Acuity Scheduling Integration for Freshdesk
Step 3:
Access the Acuity icon within Freshdesk, after successful authentication as mentioned above.
Final Step:
Go through the documentation below for all the features of the extension Acuity Scheduling for Freshdesk.
Features
Access your calendar within Freshdesk
Schedule Acuity appointments from Freshdesk Tickets and Contacts using any of the Acuity events
View the details of the Acuity appointments booked within the Ticket
Instantly schedule Acuity appointments from anywhere within Freshdesk
Access the history of appointments with the contact from the Ticket and Contact
Obtain the booking links for the Acuity events
Receive real-time notifications for the Acuity appointments
Manage the users of Acuity Scheduling as the Freshdesk admin
Maintain a record of the usage of the application
Access the integration at all times in a separate tab.
Pre-requisites
Must be a Freshdesk user.
Must have an Acuity Scheduling account.
Should have an Acuity Scheduling Powerhouse plan.
Should have added AppCursor Chrome extension to the browser.
Installation
Install the AppCursor Chrome extension.
Visit the Ulgebra Apps Marketplace for Freshdesk.
Under Acuity Scheduling, click on 'Install Acuity Scheduling for Freshdesk'.
Enter the Freshdesk domain.
Click on the Freshdesk profile.
Select 'Profile settings'.
Copy the Freshdesk API Key available below 'Your API Key'.
Paste it under Freshdesk API Key.
Click on Authorize Now.
Enter the Acuity Scheduling credentials.
Authorize the Acuity account.
Applications
Appointments from Tickets
Go to any Freshdesk Ticket.
Click on the Ulgebra icon.
Select Acuity Scheduling.
You can now view the list of all the Acuity Scheduling events.
Click on 'Book' adjacent to the name of the event you wish to book the appointment using.
You can also select the required event from the All Appointments drop-down.
Select the date for booking the appointment.
Select the appointment time.
Click on 'Continue'.
Edit the pre-filled details or enter the required details.
Click on 'Complete Appointment'.
Booking Details
Access the details of the appointments booked within the respective ticket as Notes.
Contact Appointments
Go to any Freshdesk contact.
Click on the Ulgebra icon.
Select the Acuity scheduling application.
Select the Acuity event to book an appointment using.
Select the appointment date and time.
Enter the required details.
Schedule the Acuity appointment.
Receive the confirmation for the appointment booked.
Contact Booking History
Select Events History within the application.
Access the history of Acuity events within the contact and Ticket.
Here you can view the upcoming and past events associated with the respective contact.
Instant Appointments
Click on the Ulgebra icon within Freshdesk.
Select the Acuity Scheduling application.
Select the Acuity event to book an appointment.
Select the date and time of the appointment to be booked.
Enter the details required.
Schedule the Acuity appointment.
Events History
Click on 'Events History'.
You can now view all the upcoming and past Acuity appointments booked.
Select any event from the All Appointments drop-down.
You can view all the Acuity appointments scheduled using the selected event.
Search for any email id to view the appointments scheduled using the particular contact.
Select any Acuity appointment to view the booking details.
You can cancel or reschedule an upcoming appointment.
Click on Cancel.
In order to complete cancellation, click on 'Yes, cancel appointment'.
Click on Reschedule.
Select the preferred date and time.
Reschedule the appointment.
Booking Links
Select 'Event Links' within the application.
You can now view the list of all the Acuity events along with the booking links.
Click on Open to access the booking link in a new tab.
Click on Copy to share the booking link easily.
Select any event from the All Appointments drop-down to access the booking link of a specific event.
Real-time Notifications
Receive real-time notifications for Acuity appointments.
Get notified at the Ulgebra and Acuity Scheduling icon.
Click on the bell icon within the application.
Here you can access the latest and viewed appointments which would be differentiated for ease.
Access the associated contact from each notification.
Extension Settings
Click on your Ulgebra profile within the application.
You can now view all the settings of the application.
Also, access the help guide and contact support easily from the settings page.
User Management (For Freshdesk Admin)
Select Manage App Users.
You can now view the list of Freshdesk users.
Click on Add adjacent to the name of the user to enable the user to use the authorized Acuity Scheduling account of the admin.
Click on Remove to disable the user from this feature.
You can also Add all or Remove all users.
Within the user account, the user must access the settings page.
Here they can view the invite sent by the admin.
Accept the invite.
The user must select the admin account for Acuity Scheduling authorization.
Incoming Setup
Select 'Incoming events sync'.
Enable 'Capture incoming events' to receive Acuity appointments into Freshdesk.
A new Ticket and associated contact would be created for Acuity appointments booked by non-existing contacts.
In case you do not wish for new contacts to be created, enable the option 'Ignore events from NEW customers'.
You can view the list of Acuity events available within your Acuity account.
Enable the events you wish to receive incoming from and disable the events you do not wish to receive incoming from.
Application Tab
Access the integration at all times in a separate tab using the 'Open in New Tab' option.
Application Analytics
Select 'App Usage Analytics' to view the statistics of the usage of the integration.
Reset Application
Select 'Reset App Configurations'.
Enter 'confirm' and click on 'Reset'.
Use the Acuity Scheduler to handle all appointments within Freshdesk.
Pricing
Classic Plan
$10 /user/month
500 Ulgebra credits per month
Book an appointment from Freshdesk
View booked meetings history
Get contacts and events as records created inside the Freshdesk board for new Acuity events.
Business Plan
$15 /user/month
750 Ulgebra credits per month
Book an appointment from Freshdesk
View booked meetings history
Notifications for new Acuity events.
Get contacts and events as records created inside the Freshdesk for new Acuity events.
Sync Acuity scheduling data into Freshdesk fields
Access to all new upcoming features