OneLocal directly integrates with Acuity by securely connecting your account to your OneLocal dashboard! Once the integration is set up and configured, a LocalReviews request will be automatically sent to the customer's phone or email address when one of four actions is completed in Square:
- An appointment is completed
Connecting Acuity and Configuring Review Request Workflows
Click "Settings"
Click "Integrations"
Under the Connected Accounts tab, click "Connect" next to Acuity. Note: You should be logged into your Acuity account in another browser tab before clicking “Connect”.
5. Follow the prompts to authenticate/sign in and connect your Acuity account.
Authentication Part 1
Authentication Part 2
Authentication Part 3
Note: Acuity may require 2-Factor Authentication when trying to connect from an unknown device or location.
Note: You can Disconnect the integration using the corresponding button from the Connected Accounts page.
6. Once connected you will be able to set up Workflows to define which actions in Acuity will trigger review requests from OneLocal.
Note: You must wait a few moments for your account information to sync before you create Workflows in the next step.
7. Click the "Workflows" tab to choose and configure which triggers will be used to send review requests.
8. Click "Add Workflow"
9. Select "Send LocalReview survey request after a service is completed" and click "Next"
10. Select the integration "Acuity" and click "Next"
11. Name your workflow (For example: Acuity Completed Appointment to LocalReviews)
12. Select the survey template you would like to use to send to your customers.
13. Select the Delivery Method (Email/SMS) and Preferred Delivery Method based on Contact availability.
14. Choose the date and time the review request should be sent (Note: it is set to Weekdays from 9:00am - 5:00pm by default)
15. Optional: You may add a delay for the request (Note: there is a 15-minute delay by default before a review request is sent to prevent accidents. Therefore, the minimum delay cannot be less than 15 minutes)
16. Click "Save" to save and launch your Workflow.
Tracking Review Requests
After a review request has been triggered and sent, its details will be reflected in LocalReviews>Requests section for reference.
If you click on the review request Date Sent, a pop-up will provide details on the review request.
Have any questions about this integration or require help connecting or configuring your any of your workflows? Please contact your marketing specialist, contact us via the Web chat in OneLocal or email support@onelocal.com.