How To Integrate Trello With Acuity Scheduling
- Create Accounts: Sign up for both Trello and Acuity Scheduling if you haven't already.
- Access Integrations: Go to the Acuity Scheduling dashboard and find the integrations section.
- Select Trello: Look for Trello in the list of available integrations.
- Authorize Connection: Click to connect and authorize Acuity to access your Trello account.
- Set Up Triggers: Choose what actions in Acuity will create cards in Trello.
- Customize Card Details: Decide what information from Acuity will appear on the Trello cards.
- Test Integration: Schedule a test appointment in Acuity to see if it creates a Trello card.
- Adjust Settings: Modify any settings based on your test results for better functionality.
- Save Changes: Ensure all your settings are saved and the integration is active.
- Monitor Workflow: Regularly check both platforms to ensure everything is working smoothly.
