AI Agents with Acuity Scheduling

What GoZupees AI Agents Do with Acuity Scheduling

GoZupees connects AI voice agents to Acuity Scheduling, enabling them to book client appointments, collect intake form data, and manage scheduling during phone interactions. When clients call your service business, the AI agent checks your Acuity calendar for availability, gathers all required client information, and creates a confirmed booking—complete with intake responses—before the call ends.

Acuity is built for service businesses: consultants, healthcare providers, salons, coaches, and professional services. This integration extends your Acuity workflow to phone calls, so clients who prefer voice get the same booking experience as those using your online scheduler.

Core Scheduling Workflows

Appointment Booking with Intake

When a client calls to schedule, the AI agent presents your Acuity appointment types and retrieves available time slots. After the client selects a time, the agent collects required intake information: client name, contact details, and answers to any custom intake questions you've configured in Acuity. The booking is created with all data attached, just as if the client completed your online booking form.

Rescheduling Client Appointments

Clients who need to change their appointment time can call and request a reschedule. The AI agent locates their existing Acuity booking, presents new available times respecting your scheduling rules, and updates the appointment. Acuity handles sending updated confirmation details.

Cancellation with Optional Rebooking

For cancellations, the AI agent identifies the client's upcoming appointment, confirms cancellation intent, and removes the booking from Acuity. The agent can capture a cancellation reason for your records and offer to book a future appointment in the same call, reducing client churn.

Multi-Service and Staff Selection

When you offer multiple service types with different staff members, the AI agent helps clients select the right appointment type and can either assign a specific provider or book according to your Acuity staff assignment rules. This works for businesses with multiple practitioners or service offerings.

Technical Integration Details

API Authentication

GoZupees connects to Acuity using your API credentials (User ID and API Key) from your Acuity account settings. This provides read and write access to your appointment types, availability, and scheduled appointments.

Availability Queries

During calls, the AI agent queries Acuity's availability endpoint for your appointment types. This returns time slots that respect your working hours, buffer times, and any calendar connections you've configured. Availability reflects real-time calendar state.

Intake Form Mapping

Custom intake forms configured in Acuity are mapped to the AI agent's conversation flow. When booking, the agent asks clients the same questions they'd answer online, and submits responses with the appointment creation request. This ensures consistent data collection across booking channels.

Timezone Handling

Acuity handles timezone complexity for national or international client bases. The AI agent presents times appropriate to the client's timezone (detected or stated) and books correctly in your Acuity calendar timezone. Confirmation emails show correct local times for both parties.

Data Flow with Acuity

The integration handles the following data:

• Read: Appointment types, availability, staff calendars, intake form structure
• Write: New appointments with client name, email, phone, intake form responses
• Trigger: Acuity confirmation emails and reminder sequences

Setup and Configuration

Setup requires about 15 minutes. You'll retrieve your Acuity API credentials, connect them to GoZupees, select which appointment types the AI agent can book, and review intake form field mappings. Your existing Acuity configuration—services, staff, availability, forms—applies automatically.

Service Business Applications

This integration fits businesses where clients book time-based services: healthcare practices, consulting firms, wellness providers, professional services, and home services. The AI agent handles after-hours booking calls, giving clients 24/7 scheduling access without additional front-desk staff.

Security and Compliance

API credentials authenticate all requests. Client data collected during calls is transmitted directly to Acuity and stored according to Acuity's data handling policies. For healthcare and regulated industries, Acuity offers HIPAA-compliant plans, and GoZupees maintains secure handling practices for sensitive intake information.

Appointment Reminders and Follow-Up

Acuity's built-in reminder system works automatically with AI-booked appointments. Clients receive email or SMS reminders at intervals you configure—24 hours before, 1 hour before, or custom timing. This reduces no-shows without requiring additional action from your AI agent or staff.

Package and Subscription Handling

For businesses selling appointment packages or subscriptions, the AI agent can apply available credits to bookings. When a client calls to schedule, the agent checks their package balance and books against their prepaid sessions, maintaining accurate tracking of remaining appointments.