Acuity
Overview of your Acuity menu
How to set up new appointment types - coaching session example
How to set up workshops, coupons, intake forms, and packages
Notes about setting up workshops:
All workshops go onto your “Laura McKinzie Workshops Calendar”
You and all participants will use the same Zoom link to attend: https://us02web.zoom.us/j/3879184552?pwd=Wk44RlNKTVZsK3ZzZ0o4WFRuUzNsQT09
Here's what that process would look like when you set up a workshop as a “new appointment type,” just make sure you offer it as a class and select the "Workshops Calendar" from the dropdown list to generate the same Zoom link:
For existing workshop, click on the pencil to edit; for new workshops, click on “Offer Class” to set up a time and calendar type
For all workshops, add them to the “Laura McKinzie Workshop Calendar” and all participants will get the same Zoom link in their email confirmation and the event should automatically go on your Google Calendar with the Zoom link
How to test a coaching package using a free coupon
Squarespace Events page
After set up in Acuity, how to add it to your Squarespace Events list
Tips:
When creating a new event, make sure you select yourself as the author in the drop-down (not “Daniela Pelton”) before you hit save
Flodesk
How to create and duplicate email templates, use segments, and create a workflow to send out automatic emails
We covered overview of your webpages, how to edit ecommerce email notifications, Squarespace taxes, how to add a Squarespace event and link to outside site
Events Strategy
I recommend using the following three platforms for your event needs:
Squarespace Events page- for indirect events, and short workshops
This is built into your site at no extra cost to you
Enter events here that don't require direct payment to you such as events hosted by SWIHA
How to use it:
For any new event, enter info on your "Events list" page and they will automatically populate on your "Events" page
Acuity- for coaching, classes, & gift cards
After booking, customer gets an email confirmation with a link to add event to their calendar
Client payment methods: Both Stripe & Paypal
What to use it for:
Best to use for individual coaching and coaching packages because it integrates with Zoom and your own digital calendar
It allows clients to book a coaching package by giving them a voucher code that is redeemable for the # of sessions in the package
You can also set an expiration date
Can also be used to create gift cards and gift coaching packages in case you want to offer this in the future
Also good for short-term events that start and end at a specific time, 9am-5pm for example
How to use it:
Set up new appointment types directly in Squarespace by clicking on "Scheduling" in the main menu
Wetravel.com- for direct events hosted by you and paid to you, good for retreats that need room reservations
It's kind of like the capabilities of Airbnb but for retreats!
Client payment methods: by credit card or by bank transfer
View the pricing here to see how much they charge per transaction
You can transfer funds instantly to your bank account! Use it anywhere Visa is accepted, with no monthly fees, sign-up fees, or annual fees.
What to use it for:
You can set up a deposit $ amount (no % option available), limit to the # of participants, dates, and room size options for multiple price points
You can create a pricing package to create a "single room" or "double room" option, along with different deposit amounts & room availability limits
Best for overnight and multi-day retreats that will need room size options and varying price
For any new event, enter the info in directly this booking site and it will automatically populate on your "Events" page in a list overview format
Each event will have a button, when someone clicks it will take them to a new external booking page where they can see the full description of the event and book their spot