Acuity Scheduling Integration

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Prerequisites

1. An active Acuity Scheduling account.
2. An OpenMic account with at least one agent created.
3. Access to the OpenMic Dashboard.

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Step 1: Connect Your Acuity Scheduling Account

1. Go to Integrations in your OpenMic Dashboard.
2. Locate the Acuity Scheduling card.
3. Click Connect Acuity Scheduling.
4. Log in and approve access.

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Step 2: Add Acuity Tools to an Agent

1. Navigate to Dashboard → Simple Agents.
2. Select or create an agent.
3. Open the Custom Functions tab.
4. Click Add Function and choose from:
   • Acuity Check Availability — Check available dates and times for an appointment type
   • Acuity Book Appointment — Book an appointment (requires name, email, type, and datetime)
   • Acuity Get or Create Client — Find or register a client by phone
5. For Check Availability and Book Appointment, you’ll need to configure:
   • Appointment Type — Select from your Acuity appointment types (pulled from your account)
   • Timezone — Select your business timezone
6. For Get or Create Client, you can optionally enable Also search by name as a fallback if phone search finds no match.

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Step 3: Configure Your System Prompt

You are a scheduling assistant for [Your Company Name]. You help callers book appointments through Acuity Scheduling.

Today's date and time is {{now.est}}.

Your Approach:
Greet the caller and ask what type of appointment they'd like. Use `acuity_get_or_create_client` to find or register them. Then check availability with `acuity_check_availability` and present open times. Once they choose a slot, book it with `acuity_book_appointment`.

Key Rules:
- Always find or create the client before booking
- Check availability before confirming any time
- Collect the caller's name and email for the booking
- Confirm all appointment details before finalizing

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Available Tools

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Acuity Check Availability

• Appointment Type — Select from your Acuity appointment types (required)
• Timezone — Business timezone for availability results (required)

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Acuity Book Appointment

• Appointment Type — The type of appointment to book (required)
• Timezone — Timezone for the appointment (required)

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Acuity Get or Create Client

• Also search by name — Enable to try name search if phone search finds no match (optional)