How to Sell Acuity Scheduling
Adopting new technology is essential to thriving online, but many would-be clients don’t know where to start, or they’re fearful of getting it wrong. As their technical service provider, you’re well-positioned to help them move past these fears and implement time-saving tactics that will increase their productivity, provide competitive experiences for their customers, and help them grow their business.
In this guide, you’ll learn how to ease client hesitation by positioning yourself as their technology consultant and empowering them to manage Acuity Scheduling on their own.
Be a fear-diffuser
Start by demystifying Acuity Scheduling for your clients. You can demystify a complex system or new technology by simplifying it in a way that makes sense to them. For example, if you’re working with a fitness studio, you might frame the advantage of Acuity Scheduling as a way to increase attendance rates. In an Acuity Scheduling survey, 85% of respondents who accept deposits said that requiring deposits has helped them to reduce client cancellations and no-shows.
With a reliable statistic and the right framing, you can begin to chip away at your client’s fear around adopting Acuity Scheduling, and empower them to imagine the possibilities it could bring their business. It is important to understand that the work doesn’t stop at the adoption phase. Your clients need to feel confident enough to actually execute and use Acuity Scheduling after you’ve left them to their own devices.
Keep these three things in mind to effectively diffuse fear and position yourself as a qualified tech consultant.
Record a training session
Give your clients a hand-off video that reviews their day-to-day tasks and how to make basic changes and updates. This gives your clients the peace of mind and confidence they need to own this new process, and reduces their need to reach out to you for minor issues down the line.
Keep it concise
Show them the key things they need to know—no fluff or extras. Try not to overwhelm them with extra information. A great supplement for reviewing everything possible, is showing them how to navigate to our Help guides, so they can find quick solutions to questions that arise.
Simplify Acuity Scheduling for your clients
You can only simplify what you understand inside-out. This is where you put on your tech consultant hat. Learning the nuances of the platform will help you identify what’s important to share and what’s superfluous for each client. Not all the capabilities of Acuity Scheduling will be useful for every client, so understand their goals and use cases, and identify the specific benefits of Acuity Scheduling that apply to them. More on that to come.
Wear your consultant hat
You’re in a unique position with your clients. As their tech consultant, you understand their needs and can explain clearly how Acuity Scheduling will help them achieve results. With these tips, you can effectively communicate your value and the value of Acuity Scheduling at the same time.
Know the benefits of Acuity Scheduling
We already know that Acuity Scheduling is going to save your clients time, but how, and what else will it do?
Integrate Acuity Scheduling with Squarespace websites
Acuity Scheduling is built for Squarespace websites. It seamlessly integrates with your clients’ website and creates a coherent, all-in-one experience for customers.Sync third-party calendars
Avoid double-booking by syncing your preferred calendar with your Acuity Scheduling account so that all appointments appear in one place. Acuity Scheduling connects with Google, iCloud, Outlook Office 365, Outlook Exchange, and Outlook.com calendars.Increase show-up rates
Increase the likelihood of people showing up to booked appointments with automated emails, text confirmations, and reminders. You can even customize your emails for various appointment types.Generate reliable revenue
Encourage clients to connect payment processors to their Acuity Scheduling account so they can accept payments in advance. This helps them know how much cash flow is expected to come in that month. Learn more about managing payments for appointments.Present your business professionally
There’s no need to email back and forth with clients to select a time to meet. Integrated scheduling conveys professionalism and trustworthiness to customers and visitors.Use Acuity Scheduling as a marketing tool
Your clients can list all of their offerings in Acuity Scheduling as another way to market their business. For example, if a visitor books a free consultation with your client, they might see the other paid options and inquire about those during the free consultation.Automate payments
When a customer makes a purchase, they receive a payment confirmation, saving your clients the additional step of manually invoicing. Learn how to charge and view client payments in the Help guide.Customize the intake form
Your clients can add client intake forms and agreements to capture and deliver important information prior to the appointment. This could include sections such as “What to Expect,” “Terms and Conditions,” or custom questions.Integrate with Email Campaigns
Automatically invite customers to join a mailing list for future marketing campaigns, such as promoting packages, gift certificates, and subscriptions.Take advantage of the Acuity Scheduling app
Customers can book and track appointments through the Acuity Scheduling app. This acts as an extension of your clients’ website and promotes easy booking.
Create talking points
If you’re planning on talking to your clients about Acuity Scheduling, do some research on their business to determine which talking points are most relevant. Talking points are a set of clear, easily remembered phrases that help you stay on track when speaking and presenting. Below are some examples of Acuity Scheduling talking points:
Designed for your Squarespace website
Manage appointments and website in one place
Automate your booking
Instant appointment confirmation
Instant payment configuration
Reduce booking confusion
Increase show-up rate
Generate reliable revenue
Custom intake forms
Custom email confirmation
Automatic reminders via text and email
Know answers to common questions
It’s normal for your clients to have questions before committing to a Acuity Scheduling plan or as they get more familiar with the platform. Squarespace Help guides and Acuity Scheduling FAQs are great resources for you to stay informed and refer to information.
Special thanks to Squarespace Expert Sophia Ojha for contributing her expertise to the Circle community. Sophia is a web designer who helps online entrepreneurs leverage their websites to grow their email lists, increase revenue and serve their audience.
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