Sell Your One-On-One Service With Acuity
One of the most important parts of business operations is getting clients in the door. I mean you don’t really have a business if you don’t have a way to get paid and service your clients, right?!?
I have just the answer to getting your one-on-one service to your clients, Acuity.
Acuity gives you the ability to control your schedule, get paid, and automate your onboarding process all in one tool.
In Sell Your One-On-One Service With Acuity, I will walk you through getting your onboarding workflow established, and then how to use Acuity to get that workflow set-up.
Sell Your One-On-One Service With Acuity
Your short-cut to getting your offer out there!
We will cover:
Mapping Out Your Onboarding Process (Module 1):
In these lessons I will walk you through establishing your onboarding process.
- How does someone become your client
- Payment processors
- Information needed from clients
- Contracts
- Email confirmation + reminders
- Appointment limits + availability
- Plus bonus lessons on how to organize and optimize your process
Acuity Set-up Training (Module 2):
In these lessons you learn how to apply your onboarding process to Acuity with step-by-step videos.
- Setting your availability
- Calendar syncing
- Setting up PayPal or Stripe
- Creating your first appointment
- Setting up forms
- Setting up Zoom integration
- Setting up confirmation emails
- Setting up reminder emails
- Reschedule, Cancellation, Follow-up Emails
- Setting Appointment Limits For All Appointments
- Setting Availability and Emails For Different Appointment Types
- Setting up appointment packages
- Scheduling Page Customization
- Customizing Scheduling Page Options
- Testing Your Appointment + Coupons + Scheduling Links
The logistics of getting your clients booked for your one-on-one service shouldn’t be the hard part. Get a system quickly set-up that will allow clients to easily click, schedule, and pay for your service.
Acuity is a paid software, you do have to invest in Acuity to be able to utilize this training fully. The Growing Plan is recommended if you want to utilize appointment packages and some other covered features.
2 Modules
Mapping Out Your Onboarding Process
This module will walk you through establishing your onboarding workflow + provide you with the prep work needed to input your onboarding workflow into Acuity.
The second module will walk you through how to set-up your workflow in Acuity.
There is a pdf guide for this module in the intro lesson. And the pdfs for the bonus lessons are in each individual lesson.
Acuity Set-Up
This module will walk you through setting up Acuity to allow you to book clients.
I do recommend you follow the lessons in order to make sure you set-up all the pieces.
The bonus lesson, Appointment Set-up Workflow is to provide you a short-cut of the process for when you want to add another appointment. There is also a checklist in that lesson to guide you.
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