Acuity Scheduling for Zoho Bigin
About
Manage your calendar within Zoho Bigin using Acuity Scheduling which can be synced using the integration Acuity Scheduling for Zoho Bigin.
Features
Schedule Acuity appointments with Zoho Bigin Contacts
Access the history of upcoming and past events
Obtain the booking links of all Acuity Scheduling events
Receive real-time notifications for Acuity appointments booked
Pre-requisites
Must be a Zoho Bigin user.
Must have an Acuity Scheduling account.
Must have an Acuity Scheduling Powerhouse Plan.
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
Classic Plan
$5 /user/month
500 Ulgebra credits per month
Book an appointment from Zoho Bigin
View booked meetings history
Get contacts and events as records created inside the Zoho Bigin board for new Acuity events.
Business Plan
$10 /user/month
750 Ulgebra credits per month
Book an appointment from Zoho Bigin
View booked meetings history
Notifications for new Acuity events.
Get contacts and events as records created inside the Zoho Bigin board for new Acuity events
Sync Acuity scheduling data into CRM fields
Access to all new upcoming features