Acuity Scheduling for Zoho CRM

Pre-requisites

• Must be a Zoho CRM user.

• Must have an Acuity Scheduling account.

• Must have an Acuity Scheduling Powerhouse plan.

Installation

• Install the application Acuity Scheduling for Zoho CRM from the Zoho Marketplace.

• Agree to the permissions required.

• Click on 'Continue'.

• Select the users for whom the application is to be installed.

• Click on 'Confirm'.

• Once the extension is installed, access Settings from the Configure page.

• Select the Zoho account DC from the drop-down.

• Click on 'Authorize Now'.

• Click on 'Accept' to complete Zoho Authorization.

• Enter the Acuity Scheduling User Id and API Key.

• Authorize Acuity Scheduling account.

Acuity Scheduler is now integrated with Zoho CRM.

Applications

Contact Appointments

• Go to any Zoho CRM Lead, Contact, Deal or Account.

• From the drop-down on the right side, select 'New Acuity Appointment'.

• You can now view the list of all the Acuity events.

• Click on 'Book' adjacent to the event you wish to book an appointment in.

• You can also select the required event from the All Appointment Types drop-down.

• Select the date for the appointment.

• Select the time of the meeting.

• Click on 'Continue'.

• The contact details would be auto-filled if available.

• Edit the details if required.

• Enter the additional booking details.

• Click on 'Complete Appointment'.

• View the booking confirmation once the appointment is scheduled.

Contact Acuity History

• Select Acuity Events from the Related List on the left.

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

• Select any event to view the booking details.

• Also, reschedule or cancel upcoming events.

Acuity Dashboard

• Select Acuity Dashboard from the drop-down at the panel on top.

• Here you can view the complete history of appointments booked on the Acuity scheduler.

• Click on 'Show Past Meetings' to view the details of past appointments booked.

• Click on the 'All Appointment Types' drop-down and select an event to view the appointments of a particular event.

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

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

• Here you can reschedule, cancel and edit the details of upcoming events.

Acuity Booking Links

• Select 'Event Links' from the application panel.

• Here you can view the list of Acuity events.

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

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

Real-time Notifications

• View the number of the latest appointments at the bell icon.

• Click on the bell icon to view the notifications.

• Here you can view the viewed and latest appointments.

• Click on the appointment to view the details.

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

Extension Settings

• Click on the Ulgebra profile within the extension interface to access the settings page.

• You can now view all the extension settings.

Acuity User Management

• The Zoho CRM admin can allow users to use their Acuity Scheduling account.

• Select 'Manage App Users'.

• You can view the list of Zoho CRM users within the organization.

• Add users to allow them to use your Acuity account.

• You can also remove, add all and remove all users.

• On the user account, during Acuity Scheduling authorization the added user can select the admin account.

• The authorization would be completed directly using the admin account.

Access Acuity Tab

• Select 'Open in New Tab'.

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

Application Analytics

• Select 'App Usage Analytics'.

• You can now view the statistics of the usage of the application.

Reset Extension

• Select 'Reset App Configurations'.

• Enter 'confirm' and click on 'Reset'.

• All the details of the application would now be deleted.

Pricing