What This Workflow Does
This automation solves the common problem of manually transferring client information from booking systems to contact management tools. Every time a new appointment gets scheduled in Acuity Scheduling, the workflow automatically creates a corresponding contact in Google Contacts with all relevant client details.
Service businesses using Acuity Scheduling often waste valuable time copying client information between systems. This workflow eliminates that manual process while ensuring your Google Contacts stay perfectly synchronized with your appointment book. The result is a streamlined client management system where new contacts appear instantly without any staff intervention.
How It Works
1. New appointment trigger
The workflow monitors your Acuity Scheduling account for newly created appointments. When a client books a session, the system immediately detects this event.
2. Data extraction
Make.com retrieves all relevant client information from the appointment, including name, email, phone number, and any custom fields you've configured in Acuity.
3. Contact creation
The system connects to your Google Contacts and creates a new entry with the client's details. You can customize which fields get mapped during this process.
4. Optional categorization
The workflow can automatically assign labels or groups to new contacts based on appointment type, practitioner, or other criteria from Acuity Scheduling.
Who This Is For
This automation is ideal for:
- Health and wellness practitioners (therapists, massage therapists, chiropractors)
- Professional service providers (consultants, coaches, tutors)
- Salons and spas managing client appointments
- Any business using Acuity Scheduling that wants to streamline client record-keeping
What You'll Need
- An active Acuity Scheduling account with administrator access
- A Google account with Contacts enabled
- A Make.com account (free plan works for basic usage)
- Approximately 15 minutes for initial setup
Quick Setup Guide
- Click "Get This Workflow" to copy the template to your Make.com account
- Connect your Acuity Scheduling account in the Make.com scenario
- Connect your Google Contacts account
- Map the fields you want transferred (name, email, phone, etc.)
- Set any filters for which appointments should create contacts
- Activate the scenario and test with a new appointment
Pro tip: Create a specific label in Google Contacts (like "Acuity Clients") and have the workflow automatically apply it to all new entries. This makes filtering and segmenting these contacts easier later.
Key Benefits
Save 2-3 hours weekly by eliminating manual contact entry for every new appointment. The automation handles this instantly.
Reduce data entry errors that commonly occur when copying information between systems. The workflow transfers details perfectly every time.
Improve client follow-up by having all appointment-booked contacts immediately available in your Google ecosystem for email campaigns or personalized communication.
Maintain better records with automatically created contacts that include complete appointment details, not just basic information.
Scale effortlessly as your appointment volume grows - the automation handles 10 or 10,000 new contacts with equal reliability.