If you run a business that requires booking personal appointments, you know time is money. The trouble? There are only so many hours in the day. To grow your business, you need to leverage your time and avoid busy work.
Acuity Scheduling is an automated appointment booking tool that doubles as a full-time business platform. Use it to accept payments and deposits, manage customer intake forms, host virtual classes, and more.
But even with all those features, you'll get the most out of Acuity Scheduling if you can weave it into your other apps: project management, newsletter managers, and every platform that makes your digital life tick. Here's how to use Zapier's automated workflows—called Zaps—to pull it all together.
You'll need a Zapier account to use the workflows in this piece. If you don't have an account yet, it's free to get started.
Skip ahead
Add new appointments to your email list
When you're trying to land one-to-one clients, you'll notice a trend: ghosts. Not the spooky Scooby-Doo sort, but those potential clients who express interest in your services then seem to vanish off the face of the Earth.
Dealing with ghosts is a real problem if your income depends on your time management skills. If you can't convert more leads into long-term clients, you'll spend far too much time and energy chasing would-be clients who never convert into paying customers.
Remedy this problem by converting new appointments in Acuity Scheduling into new contacts in your email list. Acuity Scheduling can handle the lead intake thanks to its self-service sign-up forms: customers enter their information and schedule an appointment. Once they do, you capture that contact information and add them as subscribers to your newsletter platform. Your potential leads are no longer ghosts—they're subscribers.
Add or update ActiveCampaign contacts for new Acuity Scheduling appointments
Acuity Scheduling + ActiveCampaign
More details
You already save time by having your clients book appointments online, on their own with Acuity Scheduling. With this Acuity Scheduling ActiveCampaign integration you can automatically add new appointment contacts to ActiveCampaign as new contacts and connect with those contacts through your email marketing.
Create Mailchimp subscribers from new Acuity Scheduling appointments
Acuity Scheduling + Mailchimp
More details
Looking to send automated emails to your clients who schedule appointments? This Zap can help. Set it up to automatically create a Mailchimp subscriber from your appointment data when clients book those new appointments in Acuity Scheduling.
Create subscribers in Flodesk from new appointments in Acuity Scheduling
Acuity Scheduling + Flodesk
More details
When someone schedules an appointment with me, they'll be added as a new subscriber to Flodesk.
Add tags to subscribers in Kit for new Acuity Scheduling appointments
Acuity Scheduling + Kit
More details
If you're looking for an easy way to add appointment info to your clients, we have a solution for you. Just set up this integration and all your Acuity Scheduling appointments will add tags to Kit subscribers. Just like that, no need to make notes yourself!
Create/update MailerLite subscribers from new Acuity Scheduling appointments
Acuity Scheduling + MailerLite Classic
More details
Turn meeting attendees into contacts in your CRM using this integration. When active, it creates MailerLite subscribers from new Acuity Scheduling appointments. Each time someone books a slot of time with you, we'll add them as a contact on MailerLite. You'll never miss out on making connections with this integration.
Back up appointment info in spreadsheets
Ever have trouble logging into your favorite scheduling app? It's a sweaty palms moment. You know that if you can't access that information, the day is shot. So don't worry! Back up your appointment information automatically by having Zapier link your Acuity Scheduling appointments into Google Sheets and Airtable.
Importing your appointment information to separate databases isn't all about data security. Once you have your information in another app like Google Sheets, there are additional benefits. Generate custom reports, for example, to see which of your appointments are giving you the best ROI (return on investment). Share the information with a virtual assistant or consultant to get suggestions on how to optimize your workflow. Or run the data through an AI program and ask it for assistance in time management.
Once you're in Google Sheets or Airtable, the data management possibilities are endless.
Add new Acuity Scheduling appointments to a Google Sheets spreadsheet
Acuity Scheduling + Google Sheets
More details
Do you need an easy way to keep track of your Acuity Scheduling appointments? As soon as new Acuity Scheduling appointments are created, Zapier can automatically add rows to a Google Sheets spreadsheet for new appointment details.
Create Airtable records for new appointments in Acuity Scheduling
Acuity Scheduling + Airtable
More details
Want to organize data for your new appointments? This Zapier integration creates Airtable records for new appointments in Acuity Scheduling automatically. Now you can organize your data how you want.
Update Google Sheets rows when Acuity Scheduling appointments are rescheduled
Acuity Scheduling + Google Sheets
More details
If you track your appointments in a spreadsheet tool such as Google Sheets, you need to make sure that spreadsheet is kept up-to-date when appointments are changed. Use this Zap to take care of that for you, automatically updating Google Sheets rows whenever Acuity Scheduling appointments are rescheduled. That way, your spreadsheet will stay updated with the most recent information and you don't have to manage the data manually.
Update Google Sheets rows for new Acuity Scheduling appointments
Acuity Scheduling + Google Sheets
More details
Easily keep your Google Sheets up-to-date with this workflow. Once set up, whenever a new appointment is made in Acuity Scheduling, it promptly updates a row in your Google Sheets. This way, you can save time and ensure your spreadsheets always reflect the most current appointment information. Great for businesses relying on accurate scheduling data.
Automatically add leads and customers to your CRM
Once you have a lead's contact information, do you know what steps come next? You do if you use a CRM (customer relationship manager) tool like HubSpot. CRM tools automate the next stages of your sales funnel for your leads: logging emails from the customer, assigning tasks for you or your team to follow up with them, or even kicking the customer information into your sales pipeline.
But it all starts with moving the essential customer details from Acuity Scheduling appointments into your CRM tool. Use one of these Zaps to export these leads to your CRM to track each lead. With a lead in your CRM pipeline, you'll have a dashboard of every client opportunity you pulled from Acuity Scheduling.
Create Dubsado projects for new appointments in Acuity Scheduling
Acuity Scheduling + Dubsado
More details
When you set appointments with new clients, you'll want to capture the details in your business management tool too. Zapier helps by creating projects in Dubsado when there are new appointments in Acuity Scheduling. Now you can easily track your billable time.
Add or update HubSpot contacts from new Acuity Scheduling appointments
Acuity Scheduling + HubSpot
More details
Create or update your HubSpot marketing contacts from new Acuity Scheduling appointments automatically, once this integration is set up. Zapier can monitor your Acuity Scheduling account for new appointments and can create or update HubSpot contacts from the client data as they make bookings.
Add or update LeadConnector contacts from new Acuity Scheduling appointments
Acuity Scheduling + LeadConnector
More details
Never duplicate your data entry again! This Zap automatically creates a contact (or updates an existing contact) in your LeadConnector account as soon as you schedule a new appointment in Acuity Scheduling, allowing you to stay focused on more important work.
Create or update Keap contacts with new Acuity Scheduling appointments
Acuity Scheduling + Keap
More details
Streamline your contact management tasks with this integration. Once active, this Zap automatically creates a new, or updates an existing, user in Keap for each new appointment generated in Acuity Scheduling.
Send notifications for new appointments
Do you have a virtual assistant who needs to know when you have new appointments? Or maybe an entire team? Is there someone within your business who needs to track these appointments or possibly help you prepare? If so, set a Zap.
With the New Appointment trigger in the Acuity Scheduling integration, you can keep anyone in the loop with automatic emails, channel messages within Slack, or even text messages with SMS by Zapier.
These Zaps are easy to customize, too. You can keep one person in the loop if you want—or alert an entire team. You can even send these alerts to yourself if you're the kind of person who misses something if it doesn't show up in their email inbox. Everyone who needs to know about a new meeting will know without having to log into Acuity Scheduling.
Send an email with Gmail when Acuity Scheduling appointments start
Acuity Scheduling + Gmail
More details
Zapier can automatically send out Gmail reminders or messages when Acuity Scheduling appointments are about to start. Once you set up this Acuity Scheduling Gmail integration, new appointments from that point forward will send an email notification via Gmail as many days or hours before the start of the appointment as you'd like.
Send Slack notifications for new Acuity Scheduling appointments
Acuity Scheduling + Slack
More details
Keep your team in the know when new appointments are made in Acuity Scheduling with this Zap. No more missed appointments or feeling out of the loop: This Zap will send a channel notification in Slack every time a new appointment is made in Acuity Scheduling.
Get new Acuity Scheduling appointments as SMS messages
Acuity Scheduling + SMS by Zapier
More details
It can be hard to remember to go into your scheduling software to manually check for new appointments, but what a problem you run into when you accidentally miss one! Stop that from happening again with this integration, which will send you (or someone else) an SMS for newly scheduled Acuiting Scheduling appointments. All your appointments, straight to your phone!
Turn new appointments into project management tasks
An appointment within Acuity Scheduling is great news: a potential new client! But it does add an item to your to-do list—either to prep for a meeting or follow up on one. And to-do lists aren't very helpful if you need to log into five different platforms to keep on top of your work.
So, set up a Zap to bring new appointments within Acuity Scheduling into Trello, Asana, or ClickUp as new cards or tasks. This way, you can keep your to-do list with your favorite project manager, where it's easier to organize every item that's on your plate.
Create Trello cards for new Acuity Scheduling appointments
Acuity Scheduling + Trello
More details
Using a scheduling software can relieve much of the stress that comes with organizing meetings and appointments, but you might need a space to make meeting notes and share info with your team. That's where this integration comes in! After set up, new Acuity Scheduling appointments will generate Trello cards. From there, you can add info, share the meeting data and more.
Create Asana tasks from new Acuity Scheduling appointments
Acuity Scheduling + Asana
More details
Do you need to notify your Asana team when new Acuity Scheduling appointments are made? With Zapier you can automatically create Asana tasks from appointment data when appointments are made.
Create ClickUp tasks for new appointments in Acuity Scheduling
Acuity Scheduling + ClickUp
More details
When you have appointments requiring tasks, you'll want your task tool coordinated with the details. This integration helps by automatically creating a task in ClickUp with details from a new appointment in Acuity Scheduling. It's never been easier to coordinate task work for your appointments.
Save new appointments as contacts
"New phone; who dis?" Not exactly professional-sounding, is it? Forgetting a prospect's contact information is not the kind of impression you want to make. But if you don't have a single spot for all your contacts, then no amount of diligence with your client intake is going to help. To stay on top of everyone's contact information, you need to import it all to the same place.
Apps like Google Contacts or Constant Contact are handy because they make it easy to search through your entire database. Set a Zap from Acuity Scheduling to your favorite contact management platform, and you'll never have to wonder where anyone's contact information is again.
Create Google Contacts for new Acuity Scheduling appointments
Acuity Scheduling + Google Contacts
More details
If you need to follow up with your Acuity Scheduling clients with Gmail, use Zapier to update your Google Contacts directly when clients book new appointments.
Create contacts in Constant Contact for new Acuity Scheduling appointments
Acuity Scheduling + Constant Contact
More details
When you have new appointments, you'll want the contact's details added to your email tool for follow up. This integration helps by automatically creating a contact in Constant Contact when there is a new appointment in Acuity Scheduling. It's never been easier to follow up with your new appointments.
Create new Contacts+ contacts for every new Acuity Scheduling appointment
Acuity Scheduling + Contacts+
More details
Keep your client information organized and up-to-date with this seamless workflow. When a new appointment is scheduled in Acuity Scheduling, a corresponding contact is immediately created in the Contacts+ app. This smooth automation ensures that your contact list is always accurate and current, saving you time and effort from manual data entry. No more missed opportunities due to outdated or missing details, as this process ensures all your appointment details are recorded as contacts in Contacts+.
Bring new appointments into your calendar
Of course, none of the above work does you much good if you're late for a meeting. Use a Zap to automatically add new Acuity Scheduling appointments to your favorite calendar app Or, if you run your workflow through Zoom, set Acuity Scheduling appointments to create meetings in Zoom directly.
These meetings will send you notifications via your chosen platform, which means you can block off the time in the calendar app of your choice.
Add new Acuity Scheduling appointments to Google Calendar as detailed events
Acuity Scheduling + Google Calendar
More details
Do you need to keep a Google Calendar updated with your new Acuity Scheduling appointments? Rather than cutting and pasting, use this Zap! It automatically adds new Acuity Scheduling appointments to Google Calendar as they are created.
Create Zoom meetings for new Acuity Scheduling appointments
Acuity Scheduling + Zoom
More details
Stay organized and efficient with this workflow that seamlessly links Acuity Scheduling with Zoom. As soon as a new appointment is set in Acuity Scheduling, a corresponding meeting is created in Zoom. This connection not only saves time but also reduces the chances of scheduling conflicts or missed details. Enjoy a seamless transition between scheduling and meeting, enhancing productivity and eliminating manual entry.
Create new Zoho Calendar events for every new Acuity Scheduling appointment
Acuity Scheduling + Zoho Calendar
More details
Easily manage and stay on top of your appointments with this workflow. Whenever a new appointment is made in Acuity Scheduling, it simultaneously creates a corresponding event in Zoho Calendar. This process effectively maintains organization across platforms, mitigates the chances of missed appointments, and minimizes manual effort. Enjoy seamless coordination between your Acuity Scheduling and Zoho Calendar for improved scheduling efficiency.
Keep appointments without scrambling to keep up
When you're talking to a potential new client, every little detail counts. Miss a meeting? You might have missed out on new business revenue. Forget to follow up with a potential client? Then that potential client may never become an actual client because you never took the time to make the sale.
Acuity Scheduling manages client intake and new appointments to help you become a lead-generation machine. But if you don't have ways to plug Acuity Scheduling into your team's workflow, lead generation can get overwhelming. Use Zaps to keep team members in the loop, import new leads into your CRM platform, and save contacts so you never miss a beat.
And this is just the start of what you can do with Acuity Scheduling and Zapier. What will you automate first?
This article was originally published in April 2022, written by Kaylee Moser. It was most recently updated in August 2024 by Daniel Kenitz.
