Ask clients to fill out intake forms when scheduling, and have all of their information post seamlessly into Shape as a new record. Clients can also quickly view your real-time availability and self-book their own appointments—and even pay online, reschedule with a click, and everything is tracked within Shape.
Start by navigating to “Settings” in the top gradient bar. Next click the dropdown labeled “Sales & Marketing Automation” to find the “Marketing Sources” settings page.
Click the “Add Marketing Source” button at the top of the page and Title the source “Acuity” and set the campaign to ON
Start by navigating to “Settings” in the top gradient bar. Next click the dropdown labeled “Integrations” to find the “Integrations” settings page.
Click on the “Connect” button which will take you to the Acuity login page. Log in and allow permissions if prompted.
Once your integration is connected, Shape will get all of your appointments and your appointment recipients will be added as leads in Shape assigned with “Acuity” as the source. Future appointments will either update existing records or add new records if new recipients do not exist within Shape. Appointment details can be found under the “Pending Tasks & Upcoming Events” on the lead details page in the Productivity Sidebar on the left-hand side.
Yes! Appointment recipients will be added as leads in Shape assigned with “Acuity” as the source, in bulk, upon integration.
Future appointments will either update existing records with new calendar events or add new records with a new calendar event if new recipients do not exist within Shape.
Keywords: Acuity, integration, API, Acuity Scheduling