How to use an Acuity paid plan for FREE with Squarespace

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If you've been following along for the last several months, then you probably already know I use Dubsado for my business. In fact, I'm kind of obsessed with it!

They introduce new features constantly, and on their to-do list is a calendar/scheduling feature like Calendly or Acuity. As of now, it's just in the planning stages though. Since it's not ready yet, I use Acuity because it integrates well with Squarespace and it has a lot of features, like the ability to take a payment when a client makes certain types of appointments.

Acuity has a free plan, but it allows limited customization among other limitations. At first that was fine, because I knew I wouldn't be using it longterm (since I plan to switch over to Dubsado's version as soon as they release it).

However, it has recently come to my attention that if you're a Squarespace user, you can upgrade to the Emerging Entrepreneur Acuity plan, FOR FREE.

That plan is valued at $15/month, allows more customization, and I'm going to show you how to get it FREE in today's quick blog post. #thankmelater

 

 

First, what does Acuity do?

Acuity is an online scheduling system that allows people to book your services themselves, from available time slots that you have pre-set.

Only want to allow appointments on Tuesdays? Or maybe just Tuesdays & Thursdays from 1pm to 5pm? Easy.

Do you need the ability to take payments when the appointment is booked? Maybe just the ability to take payments for certain types of appointments when they are booked, but not all of them? Acuity's got that covered too.

No more emails back-and-forth while you try to find a time slot that works for both of you!

So now that you're dying to have it too, because you can see all the wonderful possibilities, I'll walk you through creating an account real quick.

 

1 | Create a free Acuity account

Reminder: this only works if you have a Squarespace website!

Sign up for an Acuity account*, and start with their Free plan. Don't worry about adjusting all the settings just yet.

*This is an affiliate link; if you use it to sign up for your Acuity account, I'll get a small commission. Don't worry though, I never recommend a service I don't already love AND use myself!

 

2 | Add an Acuity Block

Next, you'll need to login to your Squarespace site and choose a page where you'd like to embed your Acuity Scheduler. A good example for most people would be to use it on the Contact page, or a separate Booking page if you have one.

To do that, navigate to the page where you want to embed the scheduler. Go into Edit mode for that page, and Add a new block by clicking the plus sign. Then choose the Acuity Block from the "More" area within those Add Block options.

 

Adding your Acuity Block in Squarespace:

 

Once you've done that, click Save in the edit bar at the top of your page. Your change is live! Now go back to your Acuity account page, and navigate to the Client's Scheduling Page settings to grab your custom scheduling URL.

 

Click Copy to copy the link. Now go back to your Squarespace page, and edit again. Double click or click Edit where you placed the Acuity block, so the settings window pops up again. There's a place in that window for you to paste in your Acuity Scheduler URL.

 

Click Save in the top grey Editing bar to publish that change on your page. Your embedded scheduler won't look like mine, because you haven't customized it yet, but don't worry; you'll get to!

 

3 | Upgrade!

Now that you've embedded a basic scheduler on your Squarespace site, you can upgrade your Acuity plan.

Make sure you have your Acuity account open & you're still logged in, your Squarespace account is open & you're still logged in. Make sure you know the URL for the page where your new Acuity Block has been added (example: www.example.com/contactme).

Click here to go right to the Acuity page where you can paste in that URL where the new Acuity Block is.

Paste in your URL and click Submit.

 

4 | A list of some of the features you now have

Here's a list of features you now have with your new Emerging Entrepreneur plan:

  • Client self-scheduling
  • Offer unlimited services and appointments
  • Embed scheduler into your website
  • Display your logo
  • Customize with your company colors
  • Edit all app text so it sounds just like you
  • Automatic time zone conversion
  • Automatic appointment reminder e-mails (requires initial setup)
  • Two-way syncing with iCloud, Google Calendar, Outlook.com, Exchange, and Office 365
  • GoToMeeting, Join.me, and Zoom integrations for online meetings
  • QuickBooks, Freshbooks, and Xero integrations for invoicing and accounting
  • MailChimp, AWeber, Constant Contact, ConvertKit, and MadMimi integration for bulk e-mailing
  • Pipedrive integration for sales/CRM
  • Integrate with 500+ other apps through Zapier
  • Accept payments and deposits through PayPal, Square, Stripe, Braintree, or Authorize.net
  • Vault credit cards for charging clients later
  • Optionally let clients tip you
  • Offer coupons and vouchers for discounts
  • Offer classes, workshops, or group events
  • Easy upsell clients with check-out add-ons
  • Advanced reporting about appointments, no shows, & performance
 
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5 | Customize your account

Now you have a "paid" plan, so go customize it! In your Acuity account, I'd recommend doing the following:

Under My Account:

  • Edit your Business Name
  • Choose your Time Zone
  • Provide an email address where you want to be notified of new appointments
  • Choose the color of your sidebar, if you want
    • As you saw in one of the videos above, mine was purple!

Under Business Settings:

  • Availability
    • Set your Availability, Settings & Scheduling Limits in this section
  • Appointment Types
    • These are the types of services or classes that clients can schedule.
      • ex: Initial Consults are 30 minutes, or One-On-One Training is 1 hour, etc.
    • Create Add-ons & Coupons, if that relates to your business
      • Add-on ex: 15 extra minutes to the appointment = $X more 
  • Intake Form Questions
    • Ask clients questions when they schedule an appointment. They're always asked for name, phone, and email, so these forms are great for gathering anything else! Or, create a private form to use internally to track appointment information.
      • ex: "Are you allergic to anything?" for freelance bakers offering pickup times for custom baked goods.
    • Create a New Form, or New Terms & Conditions Agreement here
  • Packages & Gift Certificates
    • Sell packages of appointments, gift certificates, subscriptions, and products.
  • Manage Users
    • Who else should be able to manage appointments and availability of this calendar? Receptionist? Business Partner? Aunt Louise?
  • Integrations
    • Connect your Acuity Scheduling account to other applications.
  • Sync with Other Calendars
    • Link your other Calendars with Acuity here.
  • Payment Settings
    • Configure which payment processor you'd like to use with Acuity
      • Stripe
      • PayPal
      • Stripe & PayPal
      • Square
      • Braintree
      • Authorize.net
  • E-mail Settings
    • Edit the automatic emails Acuity will send clients:
      • Confirmations
      • Reminders
      • Cancellations
      • Rescheduling
      • Follow-ups
      • Package/Gift Certficate orders
 
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Next you'll want to set up your Client Scheduling Page! Here are some recommendations for what to edit within your Acuity account:

  • Scheduling Page Link
    • Here is where you copied your scheduler page link to use in the Acuity Block within Squarespace.
    • You can also edit the bolded part of your link:
      • https://example.acuityscheduling.com/
      • If you change it, make sure you update the Acuity Block where you embedded it on your site!
  • Customize Appearance
    • AKA: the good stuff!
    • This is where you can upload your logo, change fonts & colors to match your branding, & more.
      • Template (displayed monthly or weekly)
      • Business Name
      • Logo
      • Scheduling Instructions
      • Week starts on
      • Time Format
      • Time Zone
      • Font
      • Colors
      • Wording
      • Scheduling Page Options

Make sure you're saving your changes as you go!

 

That's it! You're all set! Now you can embed your scheduler anywhere on your site and it will match your branding, allow payments and help make your life a lot easier!

If you use Trello, you can create a Private board with important links like this, so you can refer back to them easily without having to log into each account to grab the link (in case you forget it). For more on that, read about How to Organize Your Life with Trello or How to Use Trello for your Bookmarks.

Other ways to use your new Acuity account:

  • Send anyone to the direct link for your scheduling page from a button
  • Link some text to your scheduler, in an email
  • Add the direct scheduler link to the About section on your Facebook page, the Bio section on Instagram or Twitter, etc.
  • Create a shortlink version with Bitly and add the Scheduler link in your Pinterest Profile description

That's it for now, so get moving!

Does all of that seem overwhelmingly complicated? Why not let me do it for you!

As part of my Website packages, I link tools like this together for you, so you don't have to hunt for tutorials and figure it out on your own if you don't want to.

All these conveniences take time to set up, which you might not have!


Did you already know about this link between Squarespace & Acuity? Tell me how you're using it in the comments!

Katelyn Dekle

Studio 1862, P.O. Box 244, Calvary, Ga, 39828

I'm a freelance graphic designer. I've been designing for 10 years, and still love it! My passion is helping small businesses, startups and entrepreneurs become successful by providing professional branding and website design services.

What do you need help with right now? Visit my website for advice from my blog, sign up for my newsletter + access to freebies, or follow me on Twitter, Facebook, Instagram or Pinterest to stay connected! =)