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

  • Reduce las ausencias sin aviso

    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

Formularios de admisión personalizados

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 de R Accounting Group

    Lee su historia

  • "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, directora ejecutiva de Homemade Social

    Lee su historia

  • "Acuity permite que el primer contacto con los clientes transmita una sensación de seguridad y calidad".

    Bryan Council,
    propietario de CouncilTech Solutions

    Lee su historia

  • "Cambiar a un software como Acuity realmente ha mejorado las cifras de satisfacción entre nuestros clientes nuevos y actuales y nos permitió trabajar más eficientemente".

    Amanda Tukey, cofundadora de Keylin Advisors

    Lee su historia

  • "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 »

  • Reduce las ausencias sin aviso con recordatorios por mensajes de texto

    Read more »

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Preguntas frecuentes

  • Acuity admite negocios de todo tipo y tamaño. Tanto si eres un emprendedor unipersonal o si diriges un equipo en crecimiento, la aplicación de reserva de citas Acuity puede ayudarte a optimizar tus flujos de trabajo y a aumentar tus reservas. Nuestros clientes de servicios creativos varían desde planificación de eventos y estudios de grabación a agencias de marketing y estudios de diseño de interiores. La categoría de servicios de consultoría abarca consultoría para organizaciones sin fines de lucro, TI, asesoramiento para empresas, educación, selección de personal, recursos humanos, empresas de búsqueda de ejecutivos y servicios de software. Además, Acuity Scheduling atiende a clientes de otros sectores, como gobierno, inmobiliaria, planificación de bodas, consultoría para viajes y administración de propiedades. Lee más historias de éxito de clientes de Acuity aquí.

  • Aunque tu equipo tenga uno o cien integrantes, Acuity tiene el plan adecuado para asistir a tu negocio con las reservas en línea. Consulta nuestros planes y funciones para entender cuál es el que mejor se adapta a tus necesidades.

  • 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.