no-show.

The software also has several marketing tools that you can use to attract and retain customers. You can offer your customers exclusive deals with a holiday, membership, or group discount. Additionally, the app allows you to create and sell gift certificates and packages to your clients as well.

3. Intake Forms

The software’s intake form feature is another powerful tool in its kitty. This time-saving feature allows you to gather valuable client information beforehand, speeding up proceedings on the day of the appointment. The best part of this feature is that you can ask an unlimited number of questions in each form, allowing you to collect in-depth customer data beyond just their names and email address. Besides this, the app also offers users a variety of intake form types to choose from. These include text boxes, drop-down lists, checkbox lists, and yes/no choices. You can even ask customers to upload images, files, or documents through your intake form.

Alternatively, you can set your intake form to be only for internal use. In this case, the forms, though attached to a customer’s appointment, need to be filled out on the admin side. This feature is an excellent tool for medical professionals who need to fill in SOAP notes after examining a patient.

4. Contact Management

The scheduling software’s client module stores all your customer’s data in one central location so you can easily search for information. The app’s powerful search tool pulls up data by a first or last name, email address, and phone number. You can also filter search results to show inactive customers or recent appointments. Once you select a customer, the app displays their appointment and payment history along with all the information collected on them through their intake forms, giving you a holistic view of your client. You can add customers, edit client information, and delete inactive ones through this client module too.

5. Reports

Acuity Scheduling allows you to generate several reports in four main departments:

  • Appointment reports: It gives you an analysis of all your appointments. These reports can be segregated by appointment types such as paid appointments, no-shows, or canceled appointments.
  • Revenue: This breaks down your profit margins showing you which events generated the most revenue and which were unprofitable.
  • Users: These reports show you how many appointments were self-scheduled by your customers against those booked by your employees.
  • Add-ons: Lets you see how well your marketing strategies have worked in attracting clients
  • Tips: Reports on suggestions received through the software by customer and appointment type.

INTEGRATIONS

The platform integrates with over 80 third-party applications in various departments. These range from payment gateways to CRM and email marketing apps with a whole lot in between. Besides this, the software has APIs that developers can use to facilitate additional integrations. However, this is available only for subscribers of the Power Player plan.

Here are some of the app’s important integrations:

  • Facebook
  • GSuite
  • MailChimp
  • ActiveCampaigns
  • ConstantContact
  • Facebook
  • Zoho CRM
  • Salesforce
  • Zoom
  • Zapier
  • Stripe
  • PayPal
  • WordPress
  • Xero
  • Quickbooks Online
  • Google Calendar

More About Acuity Scheduling

Set Up And Ease Of Use

Acuity Scheduling is easy to use right from the get-go. This is because the software only requires you to fill in necessary information before you can start scheduling through it. All you need to do is define your availability and set up your appointment types. After this, you can send out a schedule page link to your clients, and you are on your way in no time at all. All the other functionalities, such as populating your client list and customizing the software, can be done later according to your business needs. Helpfully, you can import clients and appointments in bulk from external software into Acuity, making the set-up process more comfortable. The software supports imports in CSV file formats.

The software is as easy to use as it is to set up thanks to its intuitive and straightforward interface. The home dashboard gives you an overview of your calendar, which can be set to a daily, weekly, or monthly view. A distinct vertical menu on the left allows you to navigate through the software’s main functionalities, such as appointment types, intake forms, client lists, and payment settings. A help button and search bar on the top right-hand corner takes you to a repository of how-to guides and articles that will help you get the most out of the software as well.

Device Compatibility

Desktop Browser App

Android App

iOS App

Windows Phone App

Apple Watch App

X

X

 

This scheduling platform’s mobile apps provide as much functionality as do their desktop versions. Any action you take on the browser app can be implemented on both the Android and iOS versions. The mobile apps let you change your appointment types, edit your availability, or view your customer list while on the go. Similarly, clients too can book, cancel, or reschedule an appointment and fill in their intake forms using their mobile devices.

Customer Care

One of its few negatives, Acuity Scheduling, only offers users weekday email support from 7 AM to 8 PM EST. That said, it has a comprehensive help center with over 230 articles, getting-started guides, and FAQs. This knowledge base covers everything from basic account information to blogs that help you take a deeper dive into its core functionalities. The software also hosts regular live webinars and training courses every week that users can attend. Additionally, they have a selection of video tutorials, although, with only around ten videos to choose from, this option can be described as paltry at best.

Online Security

The software takes its online security very seriously. In addition to being HIPAA compliant, Acuity Scheduling complies with data protection regulations and PSD2 (payment gateway) authentications as well. Additionally, their data servers are certified with SOC 2 Type II user certifications, which just means that they follow strict regulations that ensure the integrity of their customer’s data.

PROS AND CONS

PROS

  • Robust scheduling features
  • Good add-on marketing tools
  • Plenty of customization options
  • Solid mobile app
  • Easy to set up and use
  • A good number of integrations

CONS

  • Poor free plan with no calendar sync, payment integration, or email reminders
  • Limited customer support

CONCLUSION

There is no doubt that Acuity Scheduling is an appointment booking software that packs a punch with its powerful, yet easy-to-use repertoire of features and customization options. While it’s free plan is nothing to write home about, the app has affordable and scalable pricing plans that will fit most SMB budgets. It is an excellent choice for service-based industries and one that is certainly worth trying out, even if its free trial lasts only for seven days.

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