MyListing Premium Guide

Acuity Booking for Single Listings and MyListing Websites

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Guide Overview: 

The Acuity Booking for Single Listings and MyListing Websites guide will show you how to easily add calendaring functionality to your website without using a plugin. We’ll also talk about ways for MyListing website owners to add more value to their listing packages.

Acuity isn’t just a scheduling tool—it’s a full-blown, beautiful, incredibly user-friendly system for running your business end-to-end.

Whether you are looking for a booking solution for your website or Single Listings, Acuity may be the solution you are looking for.

Acuity. MyListing. Killer Combo.
Acuity Setup
Acuity for MyListing Website Owners
Acuity for Single Listings
Single Listing Example – Barbershops
Acuity Wrap-up

Acuity. MyListing. Killer Combo.

How do we add Booking functionality to our MyListing website? Which plugins are compatible with the theme? What solution is the best?

These are just some of the questions asked in the MyListing community, on pretty much a daily basis it seems. The search for the right solution is complex and confusing.

On top of the complexity, there is also the cost. Booking solutions can get pretty expensive by the time it’s all said and done. There’s the cost of the solution itself, the time that you put in yourself, and any time/money spent on hiring someone to help you.

Depending on what stage you’re in with building out your business, providing a Booking solution may not be in the budget or you may have more pressing things on your to-do list. Having the ability to quickly drop in Acuity is a slam dunk.

Depending on your skill-set, business model and overall desire to do so, you could offer services that help your users implement the various Acuity plans. For example, you could help your users connect to their Acuity calendars, set up subscription packages, etc.

Benefits of Using Acuity with MyListing

  • No plugin required.
  • Minimal website complexity to manage compared to a Booking plugin.
  • Minimal website performance hit compared to a Booking plugin.
  • Low cost to implement on your website for your own needs.
  • Low cost for your users to sign up.
  • Opportunity to sell Acuity implementation services, to supplement your income.
  • Opportunity to promote Acuity and supplement your income through their referral program.

Acuity Setup

This is for your base Acuity account that you can optionally use on your MyListing website for your own scheduling needs. Also, this would be the account that you could use for building your referral revenue.

  1. Sign up for Acuity by choosing a FREE, 7-day trial.
  2. Choose your availability. (Note: This can easily be changed later, but we will assume you made a choice here, for our guide.).
  1. Click Next.
  2. Select the Calendars you are most likely to sync your Bookings with. (Note: This can easily be changed later, but we will assume you choose Google Calendar and/or Outlook for our guide.).
  3. Choose whether you will take online payments. (Note: This can easily be changed later, but we will assume you choose to take online payments, for our guide.).
  4. Choose whether your clients will be in different time zones. (Note: This can easily be changed later, but we will assume you choose to work with different time zones, for our guide.).
  1. Click Next.
  2. Enter your email address, password, agree to the Terms of Service.
  3. Click Create My Account.
  4. Enter your name, the name of your brand/business, and choose the industry your MyListing website covers.
  5. Click OK, Let’s Get Started.

Complete the Core Steps

For the sections below, we document our own steps for setting up booking functionality for The Barbers Guild (Starter Site) website itself. This is for the business side of the website, whereas setting up Booking for Listings is covered in another section of this guide.

If we don’t specifically mention a setting, you can assume we left as the default. That said, we may mention a default setting in some places.

Note: Acuity starts you off with a built-out Appointment Type named “Consultation”. Just something to keep in mind if you wonder where it’s coming from.

Set your Availability

  1. Clicked on the Set your Availability link in the yellow post-it note area.
  2. Clicked on the Edit Default Limits button and looked at the settings. (Note: We just rolled with the defaults until there is a reason for us not to, as the folks at Acuity put some nice default settings in place.).
  3. In the Set Hours for Availability section, we checked the I have regular hours every week box. (Note: Your Acuity calendar will automatically adjust to the availability you set in your regular email calendar that you tie into with Acuity. If you block off time on your calendar for vacation, for example, that will be reflected in your Acuity availability., Therefore, we don’t take the time to do manual overrides here.).
  4. We set our availability, by clicking on each day of the week and entering our ranges of hours available. (Note: If you don’t set your availability for a particular day, it will default to “Closed”. If you want to make your availability the same each day, you can set up one day and then do a copy/paste across the others. ).
  5. Clicked the Save Regular Hours button.

Pro Tip: When you click on one of the days after you put in any time ranges you are available, Acuity will show you what your availability will look like to the user so you can make adjustments if needed.

  1. Clicked on the Client Scheduling Limits button.
  2. Made changes as desired. (Note: Since you are setting up this particular account your website itself, you may want to adjust the Maximum Appointments, so that you’re not bogged down with appointment all day. Just something to consider.).
  3. Clicked the Save Limits button.
  4. Clicked on the Calendar Settings button.
  5. Changed the Calendar Name and added a Description for our calendar.
  6. Optionally, you can change the default email to be used for Booking notifications and/or add additional recipients, but we left ours at our default email address we signed up with.
  7. We added an image to apply our branding to the calendar.
  8. Optionally, you can add a Location to your calendar if scheduled meetings will take place in person, but since ours is virtual/online, we left this alone.
  9. Clicked Save Changes.

That satisfied the Set your Availablity area requirement, so we moved on to Create Appointment Types.

Pro Tip: Another option in this area is to tie in a Room or Resource, that is only viewable by the account admin(s).

Use resources when you have more staff than things that your appointments rely on, like rooms or cars. Clients won’t see these; Resources are an additional restriction on top of your Availability and Scheduling Limits.

For example, if you have 3 rooms that your 5 people on staff can schedule into, create a Resource for “Rooms” with a quantity of “3”.

Create Appointment Types

Our first Appointment Type will be a FREE Consultation to hypothetically help barbers and barbershops understand The Barbers Guild platform.

  1. Clicked on the Create Appointment Types link in the yellow post-it note area.
  2. Clicked the Edit button for the default Appointment Type.
  3. NAME > Changed to “FREE Consultation”.
  4. Clicked on the Add a longer description link and entered “We are here to answer any questions you have about The Barbers Guild platform and to help you get the most out of it.”.
  5. Clicked on the Show a message after scheduling link and entered “Thank you for scheduling some time with us. We look forward to speaking with you and ensuring you have the best experience with our platform.”.
  6. DURATION > Changed to 30 minutes.
  7. PRICE > Changed to $0.00.
  8. COLOR > Clicked on the “custom” link and added the HEX value that matches our branding.
  9. PICTURE > Added one of our logos. (Note: We recommend using an image with a transparent background so things look good when users hover over the appointment cards.).
  10. Clicked the Update Appointment Type button.

That satisfied the Create Appointment Types area requirement, but before we moved on to the Accept Payments area, we wanted to create Add-Ons.

The first Add-On is meant to not only help the user understand the platform’s Booking functionality (i.e. Acuity) but to start moving them towards our sales funnel. 

  1. Clicked on the Add-Ons link in the Appointment Types side menu.
  2. Clicked the Add New Add-On button.
  3. NAME OF ADD-ON > “Booking Features 101”.
  4. ADDITIONAL PRICE > $0.00.
  5. ADDED DURATION > 15 minutes.
  6. Checked the “Free Consultation” box to associate the Add-On with that appointment type.
  7. Clicked the Create New Add-On button.

Note: Another option in this area is to set up the Appointment Type as a Group Class/Event. Checking the Group Class box unlocks the ability to set a maximum number of people that can attend as well as require “clients” to sign up for all the items offered.” Since our Appointment Type here is virtual/online, we skip the Group Class/Event option.

If the user is willing to sit through the FREE Consultation and “Booking Features 101”, they are likely a serious, potential user of our platform. So, it’s now time to start them through the sales funnel by creating another Add-on.

  1. Clicked on the Add-Ons link in the Appointment Types side menu.
  2. Clicked the Add New Add-On button.
  3. NAME OF ADD-ON > FREE 7-day Trial”. (Note: We do a trial of this length to coincide with Acuity’s FREE trial which is also 7 days.).
  4. ADDITIONAL PRICE > $0.00.
  5. DURATION > 0.
  6. Checked the “Free Consultation” box to associate the Add-On with that appointment type.
  7. Clicked the Create New Add-On button.

As creators of The Barbers Guild, we also happen to be WordPress website professionals that help business owners with anything related to building on Online Presence.

As we work to grow our platform in the background, we can offer our services to help supplement our income. We can do this by creating another Appointment Type.

  1. Clicked on the Create Appointment Types link in the yellow post-it note area.
  2. Clicked the New Type of Service button.
  3. NAME > “Online Presence Audit”.
  4. Clicked on the Add a longer description link and entered “We will gather information about your overall Online Presence and present actionable recommendations that you can either assign to internal staff or hire someone outside of your organization.”.
  5. Clicked on the Show a message after scheduling link and entered “Thank you for scheduling your Online Presence Audit with us. We look forward to working with you.”.
  6. DURATION > Changed to 120 minutes.
  7. PRICE > Changed to $160.00.
  8. CATEGORY > Clicked the Create a new Category link, added “Additional Services” as the name, and clicked the Save button.
  9. COLOR > Clicked on the “custom” link and added the HEX value that matches our branding.
  10. PICTURE > Added one of our logos.
  11. Clicked the Create Appointment Type button.

Lastly, we want to create a Coupon. Maybe the potential user of the platform sent us a referral at one point in time or we are just feeling extra kind. Either way, we would like to extend a discount.

  1. Clicked on the Coupons link in the Appointment Types side menu.
  2. Clicked the New Coupon for Appointments button.
  3. COUPON CODE >”GUILD20″.
  4. DISCOUNT > Entered “20”to apply a 20% discount.
  5. THIS CAN BE USED > Left the default setting of Each customer can use this once.
  6. CODE APPLIES TO > Changed to “Just these appointment types” and ensured our “Online Presence Audit” Appointment Type was checked.
  7. EXPIRATION > Left the default setting of Doesn’t expire.
  8. Clicked the Save Coupon button.

We will now move onto to Accept Payments.

Accept Payments

  1. Clicked on the Accept Payments link in the yellow post-it note area.
  2. ACCEPT PAYMENTS FROM CLIENT USING > Stripe.
  3. WHEN CLIENTS SCHEDULE AN APPOINTMENT > Left the default setting of Require full payment.
  4. Clicked the Save Settings button.

Note: Another option in this area is to allow clients to give an extra tip on top of the payment amount.

  1. Clicked on the Connect with Stripe button.
  2. Selected our company’s correct Stripe account, from the Switch account dropdown.
  3. Clicked the Connect my Stripe account button.

The Accept Payments area has now been satisfied, so we moved on to the Sync with Other Calendars area.

Sync with Other Calendars

As Microsoft Partners, we are all in on Office 365, but for the purposes of this guide, we will just cover the Google Calendar option since we are using a Gmail address for testing purposes.

  1. Clicked on the Sync with Other Calendars link in the yellow post-it note area.
  2. Clicked on the Connect to Google Calendar link.
  3. Chose our Gmail testing account to authenticate with.
  4. Clicked the Allow button.
  5. Calendar Syncing > Google Calendar > Chose our calendar.
  6. Calendar SyncingSet reminders > 30 minutes.
  7. Calendar Syncing > Hide event title and only show “Busy” to other users > Enabled.
  8. Clicked the Save button.

At this point, we received a message that indicated our calendar was syncing. Once completed, we moved on and dove a little deeper into the settings.

Note: If you were to click the link to go back to the core steps, you would notice that you completed them and you could hide the walkthrough.

Customize your Scheduling Page

  1. Clicked on the Customize your Scheduling Page link in the yellow post-it note area.
  2. Appearance > LOGO > Added one of our logos.

Tip: If you need a logo, Acuity provides a link to a FREE Logo Maker by Squarespace that’s really clean and super simple to use. As a test, we were able to create a logo in about 1 minute.).

  1. Appearance > WEEK STARTS ON > Changed to Monday.
  2. Appearance > BUTTON/ACCENT COLOR > Changed to match our brand.
  3. Scheduling Page Options > Require Phone Number > Enabled.
  4. Clicked the Save Changes button.

Pro Tip: Be sure to check out the Change Scheduling Wording button at the bottom of this settings page, especially if you made need to do some translating for your language.

  1. Click on either the View Client’s Scheduling Page button or the View Live button to see how your scheduling page looks to the public.

Customize Emails & Text Reminders

  1. Clicked on the Customize Emails & Text Reminders link in the yellow post-it note area.
  2. Reminders > TEXT MESSAGE > Enabled and clicked the Save Settings button. (Note: Clients can use their phones to stop receiving text messages going forward, so we saw this a good feature to turn on.).
  3. Follow-ups > Clicked the Customize Follow-up Emails button.
  4. Added a custom message to the body of the follow-up email and clicked the Save Template button.

Gather Client Info with Intake Forms (Custom Form)

We want to create a custom form that applies to our FREE Consultation Appointment Type. The goal is to collect information that will help us do some pre-discovery before our scheduled appointment.

  1. Clicked on the Gather Client Info with Intake Forms link in the yellow post-it note area.
  2. Clicked on the New Custom Form button.
  3. FORM NAME > Entered “Pre-Consultation Discovery”.
  4. Add Questions > Textbox > Question > “Website” and marked as required.
  5. Add Questions > Textbox > Question > “How did you hear about us?” and marked as required.
  6. Add Questions > Textbox > Question > “Please provide a brief, high-level overview of what you could use help with.”, marked as required, and set the Size to Medium.
  7. Add Questions > Textbox > Question > “Optionally, share any additional information that might help us prepare for your consultation.” and set the Size to Medium.
  8. Show this form when scheduling > Unchecked all Appointment Types except our FREE Consultation.
  9. Clicked the Save Question and Form button.

Note: Clients are always asked for name, phone, and email, so these forms are great for gathering anything else.

Gather Client Info with Intake Forms (Terms & Conditions Agreement)

We want to create a custom form that applies to our Online Presence Audit Appointment Type. The goal is to have the potential client to agree to our terms before our scheduled appointment and/or work is performed.

  1. Clicked on the Gather Client Info with Intake Forms link in the yellow post-it note area.
  2. Clicked on the New Terms & Conditions Agreement button.
  3. DESCRIPTION > “Please review and understand our terms prior to our engagement.” and also dropped in a link to our Terms & Conditions page.
  4. Show this form when scheduling > Assigned to all of our Appointment Types. (Note: Even for Appointment Types like “FREE Consultations”, we may get into a discussion around things like Privacy Policies. We want to have it in our Terms that we do not provide legal advice.”).
  5. Clicked the Save Form button.

Gather Client Info with Intake Forms (SOAP Notes)

We want to create a custom form for internal use only, with the goal of documenting our interactions with clients.

  1. Clicked on the Gather Client Info with Intake Forms link in the yellow post-it note area.
  2. Clicked on the New SOAP Notes Form button.
  3. DESCRIPTION > “Document interactions with clients to keep a running determination as to whether they are a good fit for our services.”.
  4. Show this form when scheduling > Assigned to all Appointment Types.
  5. Removed all of the fields except the SOAP fields (Subjective, Objective, Assessment, and Plan).
  6. Subjective > Edited the title to read “Subjective (Describe your impressions of the client.)” and clicked the Save button.
  7. Objective > Edited the title to read “Objective (Document measurable outcomes for your client.)” and clicked the Save button.
  8. Assessment > Edited the title to read “Assessment (Document areas of potential improvement.)“, change the Size to Medium and clicked the Save button.
  9. Plan > Edited the title to read “Plan (Document proposed steps towards delivering an overall solution.)“, change the Size to Large and clicked the Save button.
  10. Clicked the Save Form button.

Pro Tip: This essentially turns Acuity into a lite CRM system.

Embed Scheduler on your Website

Clicking on the Embed Scheduler on your Website link in the yellow post-it note area will bring up the various ways to put your Booking options in from of clients.

Referencing this area, we have what we need to embed Acuity on our MyListing website, for the business side of things. We cover this in the next section.

Acuity for MyListing Website Owners

There are many ways Acuity can be used by MyListing website owners. Depending on the website’s audience or niche, the opportunities may become even more readily apparent.

  • Schedule support consultations with current users.
  • Schedule pre-sales consultations with potential customers.
  • Schedule meetings with potential vendors of your platform.
  • Schedule advisement meetings with students.
  • Schedule interviews.

Integrate Acuity - General Scheduling Page

You can simply provide this link on your website, email, newsletter, etc, for clients and potential customers to see all of your publicly-accessible Appointment Types.

The General Scheduling Page area allows you to change the link to something more visually appealing. 

  1. General Scheduling Page > Click the Change Link Name button.
  2. Enter the new URL.
  3. Click the Save button.

Before: https://app.acuityscheduling.com/schedule.php?owner=19173197
After: https://mylistingclub.as.me

This option would send people away from your website. Unless you don’t have Elementor Pro, we recommend using this option sparingly, if at all.

Integrate Acuity - Direct Links & Embedding

Direct Links & Embedding - Direct Link

By default, the General Scheduling Page link is chosen and displayed, which we covered in the previous section. Using the dropdown, you can select one of the items below, to grab a more targeted link to share with clients.

  • Appointment Type
  • Appointment Type Categories
  • Calendars
  • Packages, Gift Certificates, & Subscriptions

This option would send people away from your website. Unless you don’t have Elementor Pro, we recommend using this option sparingly, if at all.

Direct Links & Embedding - Embed Scheduler

This option opens a lot of doors, especially when you factor in Elementor Pro popups, which allow you to add animation, display conditions, display triggers, and other advanced display rules.

  • Animation: Popups can slide in/out/up/down, stick the side of the page, take over the entire screen, etc.
  • Conditions: Popups can be applied to all pages/posts, select pages/posts, WooCommerce store, etc.
  • Triggers: Popups can show up when the page loads, when a user scrolls up/down when a user goes to exit a post/page, etc.
  • Advanced Rules: Popups can show up when a post/page is viewed “x” number of times, when users arrive from a particular website, on certain devices, etc.

We can embed our Acuity code snippet directly into Elementor Pro popups so users can book their appointments right then and there without having to leave the website.

Play Video

See Acuity and Elementor Pro Popups in action.

Direct Links & Embedding - Booking Button

Rather than use this option, we recommend creating a button in Elementor that calls one of your Acuity direct links. That way you have total control over the design of the button and avoid adding an extra script to your website.

This option would send people away from your website. Unless you don’t have Elementor Pro, we recommend using this option sparingly, if at all.

Acuity for Single Listings

We now have the information (i.e. Barbershop Calendar) we need to move on and embed the Barbershop’s Acuity calendar into their Single Listing.

Acuity Field

Use the steps below to add an Acuity field to each Listing Type where you want to collect and display an Acuity profile.
  1. Listing Types > Edit Listing Type > Fields.
  2. Add a URL field.
  3. Give it a label of “Acuity Booking Profile” or similar.
  4. Give it a placeholder of “e.g. https://mylistingclub.as.me” or similar.
  5. Give it a description of Note: If you use Acuity to book appointments or would like to start, you can enter your profile link here. Acuity offers a FREE 7-day Trial.” or similar.
Pro Tip: If you recommending Acuity for your MyListing website, obviously you are endorsing it. As such, consider using your Acuity affiliate link in the Description area of the Acuity Booking Profile field, to help supplement your income.
  1. Continue configuring the field as desired such as setting it required/optional, package visibility, etc.
  2. Save the changes to your Listing Type.

Acuity Block

Use the instructions below to embed an Acuity profile into a Single Listing tab, please use the following steps. In these steps, we are adding a new tab (Content & Booking) dedicated to contact information and booking functionality.

  1. Listing Types > Edit Listing Type > Single Page > Content & Tabs > Click the Add Custom Tab button.
  2. Label > “Contact & Booking”.
  3. Layout > Two Columns.
  4. Insert a New Block > Click the Shortcode button.
  5. Label > “Book Appointment”.
  6. Grab the “Embed Acuity Profile” code snippet from the next section, and paste it here in the Shortcode block. (Note: They key here is the “[[acuity]]” portion of the Shortcode, which is what calls the Acuity field and field value that Listing owners enter.).
  7. Save the changes to your Listing Type.

Single Listing Example - Barbershops

At this point we have Acuity implemented for the website/business itself, to offer services to users of the platform. Now we need to shift our focus to how Barbershops prepare to embed their Acuity booking profile into their Single Listings.

In a real-world MyListing website scenario, there would be separate Acuity accounts for the website/business (i.e. MyLisitng website), the Barbershops and optionally the individual Barbers.

We say “optional” for the individual Barbers only because they don’t necessarily need their own Acuity account if the Barbershop they are associated with has an Acuity account that covers their Barbers. 

Note: The Acuity “Growing” plan allows 6 staff/locations and the “Powerhouse” plan allows for 36. Acuity also has an Enterprise offering for those with greater needs.

For the purposes of this guide, we are doing everything under a single Acuity account. 

Barbershops - Prepare a New Appointment Type

Again, we are working under one account, for the purposes of this guide. In a real-world scenario, the Barbershop would have the permissions to add the Appointment Types they need, without the need for another entity to “prepare” Appointment Types for them.

  1. Appointment Types > Clicked on the New Type of Service button.
  2. NAME > Men’s Deluxe Haircut.
  3. Clicked on the Add a longer description link and entered “Shampoo, Haircut, Straight-Razor Sideburn/Neck Shave, and Style.”.
  4. Clicked on the Show a message after scheduling link and entered “Thank you for scheduling some time with us. We look forward to speaking with you and ensuring you have the best experience with our platform.”.
  5. DURATION > Changed to 60 minutes.
  6. PRICE > Changed to $35.00.
  7. CATEGORY > Clicked on the Create a new Category link, added “Men’s Haircut” as a Category, and clicked the Save button
  8. COLOR > Clicked on the “custom” link and added the HEX value that matches the Barbershop’s branding.
  9. PICTURE > Added the Barbershop’s logo. (Note: We recommend using an image with a transparent background so things look good when users hover over the appointment cards.).
  10. Clicked the Create Appointment Type button.
  11. Clicked on the Add-Ons link in the Appointment Types side menu.
  12. Clicked the Add New Add-On button.
  13. NAME OF ADD-ON > “Scalp Massage”
  14. ADDITIONAL PRICE > $5.00
  15. ADDED DURATION > 5 minutes.
  16. Checked the “Men’s Haircut: Men’s Deluxe Haircut” box to associate the Add-On with that appointment type.
  17. Clicked the Create New Add-On button.

Barbershops - User Account

  1. Clicked on the Add Additional Users link in the yellow post-it note area.
  2. Clicked the New User button.
  3. Enter the email address and password for the user. (Note: We went with the defaults for the rest of the user’s settings.).
  4. Clicked the Add User button.
  5. Clicked on the Hide this Walkthrough link.

Barbershops - Calendar

  1. Business Settings > Availability > Clicked the Add New Calendar button.
  2. CALENDAR NAME > “Charlotte Barbershop”.
  3. Entered the email address and logo for the Barbershop.
  4. LOCATION > Clicked the Add New Location link, entered “123 W. Club St., Charlotte, North Carolina, and clicked the Save button.
  5. Clicked the Next: Add Appointment Types & Hours button.
  6. Selected Men’s Deluxe Haircut.
  7. Clicked the Save Appointment Types button and closed out the dialog box to accept the other settings as default.
  1. Clicked on the Direct Scheduling Link button. (Note: Click on the one to the right of the Calendar Settings button, rather than one above it.).
  2. Clicked the Copy button.
  3. Edited our Barbershop Listing and pasted our link from the previous step into the Acuity Booking Profile field.
  4. Clicked the Update button to save the changes on our Listing.
Play Video

See Acuity and Single Listings in action.

Acuity Wrap-up

We have covered a fraction of what this solution can do, as it has many bells and whistles. For the most part, though, we’ve covered a majority of the aspects in terms of usage on a MyListing website.

As for the Barbers, we didn’t specifically run through their setup here, since it would pretty much be identical to the Barbershops.

Depending on your MyListing business model, Acuity may be a possible solution for you. If not at the Single Listing level, perhaps for your website/business itself.

While you are working to grow your online business, one thing to consider is supplementing your income by offering a service to where you help listing owners set up and then embed their Acuity calendars on your website.

If you don’t have the time or simply don’t have the desire to offer these consulting services, another route would be to hire a virtual assistant that offers white label services. They could help your user base with Acuity, while you take a portion of the service charges. Win. Win.

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