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- Introduction to multi-user scenarios
- Scheduling one-off meetings using one-time links
- Using OnceHub for room and resource scheduling with team or panel pages
- Booking conditional on the availability of a single resource
- Booking conditional on the availability of one of several resources
- Multiple Team members accepting appointments with Event types using team or panel pages
- Transitioning from face-to-face to virtual meetings
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- Introduction to Event types
- Creating an Event type
- Event type: Overview section
- Event type: Payment and cancel/reschedule policy section
- Event type: Payment and cancel/reschedule policy when a price is not displayed
- Event type: Payment and cancel/reschedule policy when a price is displayed
- Event type: Payment and cancel/reschedule policy when payment is collected via OnceHub
- Event type: Public content section
- Duplicating an Event type
- Location of the Booking form and the Customer notifications sections
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- Introduction to Booking pages
- Creating a Booking page
- Booking page access permissions
- Adding Event types to Booking pages
- Booking page: Overview section
- Booking page: Associated calendars section
- Booking page: Recurring availability section
- Booking page: Date-specific availability section
- Booking page: Location settings section
- Booking page: Public content section
- Disabling your Booking page
- How to duplicate a Booking page
- Booking page: Time zone settings
- Booking page ownership
- Ensuring that Customers reschedule with the same Booking page
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- Introduction to Master pages
- Creating a Master page
- Master page scenarios
- Master page scenario: Team or panel page
- Assignment with team or panel pages
- Event types first (Booking pages second)
- Booking pages first (Event types second)
- Booking pages only (without Event types)
- Master page: Overview section
- Master page: Event types and assignment section
- Master page: Labels and instructions section
- Master page: Public content section
- Using Booking page tags in Master pages
- Conflicting settings when using team or panel pages
- Disabling your Master page
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- Introduction to Resource pools
- Creating a Resource pool
- Resource pool distribution method: Round robin
- Resource pool distribution method: Pooled availability
- Resource pool distribution method: Pooled availability with priority
- Resource pools: Reporting cycle
- OnceHub Resource pools: Overview section
- Resource pools: Resources section
- Adding Resource pools to Master pages
- Resource pool statistics: Bookings received
- Resource pool statistics: Bookings removed
- Resource pools: Assignment priority
- Resource pools: Automatic correction
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- Introduction to canceling and rescheduling
- The Customer Cancel/reschedule policy
- The Customer Cancel/reschedule page
- Customer action: Cancel a single booking
- Customer action: Reschedule a single booking
- Customer action: Cancel sessions in a package
- Customer Action: Reschedule sessions in a package
- Customer Action: Cancel a Panel meeting
- Customer Action: Reschedule a Panel meeting
- User action: Cancel/request to reschedule for Booking pages with Event types
- User action: Cancel/request to reschedule for Booking pages without Event types
- User Action: Cancel a Panel meeting
- User Action: Request to reschedule a Panel meeting
- User action: Cancel or reschedule in Google Calendar
- User action: Cancel or reschedule when connected via the PC connector for Outlook
- User action: Cancel or reschedule in Office 365 Calendar
- User action: Cancel or reschedule in Exchange/Outlook Calendar
- Effects of rescheduling
- Effects of cancellation
- Ensuring that Customers reschedule with the same Booking page
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- Introduction to the Notification templates editor
- Should I use a Default or Custom template?
- How to create a Custom email or SMS template
- Notification scenarios
- The WYSIWYG mode of the Notification templates editor
- Dynamic fields
- Best practices for creating HTML templates
- How to test a Custom notification template
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- Using Personalized links
- Introduction to Personalizing links with static parameters
- Creating a Personalized link for a specific Customer
- Personalizing links with dynamic parameters
- Personalizing with dynamic URL parameters
- Personalizing with dynamic CRM record IDs
- URL parameters syntax and processing rules
- Maximizing booking rates in marketing campaigns
- Using Personalized links (URL parameters) in email marketing apps
- Options for sharing your booking links in emails and other apps
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- Introduction to web form integration
- Integrating your web form with OnceHub using URL parameters
- Options for integrating web forms with Salesforce and OnceHub
- Integrating with Infusionsoft web forms
- Using the web form as a filter
- Using web forms to allow only one booking per customer
- How to create a password-protected Booking page
- Validating data received from your Customers
- OnceHub for lead generation
- OnceHub solution for lead qualification
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- Notifications troubleshooting: A User is not receiving SMS notifications
- Notifications troubleshooting: A User is not receiving email notifications
- Domain troubleshooting: Email from your domain
- Notifications troubleshooting: A Customer is not receiving SMS notifications
- Domain troubleshooting: Unable to connect to the Google email server in Email from your domain
- Booking page and Master page troubleshooting: "No times are currently available" message
- Booking page troubleshooting: Why does my Booking page say I’m available when I’m busy?
- Paypal troubleshooting: Payment integration issues
- Salesforce troubleshooting: Connector issues
- Zapier troubleshooting: Integration issues
- Outlook troubleshooting: The connector is not syncing as expected
- Outlook troubleshooting: The Outlook connector is not syncing and displays an alert
- Outlook troubleshooting: Generating an Outlook connector log file
- Outlook troubleshooting: The connector is affecting my Outlook peformance
- Outlook troubleshooting: My Security token is invalid
- Outlook troubleshooting: The selected calendar is invalid
- Outlook troubleshooting: Disabling the Outlook security alert
- Outlook troubleshooting: Upgrading the connector with a clean reinstall
- Outlook troubleshooting: No Outlook calendars are showing in the Select calendars to sync step
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- Building a chatbot
- Target an audience with your chatbot
- Scheduling and live engagements with your chatbots
- Engage with visitors using an AI conversation
- Sharing your chatbot
- Contacts
- Update contacts with your CRM
- Legal and compliance
- Adding chatbots to your Squarespace website
- Adding chatbots to your Wix website
- Adding chatbots to your Wordpress website
- Adding chatbots to your ClickFunnels website
- Adding chatbots to your Hubspot website
- Adding chatbots to your GoDaddy website
- Adding chatbots to your Weebly website
- Adding chatbots to your Unbounce landing page
- Adding chatbots to your Leadpages landing page
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- Building a routing form
- Sharing your routing form
- Send a link to a form
- Update contacts with your CRM
- Adding routing forms to your Squarespace website
- Adding routing forms to your Wix website
- Adding routing forms to your WordPress site
- Adding routing forms to your ClickFunnels website
- Adding routing forms to your HubSpot website
- Adding routing forms to your GoDaddy website
- Adding routing forms to your Weebly website
- Adding routing forms to your Unbounce landing page
- Adding routing forms to your Leadpages landing page
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- Salesforce integration security
- Using Salesforce Record IDs to identify Customers during the booking process
- Prepopulating or skipping the Booking form step in Salesforce integration
- Using Personalized links (Salesforce ID)
- Introduction to Salesforce scheduling buttons
- Salesforce scheduling buttons for Contacts, Leads and Cases
- Salesforce scheduling buttons for Person Accounts
- Salesforce scheduling buttons for Opportunities
- Using Salesforce Record IDs to personalize scheduling on landing pages
- How to maximise booking rates in Salesforce Campaigns
- Connecting to Salesforce
- Configuring Salesforce connector settings on a Booking page
- Working with Salesforce Person Accounts
- Salesforce Lightning Experience
- How to connect a Salesforce API User
- Connecting OnceHub to a Salesforce Sandbox environment
- How to install the OnceHub connector for Salesforce
- How to assign the OnceHub permission set to the Salesforce API user
- Adding Custom fields to the Salesforce Activity Event Page Layout
- Handling required Salesforce fields in the Field validation step
- Mapping OnceHub fields to non-mandatory Salesforce fields
- Using Salesforce Workflow Rules to update fields based on OnceHub data
- Salesforce record creation, update, and assignment rules
- Supported and non-supported field types in the Salesforce integration
- The Salesforce Activity Event
- Working with Salesforce Record Types
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- Infusionsoft integration
- Prepopulating or skipping the Booking form step in Infusionsoft integration
- Using Infusionsoft Contact IDs to identify Customers during the booking process
- Using Personalized links (Infusionsoft ID)
- Using InfusionSoft Contact IDs to personalize scheduling in landing pages
- How to maximize booking rates using Infusionsoft campaigns
- Infusionsoft Scheduling buttons
- Connecting to Infusionsoft
- Infusionsoft record creation, update, and assignment rules
- Infusionsoft record classification
- Tagging Infusionsoft Contact records with Lifecycle tags
- Tagging Infusionsoft Contact records with Infusionsoft tags
- Mapping OnceHub fields to Infusionsoft fields
- Embedding Infusionsoft tracking code to your Booking forms
- Supported and non-supported Infusionsoft field types
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- Introduction to the PC connector for Outlook
- Installing the PC connector for Outlook
- Connecting and configuring the PC connector for Outlook
- Outlook connector FAQs
- Outlook connector sync modes
- Security details for the Outlook connector
- Can I shut down the computer on which the connector is installed?
- Using the Outlook connector with a proxy server
- Disabiling compatibility view in Internet Explorer
- Switching from the PC connector for Outlook to Office 365 integration
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- Payment integration throughout the booking lifecycle (collecting payments from Customers)
- The OnceHub connector for PayPal (collecting payments from Customers)
- Connecting OnceHub to PayPal (collecting payments from Customers)
- Granting permissions to OnceHub (collecting payments from Customers)
- Allowing automatic billing (collecting payments from Customers)
- Customizing payment settings (collecting payments from Customers)
- Customizing refund settings (collecting payments from Customers)
- Customizing currency settings (collecting payments from Customers)
- Customizing invoice settings (collecting payments from Customers)
- Manual refund via OnceHub (collecting payments from Customers)
- Automatic refunds via OnceHub (collecting payments from Customers)
- Disconnecting OnceHub (collecting payments from Customers)
- Testing the OnceHub connector for PayPal (collecting payments from Customers)
- Conflicting settings (collecting payments from Customers)
- OnceHub transaction fee (collecting payments from Customers)
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- OnceHub cookies
- GDPR Compliance
- Maintaining records of processing under the GDPR
- GDPR data deletion request
- Data protection officer and EU representative
- Establishing a lawful basis for processing under the GDPR
- Collecting consent for processing under the GDPR
- Securing your account according to the GDPR
- Data minimization under the GDPR
- Data subject rights under the GDPR
- FAQs about the GDPR
- GDPR Terminology
- The GDPR's privacy principles
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- Account troubleshooting: I can't access my account
- Google Calendar connection troubleshooting
- Microsoft 365 Calendar via OAuth 2.0 connection troubleshooting
- Exchange/Outlook Calendar connection troubleshooting
- Outlook Calendar troubleshooting - My events are not showing in the expected time zone
- iCloud Calendar connection troubleshooting
