Acuity Scheduling for Freshsales Suite

Installation

• Install the AppCursor Chrome extension.

• Visit the Ulgebra Apps Marketplace.

• Under Acuity Scheduling, click on Install Acuity Scheduling for Freshworks CRM.

• Enter the Freshsales domain.

• Click on the Freshsales profile.

• Select Settings from the drop-down.

• Click on API Settings.

• Complete the confirmation.

• Here you can view the API Key.

• Copy the API Key.

• Paste it under Freshworks CRM API Key.

• Click on 'Authorize Now'.

• Enter the Acuity Scheduling User Id and API Key.

• Authorize Acuity Scheduling account.

Manage your Acuity scheduling appointments inside Freshsales Suite.

Applications

Contacts' Appointments

• Go to any Freshsales Suite contact.

• Click on the Acuity Scheduling icon at the contact panel on top.

• You can view all your Acuity Scheduling events listed.

• Click on Book adjacent to the event you wish to access.

• You can also click on the All Appointments drop-down.

• Select the event you wish to book an appointment with.

• Select the date on which you wish to book the appointment.

• Select the appointment time.

• Click on Continue.

• Edit and enter the details required.

• Click on Complete Appointment to book the Acuity Scheduling appointment with the contact.

• You would now receive the confirmation for the appointment booked.

Appointment details

• Access the Notes section within the contact.

• Here you can view the details of the appointments scheduled with the contact.

Events History

• Within the application click on 'Events History'.

• Here you can view all the acuity appointments booked.

• Click on the All Appointments drop-down to select a specific event.

• You can now view the appointments booked using the selected Acuity event.

• Click on Show Past Meetings to view the history of completed Acuity Scheduling appointments.

• Select any Acuity appointment to view the details of the booking.

• You can also reschedule or cancel an upcoming appointment.

• Click on Cancel.

• In order to complete cancellation, click on 'Yes, cancel appointment'.

• Click on Reschedule.

• Select the date and time at which you wish to reschedule the appointment.

• Reschedule the appointment to the selected time.

Event Links

• Click on 'Event Links'.

• You can now view all the Acuity events listed along with their booking links.

• Click on 'Open' to be redirected to the booking link of the event.

• Click on 'Copy' to share the booking link with any contact.

• Select any Acuity event from the 'All Appointments' drop-down to access the booking link for a specific event.

Real-time Notification

• View the latest appointments booked at the bell icon within the application.

• Click on the bell icon.

• Here you can view the latest and viewed appointments booked which would be differentiated for ease.

• Select any notification to be redirected to the appointment booked.

• You can also access the contact associated from the notification.

Application Settings

• Within the application, click on your Ulgebra profile.

• View the application settings at the settings page.

User Management (For Freshsales Admin)

• Select 'Manage App Users'.

• Using the feature the Freshsales Suite admin can manage the users and allow users to share a common Acuity Scheduling account which is authorized by the admin.

• Here you can view all the Freshsales Suite users.

• Click on Add to enable users to use the Acuity Scheduling account.

• Click on Remove to disable users from this feature.

• The admin can also Add all or Remove all users.

• Within the account of the Freshsales Suite user, the user can view the invite sent by the admin at the extension settings page.

• Accept the invite.

• Select the admin account to complete Acuity Scheduling authorization using the admin account.

Incoming Events

• Select Incoming events sync.

• Enable incoming events to receive the Acuity events booked into Freshsales Suite.

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

• You can view the list of Acuity events available.

• Enable the events you wish to receive incoming events from.

• Disable the events you do not wish to receive incoming events from.

Application Tab

• Click on 'Open in New Tab' to access the extension at all times in a separate tab.

Application Analytics

• Select 'App Usage Analytics'.

• Here you can view the statistics of the usage of the integration.

Reset Integration

• Select 'Reset App Configurations'.

• Enter 'confirm' and click on Reset.

• All the data of the application would be deleted.

Efficiently manage you calendar using the Acuity scheduler.

Pricing