Acuity Scheduling for Zoho Bigin

Installation

• Visit the Zoho Marketplace where the integration Acuity Scheduling for Zoho Bigin would be available.

• Install the extension.

• Agree to the permissions required.

• Click on 'Continue'.

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

• Click on 'Confirm'.

• Access the 'Settings' from the integration Configure page.

• Sign in to Ulgebra using your Zoho Bigin email id.

• Select the Zoho account DC.

• Click on 'Authorize Now'.

• Authorize Zoho Bigin.

• Enter Acuity Scheduling User Id and API Key.

• Authorize MessageBird account.

Acuity Scheduling has now been integrated to Zoho Bigin.

Applications

Schedule Appointments

• Go to any Zoho Bigin Contact.

• Click on 'New Acuity Appointment'.

• You would now be redirected to the Acuity integration.

• You can view the list of all your Acuity Scheduling events.

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

• Also, click on the All Appointments drop-down to select any event.

• Select the date and time to book the appointment.

• Click on 'Continue'.

• Edit the details of the contact if required.

• Enter the booking details.

• Click on 'Complete Appointment'.

• Receive the confirmation for the appointment booked.

Acuity History

• Select 'Events History ' within the application.

• Here you can view the history of past and upcoming events with the contact.

• Click on any event to view the details of the appointment.

• Here you can cancel or reschedule any upcoming event.

• Click on cancel.

• Click on 'Yes, cancel appointment'.

• Select 'Reschedule' to modify the upcoming event.

• Select the date and time to schedule the appointment.

• Click on 'Reschedule'.

• Receive the confirmation for the rescheduled appointment.

Booking Links

• Select 'Event Links' within the application.

• Here you can view the booking links of all the Acuity Scheduling appointments.

• Click on Open to access the booking link.

• Click on 'Copy' to easily share the link.

• 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 the Acuity Scheduling events booked.

• Click on the bell icon within the application to view the notifications.

• Here you can view the latest and viewed events which would be differentiated.

Appointment Activities

• Access the Activities section within each Contact.

• Here you can view the details of Acuity appointments.

Extension Settings

• Click on your Ulgebra profile within the application to access the settings page.

• You can now view the general features, admin settings and advanced settings of Acuity Scheduling for Zoho Bigin.

• Also, access the guide and support for the extension.

Acuity Scheduling Tab

• Select 'Open in New Tab'.

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

Manage Acuity Users

• Using this feature the Zoho Bigin admin can enable users to share a single Acuity Scheduling account.

• Select Manage App Users.

• You can view the list of Zoho Bigin users.

• Click on 'Add' to allow the user to use your Acuity Scheduling account.

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

• You can also Add all or Remove all users.

• The added user would receive an invitation from the admin which they can view on the application settings page.

• Accept the invite from the admin.

• Select the admin account to authorize the Acuity Scheduling account.

Incoming Events

• Select 'Incoming events sync'.

• Enable 'Capture incoming events' to receive the Acuity appointments booked into Zoho Bigin.

• New Contacts would be created for incoming messages from non-existing contacts.

• Enable 'Ignore events from NEW customers' to prevent new contacts from being created.

• You can view the list of Acuity Scheduling events available.

• Enable the events you wish to schedule incoming from.

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

Application Analytics

• Select App Usage Analytics.

• Here you can view the statistics for the usage of the application.

Reset Application

• Select 'Reset App Configurations'.

• Enter 'confirm' in the space provided.

• Click on Reset.

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

Stay up to date with Acuity appointments from Zoho Bigin.

Pricing