Overview of the Acuity Integration
By integrating your Acuity account with Marvelous, you'll be able to create and sell your private session packages and your clients can book their sessions all within the Marvelous platform.
NOTE: THE ACUITY INTEGRATION IS FOR 1:1 CLIENTS ONLY AND WILL NOT WORK FOR GROUP COACHING PACKAGES.
Step 1. SET UP YOUR ACUITY TO WORK WITH MARVELOUS
Login to you Acuity account (the integration requires a paid Acuity account).
Create your availability on the calendar and create the appointment types that you will sell on Marvelous. If you already use Acuity, this may already be set up. If you have not used Acuity before, follow these start up steps from Acuity.
Create an Intake Form
(this is a necessary step so Marvelous knows who is booking on your calendar)
Click on INTAKE FORM QUESTIONS
Click on NEW FORM
Set up the NEW FORM
3. Set up your TIME ZONE
Click on Customize Appearance and then on Appearance and the set your time zone.
4. Disable Client Log in & Registration
Click on CUSTOMIZE APPEARANCE and then SCHEDULING PAGE OPTIONS and check the box to DISABLE CLIENT LOGIN & REGISTRATION.
NOTE: The checkbox labeled “Disable Recurring Appointments” should be checked
Step 2. INTEGRATE WITH MARVELOUS
Login to your Marvelous site and go to SETTINGS and click on INTEGRATIONS
Click on CONNECT TO ACUITY
Login to Acuity and allow Marvelous access.
Select the Form that you created
Your Marvelous site is now connected to Acuity!
Step 3. CREATE YOUR PRIVATE SESSION PRODUCT IN MARVELOUS
Next, you will create a product that will be visible on your shop page for your clients to purchase.
3.0 Click on the Products and My Products in the left menu.
3.1 Click on the "+ Add product" button in the top right corner.
3.2 Select the "Product Type" as "Private Coaching".
3.3 Follow the steps through the "Product Builder" tabs and choose the following settings:
Enter product details: Product name, upload an image, write your description, etc.
If you choose, you can add a welcome video or a PDF document about the coaching package in the "Content" tab. Remember that everyone who buys the product will have access to what's in the content tab. Some examples of what to include are a workbook, welcome video, or a PDF guide on how they can prepare for their upcoming sessions with you. Do not put client videos into this product as they will be visible to everyone who has access to this product.
Select FIXED PRICE and enter the amount you wish to charge for your package.
(Do not check off Day Pass or Trial).
Scroll down to select MULTIPLE PURCHASES allowed (assuming you want clients to be able to buy multiple coaching products)
Select EVERGREEN and then enter the number of days that this is available. We advise you to make this a large number (like... 5,000 days) which will allow the students to have access to the content you've placed in the content tab. Or if you want them to have a shorter access window, you can set this to any number you like.
Under "Private Sessions", select "Included" and enter how many sessions are included in this package.
Under "Enable Acuity Integration", select "Enabled" and enter the Acuity calendar name.
Status: Set as "Published" when ready to make it visible on your shop page.
Shop visibility: Set as "Show in Shop" if you want it to appear on your shop page.
IMPORTANT: make sure you have MULTIPLE PURCHASES checked. This allows customers to buy a private session package more than one time.
Step 4: Working with Private Space Products
When the student purchases a coaching package product, a "Private Space" product will automatically be generated using the client's name as the product name.
You'll find each of the client's private space products in your "Products" tab under "My Products". Scroll to the bottom section called "Private Space Products" as shown in the screenshot below.
After you work with a client via live-stream, you will put the live-stream recording or any other content specific to this client in the "Content" tab of their "Private Space Product". What you put in the content tab of this product will only be visible to this client.
NOTE: Make sure that Acuity's reminder emails do not contain a Zoom link.
HOW TO LIVE-STREAM WITH YOUR STUDENT
When it's time to meet with your client, go to the Marvelous "calendar", find and click on the correct session. A pop-up will appear and you can choose to use your Zoom (requires paid Zoom and integration) or the broadcast technology (either way, your client will be able to join the session you start and you will see them when they join).