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Create/Update prospects in Better Agency from new appointment in Acuity Scheduling

Create/Update prospects in Better Agency from new appointment in Acuity Scheduling

Imagine if you could Create/Update prospects in Better Agency from new appointment in Acuity Scheduling effortlessly and with maximum accuracy. That's what our integrations do!

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Please note: Better Agency is not available yet.

This integration is still in development and will be added as soon as possible. Contact us for more status updates.

How it works

How to use

Create/Update prospects in Better Agency from new appointment in Acuity Scheduling in three simple steps:

Step 1: Explore and choose from a variety of integrations Go through our rich catalog of integration tools, created to satisfy a variety of particular business needs.
Step 2: Set up a trigger and action through no-code Bots While configuring your workflow, link the respective Bots and set them to Create/Update prospects in Better Agency from new appointment in Acuity Scheduling. Identify a specific event in the first app so that, when the event occurs, a specific action will be performed in the second app.
Step 3: Automate routine tasks hands-free Once the trigger and action are defined, your integration is set up to Create/Update prospects in Better Agency from new appointment in Acuity Scheduling. Sit back and relax while airSlate manages the rest.

How to Create/Update prospects in Better Agency from new appointment in Acuity Scheduling automatically

Are you dealing with gluing together apps to Create/Update prospects in Better Agency from new appointment in Acuity Scheduling to make your information-heavy workflow actually flow? Well then, you’ve come to the right place! With airSlate, you can streamline a variety of time-consuming tasks related to data exchanges and record updates between different apps.

To grasp how it works, consider the workflow as the domino where one action sets off the cascade effect (the trigger), all it needs is a nudge (the event) to set off the chain reaction that topples all the dominoes (the action).

Let’s move from theory to practical use and discover how to Create/Update prospects in Better Agency from new appointment in Acuity Scheduling:

Go to airslate.com > Start free trial if you don’t have an airSlate account yet.
Set up your workspace > Add branding and company details, or ignore this part for now.
Create your Flow from the ground up or use a template out of the box > Add the needed paperwork down the road.
Choose the Bots option and select the app you wish to set as a trigger.
Choose the activated event and indicate what you want to happen when it’s kicked off.
Use the Advanced Settings option if you want to customize the Bots setup.
Finish the process by saving the Bot settings.

airSlate brings together all the important workflow elements into a single environment. Connect your go-to apps for increased efficiency and output. Try our platform now!

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Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

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How to change appointment on Acuity scheduling?

To change your appointment on Acuity Scheduling, start by logging into your account and navigating to your appointments. From there, select the specific appointment you wish to modify, and click on the option to reschedule. Choose the new date and time that works for you, and confirm the change. If you need a more streamlined process for managing appointments and documents, consider using airSlate for its robust automation features, allowing your organization to simplify workflows efficiently.

How do I add a new appointment type in Acuity?

To add a new appointment type in Acuity, start by logging into your account and navigating to the “Appointment Types” section. Click the “Add Appointment Type” button, then fill in the necessary details, such as the name, duration, and pricing for the appointment. After completing the information, save your changes, and your new appointment type will be ready for booking. If you're also looking for a way to manage related documents efficiently, consider using airSlate to automate your document workflows, making everything seamless and organized for your business.

How to upgrade acuity scheduling?

To upgrade your Acuity Scheduling, start by logging into your account and navigating to the settings section. From there, check for available updates or new features that could enhance your scheduling process. If you want to streamline your workflow further, consider integrating airSlate document automation. This platform can help you create, manage, and automate documents, making your scheduling tasks even more efficient and organized.

How do I group appointments on acuity?

To group appointments on Acuity, start by accessing the "Group Events" section in your settings. Here, you can create a new group appointment type, set the maximum number of participants, and define the duration. Once you configure these settings, clients can book appointments as a group, making scheduling easier for everyone involved. If your organization seeks to optimize scheduling and document management further, consider using airSlate. With its document automation capabilities, airSlate streamlines workflows and boosts productivity for your team.

How do I add a class in Acuity?

To add a class in Acuity, start by logging into your account and navigating to the "Classes" section in your dashboard. Next, click on the “Add Class” button, where you will enter the details, such as the class name, schedule, and duration. Once you've filled in all the information, save your changes to make the class available for your clients. If you're looking to simplify your scheduling process even further, consider using airSlate to automate document workflows, helping your organization save time and streamline operations.

How to make a category on acuity?

To create a category in Acuity, start by logging into your account and navigating to the "Categories" section within your settings. From there, click on the option to add a new category, and then enter the name and description that best fits your offerings. Once you save your changes, your new category will be ready for use. Utilizing tools like airSlate can further streamline your document workflows, making it easier to manage appointments and client interactions efficiently.

How to rearrange categories in acuity scheduling?

To rearrange categories in Acuity Scheduling, start by accessing the “Categories” section in your settings. From there, you can simply drag and drop categories into your desired order. Once you make these adjustments, remember to save your changes to ensure they take effect. If you're looking for a more streamlined way to manage appointments and documents, consider using airSlate, which provides robust workflow automation tailored for organizations. This solution helps you maintain organization while enhancing efficiency in your scheduling processes.