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Für Acuity Scheduling

The booking page is the last thing they touched before becoming a customer.

Export your bookings, match them against closed sales, and find out which appointment types and which channels produced revenue.

Kein API-Schlüssel Nichts in Acuity Scheduling zu installierenNichts zu installieren Keine Karte nötigOhne Karte

Acuity Scheduling sits on the lead side in CloseRev: every booking carries the contact details somebody typed, the appointment type and a timestamp, which is a complete lead file most businesses never think to export. Matched against closed sales from whichever system invoices, it answers which channels produced bookings that became money. Revenue with no traceable booking is reported as Direct / Unknown.

Zuletzt am 25. September 2026 anhand der eigenen Dokumentation von Acuity Scheduling geprüft.

Die Lücke

The calendar is full. Nobody can say which of last month's marketing filled it.

Acuity Scheduling sieht

Was verkauft wurde, an wen und für wie viel.

keine gemeinsame Zeile
Ihr Anzeigenkonto sieht

Der Klick, das Keyword, der Anruf und was jedes davon gekostet hat.

Die Datei

Was im Export stehen muss.

Drei Dinge tragen die Zuordnung: wer, wie viel und wann. Alles andere ist optional und ändert nur, wie sich der Bericht aufschlüsseln lässt.

  1. Erforderlich

    Client phone or email

    As typed at booking. A booking is one of the cleanest contact captures available, because the client wants the confirmation.

  2. Erforderlich

    Appointment type

    Consultation, treatment, discovery call, paid session. These are different leads and must never be pooled.

  3. Erforderlich

    Booking date and appointment date

    Both. The gap is how far ahead people book, which differs by channel.

  4. Optional

    Intake form field for source

    A single “how did you hear about us” question turns every future booking into an attributable lead.

Schritt für Schritt

So holen Sie die Datei aus Acuity Scheduling.

Geschrieben für alle, die Acuity Scheduling im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.

  1. Export bookings

    One row per booking with a contact detail, the appointment type and the dates.

  2. Keep the appointment types apart

    A free consultation and a paid session are not the same lead, and averaging them is the usual mistake.

  3. Add one source question to the intake form

    It costs a field and makes every future booking attributable without any tracking at all.

  4. Export closed sales

    Contact detail, amount, date, from whatever invoices.

  5. Upload both

    The join runs on the email and the phone, normalised, with cancellations and no-shows kept visible.

Was zurückkommt

Die Seite, die Acuity Scheduling Ihnen nicht zeigen kann.

Umsatz nach Kanal, die Zahl der Verkäufe hinter jedem Wert und eine ehrliche Kategorie für alles, was niemand zuordnen konnte. Beispielzahlen aus dem durchgerechneten Beispiel der Seite Ästhetik & Dermatologie – nicht aus einem Acuity Scheduling-Konto.

Einem Kanal zugeordnet$165,60072% von $230,000
Zugeordnete Verkäufe201 von 280nur hohe Konfidenz
Durchschn. Verkauf$820pro bezahltem Verkauf
KanalAnteilVerkäufeUmsatz
Meta Ads96$78,200
Google Ads61$55,200
E‑Mail-Marketing44$32,200
Direkt / Unbekannt79$64,400

Nicht zugeordnete Verkäufe bleiben unter Direkt / Unbekannt. Sie werden nie auf die bezahlten Kanäle verteilt, damit die Summe besser aussieht.

Das Argument

Was sich ändert, wenn booking und Anzeige in einer Zeile stehen.

A booking is a better lead record than most forms produce

Somebody booking an appointment types a real email address because they want the confirmation, and a real phone number because they expect a reminder.

That makes the contact details on a booking unusually accurate — better than a contact form, where a wrong address costs the person nothing.

It also carries a timestamp and an appointment type, which is more structure than most lead files have.

The result is a high match rate against a customer record, which means less revenue disappearing into Direct / Unknown for want of a usable key.

Most businesses running a scheduler already have months of this and have never exported it once.

No-shows and cancellations are the cost, and they cluster by source

A booked appointment that nobody attends has consumed a slot somebody else could have had, and for a practitioner that slot is the entire inventory.

Channels differ substantially in how often their bookings are kept: an appointment booked after a long consideration is attended far more reliably than one booked on an impulse from an advert.

Counting only the appointments that happened hides that completely and makes the impulsive channel look efficient.

Keeping cancellations and no-shows in the file gives a real cost per attended appointment per source, which is the number a practitioner's diary actually runs on.

It is also frequently a reminder-settings finding rather than a channel one, which is a cheaper thing to fix.

One question on the intake form beats any tracking you could install

A scheduler sits at the end of the journey, so the referrer it sees is usually your own website rather than whatever produced the visit.

A single free-text or dropdown question — how did you hear about us — captures what no pixel can: the neighbour, the podcast, the sign, the search somebody made a month ago.

It is self-reported and therefore imperfect: people misremember, and the last thing they saw is not always what decided them.

So the report keeps it as its own labelled source beside any tracked ones rather than merging them, because two imperfect signals reported separately beat one blended figure that looks precise.

For a small service business it is often the only source data that exists, and it is better than nothing by a very wide margin.

Appointment type is the split that makes the ranking usable

A free fifteen-minute consultation and a paid ninety-minute session are different products with different values and different buyers.

A channel producing mostly one will be ranked as though it produced the mix, which is how a good source of paid work gets cut for producing few bookings.

Splitting on appointment type is immediate, requires nothing extra, and usually reveals that one type produces nearly all the revenue.

That changes where the booking links go on the website, which is a cheaper intervention than changing the media plan, and it can be tested within a week rather than a quarter.

Berechtigte Fragen

„Acuity Scheduling kann das doch schon.“ Nicht ganz.

Sie sagen

„Acuity already reports on bookings.“

Wir sagen

On bookings, which it sees. It has no view of what was invoiced afterwards, or of what produced the visit.

Sie sagen

„We do not have a lead file.“

Wir sagen

You do. Every booking you have taken is stored, timestamped and exportable, with real contact details.

Sie sagen

„Self-reported sources are unreliable.“

Wir sagen

They are imperfect, and they are the only record of the channels no pixel sees. The report keeps them labelled rather than merged.

Fragen

Acuity Scheduling im Detail.

Noch etwas? Fragen Sie uns, und ein Mensch antwortet.

No. It reads an exported file, so your calendar, clients and forms stay where they are.

Acuity Scheduling und die anderen Produktnamen und Logos auf dieser Seite gehören ihren Inhabern und dienen nur dazu, die Software zu kennzeichnen, aus der eine Datei stammt. CloseRev ist mit ihnen nicht verbunden oder von ihnen empfohlen und verbindet sich mit keinem davon: CloseRev liest eine Datei, die Sie exportieren.

Heute starten

Zwei Exporte, und Sie wissen es.

Nichts in Acuity Scheduling zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.