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User Guides
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What’s New
Getting Started
Introduction to OnceHub
Signing Up With OnceHub
Your OnceHub Trial Account
Joining Your Organization's OnceHub Account
Introduction To OnceHub
OnceHub Service and Support Information
Using OnceHub from Your Mobile
Profile Management
Account Access and Password Recovery
Managing Your Profile in OnceHub
Availability
Configuring Profile-Level Availability for Booking Calendars
How to Block Availability for One-Time Events
How to Block Availability for One-Time Events From Your Calendar
How to Block Availability for One-Time Events in OnceHub
How to Extend Your Availability for One-Time Events
How OnceHub Protects the Guest's Time Selection During the Booking Process
Booking Calendar User Notifications
User Integrations
Basics of User Integrations
How Busy Time from Your Connected Calendar is Used to Manage Availability
Connecting Your Productivity Suite and Standalone Integrations
Connect Your Video Conferencing App
Connecting a Secondary Calendar
What You Need to Know Before Disconnecting Your Calendar
Zoom: Custom Dial-in Numbers
How to Manage User Integrations for Other Users
Google Calendar Connection
Connect OnceHub to Your Google Workspace
Managing Your OnceHub Integration With Google Workspace
How to Workaround the Google Calendar Quota
Troubleshooting Gmail Integration & Notification Issues
MS Office 365 Calendar Connection
Connect OnceHub to Your Microsoft Office 365
Managing Your OnceHub Integration With Microsoft Office 365
Approving Permissions for Microsoft 365 Administrators
Troubleshooting Microsoft 365 Email Integration & Notification Issues
Exchange Outlook Calendar Connection
Connect OnceHub to Your Exchange/Outlook Calendar
Managing Your OnceHub Integration With Microsoft Exchange Calendar
How to Determine the EWS URL
Testing Exchange connectivity
iCloud Calendar Connection
Connect OnceHub to Your iCloud Calendar
Managing Your OnceHub Integration With iCloud Calendar
Browser Extension
Introduction to OnceHub for Gmail
Installing OnceHub for Gmail
Uninstalling OnceHub for Gmail
Sending one-time links using OnceHub for Gmail
Sending Personalized links using OnceHub for Gmail
OnceHub for Gmail FAQs
Security Best Practices
Google Meet Security Best Practices
Microsoft Teams Security Best Practices
GoTo Meeting Security Best Practices
Webex Meetings Security Best Practices
Zoom Security Best Practices
Account Administration
User Management
User Management and Seats
User Roles and Their Permissions
User Roles Overview
User Attributes
Introduction to User Attributes
How to Configure User Attributes
Objects and Properties
Introduction to Objects and Properties
When to Use Object Properties
Managing Object Properties
Booking Calendar Templates
Introduction to Booking Calendar Templates
How To Create and Manage Templates
Getting Started Quickly Using Templates
Centralized Control with Automatic Updates
How to Enforce Templates
Total Governance: Enforcing Standardization, Compliance and Control
Locations and Rooms
Location and Rooms
Booking Calendar Room and Resource Scheduling
Offering Multiple Meeting Locations Per Time Block
Account Permissions
Managing Account Permissions
Product
Booking Calendars
Introduction to Booking Calendars
Introduction to Booking Calendars
Configuring Your First Booking Calendar
How To Use Templates With Booking Calendars
Image Gallery
Booking Settings
Booking Calendar Meeting Durations
Booking Calendar Meeting Types
Booking Calendar Meeting Distribution Options
Booking Calendar Workload Management
Setting up Booking Calendar Team Scheduling Scenarios
Configuring Availability for Specific Booking Calendars
Do You Need Group Sessions Or Concurrent Sessions?
Booking Calendar Group Sessions
Group Sessions in Team Scheduling Scenarios
Booking Calendar Concurrent Sessions
Concurrent Sessions in Team Scheduling Scenarios
Hosting High Attendance Webinars With OnceHub
Booking Calendar Timeframe and Timeslot Preferences
How To Localize Your Booking Calendar
Booking With Approval
Booking Forms
Booking Calendar Booking Forms
Collecting Email and Mobile Phone Number: What You Need To Know
Mapping Booking Calendar Questions to Object Properties
How to Pass Booking Data using Hidden Fields
Booking Calendar Redirect
Notifications
Booking Calendar Guest Notifications
Calendar Events in Booking Calendars
Sharing and Embedding
Share and Embed Your Booking Calendar
How To Design a Page for Your Booking Calendar
How to Embed Your Booking Calendar on Your Website
Adding Video Backgrounds To Booking Calendars And Booking Hubs
Prefilling Guest Information in Your Booking Calendar
How to Quickly Create Ad Hoc Multi-Host Meetings
Adding UTMs to Your Booking Calendar
URL Parameters: Syntax and Processing Rules
How to Override the Guest Time Zone on Your Booking Link
Using Booking Calendars with Chatbots and Routing Forms
How to Share Your Booking Link As a QR Code
Phone Booking
Introduction to Phone Booking
How to Assign a Phone Number to Your Booking Calendar or Booking Hub
When to Use Phone Booking for Scheduling
Booking Calendar Scheduling Experience: Phone Vs. Web
Understanding Call Forwarding to Your Phone Booking Number
Using Call Forwarding to Turn Missed Calls into Booked Appointments
Using Phone Booking as Your Phone Scheduling Agent
Using Phone Booking to Offer a Conversational Scheduling Experience
Optimizing the Phone Booking Experience
Booking Calendar Settings not Supported in Phone Booking
Compliance and Control for Phone Booking
Call Recording Compliance Guidance for Phone Agent
Booking Hubs
Introduction to Booking Hubs
Introduction to Booking Hubs
Configuring Booking Hubs
How to Group Booking Calendars with Booking Hubs
How to Filter Your Booking Hubs with User Attributes
How Booking Hub Filters Impact Team Availability
How To Prefill Guest Information Using Booking Hubs
Routing Forms
Introduction to Routing Forms
Introduction to Routing Forms
Creating a Routing Form
Adding Questions to Your Routing Form
Routing Your Interactions in Routing Forms
Contact and Data Management
Mapping Routing Form Questions to Object Properties
Assigning Contacts Captured Through Routing Forms to Users
Updating The Status of Contacts Captured Through Your Routing Form
Notifications
Setting Up Alerts in Your Routing Form
Phone Screening
Phone Screening Agent
How to Assign a Phone Number to Your Routing Form
Hand Off to Human
Getting Started with Instant Calls in Routing Forms
Offering Scheduling in Your Routing Form
Sharing and Embedding
Sharing Your Routing Form as a Standalone Page
Embedding Your Routing Form on Your Website
Prefilling Questions in Your Routing Form
Redirecting Guests to an External Website from Routing Forms
Adding Routing Forms to Your ClickFunnels Website
Adding Routing Forms to Your GoDaddy Website
Adding Routing Forms to Your HubSpot Website
Adding Routing Forms to Your Leadpages Landing Page
Adding Routing Forms to Your Squarespace Website
Adding Routing Forms to Your Unbounce Landing page
Adding Routing Forms to Your Weebly Website
Adding Routing Forms to Your Wix Website
Adding Routing Forms to Your WordPress Website
Chatbots
Introduction to Chatbots
Introduction to Chatbots
Creating a Chatbot
Adding Questions to Your Chatbot
Adding Messages to Your Chatbot
Routing Your Interactions in Chatbots
Legal and Compliance
Hand Off to Human
Getting Started with Instant Calls in Chatbots
Offering Instant Video Calls with Your Chatbot
Offering Scheduling in Your Chatbot
Offering Live Chat with Your Chatbot
Monitoring And Barging Into Live Chats
Sharing and Embedding
Sharing Your Chatbot as a Standalone Page
Embedding Your Chatbots on Your Website
Sharing Files In Live Chat
Adding Chatbots to Your ClickFunnels Website
Adding Chatbots to Your GoDaddy Website
Adding Chatbots to Your Hubspot Website
Adding Chatbots to Your Leadpages Landing Page
Adding Chatbots to Your Squarespace Website
Adding Chatbots to Your Unbounce Landing Page
Adding Chatbots to Your Weebly Website
Adding Chatbots to Your Wix Website
Adding Chatbots to Your Wordpress Website
Notifications
Setting Up User Notifications for Your Chatbot
Enabling Google Chat Notifications for Live Engagements in Chatbots
Enabling Microsoft Teams Notifications for Live Engagements in Chatbots
Enabling Slack Notifications for Live Engagements in Chatbots
Contact and Data Management
Contacts in Chatbots
Assigning Contacts Captured Through Chatbots to Users
Updating The Status of Contacts Captured Through Your Chatbot
Automatically Reaching Out to Website Visitors
Automatically Reach Out to Your Website Visitors with a Chatbot
Defining Audiences for Your Website Visitors
Targeting an Audience with Chatbots
Customizing the Design of your Automatic Reach Out Bots
Installing Automatic Reach Out on Your Website
AI-Powered Chatbots
Engage with visitors using an AI conversation
Generic AI Instruction Template
AI Instruction Template for Business Consulting
AI Instruction Template for Coaching
AI Instruction Template for Education
AI Instruction Template for Finance
AI Instruction Template for Real Estate
AI Instruction Template for Wellness
How To Create An AI Agent
How To Use AI Agents Within Your Chatbots
Defining Your AI Agents Conversation Guidelines
How To Manage Knowledge Sources For AI Agents
How to Monitor and Barge into AI Conversations
Activities Analytics
Activity Management
Meeting Management
Cancelling Meetings Made with Booking Calendars
Reassigning Meetings Made with Booking Calendars
Rescheduling Meetings Made with Booking Calendars
Allowing for Meeting Overlaps with Booking Calendars
Managing Guest Activities
Exporting Your OnceHub Activities
Filtering Your OnceHub Activities
Phone Booking Conversation Summary and Recording
Understanding Test Activity Behavior in Chatbots and Routing Forms
Alert Center
Reporting Analytics
Where Are My Guests Booking From
Booking Analytics
Capacity Planning for Optimizing Staffing Level
Contact Management
Introduction To Contacts In OnceHub
The Contacts Page
Managing Contacts In OnceHub
How To Import And Export Contacts In OnceHub
The Contact Detail Page
How Contacts Are Identified In OnceHub
How OnceHub Handles Duplicate Contacts
Scheduling Without An Email: What You Need To Know
Account Integrations
Automation
API & Webhooks
API Key Security & Management
Creating and Managing Webhooks via OnceHub
Custom Booking Calendar Integrations With Webhooks And APIs
Zapier
Integrating OnceHub with Zapier
Automate Your Scheduling Workflow by using Zapier
OnceHub Triggers and Actions for Zapier
Setting Up a Zap for Booking Calendars Using Contact Properties
Setting Up a Zap for Booking Calendars Using Meeting Properties
Setting up a Zap for Chatbots
Setting Up a Zap for Routing Forms
OnceHub MCP
OnceHub MCP: How To Connect OnceHub To Your AI Assistant
OnceHub MCP: List Of Supported Tools
OnceHub MCP: Manage Scheduling with AI Prompts
Integrating OnceHub with Integrately
Integrating OnceHub with Keragon
Integrating OnceHub with Make
Integrating OnceHub with Microsoft Copilot Studio
Integrating OnceHub With n8n
Integrating OnceHub with viaSocket
CRM
Integrating with your CRM
Integrating OnceHub with Salesforce
Integrating OnceHub with Your Salesforce Sandbox Environment
How To Assign Meetings To The CRM Contact Owner
Integrating OnceHub with HubSpot
Troubleshooting CRM Integration Issues
Corporate Mailbox
Sending Scheduling Notifications from a Corporate Amazon SES Account
Sending Scheduling Notifications from a Corporate Gmail Account
Sending Scheduling Notifications from a Corporate Office 365 Account
Sending Scheduling Notifications from a Custom Corporate SMTP Server
Payment Collection
Stripe
Introduction to the Stripe Integration
How to Connect OnceHub with Stripe
How to Configure Payment Collection on your Booking Calendar
How Payment Transaction Details are Sent to Your Guests
How OnceHub Handles Reassigned, Rescheduled, and Canceled Paid Meetings
Security and Compliance
How To Integrate OnceHub With Microsoft Entra ID
Integrating OnceHub with Microsoft Entra ID to allow for SSO
How To Add And Delete OnceHub Users With Microsoft Entra ID
Integrating OnceHub with Okta to allow for SSO
Integrating OnceHub with OneLogin to allow for SSO
Analytics
Connect OnceHub to Your Google Tag Manager
Tracking OnceHub Events in Google Tag Manager
Billing
Managing Your Subscription
Managing Seats in OnceHub
Managing Phone Numbers
Managing Payment Methods
SMS Credits in OnceHub
SMS Delivery: Statuses, Troubleshooting, and Regional Guidelines
Accessing and Exporting Your Centralized SMS Logs
Canceling your Subscription
Deleting Your Account
Security & Compliance
Security
Introduction to Security
Security Settings
Security Best Practices
Configuring Single Sign-on (SSO) for your Account
Storing and Protecting Your Sign-in Credentials
How to Prevent Automated and Manual Spam Bookings
Account Lockout Policies
Password Policies
Session Policies
Privacy
OnceHub Cookies
Data Protection Officer and EU Representative
Establishing a Lawful Basis for Processing Under the GDPR
GDPR Compliance
GDPR Data Deletion Request
GDPR Terminology
Maintaining Records of Processing Under the GDPR
Securing Your Account According to the GDPR
FAQs About the GDPR
The GDPR's Privacy Principles
Compliance
Compliance at OnceHub
Setting Up Compliance BCC Email
What is HIPAA?
The OnceHub BAA
HIPAA Compliance
What's New
Support
Developers
Tutorials
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Booking Calendar Templates
Booking Calendar Templates
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Introduction to Booking Calendar Templates
How To Create and Manage Templates
Getting Started Quickly Using Templates
Centralized Control with Automatic Updates
How to Enforce Templates
Total Governance: Enforcing Standardization, Compliance and Control
OnceHub
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