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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.

Sem chave de API Nada para instalar no Acuity SchedulingNada para instalar Sem cartão de créditoSem cartão

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.

Verificado pela última vez na documentação do próprio Acuity Scheduling em 25 de setembro de 2026.

A lacuna

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

O Acuity Scheduling vê

O que foi vendido, para quem e por quanto.

nenhuma linha em comum
Sua conta de anúncios vê

O clique, a palavra-chave, a ligação e quanto cada um custou.

O arquivo

O que a exportação precisa ter.

Três coisas sustentam a correspondência: quem, quanto e quando. O resto é opcional e só muda como o relatório pode ser detalhado.

  1. Obrigatória

    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. Obrigatória

    Appointment type

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

  3. Obrigatória

    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.

Passo a passo

Como tirar o arquivo do Acuity Scheduling.

Escrito para quem está com o Acuity Scheduling aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.

  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.

O que você recebe

A página que o Acuity Scheduling não consegue mostrar.

Receita por canal, a quantidade de vendas por trás de cada número e uma categoria honesta para as que ninguém conseguiu rastrear. Números de exemplo, do caso prático da página Clínicas de estética e dermatologia — não de uma conta do Acuity Scheduling.

Atribuída a um canal$165,60072% de $230,000
Vendas com correspondência201 de 280só alta confiança
Ticket médio$820por venda paga
CanalParcelaVendasReceita
Meta Ads96$78,200
Google Ads61$55,200
E‑mail marketing44$32,200
Direto / Desconhecido79$64,400

Vendas sem correspondência ficam em Direto / Desconhecido. Nunca são distribuídas entre os canais pagos para melhorar o total.

O argumento

O que muda quando cada booking e o anúncio ficam na mesma linha.

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.

Perguntas justas

“O Acuity Scheduling já faz isso.” Não exatamente.

Eles dizem

“Acuity already reports on bookings.”

Nós dizemos

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

Eles dizem

“We do not have a lead file.”

Nós dizemos

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

Eles dizem

“Self-reported sources are unreliable.”

Nós dizemos

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

Perguntas

Acuity Scheduling, especificamente.

Outra dúvida? Pergunte e uma pessoa responde.

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

Acuity Scheduling e os demais nomes de produtos e logotipos desta página pertencem aos seus donos e aparecem para identificar o software de onde vem um arquivo. A CloseRev não é afiliada a eles nem endossada por eles, e não se conecta a nenhum: ela lê um arquivo que você exporta.

Comece hoje

Duas exportações, e você vai saber.

Nada para instalar no Acuity Scheduling, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.