Acuity Scheduling + Coaching Loft Integrations

How to connect Acuity Scheduling + Coaching Loft

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Supported triggers and actions

What does this mean?

- Time Before (Unit)
- Appointment Type
  Optionally select an appointment type to trigger this Zap. The Zap will only run for this appointment type.
- Calendar
  Optionally select a calendar to trigger this Zap. The Zap will only run for this calendar.
- Time BeforeRequired
  How long before the appointment you want us to trigger.
Trigger
Scheduled
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- Calendar
  Optionally select a calendar to trigger this Zap. The Zap will only run for this calendar.
- Appointment Type
  Optionally select an appointment type to trigger this Zap. The Zap will only run for this appointment type.
Trigger
Instant
Try It
New Product Order
Triggers when a new order is completed.
Trigger
Instant
Try It
- PackageRequired
- Certificate Code
  The actual code for the certificate, such as ABC123. We'll create one automatically if you don't have one picked out.
- Email Address
  An email address to assign the package code to.
Action
Write
- Api Docs Info
  API docs for Acuity Scheduling are located here https://developers.acuityscheduling.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

- First Name
- Last Name
- E-Mail
Action
Search
New Client
Triggers when a new client/coachee is created from your coachee list.
Trigger
Scheduled
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New File Attachment
Triggers when a new file is uploaded or shared to your file storage.
Trigger
Scheduled
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New Coaching Session Completed
Triggers when or after a coaching session has been completed.
Trigger
Scheduled
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- TitleRequired
  Title of the Appointment
- Start Date & TimeRequired
  Date and time of when this event starts. See this help doc for more information.
- End Date & TimeRequired
  Date and time of when this event ends.
- LocationRequired
  Location of the Appointment
- Description
  Description of the new appointment
- Client Email AddressRequired
  The email address of the client you'll be having an appointment with. (The email address must reflect to one of your clients registered on Coaching Loft).
Action
Write
- Client EmailRequired
  This is the email of the Client/Coachee to whom the Invoice is to be assigned.
- Invoice numberRequired
  Unique identification number or code from the invoice.
- CurrencyRequired
  The currency used for the invoice (e.g. USD, EUR, AUD).
- Subtotal
  The subtotal value of the invoice, numbers only (e.g. 150.00, 235.65, 300.99).
- Total AmountRequired
  The total amount value of the invoice, numbers only (e.g. 150.00, 235.65, 300.99).
- Description
  The description of the invoice
- Due DateRequired
  Date of which the invoice is supposed to be settled.
- Sending DateRequired
  Actual sending date of the invoice to the client.
- Settlement Date
  The date when the invoice got settled (only applicable on invoices with "paid" status).
- Status
  Status of the invoice.
Action
Write

- Calendar
  Optionally select a calendar to trigger this Zap. The Zap will only run for this calendar.
- Appointment Type
  Optionally select an appointment type to trigger this Zap. The Zap will only run for this appointment type.
Trigger
Instant
Try It
- Calendar
  Optionally select a calendar to trigger this Zap. The Zap will only run for this calendar.
- Appointment Type
  Optionally select an appointment type to trigger this Zap. The Zap will only run for this appointment type.
Trigger
Instant
Try It
- CouponRequired
- Certificate Code
  The actual code for the coupon, such as ABC123. We'll create one automatically if you don't have one picked out.
Action
Write
- CalendarRequired
  Select the calendar you want to add blocked off time to.
- Start Date and TimeRequired
- End Date and TimeRequired
- Notes
  Any notes to attach to the blocked off time.
Action
Write
- Appointment IDRequired
Action
Search
New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
- Client EmailRequired
  This is the email of the Client/Coachee to whom the Action is to be assigned.
- TitleRequired
  A one-liner text to determine the action.
- Action DetailsRequired
  The detailed context of the action.
- Date DueRequired
  Date of which the Action is to be done.
Action
Write
- First NameRequired
  The first name of the contact.
- Last NameRequired
  The last name of the contact.
- EmailRequired
  The email address of the contact (if the same email was found on your contact list, the existing contact data will be updated).
- Contact Number
  The main contact number of the contact.
- Company Name
  The company name of the contact.
- Occupation
  The occupation/job title of the contact.
- Website
  The Website URL of the contact where they are affiliated.
- Linked-in Profile
  The Linked-in profile link of the contact.
- Facebook Page/Profile
  The Facebook profile link of the contact.
- Tags
  Tags must be comma-separated (e.g. Customer, Subscriber, etc.).
- Source
  The source is where the contact came from (e.g. Facebook, Website contact form).
Action
Write
- Client Email AddressRequired
  The email address of the client that you coached in the session log. (The email address must reflect to one of your clients registered on Coaching Loft).
- Title
  The title of the session log.
- Start Date & TimeRequired
  Date and time of when this event starts. See this help doc for more information.
- End Date & TimeRequired
  Date and time of when this event ends.
- Location
  The location where the session took place.
- Session LogRequired
  The actual logged details of the session.
Action
Write

How Acuity Scheduling + Coaching Loft Integrations Work

Step 1: Authenticate Acuity Scheduling and Coaching Loft.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Acuity Scheduling + Coaching Loft

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.

Learn more

Related categories

Scheduling & Booking

Similar apps

Appointlet

Scheduling & Booking

Setmore Appointments

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SuperSaaS

Scheduling & Booking

About Coaching Loft

Coaching Loft is a platform that helps coaches manage and organize their practices to deliver a fluent coaching experience to their clients.

Related categories

CRM (Customer Relationship Management)

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Acuity Scheduling + Coaching Loft Integrations

How to connect Acuity Scheduling + Coaching Loft

Connect your apps and automate workflows

Appointment Start

Time Before (Unit)

Appointment Type

Calendar

Appointment Canceled

Calendar

Appointment Type

New Product Order

Add Package Code

PackageRequired

Certificate Code

Email Address

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Appointments by Client Info

First Name

Last Name

E-Mail

New Client

New File Attachment

New Coaching Session Completed

Add New Appointment

TitleRequired

Start Date & TimeRequired

End Date & TimeRequired

LocationRequired

Description

Client Email AddressRequired

Add New Invoice

Client EmailRequired

Invoice numberRequired

CurrencyRequired

Subtotal

Total AmountRequired

Description

Due DateRequired

Sending DateRequired

Settlement Date

Status

New Appointment

Calendar

Appointment Type

Appointment Rescheduled

Calendar

Appointment Type

Add Coupon Code

CouponRequired

Certificate Code

Add Blocked Off Time

CalendarRequired

Start Date and TimeRequired

End Date and TimeRequired

Notes

Find Appointment by ID

Appointment IDRequired

New Appointment

New Contact

New Invoice

Add New Action

Client EmailRequired

TitleRequired

Action DetailsRequired

Date DueRequired

Add New Contact

First NameRequired

Last NameRequired

EmailRequired

Contact Number

Company Name

Occupation

Website