We are a spa and take appointment bookings using Acuity Scheduling. The forms feature in Acuity is not great so we would like to create a form using Jotform. Now the challenge is how to connect the appointment in Acuity and the form content in Jotform. I am trying to build a process where:TRIGGER: New Jotform submission ACTION: Find client profile in Acuity by matching the email address that is common in both applications ACTION: If email matches, add the details captured in Jotform into Acuity. I’m open to ideas on where the data goes. The staff would love the PDF to be attached to the latest appointment, but anything that could work would be great.Right now everything I try fails. Should something like this be possible? Thanks!

Question

Upload Jotform form to an Acuity Scheduling client profile, using email as the unique ID

Forum|Forum|1 year ago
January 23, 2024
1 reply
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AR-OM
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We are a spa and take appointment bookings using Acuity Scheduling. The forms feature in Acuity is not great so we would like to create a form using Jotform. Now the challenge is how to connect the appointment in Acuity and the form content in Jotform.

I am trying to build a process where:

TRIGGER: New Jotform submission
ACTION: Find client profile in Acuity by matching the email address that is common in both applications
ACTION: If email matches, add the details captured in Jotform into Acuity. I’m open to ideas on where the data goes. The staff would love the PDF to be attached to the latest appointment, but anything that could work would be great.

Right now everything I try fails. Should something like this be possible?

Thanks!