Acuity Scheduling

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New Acuity Scheduling Integration

Introduction

The **Acuity Scheduling integration** is a new enhancement launched in October 2024 that allows ActiveCampaign users to seamlessly connect Acuity Scheduling with their marketing and CRM workflows. Using **Custom Objects**, this integration synchronizes key appointment and client data between both platforms.

ActiveCampaign users can now automate follow-ups, improve customer segmentation, and build robust historical records of appointments—all without manual data entry. Whether it’s a client’s first booking or a recurring consultation, the new integration ensures every interaction is captured and acted upon to help you grow your business.

This feature is especially valuable for businesses relying on appointments for sales, consultations, or ongoing client services, as it streamlines communication, boosts personalization, and supports a holistic customer experience strategy.

How to Access the Acuity Scheduling Integration

The Acuity Scheduling integration is available to customers on the **Plus**, **Professional**, and **Enterprise** plans. It can be accessed directly from the integration setup areas within ActiveCampaign. To use the integration, your ActiveCampaign account needs to be connected to your Acuity Scheduling account.

You must ensure that both your ActiveCampaign and Acuity Scheduling accounts are active and that you have administrative permissions to enable integrations.

Step-by-Step Instructions to Connect Acuity Scheduling to ActiveCampaign

To connect your Acuity Scheduling and ActiveCampaign accounts, follow these steps:

1. **Log in to ActiveCampaign**

  Navigate to your ActiveCampaign account and sign in.

2. **Go to the Integrations Page**

  Click on your account profile and select **Apps** or **Integrations** from the dropdown.

3. **Search for Acuity Scheduling**

  Use the search bar to type "Acuity Scheduling" and select it from the results.

4. **Connect Account**

  Click on **Connect Account** and follow the prompts to authenticate your Acuity Scheduling account.

5. **Authorize Access**

  Grant ActiveCampaign permission to access your Acuity Scheduling data.

6. **Map Fields and Customize**

  Use **Custom Object Mapping** to define how Acuity's data (including client information, appointment times, and form responses) is transferred into ActiveCampaign.

7. **Save Settings**

  Confirm all mapping and automation settings and click **Save** to finalize the setup.

Once integrated, your system will begin automatically syncing data for future appointments, reschedules, cancellations, and updates.

Configuration Options and Settings

The Acuity Scheduling integration includes several key configuration options to tailor the experience to your business needs:

• **Custom Object Mapping** – Define how Acuity Scheduling data should appear and be stored in ActiveCampaign’s system.
• **Field Mapping** – Match fields from Acuity’s intake forms to ActiveCampaign’s custom fields to ensure consistent data flow.
• **Automation Triggers** – Set triggers based on client appointment activity, including:

 * **New appointment booked**
 * **Rescheduled appointment**
 * **Updated appointment**
 * **Canceled appointment**

• **Contact Sync Settings** – Ensure your contact records in ActiveCampaign are automatically updated with each new booking or change in status.
• **Personalization Fields** – Leverage appointment times, types, and custom form responses to dynamically personalize messaging.

Best Practices and Optimization Tips

To get the most out of your Acuity Scheduling integration, follow these best practices:

• **Use Automation Triggers Wisely**

 Trigger personalized email sequences based on appointment actions—send reminders, reschedule options, or follow-ups without manual intervention.

• **Segment Based on Appointment Data**

 Create dynamic segments based on appointment types, frequency, or no-shows to better target client communications.

• **Collect Quality Data with Intake Forms**

 Use Acuity’s custom intake forms to gather preferences or crucial client information and map this directly into ActiveCampaign for deeper personalization.

• **Test Your Workflows**

 Simulate appointment bookings to ensure that contact sync, email automations, and field mappings behave as expected.

• **Keep Historical Records Updated**

 Maintain a comprehensive and accurate record of past and upcoming appointments to guide future outreach and reporting.

Common Use Cases and Examples

Here are specific scenarios where integrating Acuity Scheduling with ActiveCampaign offers tangible benefits:

• **Consultation Workflows**

 A coaching business sets up automations that trigger emails before a scheduled consult, a reminder a day before, and a feedback form after.

• **Follow-up Campaigns for No-Shows**

 A healthcare clinic uses automation triggers for canceled appointments to offer easy rescheduling links and keep patients on track.

• **Upselling After Success Sessions**

 After a paid session, a solopreneur uses mapped intake form responses to pitch tailored follow-up services based on the customer’s goals.

• **Event Reminders for Booked Leads**

 A SaaS company uses appointment data to deliver timely WhatsApp or SMS reminders and reduce no-shows to product demos.

Troubleshooting

Here are some common issues and ways to resolve them:

• **Appointments Not Synced**

 Ensure that your Acuity Scheduling account is fully connected and that you’ve properly authenticated through the ActiveCampaign integration page. Also verify field mappings.

• **Automation Not Triggering**

 Check the status of the automation and ensure that the correct event (e.g., "appointment booked") is configured as the starting trigger.

• **Form Data Not Appearing in Custom Fields**

 Double-check that Acuity intake form fields have been correctly mapped to ActiveCampaign custom fields.

• **Duplicate Contacts**

 Avoid multiple versions of a contact by confirming contact sync rules and deduplication settings as part of your integration setup.

Related Features

The Acuity Scheduling integration enhances and complements several other features in ActiveCampaign:

• Automation – Use appointment actions to start sophisticated workflows.
• Custom Objects – Store appointment details in structured data formats for each contact.
• 2024 Release Notes – Explore other new features launched in 2024.

FAQ

Is the Acuity Scheduling integration available on all plans?

No. Acuity Scheduling integration is only available for **Plus**, **Professional**, and **Enterprise** plan users.

What data from Acuity gets synced into ActiveCampaign?

Data such as **client contact information**, **appointment details**, and **intake form responses** are synced directly into ActiveCampaign and can be used in automations or personalized emails.

Can I create automations based on appointment activity?

Yes. You can build automations triggered by various booking statuses including **booked**, **rescheduled**, **updated**, or **canceled** appointments.

How do I send personalized messages using appointment data?

Map Acuity's appointment fields during setup and use those as **personalization tags** in your message templates.

Can I see historical appointment data for each contact?

Absolutely. Appointment history is stored and updated through **Custom Objects**, providing a clear record of client interactions over time.

What happens if the same customer books multiple sessions?

Each appointment is logged as a separate entry, allowing for individualized follow-up. Use appointment time or form data to customize responses for each case.

Where can I find more help or instructions?

You can read the full guide in the Connect Acuity to ActiveCampaign article.

Summary

The Acuity Scheduling integration for ActiveCampaign is a robust solution for service-based businesses, consultants, educators, and healthcare providers looking to combine calendar efficiency with personalized marketing. With features like automatic syncing, field mapping, and automation triggers, your team can streamline operations and deepen customer engagement—while saving time and boosting conversions.