Acuity Scheduling

Acuity Scheduling is an appointment booking tool used by clinics, salons, consultants and service businesses. Connecting Acuity Scheduling to Resool shows each contact's appointments next to the conversation and lets agents send the booking link for any appointment type in a reply. Resool also gets live updates when appointments are scheduled, rescheduled or canceled.

#What you can do with Acuity Scheduling

In the Inbox

• Share booking link from the composer: search your appointment types and insert a booking link into your reply.
• See the contact's appointments, matched by email address or phone number: upcoming appointments with a live countdown, previous ones with their outcome, plus status and details.
• Copy link or Join when an appointment has a video link, and Open in Acuity Scheduling to manage it.

On the contact page

• The Apps card shows an Acuity Scheduling row with a summary such as "1 upcoming meeting". Click it for the full list.

Live updates and notifications

• Resool adds webhooks to your Acuity account, so new, rescheduled and canceled appointments show up in Resool as they happen.
• Get a message in Slack when an appointment is booked, rescheduled or canceled. See Slack.
• If you use the Resool mobile app, you get reminders before appointments start.

#Before you begin

• You need an Acuity Scheduling account with at least one appointment type.
• In Resool, only workspace Owners and Admins can connect apps.
• Appointments are matched by the contact's email address or phone number. The contact needs at least one of them in Resool, matching what the client entered when booking.

#How to connect Acuity Scheduling to Resool

1. Go to Settings › Apps.
2. Open the Scheduling tab and click Connect on the Acuity Scheduling card.

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Settings › Apps, Scheduling tab

The Acuity Scheduling card with its logo, "Scheduling" category, description and Connect button, next to the Google Calendar, Calendly and Cal.com cards.

File: screenshots/acuity-apps-card.png

1. The Connect Acuity Scheduling dialog lists what Resool will be able to do after you approve: see your account's name and email address, read your appointments and appointment types, and add webhooks for scheduled, rescheduled and canceled appointments. Click Continue.

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Settings › Apps › Acuity Scheduling › Connect

The "Connect Acuity Scheduling" dialog with its description, the "After you approve on Acuity Scheduling, Resool will be able to:" list of three permissions, and the Cancel and Continue buttons.

File: screenshots/acuity-connect-dialog.png

1. Sign in to Acuity Scheduling in the window that opens and approve access.
2. You're returned to Resool and see Acuity Scheduling connected. The card shows the connected account and the Refresh and Disconnect buttons.

#How to share a booking link in a reply

1. Open a conversation in the Inbox.
2. In the composer, click the Share booking link icon (a calendar with a plus).
3. Search for an appointment type with Search event types. Appointment types are listed under Acuity Scheduling, each with its duration and link.
4. Click an appointment type. Its booking link is inserted into your reply.
5. Send the message.

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Inbox › open a conversation › composer › Share booking link

The "Share booking link" popover with the search box and an "Acuity Scheduling" group listing appointment types such as "Initial consultation · 60 min" and "Follow-up · 30 min" with their links.

File: screenshots/acuity-composer-booking.png

#How to see a contact's appointments

1. Open a conversation and click the Acuity Scheduling icon in the right-hand sidebar.
2. Upcoming appointments show first with a countdown and their status (Confirmed, Unconfirmed, Canceled or Declined). Previous appointments follow, one line each with the date, length and outcome.
3. Click Open in Acuity Scheduling to manage an appointment in Acuity.
4. Share booking link at the top of the panel copies an appointment type's link to your clipboard.

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Inbox › open a conversation with a contact who has Acuity appointments › Acuity Scheduling icon in the right sidebar

The Acuity Scheduling panel with the Share booking link button, one upcoming Confirmed appointment with its countdown and Open in Acuity Scheduling button, and two previous appointments below.

File: screenshots/acuity-inbox-panel.png

The same panel opens from the Acuity Scheduling row in the Apps card on the contact's page.

#How to refresh Acuity Scheduling

Click Refresh on the Acuity Scheduling card in Settings › Apps when a new appointment type is missing in Resool or new appointments stop appearing. Resool reloads your appointment types and puts back its webhooks if they were removed from your Acuity account, then confirms that everything is up to date.

#How to disconnect Acuity Scheduling

1. Go to Settings › Apps and click Disconnect on the Acuity Scheduling card.
2. Confirm in the Disconnect Acuity Scheduling? dialog.

Resool stops accessing your Acuity account, and the appointments panel and booking link button disappear. You can connect again at any time.

#FAQ and troubleshooting

#Why doesn't an appointment show for a contact?

What you can do:

• Check that the contact's email or phone number in Resool matches what the client entered in Acuity.
• Click Refresh on the Acuity Scheduling card to restore the webhooks.
• The list covers the last 6 months and the next 6 months.

#Why does the composer say "event types" for Acuity?

The Share booking link list is shared by all scheduling apps. For Acuity, the items in it are your appointment types.

#The panel says the connection expired. What do I do?

Go to Settings › Apps, disconnect Acuity Scheduling and connect it again.

#Can I use Acuity Scheduling with Google Calendar?

Yes. Each connected app has its own panel in the Inbox sidebar and its own row on the contact page.

#What's next?

• Calendly
• Cal.com
• Google Calendar
• Getting started with apps