--- title: Ensuring Student Accounts Are Created Correctly from Acuity Appointments description: When a new client books a meeting through Acuity Scheduling, the information they enter is passed into CounselMore to generate a student record. --- [Skip to content](https://helpdesk.counselmore.com/ensuring-student-accounts-are-created-correctly-from-acuity-appointments#main-content) English Show submenu for translations [![CounselMore College Planning Software Knowledge Base](https://helpdesk.counselmore.com/hs-fs/hubfs/logos/CMLogo_CCS_wide_trans-w2000-1.gif?width=1116&height=125&name=CMLogo_CCS_wide_trans-w2000-1.gif)](https://helpdesk.counselmore.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations Select below, or search by topic - There are no suggestions because the search field is empty. 1. [Knowledge Base : CounselMore Support](https://helpdesk.counselmore.com/?hsLang=en) 2. [SETTINGS MENU & CUSTOMIZATIONS](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en) # Ensuring Student Accounts Are Created Correctly from Acuity Appointments ## When a new client books a meeting through Acuity Scheduling, the information they enter is passed into CounselMore to generate a student record. When a new client books a meeting through **Acuity Scheduling**, the information they enter is passed into CounselMore to generate a **student record**. If parents enter only their own name and email during scheduling, CounselMore will mistakenly create the student account under the **parent’s details** instead of the student’s. To avoid this, you’ll need to adjust your **Acuity intake form** so that it clearly collects both student and parent information in the correct order. ### **Why This Happens** - CounselMore reads the **first contact field** in the Acuity form as the **student’s record**. - If a parent enters their name and email first, CounselMore assumes that person is the student. - This can result in duplicate or incorrect student accounts. ### **Solution: Update Your Acuity Intake Form** ### **Step 1: Edit Your Acuity Appointment Form** 1. Log into your **Acuity account.** 2. Navigate to your **Appointment Types.** 3. Select the event type(s) where prospective clients book sessions. 4. Find the section titled **Intake Questions** (this is where clients fill in details during booking). ### **Step 2: Add Clear Instructions for Clients** In the intake questions, make sure the **student’s name and email** are entered **first**. For example: - Student Name (first position) - Student Email (first position) - Parent Name (second position) - Parent Email (second position) ***Suggested instruction to add below the Student Name/Email fields:*** *“Please enter the **student’s name and email first.** Add the **parent’s name and email** in the boxes below.”* ### **Step 3: Add Additional Intake Questions** Use Acuity’s **Add Question** feature to create a dedicated field for parent information. This ensures: - Student info is always captured first. - Parent info is still collected, but won’t overwrite the student record. #### **Result** - CounselMore will always generate the student record under the correct student details. - Parents remain listed in the account, but no longer risk replacing the student record. - Future appointments also follow this structure, reducing errors.       - [ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#main-content) - [New Account - SELF GUIDED SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-self-guided-set-up) - [New Account - FREE LIVE TRAINING](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-free-live-training) - [New Account - MULTI LICENSE ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-multi-license-account-set-up) - [New Account - COLLEGE SEARCH NAVIGATION](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-college-search-navigation) - 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