Course Description

Do you want to book more clients, more easily? 

Do you want to automate your scheduling process so potential clients pay you upfront? 

If so, you'll be enthralled with Acuity Scheduling.

This automated scheduling system costs as little $15/month and saves HOURS of time each week. 

This course will guide you through everything you need to know to set up Acuity Scheduling and start easily and automatically booking new consultations. 

Instructor

Megan Hargroder

Megan founded Conversations Digital to help small businesses get more online buzz around their brands. Then she pivoted to helping solo and small firm lawyers create “story-based messaging” on their websites to build rapport and trust with potential clients in an astonishingly powerful way.

Course curriculum

  • 1

    Introduction to Automated Scheduling (with Acuity)

  • 2

    Part 1: Acuity Setup

    • Creating Your Account

    • Connecting Your Calendar

    • Your Availability

    • Billing / Account Types
  • 3

    Part 2: Appointment Types, Intake Forms, & Integrations

    • How to set up a Free Consultation Option

    • How to set up a Paid Consultation Scheduling Option

    • Connecting Payment Methods

    • Bookkeeping System Integrations

    • Zoom Integration

    • Intake Forms
  • 4

    Part 3: Reminders & Follow Up Automation

    • Initial Confirmation Email Customization

    • How to Customize Automated Reminders

    • Automatic Follow Ups
  • 5

    Part 4: Implementation

    • Integrating Scheduling Links on Your Website

    • Create TextExpander Snippets

    • Add Links to Your Email Signature
  • 6

    Getting More Assistance

    • Acuity Help Desk Documentation

    • Schedule a Workshopping Session with Megan