Acuity Scheduling is Squarespace's scheduling tool. You can add a Simplesat survey to a follow-up email that Acuity sends after an appointment, and clients can answer the survey from their inbox. In Simplesat, Acuity is the Squarespace Scheduling option.
You don't need to connect anything. When Acuity sends each email, it fills in the client's name, their email and the appointment. That way you know who each response came from and which appointment it's about.
Before you start
You can add a survey to Acuity on every Simplesat plan. You'll need:
The Manage surveys permission in Simplesat, which lets you set the survey's delivery method. Owner and Admin have it by default.
A paid Acuity plan. Trial plans and legacy free plans can't customize client emails.
Owner or Admin access to the Acuity account. If you sign in with a Squarespace account, Admin access is called Scheduling Administrator.
Send surveys from Acuity Scheduling
In Simplesat:
Create or open the survey and choose External email embed.
Under Choose where to add your survey, choose Squarespace Scheduling.
On Publish, click Generate embed code.
Choose HTML and click Copy survey.
In Acuity:
Click Client Emails, then Follow-ups, then Customize Follow-up emails.
In the editor, click the </> symbol to edit the HTML, then paste the code where you want the survey to appear.
In Send this follow-up, set how many days after the appointment the email goes out, for example 1.
Click Save.
Acuity sends follow-ups only to clients, and it doesn't send them for canceled or no-show appointments.
The code you copied already contains these Acuity tags. Acuity fills each one in when it sends the email:
What the link carries | Acuity tag |
Appointment ID, as the ticket ID |
|
Client email |
|
Client first name |
|
Client last name |
|
Calendar description, as the ticket subject |
|
Appointment type, saved as the ticket field |
|
Responses from Acuity come in without a team member. If a client clicks a second rating, Simplesat updates the same response instead of recording a new one.
To learn how placeholders work in every tool, see Placeholders and merge fields.
Tip: To test it, book a short appointment with yourself as the client. When it's over and the follow-up arrives, click a rating. The response shows up in Simplesat with your name, your email and the appointment ID.
Troubleshooting
My survey link in an Acuity reminder email doesn't work
Acuity only fills in %appointmentID% in follow-up, confirmation and reschedule emails. A reminder leaves it unfilled, and the link breaks. Move the survey to a follow-up email.
FAQ
Is Squarespace Scheduling the same as Acuity Scheduling?
Yes. Acuity Scheduling is Squarespace's scheduling tool. In Simplesat it's listed as Squarespace Scheduling under Choose where to add your survey.
Does Simplesat have an Acuity Scheduling integration?
No. There's no Acuity page under Integrations in Simplesat, and nothing to connect. You add the survey to your follow-up email, and responses show up in Simplesat, not in Acuity.
Do I need to update the code in Acuity when I change the survey?
For some changes, yes. The code in your follow-up email doesn't change when the survey does. If you change the survey's metric question, or its rating choices, icons or labels, generate the code again and replace it in Acuity. External email embed lists which changes need new code.