Simplify client management and strengthen relationships

Acuity Scheduling's client management tools give you the power to personalize every interaction and streamline your workflow—from their first intake form to their final appointment reminder.

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Scheduling software that makes client management easy

  • Reduza o não comparecimento:

    Keep your calendar full and your clients on track with automated appointment reminders triggered at key moments.

  • Personalized service

    Deliver tailored experiences with instant access to client history, notes, and preferences.

  • Time-saving efficiency

    Forget juggling spreadsheets. Organize every detail in a single system.

  • Enhanced professionalism

    Show clients you’re always prepared with polished confirmations and accurate records.

Essential client management tools, ready when you are

Formulários personalizados de admissão

Gather essential information before appointments, customized to your services. Easily create intake forms to collect contact info, consent, health history, or project details, so you're always one step ahead.

Centralized client profiles

Store contact info, form responses, and communication history in one secure place. Add private notes to client profiles for future reference.

Automated reminders & confirmations

Once they book, clients get an instant confirmation, followed by friendly appointment reminders that virtually eliminate no-shows.

Appointment history tracking

View past and upcoming bookings at a glance for each client to deliver a smooth, informed experience every time.

Easy client search & filtering

Find specific clients or groups in seconds with a powerful search function.

Client management and scheduling solutions for your business to thrive

Trusted by business owners—and loved by their clients

  • "The automatic reminders have seriously reduced missed meetings."

    Sheri Radler, fundadora do R Accounting Group

    Leia a história

  • "Clients can reschedule without my input, while I can automatically send reminder and follow-up emails and quickly access client contact info."

    Carlin Unkle, Founder of CARLINCUTS

    Read their story

  • "Acuity stood out because it offered automated reminders, seamless calendar integrations, and the ability to collect all the information we needed from our calls up front."

    Becca Bunch, CEO da Homemade Social

    Leia a história

  • "Com o Acuity, o primeiro contato com os clientes traz segurança e sofisticação."

    Bryan Council, dono da CouncilTech Solutions

    Leia a história

  • "Mudar para um software como o Acuity aumentou a satisfação dos clientes novos e antigos e nos deixou trabalhar com mais eficiência! "

    Amanda Tukey, fundadora da Keylin Advisors

    Leia a história

  • "I needed a platform that could align with my brand’s luxury aesthetic while offering practical features like automated appointment reminders, detailed intake forms, and seamless payment integration. No other solution matched Acuity’s flexibility and professional look."

    Tommy Reynoso, The Lash King

    Read their story

Guides and tips to improve client management in no time

  • What to Include in a Client Intake Form to Get to Know Your Clients

    Read more »

  • The Ultimate Guide to Appointment Reminders

    Read more »

  • Envie lembretes por SMS e reduza o não comparecimento

    Read more »

Perguntas frequentes

  • O Acuity é voltado para empresas de todos os tipos e tamanhos. Seja você empreendedor individual ou líder de uma equipe emergente, o app de agendamentos do Acuity otimiza seus fluxos de trabalho e aumenta os agendamentos. Nossos clientes de serviços criativos variam de estúdios de planejamento e gravação de eventos a agências de marketing e empresas de design de interiores. A categoria de serviços de consultoria abrange consultoria para ONGs, TI, coaching de negócios, educação, recrutamento, recursos humanos, empresas de busca de executivos e serviços de software. Além disso, o Acuity Scheduling atende clientes em outros setores, como público, imobiliário, planejamento de casamentos, consultoria de viagens e gestão de propriedades. Leia aqui outras histórias de sucesso dos clientes da Acuity.

  • Seja para um ou cem funcionários, o Acuity tem o plano certo para sua empresa fazer agendamentos on-line. Confira nossos diferentes planos e recursos para saber qual atende às suas demandas.

  • A client intake form is a customizable questionnaire clients can fill out before their appointment. It lets you collect everything from basic contact info to health history, project goals, or consent forms. Having this info upfront saves you time and ensures you're prepared to deliver a truly personalized service from the moment they walk in the door (or log on to a video call).

  • They work like a charm! Once a client books with you, Acuity automatically sends them an instant confirmation email. Then, based on the schedule you set, it sends a friendly reminder before the appointment. It's an effortless way to keep your clients on track and your calendar full without you lifting a finger.

  • You bet. You can empower your clients to reschedule or cancel their own appointments directly from their confirmation email. You get to set the rules, like how close to an appointment they can make changes, so you always stay in control of your schedule.

  • Absolutely. Acuity gives you the power to protect your time and income by requiring a deposit or full payment at the time of booking. It's a professional and secure way to ensure commitment and significantly reduce no-shows.

  • Yep! Acuity makes it easy to bring your client list over with a simple import tool. This means you can start using all of our great client management features without having to manually re-enter all your client details.

  • Absolutely. All your client data and private notes are stored securely and are only visible to you and your authorized staff. We take security seriously so you can focus on your business with total peace of mind.

  • You totally can. Acuity allows you to create unique intake forms and assign them to specific appointment types. This way, you always get the right information from the right client, whether they're booking a quick consultation or a full-day workshop.

  • Just head to their client profile. You'll see a complete history of their bookings, any notes you’ve made, and their past intake form responses, all in one place. It's the perfect way to prep for a returning client.