Move Your Service Menu Into Acuity and Check Every Field
You have a service menu somewhere else: a spreadsheet, an old booking tool or a price list on your website. You need each service to exist in Acuity Scheduling as an appointment type, with the same name, length, price and place. The work is simple. The risk is a small mismatch, such as a 90-minute service saved as 60 or a massage attached to the wrong calendar, that clients find before you do.
This guide produces two things: a completed comparison table showing each old service next to its new Acuity appointment type, and a list of discrepancies you approve before anything is changed.
Before you start
Gather these first:
- The source menu, exported or open in a tab: name, duration, price, description, category and where the service happens.
- Your Acuity calendars. Each calendar is a separate set of bookable hours, and businesses with multiple staff or locations can create one per person or site. Know which calendars should offer which services.
- Your account currency. Acuity sets this under Payments > Currency, and one account cannot use multiple currencies. If you take payments through Square, the Acuity currency must match the Square currency or payments fail.
- Your payment rule. Under Payments > Payment at Booking, the “Use the same method for all appointment types” toggle is on by default. Turn it off only if some services need a different payment option.
Create each service natively in Acuity
Acuity’s help page (Add or edit services on your scheduling page) describes the setup:
- Click New Type of Service.
- Fill the required fields: service name, duration and the calendars that offer it.
- Add optional fields as needed: description, price, category, image, intake forms and whether the service is private.
- Save. To change it later, find the type in the Appointment Types panel, click Edit, then Save.
Watch these details:
- Duration is entered in minutes, from 1 to 1440. Convert “1.5 hours” to 90 and “half day” to a specific number before you type.
- A later duration change applies to new and existing appointments of that type, so get it right before clients book.
- Price can be left blank, which lets clients book without paying. A blank price should be a decision, not an omission.
- A later price change applies only to appointments booked after the change (Changing appointment type prices).
Locations
If different services happen in different places, first turn on per-type locations: Scheduling Page > Settings, check Set locations for appointment types, then Save Changes. After that, edit each appointment type and choose an existing location or Create new location from the Location dropdown (Using appointment locations).
The location appears on the client’s confirmation page, in calendar invitations and anywhere the %location% email tag is used. If both the calendar and the appointment type could supply a location, Acuity uses the highest-ranked one on its precedence list, so check what clients actually see. A video conference integration sets the meeting link as the location. For home visits, an intake form can collect the client’s address.
The comparison table
Illustrative example. The business, services and values below are invented to show the format.
| Source service | Source duration | Source price | Source location | Acuity name | Acuity duration (min) | Acuity price | Acuity calendar / location | Status |
|---|---|---|---|---|---|---|---|---|
| Deep Tissue Massage | 1.5 hr | $120 | Downtown studio | Deep Tissue Massage | 60 | $120 | Downtown / Downtown studio | Duration mismatch |
| New Client Consult | 30 min | Free | Video call | New Client Consultation | 30 | (blank) | Online / Video link | Name differs — confirm wording |
| Couples Session | 60 min | $200 | Eastside studio | Couples Session | 60 | $200 | Downtown / Downtown studio | Wrong calendar and location |
Each row answers one question: would a client booking this Acuity type get the same service they would have booked from the old menu? Mark every difference, even ones you plan to accept, such as a deliberate rename.
Verification checklist
Check each appointment type against the source before you publish or share links:
- Name matches, or the change is intentional and recorded.
- Duration converted to minutes correctly (hours × 60).
- Price matches, and any blank price is deliberate.
- Currency in Payments matches your source prices and, if used, your Square account.
- Calendars offering the type are the right staff or sites.
- Location shown to the client is correct, given calendar-versus-type precedence.
- Payment option matches the service if you set payment per type.
- Booking links open the right service. Acuity direct links can preselect an appointment type, category, calendar or location (Sharing direct links). Open each link you plan to put on your website or in emails and confirm what loads.
- Approval: someone who knows the menu signs off on the discrepancy list before edits are applied.
Using Dassi to prepare the comparison
Dassi is a browser agent that runs in the Chrome, Edge or Brave you already use, inside accounts you are signed into. It can open your source menu and your Acuity admin in tabs and fill in the comparison table for you. The browser actions run on your machine, but your configured AI provider processes the instructions and page content it needs, so decide whether that is acceptable for your service and pricing data.
A preparation prompt that reads without editing:
Compare my service menu with my Acuity appointment types. Do not change anything.
Source: [URL or open tab of the old menu]
Target: Acuity Appointment Types panel (I'm logged in).
For these services: [Service A], [Service B], [Service C]
1. Read name, duration, price, description and location from the source.
2. Open each matching Acuity appointment type in edit view and read the same fields,
plus the calendars that offer it. Do not click Save.
3. Convert all durations to minutes before comparing.
4. Return a table: source value, Acuity value, and status (match / mismatch / missing).
5. List every mismatch separately, with the exact field and both values.
6. Note the account currency shown under Payments > Currency.
Stop after reporting.Review the output against the checklist yourself. The agent reads what is on the page; you decide which differences are intentional and approve changes before anything is edited. If you run the same check again after later menu updates, you can save it as a workflow and review its run history. Covering an already-operating business across several sites is a separate audit job.
Next step
Pick three services from your old menu, including one with an unusual duration and one with a specific location. Ask Dassi to compare them with their Acuity setup and report discrepancies before you edit anything. Then fix what the report shows, approve it, and repeat for the rest of the menu.
Install Dassi for Chrome. New accounts get 7 days of free credits with no card.