How to Add Canceled Appointments Details from Acuity Scheduling to Google Sheets Using Pabbly Connect

Learn how to integrate Acuity Scheduling with Google Sheets using Pabbly Connect to automatically log canceled appointments. Follow our detailed tutorial for step-by-step guidance. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Acuity Scheduling and Google Sheets

To begin using Pabbly Connect for integrating Acuity Scheduling with Google Sheets, you first need to access the Pabbly Connect dashboard. This can be done by signing up through the provided link in the description. Once you have logged in, click on the ‘Create Workflow’ button and name your workflow, for example, ‘Acuity Scheduling to Google Sheets.’ This sets the stage for capturing canceled appointment details.

After naming your workflow, you will see two windows: the trigger window and the action window. The trigger window is where you will specify the event that starts the automation. In this case, you will choose Acuity Scheduling as the trigger app and select the event as ‘Appointment Canceled.’ This is how Pabbly Connect begins to facilitate the integration process.

2. Connecting Acuity Scheduling to Pabbly Connect

Next, in the trigger window, you need to connect your Acuity Scheduling account to Pabbly Connect. Click on the ‘Connect’ button and then select ‘Add New Connection.’ Enter your Acuity Scheduling email and proceed to the next step. If you’re already logged into Acuity Scheduling, Pabbly Connect will automatically detect your account.

Once connected, you will see a prompt to select your specific Acuity Scheduling account if you have multiple accounts under the same email. After selecting the correct account, click on the ‘Save and Send Test Request’ button. This action will initiate a wait for a response from Acuity Scheduling, indicating that Pabbly Connect is ready to capture canceled appointment details.

3. Capturing Canceled Appointment Details from Acuity Scheduling

To capture the details of a canceled appointment, you must cancel an appointment in your Acuity Scheduling account. For instance, if you have an appointment scheduled for a client, you can either cancel it yourself or instruct the client to cancel it via their confirmation email. Once the appointment is canceled, Pabbly Connect will receive the response containing the appointment’s details.

• Ensure that you have the appointment ID, calendar ID, and other relevant details ready.
• Confirm that the cancellation process is completed successfully to receive the data.

After the appointment is canceled, return to Pabbly Connect and you will see the response indicating that the appointment details have been successfully captured. This response will include essential information like appointment ID, client name, and appointment date, which will be used in the next steps of the integration.

4. Retrieving Full Appointment Details Using Pabbly Connect

Now that you have captured the canceled appointment details, the next step is to retrieve the full appointment details using the appointment ID received in the previous step. In the action window of Pabbly Connect, select Acuity Scheduling again and this time choose the action event as ‘Get a Single Appointment by ID.’ This allows you to fetch comprehensive details about the canceled appointment.

Since you have already connected your Acuity Scheduling account, simply select the existing connection and map the appointment ID from the previous response into the designated field. Click on ‘Save and Send Test Request’ to retrieve the complete details of the canceled appointment, including client name, mobile number, and appointment date.

5. Adding Canceled Appointment Details to Google Sheets

With all the necessary appointment details retrieved, the final step is to log this information into Google Sheets. In the action step of Pabbly Connect, search for Google Sheets and select the action event as ‘Add New Row.’ You will need to connect your Google Sheets account by clicking on the ‘Sign in with Google’ button.

• Select the spreadsheet you want to use for logging canceled appointments.
• Choose the specific sheet where you want to add the data.
• Map the appointment details to the corresponding columns in the Google Sheet.

After mapping all necessary fields, click on ‘Save and Send Test Request.’ If successful, you will see the new row added to your Google Sheet with all the details of the canceled appointment. This completes the integration process, showcasing how Pabbly Connect automates logging canceled appointments into Google Sheets seamlessly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of logging canceled appointments from Acuity Scheduling into Google Sheets. By following the steps outlined, you can efficiently manage appointment cancellations and maintain accurate records in your Google Sheets.