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Acuity

Acuity is a full-featured online appointment system. It is a hosted solution, which means that the appointment system is hosted by Acuity.

You would use Acuity instead of the built-in appointment system for ProfitSystem if you need customers to book their own appointments, or if you want to charge for appointments.

There are two different integration methods for Acuity

Full The CM program automatically syncs appointments from Acuity to ProfitSystem as they are created in Acuity. Appointment changes from ProfitSystem are not synced back to Acuity. CM also automatically creates a Prospect for each appointment.

Prospect Only A prospect is created for each appointment created in Acuity. Appointments are not sync to the ProfitSystem.

Using Full

Acuity requires that you have a Powerhouse account to use integration.

https://acuityscheduling.com/

  1. Sign up with Acuity and create an account.
  2. Set up with your appointment types and availability.
  3. You can also set it up to charge for appointments, that's set up under the Appointment Type on Acuity. This is optional.
  4. Once you have an Acuity account set up and you can book an appointment, you can set up the integration.
  5. Log in Acuity
  6. On the menu, under Business Settings, choose Integrations.
  7. Choose API, then View Credentials.
  8. Make a note of the User ID and API key. It's best to copy each string into Notepad, or Word.
  9. In ProfitSystem, go to Housekeeping->General Setup->Stores->Integrations tab.
  10. Enter the User Id and API key under Acuity.
  11. Save your changes. The integration is now set up.

When appointments are created, updated, or canceled on Acuity, an appointment is created in ProfitSystem, or updated (if the ProfitSystem status is New), or canceled in ProfitSystem (if the status is New.)

Also, a prospect record is created for each appointment.

The update occurs when the CM program is running.

Using Prospect Only

When an appointment is updated/confirmed in Acuity, it will create a Prospect in ProfitSystem automatically so that when the customer arrives, you will already have all their details in the ProfitSystem to create the Customer or Event for them.

Getting started

Acuity requires that you have a Powerhouse account to use integration.

https://acuityscheduling.com/

  1. Sign up with Acuity and create an account.
  2. Set up with your appointment types and availability.
  3. You can also set it up to charge for appointments, that's set up under the Appointment Type on Acuity. This is optional.
  4. Once you have an Acuity account set up and you can book an appointment, you can set up the integration.

Once Acuity is set up, these steps will integrate it. You can also send us your Acuity logon details, we can connect to Acuity and set this up.

Setting up the Integration

  1. In ProfitSystem, go to Reports->Marketing->Create Cloud Forms.
  2. In the upper left corner of the dialog, you'll see Encrypted shop id followed by a string of letters and numbers. Write down that string.
  3. Log in Acuity
  4. On the menu, under Business Settings, choose Integrations.
  5. Choose API, then View Credentials.
  6. Copy user User ID and API key into the clipboard, and paste it into Notepad, or Word, or somewhere.
  7. Then, under Integrations find Webhooks. Click Edit For the New Appointment Scheduled enter the following URL:

https://services2.bblsystems.com/acuitypost.aspx?shopid=abcxyz&userid=123&apikey=4567

Replace abcxyz with Encrypted shop id

Replace the 123 with your User ID, and 4567 with your API key from step 4 above.

Finally, click Save Settings.

Once that's done, you should be able to book a new appointment in Acuity, and after a few minutes, it will appear in ProfitSystem.