Acuity Scheduling Integration for monday.com

Installation

• Visit the monday.com Apps Marketplace where you can find the integration Acuity Scheduling for monday.com.

• Add the extension to your account.

• Select the monday.com workspace to which the extension is to be added.

• Access the Acuity Contacts board.

• Access Acuity Settings.

• Sign in to Ulgebra using your monday.com email id.

• Enter the monday.com domain.

• Click on 'Authorize Now'.

• Authorize the monday.com account.

• Enter Acuity Scheduling User Id and API Key.

• Authorize Acuity Scheduling account.

• Select 'Incoming events sync'.

• Enable 'Capture incoming events'.

• Select the monday.com board to which Acuity Scheduling contacts are to be synced.

• New contacts would be created in this board in case of appointments scheduled by non-existing contacts.

• Sync contacts using their email ids.

• In case you do not have an email column, click on '+ Create new EMAIL column'.

• Enter the name of the email column.

• Click on 'Create column'.

• Select the column to which the email id is to be added.

• Select the column to which the phone number is to be added.

• In case you do not have a phone column, click on '+ Create new PHONE column'.

• Enter the name of the column you wish to add.

• Click on 'Create column'.

• Select the monday.com board to which the history of Acuity Scheduling appointments are to be added.

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

• Disable the events you do not wish to sync with monday.com.

Applications

Acuity Contacts

• Access the Acuity Contacts board within your monday.com workspace.

• Here you can view that new contacts are created for Acuity appointments scheduled by non-existing contacts.

• The Acuity appointments would be synced to the respective contact within the Acuity Contacts board.

• Click on the chat icon.

• You can now view the details of the Acuity appointments associated with the contact.

Acuity Appointments

• Access the Acuity Appointments board within monday.com workspace.

• Here you can view the record and details of each Acuity Scheduling appointment scheduled.

• Under the Confirmation Page column, you can obtain the link to the booking confirmation page.

• Click on 'Confirmation Link'.

• You can now view the details of the appointment.

• Also, reschedule or cancel the Acuity appointment.

Acuity Scheduling of a Contact

• Access any monday.com contact.

• Click on Add View.

• Under Installed Apps, you can find the view Acuity Scheduling of a contact.

• Click on 'Add to item'.

• Access Acuity Appointments of a Contact within the contact.

• Click on 'Book' beside the name of the event through which you wish to book the appointment.

• Select 'All Appointment Types' to access a specific Acuity event.

• Select the date and time for the appointment.

• Click on 'Continue'.

• The available details of the contact would be pre-filled.

• Enter the additional details of the appointment.

• Click on 'Complete Appointment'.

• Receive the confirmation for the appointment booked.

Appointments of Contact

• Click on 'Events History'.

• You can now access the history of Acuity appointments with the contact.

• Select any appointment to view the details.

• Also, modify the appointment if required.

Acuity Schedulings

Access the history of upcoming and past Acuity appointments within your monday.com board or dashboard.

Board View

• Access the Acuity Contacts board.

• Select the Acuity Schedulings view.

• Here you can view the history of Acuity appointments.

• Select any event from the 'All Appointment Types' drop-down to view the history of a particular Acuity event.

• Click on 'Show Past Meetings' to view the completed appointments.

• Search for any email id to view the appointments of a particular contact.

• Select any appointments to view the booking details.

• You can also reschedule or cancel any booking.

• Click on Cancel on the booking details page.

• Click on 'Yes, cancel appointment' to confirm cancellation.

• Click on 'Reschedule' on the details page.

• Select the date and time to shift the appointment to.

• Click on 'Reschedule'.

Dashboard View

• Go to your monday.com dashboard.

• Connect the dashboard to a monday.com board.

• Click on 'Add widget'.

• Select 'Apps' from the drop-down.

• Under Installed Apps, you can find the Acuity Schedulings widget.

• Click on 'Add widget'.

• You can now access the history of Acuity Appointments within your dashboard.

Booking Links

• Select 'Event Links' within the application.

• You can now view all the Acuity Scheduling events associated with your account.

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

• Click on 'Copy' to copy and share the booking link.

• Also, select any event from the 'All Appointment Types' drop-down to access the booking link of a specific event.

Real-time Notifications

• Receive in-app notifications for Acuity appointments.

• Click on the bell icon to access the notifications.

• Here you can view the list of notifications available.

• Access the associated contact from the notification.

• Also get notified within the notification section of monday.com.

• Click on the bell icon at the panel on the left.

• Select any notification to view the details of the appointment booked.

Extension Settings

Application Tab

• Select 'Open in New Tab'.

• You can now access the extension in a separate tab at all times.

User Management

• As the monday.com admin, you can allow multiple users to use a shared Acuity Scheduling account.

• Select 'Manage App Users'.

• You can now view the list of monday.com users.

• Click on 'Add' to enable the user to utilize your Acuity Scheduling account.

• Click on 'Remove' to disable the feature for the user.

• You can also Add all or Remove all users at once.

Field Mapping

• Map the incoming Acuity Scheduling fields to the respective monday.com fields on the required board.

• Select 'Fields Mapping for Sync'.

• Click on '+ Create New Field Mapping'.

• Enter the name of the field mapping to be created.

• You can also edit or duplicate an existing field mapping.

• Select the Acuity event for which the field mapping is to be applied for incoming events.

• Select the monday.com board in which the incoming record is to be created.

• You can now view the fields available on the monday.com board under 'MONDAY Fields'.

• Select an incoming Acuity appointment based on which the field mapping is to be created.

• Adjacent to Name, select the name field of the contact from the drop-down.

• You can select any field from the drop-down, enter a custom value or enter a picklist value.

• Click on 'Show Available Values' adjacent to 'Match existing item using phone column'.

• Enter the picklist value i.e., phone, within the space provided.

• Adjacent to 'Match existing item using email column', click on 'Show Available Values'.

• Enter the picklist value i.e., email, within the space provided.

• Select the appropriate fields from the drop-down for each monday.com field.

• Click on 'Show Available Values' adjacent to Status to view the picklist values for the field.

• Enter the required picklist value within the space provided.

• Click on Run a Test to test the field mapping created.

• Click on 'Save Field Mapping' to enable the field mapping.

• Receive the confirmation for the field mapping and view the sample record created.

App Analytics

• Select 'App Usage Analytics'.

• Here you can view the analytics to track the usage of Acuity Scheduling for monday.com.

Reset Application

• Select 'Reset App Configurations'.

• Enter 'confirm' within the space provided.

• Click on 'Reset'.

• All the data of the integration would now be deleted.

Easily manage your calendar using Acuity Scheduling for monday.com.

Pricing