Integrate Acuity Scheduling for Bitrix24

In Just Few Minutes

About


Acuity Scheduling for Bitrix24 assists you to plan your business meetings. Scheduling Acuity appointments from Bitrix24 allows you to simplify the management of your calendar. Using the scheduler you can view the history of Acuity appointments and book meetings from Bitrix24 CRM for Leads, Contacts and Deals.


Furthermore, access your booking links from Bitrix24 to be shared with customers as and when required. Integration of this scheduling software into your CRM helps all types of businesses to enhance and organize their calendar by viewing the appointments for each event. Receive the details of the meetings booked through your Acuity booking links. Also, allow multiple users to utilize your Acuity Scheduling account.


Sync Acuity Scheduling with Bitrix24 to manage your commerce and calendar in one place. Book meetings from anywhere and at any time from Bitrix24 using Acuity Scheduler. Obtain your booking links and events history at all times.

Pre-requisites


Features


  • Scheduling Acuity appointments from Bitrix24

  • Access past and upcoming meetings within your calendar

  • View history of bookings scheduled within Leads, Contacts and Deals

  • Obtain the Acuity booking links for all events

Installation & Setup


Install Acuity Scheduling Integration from the Bitrix24.Market

  • Agree to the permissions and install the application.

Agree to the permissions and install the application

  • Authorize your Bitrix24 account by clicking on 'Authorize Now'.

Authorize Bitrix24 CRM

  • Enter Acuity Scheduling credentials.

  • Authorize Acuity Scheduling software.

Enter Acuity Scheduling credentials and authorize Acuity account

Acuity Scheduling has now been integrated into Bitrix24 CRM.

Application Features


Acuity Appointments


  • Access the Acuity Scheduler within Leads, Contacts & Deals.

  • Click on 'Acuity Scheduling' from the panel on top.

  • Select the required event from the drop-down.

Access Acuity Scheduler within contact and select the event to book an appointment

  • You can now view your Acuity Scheduling calendar.

  • Select the preferable time under the required date.

  • Click on 'Continue'.

Select the date and time from the calendar

  • Enter the additional details if required.

  • Click on 'Complete Appointment'.

Enter the required details and schedule appointment

  • You would receive the booking confirmation post scheduling the Acuity appointment.

The meeting is scheduled and booking is confirmed.

Events History of contact


  • Access the Acuity Scheduling interface within Bitrix24 Lead, Contact or Deal.

  • Click on 'Events History'.

  • You can now view the history of past and upcoming meetings with the Bitrix24 contact.

Access Acuity Events History for the selected Bitrix24 contact

Alter appointments


  • Select any meeting from the Events History to view the details of the meeting.

  • Here you can Cancel or Reschedule upcoming Acuity appointments.

Reschedule or cancel Acuity meetings

Booking Links


  • Select 'Event Links' under Acuity.

  • You can now view all your Acuity booking links.

  • Click on 'Open' to access the booking link.

  • Click 'Copy' in case you wish to share the booking link with contacts.

Select Event Links to obtain all Acuity booking links

  • In order to obtain a specific booking link, select the required event from the dropdown.

Select the Acuity event for which you wish to access the booking link

  • You can now access and share the particular booking link.

Access the Acuity Booking link of the select event

Booking Details


  • Within the Bitrix24 contact, under the Comments section view the history of meetings with the contact.

  • You can view the complete details of the meeting booked.

View Acuity meeting details under respective Bitrix24 contacts

Incoming Acuity Events


  • Within the Acuity Scheduling interface, click on your Ulgebra profile.

  • Select 'Incoming events sync'.

Select 'Incoming events sync' to access the Acuity Incoming settings

  • Enable 'Capture incoming events' to activate the incoming feature for Acuity appointments booked.

  • Determine whether the new contacts are to be created in the Leads or Contacts module for incoming events.

  • In case you do not wish for contacts to be created for meetings from non-existing contacts, enable the option 'Ignore events from NEW customers'.

  • Enable Acuity events for which incoming events are to be recorded and disable the events from which incoming events need not be synced.

Enable and setup Acuity incoming events

Acuity User Management


  • Click on your profile within the extension interface.

  • Select 'Manage App Users'.

Manage your Bitrix24 users who can utilize your Acuity Scheduling account

  • You can now view the list of Bitrix24 CRM users.

  • Add the users you wish to enable using your Acuity Scheduling account.

  • Also, 'Add all', 'Remove all' and 'Remove' users when required.

Add and Remove Acuity Scheduling users from using your Acuity account

Acuity Scheduler Dashboard


  • Select 'Acuity Scheduling Integration for Bitrix24' from the menu on the left side of your CRM.

  • This way you can access your Acuity dashboard from anywhere within Bitrix24.

Access the Acuity Scheduling Dashboard in Bitrix24 at all times

Appointment Booking


  • View the list of all Acuity Scheduling events available to book an appointment.

Book appointments using any Acuity event

  • Or select the Acuity event using which you wish to book the appointment.

Select any event from the drop-down to book appointments for the event

  • From the Acuity calendar, select your preferred date and time.

Select the Date & Time to book the meeting

  • Enter the details of the customer with whom the meeting is to be scheduled.

  • Click on 'Complete Appointment'.

Enter the information required for appointment booking

  • You would not receive the booking confirmation.

Receive the confirmation once the Acuity meeting is booked

Acuity Events History


  • Select 'Events History' on the Acuity Scheduler page.

  • You can now view all the Acuity appointments.

View the complete history of Acuity events in Bitrix24

  • Click on 'Show Past Meetings' to view the history of previous Acuity appointments.

View the history of all the past Acuity Meetings

  • Search for any particular email id to view all Acuity appointments with the particular email id.

Search for any email id to view the history of Acuity appointments with a specific contact

  • Select any Acuity event, to view the meetings under the selected event.

Select an Acuity event to view the history of meetings under the particular event

Acuity Booking Links


  • Select 'Event Links' with the Acuity Scheduling interface.

  • You can now obtain all booking links for all the Acuity events.

Access the booking links of all Acuity events

  • Select any specific event to view the booking link for the selected event.

View the booking link of a specific Acuity event

Efficiently manage your calendar within Bitrix24 using the Acuity Scheduling integration as mentioned above.

Pricing

Classic Plan

$10 /user/month

  • 500 Ulgebra credits per month

  • Book an appointment from Bitrix 24

  • View booked meetings history

  • Notifications for new Acuity events.

  • Get contacts and events as records created inside Bitrix 24 for new Acuity events.

Business Plan

$15 /user/month

  • 750 Ulgebra credits per month

  • Book an appointment from Bitriix 24

  • View booked meetings history

  • Notifications for new Acuity events.

  • Get contacts and events as records created inside Bitrix 24 for new Acuity events.

  • Sync Acuity scheduling data into Bitrix 24 fields.

  • Access to all new upcoming features

Additional Credits


In case of additional credit requirements, top-up your Ulgebra Credits.