Acuity Scheduling bookings turned into prepared client meetings

Ideas to put to work

Every booked consultation arrives prepared, and your calendar shows which services clients want.

• AS

  Briefing for every booked consultation

  Sofia reads the appointment and intake form, pulls the client's history from HubSpot, and drafts a briefing in Word before the meeting starts.

• AS

  Demand by appointment type

  Sofia reads appointments by type and calendar, builds an Excel workbook of demand by month, and shows where to add capacity or retire a service.

• AS

  Paid consultations matched to the books

  Sofia looks up each appointment's payments, compares them with QuickBooks invoices, and lists any consultation that never reached the ledger.

• AS

  Partner time protected from bookings

  Sofia reads internal events on a partner's Outlook calendar and blocks off the same time in Acuity, so clients can't book over it.

• AS

  New times offered after a cancellation

  When a client cancels, Sofia checks available times and drafts an Outlook email offering new slots, sent with your approval.

Works well with

• HubSpotCRM and marketing platform for growing businesses
• Microsoft WordWord processor for letters, reports and contracts
• Microsoft ExcelSpreadsheets for numbers, models and trackers
• QuickBooksAccounting software for small and mid-sized businesses
• Microsoft OutlookMicrosoft's email and calendar
• Microsoft 365Microsoft's business suite: accounts, groups and organization directory
• GmailGoogle's email for business
• Google CalendarGoogle's shared calendars and scheduling