Acuity Scheduling + Canopy
Create new Canopy clients from new Acuity Scheduling appointments
When a new appointment is scheduled in Acuity, this workflow will instantly add a new client in Canopy, simplifying your client management process. It helps maintain a steady flow of data between your scheduling and customer relations tools, improving your business's efficiency and coordination.
When a new appointment is scheduled in Acuity, this workflow will instantly add a new client in Canopy, simplifying your client management process. It helps maintain a steady flow of data between your scheduling and customer relations tools, improving your business's efficiency and coordination.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Create Individual Client
Creates a new individual client.
- Free forever for core features
- 14 day trial for premium features & apps
About Acuity Scheduling
Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.
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About Canopy
Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.