Acuity Scheduling + Refersion Integration

Integrate Acuity Scheduling to Refersion in one click, or tell Integrately AI how you want each booking handled. Create affiliates, update affiliate records, sync conversions, and track your affiliate marketing programs automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Acuity Scheduling
    Appointment is scheduled in Acuity Scheduling Instant
  • Acuity Scheduling
    Appointment is scheduled (with filters) in Acuity Scheduling
  • Acuity Scheduling
    Appointment is rescheduled in Acuity Scheduling Instant
  • Acuity Scheduling
    Appointment is canceled in Acuity Scheduling Instant
  • Acuity Scheduling
    Order is completed in Acuity Scheduling Instant
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion Instant
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2.
  • Acuity Scheduling
    Search appointment using client info in Acuity Scheduling
  • Acuity Scheduling
    Get appointment by id in Acuity Scheduling
  • Acuity Scheduling
    Create appointment in Acuity Scheduling
  • Acuity Scheduling
    Reschedule appointment in Acuity Scheduling
  • Acuity Scheduling
    Cancel appointment in Acuity Scheduling
  • Acuity Scheduling
    Customize block off time in Acuity Scheduling
  • Acuity Scheduling
    Add package code in Acuity Scheduling
  • Acuity Scheduling
    Add coupon code in Acuity Scheduling
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion

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Ready Workflows Ready Workflows for Acuity Scheduling + Refersion Integration

Create affiliates from new appointments, sync conversions, manage affiliate status changes, and track payments, all in just one click.

Most popular automationsmost-popular-automations
Acuity Scheduling + Refersion Integration

Create Refersion affiliate for new Acuity Scheduling order

When a new Acuity Scheduling order is placed, it's important to create a Refersion affiliate for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Refersion affiliate and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Refersion affiliate for every Acuity Scheduling order, you can maximize your chances of success with each customer.
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Acuity Scheduling + Refersion Integration

Create Refersion affiliate for new Acuity Scheduling appointment

To best take advantage of every new Acuity Scheduling appointment, it is essential to have a strong marketing campaign in Refersion in place. This will help ensure that potential customers are aware of the event and can easily find information about it.

By taking the time to create a robust Refersion affiliate list, businesses can maximize their chances of success with Acuity Scheduling appointment.
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Connect more apps to your Acuity Scheduling + Refersion flow

Sync your affiliate and appointment data with finance, email, and messaging tools to streamline operations and keep teams aligned. Pick a combination and activate it in one click.

Acuity Scheduling
Refersion
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
ShopifyShopify (4)
+
Google CalendarGoogle Calendar (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
A
R
S
Create a Refersion affiliate and a Stripe customer when an appointment is scheduled in Acuity Scheduling
New Acuity Scheduling appointments automatically create a Refersion affiliate and a Stripe customer, saving you from manual entry.
R
S
A
When a Refersion conversion is approved, create a Stripe charge and add a package code in Acuity Scheduling
Approved Refersion conversions automatically trigger a Stripe charge and update your Acuity Scheduling packages without manual work.
R
S
A
If a Refersion conversion is created, create a Stripe invoice and search for the appointment in Acuity Scheduling
New Refersion conversions automatically generate a Stripe invoice and locate the matching Acuity Scheduling appointment for review.
A
R
S
When an appointment is canceled in Acuity Scheduling, cancel the Refersion conversion and update the Stripe customer
Canceled Acuity Scheduling appointments automatically update your Refersion conversions and Stripe records in one step.

Supported triggers and actions for Acuity Scheduling and Refersion

Mix and match to build the exact automation you need

Acuity Scheduling
Acuity Scheduling Triggers & Actions
Instant
Appointment is scheduled in Acuity Scheduling
Triggers the automation when any appointment is scheduled
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Appointment is scheduled (with filters) in Acuity Scheduling
Triggers the automation when any appointment is scheduled, that matches criteria
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Instant
Appointment is rescheduled in Acuity Scheduling
Triggers the automation when any appointment is rescheduled
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Instant
Appointment is canceled in Acuity Scheduling
Triggers the automation when any appointment is canceled
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Instant
Order is completed in Acuity Scheduling
Triggers the automation when any order is completed
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Search appointment using client info in Acuity Scheduling
Searches for an appointment using client information
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Get appointment by id in Acuity Scheduling
Retrieves an appointment using its id
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Create appointment in Acuity Scheduling
Schedule a new appointment
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Reschedule appointment in Acuity Scheduling
Reschedules an appointment
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Cancel appointment in Acuity Scheduling
Cancel appointments with a click of a button
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Customize block off time in Acuity Scheduling
Set unavailable time periods
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Add package code in Acuity Scheduling
Adds code snippets to a package
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Add coupon code in Acuity Scheduling
Apply a coupon code at checkout
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Refersion
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
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Instant
Conversion is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
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Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
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Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
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Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
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Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
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Create affiliate in Refersion
Generates unique referral links for affiliate partners
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Search affiliate in Refersion
Searches for a particular affiliate partner
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Get affiliate in Refersion
Retrieves details of an affiliate partner
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Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
Try it →

What can you automate with Acuity Scheduling + Refersion?

Streamline your scheduling and affiliate management by automating workflows across Acuity Scheduling, Refersion, and your favorite business apps.

What you can automate?
🔗
Sync appointments with affiliate records
Automatically create a Refersion affiliate the moment an appointment is scheduled in Acuity Scheduling. Eliminate manual data entry between your scheduling and affiliate management platforms.
📝
Capture every submitted appointment detail
Map all client intake fields, package codes, and custom answers from Acuity Scheduling straight into your Refersion records. Ensure no critical information gets lost during transfer.
🔔
Alert your team instantly on new bookings
Notify your team members in real time whenever a new appointment is booked or a conversion is approved. Keep everyone informed without manual check-ins.
🔀
Route records based on submitted appointment data
Trigger different actions depending on the specific service or package selected in Acuity Scheduling. Direct VIP clients and standard bookings into customized workflows.
🔄
Keep records updated when appointments change
Automatically update your affiliate and customer records in Refersion whenever an appointment is rescheduled or modified in Acuity Scheduling.
🛡️
Prevent duplicate records across platforms
Search existing client and affiliate databases before creating new entries, ensuring your systems remain clean and free of redundant profiles.
Manage appointment cancellations and refunds
Automatically add conversion cancellations in Refersion whenever an appointment is canceled or refunded in Acuity Scheduling, keeping your accounts accurate.
💬
Extend your workflow to team communication tools
Connect Acuity Scheduling and Refersion with Slack to post instant notifications, share updates, and keep your entire organization aligned on affiliate progress.
And much more...

Who is Acuity Scheduling + Refersion integration for?

Business owners, marketers, and agency teams managing client bookings and affiliate programs use this integration to automate manual data entry and keep records perfectly aligned.

Operations managers
Operations managers
Sales team leads
Sales team leads
Agency account managers
Agency account managers
E-commerce merchants
E-commerce merchants
Customer success coordinators
Customer success coordinators
Finance directors
Finance directors
📊
Operations managers
You review weekly booking and affiliate metrics to plan growth, but delayed data updates mean your conversion reports are always a few hours behind — this integration means every new booking and affiliate record syncs instantly and your numbers stay current.
Sales team leads
You monitor new client appointments to assign follow-ups immediately, but manual tracking causes you to miss urgent booking windows — automating both apps means every scheduled appointment triggers instant record creation so your team can act without delay.
📋
Agency account managers
You provide regular progress updates to clients regarding their appointment volume and affiliate growth, but compiling spreadsheets by hand leads to bottlenecks — with this integration, every booking and affiliate update flows directly into your records so reporting is always ready.
🚀
E-commerce merchants
You manage high volumes of customer appointments and affiliate conversions daily, but manual data entry cannot keep up with peak traffic spikes — integrating these apps means every transaction and booking logs automatically without creating backlogs.
🤝
Customer success coordinators
You wait for colleagues to manually notify you when new appointments or affiliate accounts are created, causing delays in onboarding clients — automating both apps means every scheduled booking and new affiliate lands in your system immediately so you can start onboarding right away.
🔍
Finance directors
You audit appointment billings and affiliate payouts regularly, but manual record-keeping leaves missing entries and mismatched transaction histories — this integration means every order and affiliate conversion is logged accurately and your audit trail remains complete.
Our team

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Why choose Integrately to automate Acuity Scheduling + Refersion

Build and manage your Acuity Scheduling + Refersion automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Acuity Scheduling + Refersion with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Acuity Scheduling to Refersion?
Frequently Asked Questions
You can connect Acuity Scheduling and Refersion instantly using 1-click ready workflows on Integrately. Choose a template, authorize your accounts, and let Integrately AI handle the setup.
Can I automatically create Refersion affiliates when new appointments are booked in Acuity Scheduling?
Frequently Asked Questions
Can I connect Acuity Scheduling, Refersion, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Acuity Scheduling and Refersion?
Frequently Asked Questions
How does Acuity Scheduling handle appointment data during integration?
Frequently Asked Questions
How does Refersion track conversions with Acuity Scheduling?
Frequently Asked Questions
Do I need coding skills to automate Acuity Scheduling and Refersion?
Frequently Asked Questions
Is the Acuity Scheduling and Refersion integration free?
Frequently Asked Questions
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You Can Also Connect Acuity Scheduling or Refersion With 1500+ Other Apps

Acuity Scheduling
Popular Acuity Scheduling Integrations
Connect Acuity Scheduling with CRM, video conferencing, and email marketing tools to manage client relationships and streamline your booking pipeline.
Refersion
Popular Refersion Integrations
Sync Refersion with analytics, billing, and communication platforms to track affiliate performance and optimize your marketing campaigns.
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Refersion Integrations arrow right
No popular apps found