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Para 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.

Sin clave de API Nada que instalar en Acuity SchedulingNada que instalar Sin tarjeta de créditoSin tarjeta

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.

Comprobado por última vez con la documentación del propio Acuity Scheduling el 25 de septiembre de 2026.

La brecha

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

Acuity Scheduling ve

Qué se vendió, a quién y por cuánto.

ninguna fila en común
Su cuenta publicitaria ve

El clic, la palabra clave, la llamada y cuánto costó cada uno.

El archivo

Qué debe contener la exportación.

Tres cosas sostienen la coincidencia: quién, cuánto y cuándo. Todo lo demás es opcional y solo cambia cómo se puede desglosar el informe.

  1. Necesaria

    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. Necesaria

    Appointment type

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

  3. Necesaria

    Booking date and appointment date

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

  4. Opcional

    Intake form field for source

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

Paso a paso

Cómo sacar el archivo de Acuity Scheduling.

Escrito para quien tiene Acuity Scheduling abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.

  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.

Lo que recibe

La página que Acuity Scheduling no puede mostrarle.

Ingresos por canal, el número de ventas detrás de cada cifra y un grupo honesto para las que nadie pudo rastrear. Cifras de ejemplo, del caso práctico de la página Medicina estética y dermatología, no de una cuenta de Acuity Scheduling.

Atribuidos a un canal$165,60072% de $230,000
Ventas coincidentes201 de 280solo alta confianza
Ticket medio$820por venta pagada
CanalProporciónVentasIngresos
Meta Ads96$78,200
Google Ads61$55,200
Email marketing44$32,200
Directo / Desconocido79$64,400

Las ventas sin coincidencia quedan en Directo / Desconocido. Nunca se reparten entre los canales pagados para que el total se vea mejor.

El argumento

Qué cambia cuando cada booking y el anuncio comparten una fila.

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.

Preguntas justas

«Acuity Scheduling ya hace eso». No exactamente.

Ellos dicen

«Acuity already reports on bookings.»

Nosotros decimos

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

Ellos dicen

«We do not have a lead file.»

Nosotros decimos

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

Ellos dicen

«Self-reported sources are unreliable.»

Nosotros decimos

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

Preguntas

Acuity Scheduling, en concreto.

¿Algo más? Pregúntenos y le responderá una persona.

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

Acuity Scheduling y los demás nombres de productos y logotipos de esta página pertenecen a sus propietarios y se muestran para identificar el software del que procede un archivo. CloseRev no está afiliada a ellos ni cuenta con su respaldo, y no se conecta a ninguno: lee un archivo que usted exporta.

Empiece hoy

Dos exportaciones y lo sabrá.

Nada que instalar en Acuity Scheduling, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.