Overview
The integration of Acuity Scheduling with eWaiverPro makes the process of collecting digital waivers from customers who book appointments seamless. With eWaiverPro's Zapier template for Acuity Scheduling, you can now easily automate this workflow. This article walks you through the steps to use the template for a quick and efficient setup.
Prerequisites
- Acuity Scheduling Account: Existing account where you manage your bookings.
- eWaiverPro Account: An active account for managing digital waivers.
- Zapier Account: An account for automation services.
Steps to Integrate Using the Zapier Template
Step 1: Access the Zapier Template
- Navigate to the eWaiverPro Zapier template for Acuity Scheduling (click here)
- Click on the `Use this Zap` button.
Step 2: Connect Your Acuity Scheduling Account
- If prompted, sign in to your Zapier account.
- Zapier will ask you to connect your Acuity Scheduling account.
- Follow the on-screen instructions to link your Acuity Scheduling account to Zapier
Step 3: Set Up Acuity Scheduling Trigger
- Choose the Acuity Scheduling Trigger Event (e.g., New Appointment).
- Click `Continue`.
- Test the connection to ensure it's working.
- Click `Continue`.
Step 4: Connect Your eWaiverPro Account
- The template will automatically select eWaiverPro as the Action App.
- Follow the on-screen instructions to connect your eWaiverPro account to Zapier.
Step 5: Configure eWaiverPro Action
- Choose the eWaiverPro action (e.g., Send Waiver).
- Map the necessary fields from Acuity Scheduling to eWaiverPro such as customer name, email, and appointment type.
- Click `Continue`.
- Test the action to confirm it's working.
- Click `Continue`.
Step 6: Activate Your Zap
- Review your zap to ensure all configurations are correct.
- Click `Turn on Zap` to activate it.
Testing the Integration
After activating the Zap, it's good practice to ensure it's working as expected.
- Create a test appointment in Acuity Scheduling.
- Check your eWaiverPro dashboard to confirm that a waiver was sent to the email associated with the test appointment.
Troubleshooting
If you encounter issues, check the following:
- API Connections: Make sure both your Acuity Scheduling and eWaiverPro accounts are correctly connected to Zapier.
- Field Matching: Confirm that the fields from Acuity Scheduling are correctly mapped to eWaiverPro.
- Zap Test: Use Zapier's test features to troubleshoot individual steps.
Conclusion
Using eWaiverPro's Zapier template for Acuity Scheduling, integrating the two platforms is more convenient than ever. This not only streamlines your operational workflow but also provides a seamless experience for your customers. For any further queries or assistance, feel free to contact our support team.