| | $20/month (Emerging, $16/month annual) |
| No free plan (14-day trial available) | No free plan (7-day trial) |
| | |
Manage projects and tasks | Fully flexible project and task setup you can shape to your workflow | Projects are not supported |
Project roles and permissions | Control exactly who can view or edit each part of a project | Projects are not supported |
| Unlimited boards to run parallel workflows in the same project | Task boards are not supported |
Embeddable project boards | Live project boards embedded into client portals or websites | Project boards are not supported |
| Read-only public links for sharing progress without risk | Project boards are not supported |
Project stages and milestones | Define custom project lifecycles for different types of work | Project stages and milestones are not supported |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | Limited to payment collection only |
Custom project data fields | Track, sort, filter, and report on custom project data | Projects are not supported |
| Drag-and-drop tasks across customizable columns | Kanban boards are not supported |
| Bulk-edit tasks like a spreadsheet | Task tables are not supported |
| Clean task lists with clear hierarchy | Task lists are not supported |
| See tasks and deadlines on a calendar | The calendar shows appointments only, not projects or tasks |
| Plan work visually with task order and dependencies | Gantt charts are not supported |
| Break work down into multiple nested levels | Tasks and subtasks are not supported |
| Turn emails into tasks without manual copying | |
| Keep discussions tied directly to each task | Task comments are not supported |
| Store files directly on the task they belong to | |
| Define priority levels that fit your workflow | Task prioritization is not supported |
Task labels & color coding | Use unlimited labels to visually organize tasks | Color labels apply to appointments, not tasks |
| Assign tasks to one or multiple teammates | Multiple assignees are not supported |
| Reuse task-level structures across projects | Task templates are not supported |
| Control access at the individual task level | Task-level permissions are not supported |
| Prevent work from starting out of order | Task dependencies are not supported |
| Automate repeating work with flexible schedules | |
| Add task-level fields for tracking custom details | |
| Easily track time using timers or manual entries | Time tracking is not supported |
| Log time directly against tasks and subtasks | Task tracking is not supported |
| See time spent per project and per client | Project tracking is not supported |
| Clearly separate billable and non-billable time | Billable time tracking is not supported |
| Turn tracked time into invoices without extra steps | Invoicing is not supported |
| View detailed time reports by task, project, or client | |
| See how each team member tracks their time | Team timesheets are not supported |
Create and send proposals | Create proposals clients can review, approve, and sign in one flow | Acuity is for scheduling only |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | Proposals are not supported |
Reusable proposal templates | Reuse proven proposal layouts across clients | Proposals are not supported |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | Proposal analytics are not supported |
Live messenger on proposals | Answer questions directly while clients review proposals | Proposal messaging is not supported |
| Move from proposal to contract, invoice, or booking automatically | |
Convert proposal to invoice | Create invoices directly from approved proposals | Proposals and invoices are not supported |
| Offer upsells and add-ons directly inside proposals | Proposal pricing packages are not supported |
Interactive pricing tables | Let clients choose options before approving | |
Dynamic data and variables | Auto-fill proposal content with client and project data | |
| Automatically expire proposals after a set date | |
| | |
| Create reusable proposal sections you can reuse on demand | |
Legally binding e-signatures | Collect secure electronic signatures on proposals | |
Custom proposal data fields | Create custom proposal data you can sort, filter, and report on | Proposals are not supported |
Create and sign contracts | Create, send, and sign contracts in one continuous flow | Acuity is for scheduling only |
Drag-and-drop contract builder | Create fully custom contracts with flexible layouts, no code or formatting limits | Intake forms can be built visually |
Legally binding e-signatures | Collect secure signatures with audit trails and signer verification | E-signatures are not supported |
Multi-signature / signees | Collect signatures from multiple people on the same contract | Contracts are not supported |
Reusable contract templates | Reuse contract structures to create new agreements faster | Contracts are not supported |
Auto-reminders automation | Automatically follow up until contracts are signed | Contract reminders are not supported |
| Auto-fill contract content with client and project data | Contracts are not supported |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | Automation is limited to booking and payment events |
| See when contracts are opened and reviewed | Booking and payment notifications are supported |
PDF download with signature certificate | Download signed contracts with official proof of signature | Contracts are not supported |
Custom signer data fields | Collect structured signer information during signing | Contracts are not supported |
Custom contract data fields | Create custom contract data you can sort, filter, and report on | Contracts are not supported |
Create invoices and get paid | Send invoices and collect payments in one connected flow | Invoicing with payment processing |
| Match invoices to your brand with custom logos, colors, and layout | Logo only, fixed template layout |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | Fixed templates, no layout control |
| Edit pricing, quantities, descriptions, and structure freely | |
Item or invoice discounts | Apply discounts at the item or full invoice level | Invoices are not supported |
| Create tax rules that match your location and use case | Invoices are not supported |
| Accept bank transfers for lower-fee payments | ACH support depends on the connected payment processor |
| Accept credit and debit cards instantly | You can collect payments via Stripe during booking |
| Collect in-person payments when needed | You can collect payments via Square during booking |
| Let clients pay using PayPal | You can collect payments via PayPal during booking |
Flexible partial payments | Collect deposits and split payments across milestones | You can require deposits for appointments |
| Break invoices into scheduled installments | Deposits are supported, scheduled installments are not |
Automated recurring invoices | Automatically send invoices on a recurring schedule | Recurring invoices are not supported |
| Manage ongoing client subscriptions and billing | Recurring appointments are supported, not subscriptions |
Automated payment reminders | Follow up automatically until invoices are paid | Payment reminders tied to bookings are supported |
Reusable invoice templates | Reuse invoice layouts without rebuilding each time | Invoices are not supported |
Multiple currency support | Bill clients globally in their local currency | Currency support depends on the payment processor |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | Automation is limited to booking and payment events |
| See when invoices are opened and paid | Booking and payment notifications are supported |
Built-in expense tracking | Track project-related costs alongside invoices | Expense tracking is not supported |
| Collect upfront payments before work starts | Deposits can be required to confirm bookings |
Auto-invoice billable time | Turn tracked time into invoices automatically | Time tracking is not supported |
Custom invoice data fields | Create custom invoice data you can sort, filter, and report on | Invoices are not supported |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | A unified client inbox is not supported |
| Connect and manage all your email accounts in one place | Emails are sent by Acuity, inbox sync is not supported |
| Add real-time chat to your website and client portals | Live chat is not supported |
| Message teammates privately without leaving your workspace | Direct messaging is not supported |
Contextual project conversations | Keep conversations tied directly to the project they belong to | Projects are not supported |
| Create shared spaces for team-wide discussions | Team chat is not supported |
| Organize channels by team, topic, or workflow | |
| Notify teammates instantly inside conversations | @mentions are not supported |
| See when messages are read | Messaging is not supported |
| Share files directly inside conversations | Chat and file sharing are not supported |
| Collaborate on incoming emails as a team | |
| Access and respond to messages on mobile | |
| Reply from your email client and keep conversations synced | |
| Keep all client and project files in one organized place | File storage is not supported |
Advanced folder organization | Organize files by project, client, or structure you choose | No file storage in Acuity |
| Control who can view or edit folders | No file storage in Acuity |
| Group files by person when needed | No file storage in Acuity |
| Keep files scoped to each project | No file storage in Acuity |
| Preview files instantly without downloading | No file storage in Acuity |
| Capture file metadata you can sort and filter | Custom fields are supported only in intake forms and client records |
| Create and edit documents directly inside Plutio | |
Comments on files and docs | Leave comments directly on files and documents | No file comments in Acuity |
| Move, tag, or manage many files at once | No file storage in Acuity |
| Find files quickly using search and filters | |
| Sync files with Google Drive or Dropbox | |
| Restrict access with permissions or passwords | No file sharing in Acuity |
| Share files externally with controlled access | No file sharing in Acuity |
| Let clients book meetings directly without back-and-forth emails | Full-featured booking system |
| Build a fully branded, customizable booking system using a drag-and-drop editor | Booking pages can be branded |
Advanced availability management | Define flexible availability rules applied automatically to bookings | Availability rules per calendar and appointment type are supported |
| Add buffer time automatically between meetings | Buffer times between appointments are supported |
| Create unlimited booking types with different rules and setups | Multiple appointment types are supported |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | External calendar sync is supported |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | Confirmation emails and reminders can be customized |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | Redirects after booking are supported |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | Automation is limited to booking and payment events |
| Send automatic reminders without manual follow-ups | Automatic appointment reminders are supported |
Automatic timezone detection | Handle timezones automatically without manual adjustments | Timezone handling is supported |
Paid appointments (Stripe/PayPal) | Collect payments during booking without extra steps | Stripe, Square, PayPal at booking |
| Build booking forms with full control over questions and layout | Intake forms can be customized |
Minimum notice / daily booking limits | Set booking limits to control lead time and daily volume | Booking limits and notice rules are supported |
Rescheduling and cancellation controls | Define flexible rules for rescheduling and cancellations | Clients can reschedule or cancel |
Automated workflows builder | Build advanced workflows visually without code or rigid templates | |
| Start workflows from real events across projects, clients, and payments | Automation exists only around bookings and emails |
| Run workflows on schedules you control, not fixed intervals | Recurring workflows are not supported |
| Chain multiple actions into one continuous automation | Multi-step workflows are not supported |
| Create conditional paths instead of one-size-fits-all flows | Branching logic is not supported |
| Add precise timing between steps, down to minutes or days | Delays are limited to reminders |
| Create, update, or move records automatically across the system | Tasks, projects, and invoices are not supported |
| Reorganize work automatically without manual cleanup | Appointment types can be duplicated |
| Automatically archive or remove records based on rules | Appointments can be deleted |
| Trigger or receive real-time events from external systems | API and webhooks are supported |
| Send automated emails tied to real workflow events | Emails can be sent based on booking events |
| Add notes or comments automatically where work happens | |
| See exactly what ran, when, and why | Basic activity logs are supported |
| Pass data between steps dynamically without manual mapping | Variables work in emails and forms |
| Run workflows that span projects, tasks, proposals, invoices, and more | Only scheduling modules are supported |
| Build fully branded forms that match your workflow and client experience | Unlimited custom intake forms |
Drag-and-drop form builder | Design forms visually with full layout control, no code required | Intake forms can be built visually |
| Reuse form structures without rebuilding from scratch | Form templates can be reused |
| Collect structured data you can sort, filter, and report on | Custom fields are supported only in intake forms and client records |
| Show or hide fields based on responses, not static forms | Conditional logic is limited |
Instant email notifications | Get notified immediately when forms are submitted | Submission notifications are supported |
| Trigger automated workflows when a form is submitted | Automation is limited to booking and payment events |
| Embed forms anywhere without layout restrictions | |
Advanced field preferences | Control required, hidden, and default field behavior | Field behavior options are limited |
Comprehensive field types | Collect text, files, dates, selections, and more | Common field types are supported |
| Collect legally binding signatures directly inside forms | Signature fields are not supported |
| Accept file uploads as part of form submissions | File uploads as managed files are not supported |
Redirect after submission | Send submitters to a custom next step, not a fixed thank-you page | Redirects after submission are supported |
| Manage contacts and companies in one connected system | |
| Track organizations, not just individual contacts | Company records are not supported |
Custom contact data fields | Collect and manage structured contact data you define | Custom fields exist for contacts only |
Complete activity timeline | See every interaction with a client in one place | Activity history is limited to bookings |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | Contact tagging is supported |
Comprehensive knowledge base | Create an internal wiki for processes, docs, and guides | A knowledge base is not supported |
Beautiful rich text pages | Write structured, formatted content without complexity | |
| Build deep knowledge hierarchies without limits | |
Granular page permissions | Control exactly who can view or edit each page | |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | Acuity has no custom dashboards |
Drag-and-drop dashboard builder | Design dashboards visually with full layout control | No dashboard builder in Acuity |
| Visualize data with customizable charts | |
| Track key numbers without manual reporting | |
| Monitor progress toward defined goals | |
| Add contextual notes directly to dashboards | |
| View upcoming events alongside work and metrics | |
| Track revenue and expenses in the same view | |
| Run the entire platform under your brand | |
| Apply your brand colors across the system | Admin interface theming is not supported |
| Fine-tune styling beyond basic theming | Custom CSS is not supported |
Custom login/signup pages | Use branded authentication pages instead of generic screens | Custom login pages are not supported |
| Send all system emails with your branding | Email branding is supported |
| Use your own fonts throughout the platform | |
| Replace all platform logos with your own | Logo can be added to booking pages |
| Run everything on your own domain | |
| Send emails from your own email infrastructure | |
| Embed Plutio directly into your website or product | |
| Shape the platform to match how your business works | Acuity has fixed structure |
| Add, remove, or reorder navigation items freely | Navigation customization is not supported |
| Show different navigation for different roles | User-based menus are not supported |
| Create role types beyond preset permissions | User roles are limited to scheduling permissions |
Advanced user permissions | Control access at a granular level | Permissions apply only to scheduling access |
| Support enterprise-grade single sign-on | SSO is available on higher plans |
| Integrate with external systems without lock-in | Direct Stripe, Square, PayPal |
| Connect to thousands of apps without custom code | Zapier integration is supported |
| Build advanced automation scenarios visually | Make integration is supported |
| Connect services without usage-based limits | |
| Build custom integrations with full system access | REST API access is supported |
Incoming & outgoing webhooks | Send and receive real-time events | |
| Access your business from native mobile apps | |
| | |
| Full-featured Android app | |
| Native macOS app for desktop workflows | A native desktop app is not supported |
| Native Windows app for desktop workflows | A native desktop app is not supported |