--- title: How to setup your Acuity account description: Connect your Acuity account to CounselMore, choose what each appointment type creates, and set up your booking form so appointments land in the right student’s Assignments. --- [Skip to content](https://helpdesk.counselmore.com/how-to-setup-your-acuity-account#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) # How to setup your Acuity account ## Connect your Acuity account to CounselMore, choose what each appointment type creates, and set up your booking form so appointments land in the right student’s Assignments. 1. [Click here](https://acuityscheduling.com/?kw=YToxODYxNDMzMQ%3D%3D) to create your Acuity Account, if you haven't already. 2. Next, watch [a few select videos](https://helpdesk.counselmore.com/multi-license-managers-acuity-integration?hsLang=en) to get you up-to-speed on Acuity. Follow along with them as you set up your Availability and Appointment Types. 3. Now that your Acuity account has been set up, go into CounselMore Settings and click Scheduling." Update to **Settings \> Integrations \> Acuity Integration**. 4. First you'll authenticate with Acuity using your Admin credentials. Do not use a sub-account. We do not store your Acuity credentials. The login component is directly from Acuity, embedded in CounselMore. \*Note: This Acuity Login component does not like 'auto-populate'. If your credentials auto-populate and the 'Submit' button remains gray, simply delete and re-add the last character in your password. 5. Now that your Acuity account is linked, test this by booking an appointment with yourself using the email address of your Fake Student. 6. After booking you will see a new item in your Fake Student's Assignments with the title 'Meeting' + the date of the meeting. 7. Now return to your Acuity invite in the email of your Fake Student and click 'cancel'. 8. After cancelling the appointment, you will see that the Assignments items display near the bottom of the Assignments, having been marked 'done' is now labeled 'canceled'. New to CounselMore? By default, every appointment type creates a Prospect. To change this, see [Calendly & Acuity - What Each Meeting Type Creates](https://helpdesk.counselmore.com/calendly-prospect-creation-options?hsLang=en). ### **Choose what each appointment type does** When someone books with an email that isn't already in your account, CounselMore follows the setting you choose for that appointment type. This works the same way as Calendly. 1. Go to **Settings \> Integrations \> Acuity Integration** and click **Set Up Meeting Types**. CounselMore fetches the appointment types from your Acuity account. 2. Next to each appointment type, open the dropdown and choose: - **Do nothing** – no student record is created, and the meeting isn't added to an existing student's record either. - **Create a Prospect** – a new Prospect record is added to the top of your QuickList. Prospects are free. This is the default. - **Create an Active student** – a new Active student is created. This counts toward your plan. 3. Repeat for each appointment type. If the student's email is already in your account, the meeting is added to their Assignments tab and their status doesn't change. If you add appointment types in Acuity later, click **Fetch Meeting Types** to pull them in; your current settings aren't overwritten. Since you linked your Acuity Admin account, all of your counselors will see the appointments your students book. When a parent books an appointment, the **student's** name and email must go in the first fields of the booking form, and the **parent's** name and email in a separate, second set of fields. To set this up, open each appointment type's **Intake Questions** in Acuity and use **Add Question** to create the parent name and email fields. Add an instruction such as: *"Please enter the student's name and email first. Add the parent/guardian's name and email in the fields below."* This will ensure the appointment appears as an item in that student's Assignments.    **Caution:** If using [recurring appointments](https://help.acuityscheduling.com/hc/en-us/articles/16676870087565-Offering-recurring-appointments-in-Acuity-Scheduling), please create the student in CounselMore beforehand, ensuring the email address matches. 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