Your Upfirst receptionist can connect to Acuity Scheduling so it can check your availability, offer time slots, and book appointments for callers directly into your calendar. This works the same way as our Google Calendar, Outlook, and Clio integrations.
How to set it up
1. Enable Acuity Scheduling
Go to Integrations on the left-hand side. Find Acuity Scheduling and click to enable it.
2. Sign into your Acuity account
Follow the prompts to sign into your Acuity Scheduling account and allow permissions. This gives your receptionist access to your calendar availability.
3. Go to scheduling settings
Navigate to Agent > Scheduling to configure your appointment types.
4. Add an appointment type
Click Add appointment type. Give it a name and fill in the details.
5. Set your availability
Add the days and times you are available for this appointment type. Your receptionist will only offer these time slots to callers.
6. Add event details
Fill in the event details that should appear on the calendar event when a booking is made.
7. Add receptionist instructions
Tell your receptionist when to offer this appointment type. For example: Offer a consultation appointment when a new caller asks about your services or Offer a follow-up appointment when an existing patient calls to reschedule.
8. Create the appointment type
Click Create appointment type. Your receptionist is now ready to book appointments over the phone.
Things to know
Your receptionist checks real-time availability in your Acuity calendar before offering time slots.
Caller details (name, phone number, email, and a call summary) are included in the calendar event description.
You can create multiple appointment types with different availability windows and instructions.
If you already use Acuity's own online booking, this adds phone-based booking on top of it. Both work side by side.