If you’re a regular client, you may have noticed that we sometimes ask if you’ve set up an account. And you probably didn’t give it a second thought after dismissing that idea.
I get it; I don’t enjoy setting up an account on every single platform either, and I avoid it whenever possible. Unless it’s more useful to me than not doing it, which is definitely the case with Acuity. So let’s talk about it – the why and the how, so you can have the best possible experience with our scheduling system.
What Client Accounts do – it’s useful, we promise!
When a client (you) creates a Client Account, you can:
- See upcoming and past appointments that are assigned to your client account (see below for more on this)
- See any active package, gift certificate, or subscription codes (i.e., Wellness membership codes) on your account and what they can be used for
- Access your Client Scheduling Page to reschedule or cancel existing appointments
Sound good yet? It gets better: You can skip certain forms that will autofill for you:
- Your name, phone number, and email address
- Intake forms you’ve already filled out. You can update this information if necessary, but otherwise skip these forms
- Their credit card information if you’ve chosen to store it
What all is in the Client Account anyway?
When you log in, you’ll see all appointments that are assigned to your client account. You won’t see appointments that aren’t assigned to your account, even if the appointments are associated with the same email address as your client account. (More on that later.)
If this is too much detail for you, go ahead and skip down to the screen shots section.
Acuity automatically assigns an appointment to a client account when:
- The client booked the appointment while logged into their client account – we would love for this to happen the bulk of the time!
- The client booked the appointment before creating a client account, but later created an account using the same email address; after the client verifies their account through the verification email, the appointment appears in their client account – it’s not too late to start!
- We booked the appointment on your behalf—unless appointments tied to your email address are assigned to more than one client account (this should be rare).
Acuity doesn’t assign an appointment to a client account when:
- You booked the appointment without logging in, even if the email address on the appointment matches the email address on your account. (Bummer, we know. So it’s important to log in to book.)
- We booked an appointment for you, but appointments tied to your email address is assigned to more than one client account (again, this should be rare).
Ok, I’m in. How do I register?
You can register by clicking Register for an account while viewing the confirmation at the end of the booking process. Click on the Edit Intake Forms and Reschedule button – see screenshot below.
It isn’t possible for us to register an account on your behalf, unfortunately. Once an appointment is booked, you can click Change/Cancel Appointment in your confirmation email to reach the confirmation page, where you can register for an account or log in – screenshot below.
It’s that easy! Now you’ve got all your appointment history at your fingertips, and you can easily see how many sessions you’ve still got in your subscription. And we’re here to help if you need it.