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BlueBot

Recipes

Acuity Scheduling recipes

Text clients when they book, reschedule or cancel an Acuity appointment.

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Two recipes for Acuity Scheduling. Each names its trigger and the BlueBot step, lists the fields to map and says how to test it with your own number before anyone else gets a text.

How Acuity Scheduling connects

  • Zapier: BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.

Confirm new appointments

PartWhat it is
TriggerWhen a client books an appointment in Acuity
ActionBlueBot’s Send Text action
Connects throughZapier

Steps

  1. Start a Zap with Acuity Scheduling’s trigger for a new appointment.
  2. Add BlueBot’s Send Text action and map the client’s phone to To.
  3. Write the text with the appointment type and time mapped in.

Map the fields

BlueBot fieldMap it to
ToThe person’s mobile number from Acuity Scheduling. US numbers can leave off the +1.
TextHi {{first_name}}, you’re booked for a {{appointment_type}} on {{date}} at {{time}}. Reply here if you need to change it.
{{first_name}} in the textAcuity Scheduling’s first name field.
{{appointment_type}} in the textAcuity Scheduling’s appointment type field.
{{date}} in the textAcuity Scheduling’s date field.
{{time}} in the textAcuity Scheduling’s time field.
Metadatasource set to acuity-scheduling, and record_id set to the record’s id, so the status and reply webhooks for this text can find the record again.
ServiceAuto, the default: iMessage when the person uses it, otherwise SMS through your iPhone.

Test it

Put your own number in To and press Test step. A text arrives on your phone from your own number, and Zapier shows the message BlueBot returned with state: "queued". Then map Acuity Scheduling’s field back into To and turn the Zap on.

Let clients know a change went through

PartWhat it is
TriggerWhen an appointment is rescheduled or canceled in Acuity
ActionBlueBot’s Send Text action
Connects throughZapier

Steps

  1. Start one Zap with Acuity Scheduling’s trigger for a rescheduled appointment and another for a canceled one.
  2. Add BlueBot’s Send Text action to each and map the client’s phone to To.
  3. Write a text for each that gives the new time or a link to book again.

Map the fields

BlueBot fieldMap it to
ToThe person’s mobile number from Acuity Scheduling. US numbers can leave off the +1.
TextHi {{first_name}}, your appointment is now {{date}} at {{time}}. See you then.
{{first_name}} in the textAcuity Scheduling’s first name field.
{{date}} in the textAcuity Scheduling’s date field.
{{time}} in the textAcuity Scheduling’s time field.
Metadatasource set to acuity-scheduling, and record_id set to the record’s id, so the status and reply webhooks for this text can find the record again.
ServiceAuto, the default: iMessage when the person uses it, otherwise SMS through your iPhone.

Test it

Put your own number in To and press Test step. A text arrives on your phone from your own number, and Zapier shows the message BlueBot returned with state: "queued". Then map Acuity Scheduling’s field back into To and turn the Zap on.

Before you turn it on

  • Text only people who asked to hear from you. Anyone who replies STOP goes on your stop list, and BlueBot cancels texts to them. Stop words
  • A text that can’t go yet waits with a hold rather than failing: quiet hours, your Mac away, a daily limit. Holds
  • Acuity Scheduling with BlueBot on the integrations page says what else the two do together.