-
-
-
- Introduction to Booking Calendars [New]
- Configuring Your First Booking Calendar [New]
- Connecting Your Productivity Suite and Standalone Integrations [New]
- Share and Embed Your Booking Calendar [New]
- How To Design a Page for Your Booking Calendar [New]
- How to Embed Your Booking Calendar on Your Website [New]
- Using Booking Calendars with Chatbots and Routing Forms [New]
- Image Gallery [New]
- Prefilling Guest Information in Your Booking Calendar [New]
-
- Configuring Profile-Level Availability for Booking Calendars [New]
- Configuring Availability for Specific Booking Calendars [New]
- How to Extend Your Availability for One-Time Events [New]
- How to Block Availability for One-Time Events [New]
- How to Block Availability for One-Time Events From Your Calendar [New]
- How to Block Availability for One-Time Events in OnceHub [New]
- Meeting Locations for Booking Calendars [New]
- Booking Calendar Room and Resource Scheduling [New]
- Connecting a Secondary Calendar [New]
-
- Booking Calendar Meeting Types [New]
- Setting up Booking Calendar Team Scheduling Scenarios [New]
- Booking Calendar Meeting Distribution Options [New]
- Booking Calendar Timeframe and Timeslot Preferences[New]
- Booking Calendar Workload Management [New]
- Booking Calendar Booking Forms [New]
- Mapping Booking Calendar Questions to Custom Fields [New]
- How to Pass Booking Data using Hidden Fields [New]
- Booking Calendar Guest Notifications [New]
- Booking Calendar User Notifications [New]
- Calendar Events in Booking Calendars [New]
- Booking Calendar Redirect [New]
- Adding UTMs to Your Booking Calendar [New]
-
- Introduction to Phone Booking [New]
- How to Generate a Phone Number for Your Booking Calendar or Booking Hub [New]
- When to Use Phone Booking for Scheduling [New]
- Booking Calendar Scheduling Experience: Phone Vs. Web [New]
- Understanding Call Forwarding to Your Phone Booking Number [New]
- Using Call Forwarding to Turn Missed Calls into Booked Appointments [New]
- Using Phone Booking as Your Phone Scheduling Agent [New]
- Using Phone Booking to Offer a Conversational Scheduling Experience [New]
- Optimizing the Phone Booking Experience [New]
- Booking Calendar Settings not Supported in Phone Booking [New]
- Compliance and Control for Phone Booking [New]
-
-
-
-
- Introduction to Booking pages [Classic]
- Creating a Booking page [Classic]
- Booking page access permissions [Classic]
- Adding Event types to Booking pages [Classic]
- Booking pages Overview [Classic]
- Booking pages: Associated calendars [Classic]
- Booking pages: Recurring availability [Classic]
- Booking pages: Date-specific availability [Classic]
- Booking pages: Location settings [Classic]
- Booking pages: Public content [Classic]
- Booking pages: Time zone settings [Classic]
- Booking page ownership [Classic]
- Duplicating a Booking page [Classic]
- Disabling your Booking page [Classic]
- Ensuring Customers reschedule with the same Booking page [Classic]
-
- Introduction to Event types [Classic]
- Creating an Event type [Classic]
- Event Types Overview [Classic]
- Public content [Classic]
- Payment and rescheduling [Classic]
- Payment and rescheduling: payment is collected [Classic]
- Payment and rescheduling: price is displayed [Classic]
- Payment and rescheduling: price is not displayed [Classic]
- Booking form and Customer notifications [Classic]
- Duplicating an Event type [Classic]
-
- Introduction to the Scheduling options [Classic]
- Location of the Scheduling options [Classic]
- One-on-one or Group sessions [Classic]
- Conflicting settings when using Group sessions [Classic]
- Session packages [Classic]
- Conflicting settings when using Session packages [Classic]
- Automatic booking or Booking with approval [Classic]
-
-
-
- Introduction to Master pages [Classic]
- Creating a Master page [Classic]
- Master pages: Overview [Classic]
- Master pages: Event types and assignment [Classic]
- Master pages: Labels and instructions [Classic]
- Master pages: Public content [Classic]
- Assignment with team or panel pages [Classic]
- Conflicting settings when using team or panel pages [Classic]
- Event types first (Booking pages second) [Classic]
- Booking pages first (Event types second) [Classic]
- Booking pages only (without Event types) [Classic]
- Using Booking page tags in Master pages [Classic]
- Disabling your Master page [Classic]
- Master page scenarios [Classic]
- Master page scenario: Team or panel page [Classic]
-
- Introduction to Resource pools [Classic]
- Creating a Resource pool [Classic]
- Round robin distribution method [Classic]
- Pooled availability distribution method [Classic]
- Resource pool distribution method: Pooled availability with priority [Classic]
- Introduction to Pooled availability [Classic]
- Pooled availability with priority [Classic]
- Pooled availability algorithm: Longest idle time [Classic]
- Adding Resource pools to Master pages [Classic]
- Resource pools: Overview [Classic]
- Resource pools: Reporting cycle [Classic]
- Resource pools: Resources [Classic]
- Resource pools: Assignment priority [Classic]
- Resource pools: Automatic correction [Classic]
- Resource pool statistics: Bookings received [Classic]
- Resource pool statistics: Bookings removed [Classic]
-
-
-
- Introduction to the Booking forms editor [Classic]
- Creating and editing a Booking form [Classic]
- Editing System fields [Classic]
- Creating and editing Custom fields [Classic]
- Conditional fields [Classic]
- Hiding fields on the Booking form [Classic]
- Secure attachments [Classic]
- The Fields library [Classic]
- Mapping Booking Page Custom Fields to Contact Fields [Classic]
-
- Introduction to the Notification templates editor [Classic]
- Should I use a Default or Custom template? [Classic]
- How to create a Custom email or SMS template [Classic]
- The WYSIWYG mode of the Notification templates editor [Classic]
- How to test a Custom notification template [Classic]
- Dynamic fields [Classic]
- Notification scenarios [Classic]
- Best practices for creating HTML templates [Classic]
-
-
- Introduction to Personalizing links with static parameters [Classic]
- Using Personalized links [Classic]
- Creating a Personalized link for a specific Customer [Classic]
- Personalizing links with dynamic parameters [Classic]
- Personalizing with dynamic URL parameters [Classic]
- Personalized links in email marketing apps [Classic]
- URL parameters syntax and processing rules [Classic]
- Personalizing with dynamic CRM record IDs [Classic]
- Configuring your booking page for maximizing booking rates in marketing campaigns [Classic]
- Sharing your booking links in emails and other apps [Classic]
-
- Website embed [Classic]
- Website embed customization [Classic]
- Website button [Classic]
- Website button customization [Classic]
- Add a button to Wordpress [Classic]
- Solutions for Customer onboarding [Classic]
- Login integration for Customer onboarding [Classic]
- Website embed: Business scenarios [Classic]
- Website button: Business scenarios [Classic]
-
- Introduction to web form integration [Classic]
- Integrating web forms using URL parameters [Classic]
- Integrating web forms with Salesforce and OnceHub [Classic]
- Integrating with Infusionsoft web forms [Classic]
- Using the web form as a filter [Classic]
- Using web forms to allow only one booking per customer [Classic]
- Creating a password-protected Booking page [Classic]
- Validating data received from your Customers [Classic]
- Using OnceHub for lead generation [Classic]
- OnceHub for lead qualification [Classic]
-
-
- Introduction to canceling and rescheduling [Classic]
- Effects of cancellation [Classic]
- Effects of rescheduling [Classic]
- Reschedule on the Same Booking Page [Classic]
- The Customer cancel/reschedule page [Classic]
- The Customer cancel/reschedule policy [Classic]
- Customer action: Cancel a single booking [Classic]
- Customer action: Reschedule a single booking [Classic]
- Customer action: Cancel sessions in a package [Classic]
- Customer action: Reschedule sessions in a package [Classic]
- Customer action: Cancel a Panel meeting [Classic]
- Customer action: Reschedule a Panel meeting [Classic]
- User action: Cancel/reschedule for Booking pages with Event types [Classic]
- User action: Cancel/reschedule for Booking pages without Event types [Classic]
- User action: Cancel a Panel meeting [Classic]
- User action: Reschedule a Panel meeting [Classic]
- User action: Cancel/reschedule in Google Calendar [Classic]
- User action: Cancel/reschedule in Office 365 Calendar [Classic]
- User action: Cancel/reschedule in Exchange/Outlook Calendar [Classic]
-
- Introduction to reports [Classic]
- Event type reports [Classic]
- Booking page reports [Classic]
- Master page reports [Classic]
- Customer reports [Classic]
- Using booking pages with web analytics [Classic]
- User reports [Classic]
- Account reports [Classic]
- Revenue reports [Classic]
- Report header [Classic]
- Complete list of Detail report columns [Classic]
- Viewing collected information from your Booking form [Classic]
-
-
- Introduction to single-user scenarios [Classic]
- Using Booking pages for multiple meeting types [Classic]
- Offering different appointment types on your Booking page [Classic]
- Accepting appointments for yourself using Event types [Classic]
- Accepting appointments for yourself without Event types [Classic]
- Scheduling meetings at multiple locations [Classic]
- Supporting different locations or times [Classic]
- Configuring your booking page for scheduling meetings for a business trip [Classic]
-
- Introduction to multi-user scenarios [Classic]
- Scheduling one-off meetings using one-time links [Classic]
- Room and resource scheduling with team or panel pages [Classic]
- Room and resource scheduling without rule-based assignment [Classic]
- Booking conditional on the availability of a single resource [Classic]
- Booking conditional on the availability of one of several resources [Classic]
- Team Scheduling with Event Types: With Team or Panel Pages [Classic]
- Team Scheduling with Event Types: Without Team or Panel Pages [Classic]
- Team Scheduling without Event Types [Classic]
- Configuring your booking page for scheduling conferences, trade shows and other events [Classic]
-
- Introduction to multiple attendee scenarios [Classic]
- Using group sessions with a connected calendar [Classic]
- Using group sessions without a connected calendar [Classic]
- Using OnceHub to accept bookings for classes [Classic]
- Using OnceHub to schedule bookings for webinars [Classic]
- Can Customers invite Guests to a booking? [Classic]
-
-
- The OnceHub connector for PayPal [Classic]
- Connecting OnceHub to PayPal [Classic]
- Testing the OnceHub connector for PayPal [Classic]
- Payment integration throughout the booking lifecycle [Classic]
- Granting permissions to OnceHub [Classic]
- OnceHub transaction fee [Classic]
- Allowing automatic billing [Classic]
- Customizing payment settings [Classic]
- Customizing currency settings [Classic]
- Customizing invoice settings [Classic]
- Customizing refund settings [Classic]
- Automatic refunds via OnceHub [Classic]
- Manual refunds via OnceHub [Classic]
- Conflicting settings [Classic]
- Disconnecting OnceHub from PayPal [Classic]
-
- Salesforce integration [Classic]
- Salesforce integration security [Classic]
- Using Salesforce IDs to Identify Customers during booking [Classic]
- Prepopulate or skip the Booking form step in Salesforce integration [Classic]
- Using Personalized links (Salesforce ID) [Classic]
- Introduction to Salesforce scheduling buttons [Classic]
- Salesforce scheduling buttons for Contacts, Leads and Cases [Classic]
- Salesforce scheduling buttons for Person Accounts [Classic]
- Salesforce scheduling buttons for Opportunities [Classic]
- Personalizing scheduling on landing pages with Salesforce IDs [Classic]
- Maximizing booking rates in Salesforce Campaigns [Classic]
- Connecting to Salesforce [Classic]
- Configuring connector settings on a Booking page [Classic]
- Working with Salesforce Person Accounts [Classic]
- Salesforce Lightning Experience [Classic]
- Connecting a Salesforce API User [Classic]
- Connecting to a Salesforce Sandbox environment [Classic]
- Installing the OnceHub connector for Salesforce [Classic]
- Assigning the OnceHub permission set to the Salesforce API user [Classic]
- Adding Custom fields to the Salesforce Activity Event Page Layout [Classic]
- Handling required Salesforce fields in the Field validation step [Classic]
- Mapping OnceHub fields to non-mandatory Salesforce fields [Classic]
- Using Salesforce Workflow Rules to update fields based on OnceHub data [Classic]
- Salesforce record creation, update, and assignment rules [Classic]
- Supported and non-supported field types in the Salesforce integration [Classic]
- The Salesforce Activity Event [Classic]
- Working with Salesforce Record Types [Classic]
-
- Infusionsoft integration [Classic]
- Connecting to Infusionsoft [Classic]
- Prepopulate/skip Booking form step in Infusionsoft integration [Classic]
- Using Infusionsoft Contact IDs to identify Customers during booking [Classic]
- Using Personalized links (Infusionsoft ID) [Classic]
- Personalizing scheduling on landing pages with InfusionSoft Contact IDs [Classic]
- Maximizing booking rates using Infusionsoft campaigns [Classic]
- Infusionsoft Scheduling buttons [Classic]
- Infusionsoft record classification [Classic]
- Infusionsoft record creation, update, and assignment rules [Classic]
- Tagging Infusionsoft Contact records with Lifecycle tags [Classic]
- Tagging Infusionsoft Contact records with Infusionsoft tags [Classic]
- Mapping OnceHub fields to Infusionsoft fields [Classic]
- Embedding Infusionsoft tracking code to your Booking forms [Classic]
- Supported and non-supported Infusionsoft field types [Classic]
-
- A User is not receiving SMS notifications [Classic]
- A User is not receiving email notifications [Classic]
- Google Calendar connection issues [Classic]
- A Customer is not receiving SMS notifications [Classic]
- Exchange/Outlook Calendar connection issues [Classic]
- iCloud Calendar connection issues [Classic]
- Outlook Calendar: Events not showing in the expected time zone [Classic]
- 'No Times Available' Troubleshooting [Classic]
- Microsoft 365 Calendar via OAuth 2.0 connection issues [Classic]
- Domain Email Connection Issues [Classic]
- Busy times not blocking availability [Classic]
- Connection Error: Email from Your Google Email Server [Classic]
- Payment integration issues [Classic]
- Salesforce connector issues [Classic]
- Zapier Integration issues [Classic]
-
-
- Offering Scheduling in Your Routing Form
- Offering Live Chat in Your Routing Form
- Redirecting Guests to an External Website from Routing Forms
- Setting Up Alerts in Your Routing Form
- Getting Started with Instant Calls in Routing Forms
- Updating The Status of Contacts Captured Through Your Routing Form
- Assigning Contacts Captured Through Routing Forms to Users
- Mapping Routing Form Questions to Fields
- Pre-filling Questions in Your Routing Form
- Enabling Slack Notifications for Live Chats in Routing Forms
- Enabling Microsoft Teams Notifications for Live Chat in Routing Forms
- Enabling Google Chat Notifications for Live Chat in Routing Forms
- Setting Up a Zap for Routing Forms
-
- Adding Routing Forms to Your Squarespace Website
- Adding Routing Forms to Your Wix Website
- Adding Routing Forms to Your WordPress Website
- 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
-
-
- Offering Scheduling in Your Chatbot
- Offering Live Chat with Your Chatbot
- Getting Started with Instant Calls in Chatbots
- Offering Instant Video Calls with Your Chatbot
- Setting Up Alerts in Your Chatbot
- Updating The Status of Contacts Captured Through Your Chatbot
- Assigning Contacts Captured Through Chatbots to Users
- Mapping Chatbot Questions to Fields
- Setting up a Zap for Chatbots
- Enabling Slack Notifications for Live Engagements in Chatbots
- Enabling Microsoft Teams Notifications for Live Engagements in Chatbots
- Enabling Google Chat Notifications for Live Engagements in Chatbots
- Contacts in Chatbots
- Scheduling and Live Engagements with Chatbots
- 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
-
- Engage with visitors using an AI conversation
- Generic AI Instruction Template
- AI Instruction Template for Finance
- AI Instruction Template for Business Consulting
- AI Instruction Template for Coaching
- AI Instruction Template for Education
- AI Instruction Template for Wellness
- AI Instruction Template for Real Estate
-
-
- Sending Scheduling Notifications from a Corporate Office 365 Account
- Sending Scheduling Notifications from a Corporate Amazon SES Account
- Sending Scheduling Notifications from a Corporate Gmail Account
- Sending Scheduling Notifications from a Custom Corporate SMTP Server
- IP Addresses to Whitelist for OnceHub Corporate Mailbox Account Feature When Using Internal Mail Servers
- IP Addresses to Enable Relaying For in Microsoft Exchange for the OnceHub Corporate Mailbox Account Feature
-
-
-
-
- OnceHub Cookies
- Data Protection Officer and EU Representative
- GDPR Compliance
- The GDPR's Privacy Principles
- Establishing a Lawful Basis for Processing Under the GDPR
- Maintaining Records of Processing Under the GDPR
- Collecting Consent for Processing Under the GDPR [Classic]
- Securing Your Account According to the GDPR
- Data Subject Rights Under the GDPR [Classic]
- GDPR Data Deletion Request
- GDPR Terminology
- FAQs About the GDPR
Contact Management
Articles
Introduction to Contacts in OnceHub
Learn what OnceHub Contacts are, and how they're created from Booking links, Routing Forms and Chatbots.
Managing Contacts in OnceHub
Manage your captured contacts. Understand role-based access, search and filter options, and how to update or delete contact records.
