This article is updated to our latest release, which is being rolled out to all Users gradually.
If you see a Schedule button in the top navigation menu, you are viewing the updated version of OnceHub. Otherwise, you can expect to see this in the near future. Please contact us with any questions.
Booking pages in a multi-User account are portable and shareable. This means they can be moved between User profiles and accessed by multiple Users. Additionally, any User in the account can choose to subscribe to email or SMS User notifications for a specific Booking page.
In this article, you'll learn about the different types of Booking page access permission.
Access permission levels
Access to Booking pages is determined by a User's Access permission for that specific page. There are four levels of permission that Users can have for a Booking page: Owner, Editor, Viewer, and No access. See below for more details on each level.
To edit Booking page access permissions, you must be a OnceHub Administrator.
Editing Booking page access permissions
- In ScheduleOnce, click Setup in the top navigation bar.
- Then, open the Booking page action menu (three dots) in the Booking pages pane (Figure 1).
- Select Booking page access.
- Use the User drop-down in the top right-hand corner to switch between Users. Use the Access permission drop-down to determine the User's access permissions for each Booking page in the account.
Alternatively, go to Setup -> ScheduleOnce setup in the top navigation bar, then select the relevant Booking page -> Overview section. Here you can edit the specific Booking page's Owner and Editor (Figure 3). This method is only possible if the Administrator is able to edit the specific Booking page.
If you change the Owner of a Booking page, any User notifications settings you have previously customized for the Owner will be returned to the default settings for the new Booking page Owner.
Booking page access permission levels
There are four levels of permission that Users can have for a Booking page.
This level of permission is available for both Administrator and Member User roles.The Booking page Owner is the person who receives the bookings created via the Booking page. The Owner is the only User who can see the details of their calendar appointments within ScheduleOnce. The Owner also receives the Booking page's activity in their Activity stream and is automatically subscribed to all email User notifications for that Booking page. There can only be one Owner for each Booking page.
- When using ScheduleOnce with a connected calendar, the booking is automatically created in the Owner’s connected calendar.
- When using ScheduleOnce without a connected calendar, the Owner and any additional Editors can receive a scheduling confirmation email with a calendar event that can be manually added to the calendar.
This level of permission is available for both Administrator and Member User roles. By default, an Editor has almost complete access rights to the Booking page. An Editor also receives all activity for that Booking page in their Activity stream. An Editor can't view the detailed information of the appointments from the Owner's calendar in the Date-specific Availability section. The Editor can subscribe to all email and SMS User notifications for that Booking page.
Only Admins can have this access level and it is the default permission when an Administrator User is created.
Viewers can see all Booking pages, Event types, and Master pages on the ScheduleOnce setup page. Viewers also receive all activity for all Booking pages in the Activity stream. Viewers can't edit the settings of Booking pages and don't receive booking notifications.
This level of permission is available for Member User role only. With this access level, the specific Booking page won't show at all in the Member's account. Only Members can have this access level and it is the default permission when a new Member User is created.
Granular-level access permissions
In addition to the four access levels described above, ScheduleOnce allows you to define granular-level (section-specific) access (Figure 4) to Booking page sections. This applies to both Owner and Editor access levels. An Administrator editing a User profile can choose whether to grant that User read-only or editing privileges for all Booking page sections.
To edit these settings, go to the Booking page access section and click the icon at the left of each row where the User is Owner/Editor.