Categories / Scheduling & Appointments
Acuity Scheduling: Gentle Frog bookkeeping — self-booking + pay-at-book across time zones
Bookkeeping clients self-book and pay at booking across time zones — no reminder chase, no invoice chase for the session fee.
CostAcuity Scheduling (Squarespace)Gentle Frog bookkeeping — qualitative "way less admin"; pay-at-book; reminders; Mailchimp add; used since 2017. No hard hour metric on the page.
BusinessGentle Frog (Rachel Barnett; bookkeeping + QuickBooks training; discovery calls and 1:1 training)
StatusNew✓ Setup guide
Added2026-10-14
SourceWeb View original ↗
- Task
- stop email calendar juggling and chasing training payments
- Result
- qualitative — "way less time on admin"; no forgotten reminders; pay at booking so no chase; discovery calls auto-add to Mailchimp; used since 2017 (no hard hours metric published)
- Tools
- Acuity Scheduling (appointment types/pricing, reminders, payments, Google Calendar sync, Mailchimp add)
- Setup
- create discovery + training appointment types with rules/pricing → embed booking → require payment on training bookings → sync Google Calendar → auto-add discovery bookers to Mailchimp
Step-by-step setup guide + copy-paste prompt
Recipe (paths from Acuity Scheduling Help Center)
- Create appointment types. Make one per service (discovery call, monthly close review), each with its own duration and price.
- Take payment at booking. Go to Payments → Payment at Booking. Toggle off Use the same method for all appointment types, choose full payment or a deposit for each type, then Save. This needs Stripe, Square or PayPal connected.
- Turn on reminders. In client email notifications, enable up to three reminders per appointment, for example 24 hours ahead. Text reminders need the Standard plan or higher.
- Add clients to your newsletter. Connect Mailchimp in Integrations. Create an intake form with an opt-in question, assign it to your discovery-call type, and choose your audience as the subscribe field.
- Share one link. Share your scheduling page link. Acuity shows times in each client's time zone.
Copy-paste prompt
Write the confirmation email and 24h reminder for a {{minutes}}-minute bookkeeping session.
Include Zoom/link placeholder, what to prepare (bank CSV, questions), and reschedule policy.Sources
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