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Getting Started with Booking Pages [Classic]
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Getting Started with OnceHub
Introduction to OnceHub
The Basics of Calendar Connection
Google Calendar Connection
Microsoft Office 365 Calendar Connection
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The Basics of Video Conferencing Connection
Security Best Practices
Booking Calendars
Getting Started with Booking Calendars
Booking Calendar Availability and Locations
Booking Calendar Settings
Grouping Booking Calendars with Booking Hubs
Phone Booking
Booking Calendar Meeting Management
Integrations
Booking Pages
Getting Started with Booking Pages [Classic]
Event Types & Booking Pages [Classic]
Master Pages & Resource Pools [Classic]
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Getting Started with OnceHub
Introduction to OnceHub
The Basics of Calendar Connection
Google Calendar Connection
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Booking Calendars
Getting Started with Booking Calendars
Booking Calendar Availability and Locations
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Grouping Booking Calendars with Booking Hubs
Phone Booking
Booking Calendar Meeting Management
Integrations
Booking Pages
Getting Started with Booking Pages [Classic]
Event Types & Booking Pages [Classic]
Master Pages & Resource Pools [Classic]
Customization & Branding Tools [Classic]
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Managing Bookings [Classic]
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Getting Started with Routing Forms
Configuring Your Routing Form
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Getting Started with Chatbots
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Getting Started with OnceHub
Introduction to OnceHub
The Basics of Calendar Connection
Google Calendar Connection
Microsoft Office 365 Calendar Connection
Exchange/Outlook Calendar Connection
iCloud Calendar Connection
The Basics of Video Conferencing Connection
Security Best Practices
Booking Calendars
Getting Started with Booking Calendars
Booking Calendar Availability and Locations
Booking Calendar Settings
Grouping Booking Calendars with Booking Hubs
Phone Booking
Booking Calendar Meeting Management
Integrations
Booking Pages
Getting Started with Booking Pages [Classic]
Event Types & Booking Pages [Classic]
Master Pages & Resource Pools [Classic]
Customization & Branding Tools [Classic]
Sharing & Publishing [Classic]
Managing Bookings [Classic]
Booking Page Reports [Classic]
Recommended Configuration [Classic]
Payment Integration [Classic]
Salesforce [Classic]
Infusionsoft [Classic]
Zapier [Classic]
Custom Integrations [Classic]
Troubleshooting [Classic]
Routing Forms
Getting Started with Routing Forms
Configuring Your Routing Form
Adding Forms to Your Website
Chatbots
Getting Started with Chatbots
Configuring Your Chatbot
Automatically Reaching out to Website Visitors
Adding Chatbots to Your Website
AI-powered Chatbots
Integrations
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Refine
Getting Started with OnceHub
Introduction to OnceHub
The Basics of Calendar Connection
Google Calendar Connection
Microsoft Office 365 Calendar Connection
Exchange/Outlook Calendar Connection
iCloud Calendar Connection
The Basics of Video Conferencing Connection
Security Best Practices
Booking Calendars
Getting Started with Booking Calendars
Booking Calendar Availability and Locations
Booking Calendar Settings
Grouping Booking Calendars with Booking Hubs
Phone Booking
Booking Calendar Meeting Management
Integrations
Booking Pages
Getting Started with Booking Pages [Classic]
Event Types & Booking Pages [Classic]
Master Pages & Resource Pools [Classic]
Customization & Branding Tools [Classic]
Sharing & Publishing [Classic]
Managing Bookings [Classic]
Booking Page Reports [Classic]
Recommended Configuration [Classic]
Payment Integration [Classic]
Salesforce [Classic]
Infusionsoft [Classic]
Zapier [Classic]
Custom Integrations [Classic]
Troubleshooting [Classic]
Routing Forms
Getting Started with Routing Forms
Configuring Your Routing Form
Adding Forms to Your Website
Chatbots
Getting Started with Chatbots
Configuring Your Chatbot
Automatically Reaching out to Website Visitors
Adding Chatbots to Your Website
AI-powered Chatbots
Integrations
Analytics
Automation
Corporate Mailbox
Customer Relationship Management
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User & Account Management
User Profile Management
Account Management
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Activity Management
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Home
Glossary
Getting Started with OnceHub
Introduction to OnceHub
Signing up with OnceHub
Introduction to OnceHub
Your OnceHub trial Account
Joining your Organization's OnceHub Account
How to Identify Your Product
Using OnceHub from Your Mobile
Introduction to SMS Notifications
The Field Library
The Basics of Calendar Connection
What You Need to Know Before Disconnecting Your Calendar [New]
What You Need to Know Before Disconnecting Your Calendar [Classic]
How Busy Time from Your Connected Calendar is Used to Manage Availability [New]
How Busy Time from Your Connected Calendar is Used to Manage Availability [Classic]
Google Calendar Connection
Connect OnceHub to Your Google Workspace
Managing Your OnceHub Integration With Google Workspace [New]
Managing Your OnceHub Integration With Google Workspace [Classic]
How to Workaround the Google Calendar Quota [New]
How to Workaround the Google Calendar Quota [Classic]
Microsoft Office 365 Calendar Connection
Connect OnceHub to Your Microsoft Office 365
Managing Your OnceHub Integration With Microsoft Office 365 [New]
Managing Your OnceHub Integration With Microsoft Office 365 [Classic]
Approving Permissions for Microsoft 365 Administrators
Exchange/Outlook Calendar Connection
Connect OnceHub to Your Exchange/Outlook Calendar
How to Determine the EWS URL
Testing Exchange connectivity
Managing Your OnceHub Integration With Microsoft Exchange Calendar [New]
Managing Your OnceHub Integration With Microsoft Exchange Calendar [Classic]
iCloud Calendar Connection
Connect OnceHub to Your iCloud Calendar
Managing Your OnceHub Integration With iCloud Calendar [New]
Managing Your OnceHub Integration With iCloud Calendar [Classic]
The Basics of Video Conferencing Connection
Connect Your Video Conferencing App
Zoom: Custom Dial-in Numbers
Security Best Practices
Google Meet Security Best Practices
GoTo Meeting Security Best Practices
Microsoft Teams Security Best Practices
Webex Meetings Security Best Practices
Zoom Security Best Practices
Booking Calendars
Getting Started with Booking Calendars
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]
Booking Calendar Availability and Locations
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 Settings
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]
Grouping Booking Calendars with Booking Hubs
Introduction to Booking Hubs [New]
How to Group Booking Calendars with Booking Hubs [New]
Phone Booking
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]
Booking Calendar Meeting Management
Cancelling Meetings Made with Booking Calendars [New]
Reassigning Meetings Made with Booking Calendars [New]
Rescheduling Meetings Made with Booking Calendars [New]
Allowing for Meeting Overlaps with Booking Calendars [New]
Integrations
Automate Your Scheduling Workflow by using Zapier [New]
Setting Up a Zap for Booking Calendars Using Contact Fields [New]
Setting Up a Zap for Booking Calendars Using Meeting Fields [New]
Booking Pages
Getting Started with Booking Pages [Classic]
Getting started with Booking pages [Classic]
Working With vs. Without a Connected Calendar [Classic]
Using Booking pages with your video conferencing app [Classic]
Using Profile-level Availability with Booking Pages [Classic]
Zoom: Dynamic or static passcodes [Classic]
Event Types & Booking Pages [Classic]
Booking pages [Classic]
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]
Event types [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]
Scheduling Options [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]
Time Slot Settings [Classic]
Introduction to Time slot settings [Classic]
Location of the Time slot settings [Classic]
Time slot display [Classic]
Workload rules [Classic]
Timeframe rules [Classic]
Time zone conversion [Classic]
Number of time slots offered per day [Classic]
Limiting the number of bookings [Classic]
Booking Forms and Redirect [Classic]
Introduction to the Booking form and redirect [Classic]
Collecting Customer data with Booking forms [Classic]
Prepopulated Booking forms [Classic]
Automatic redirect [Classic]
Customer Notifications [Classic]
Introduction to the Customer notifications [Classic]
Notifications to Customers [Classic]
Customer calendar event options [Classic]
Customer notification scenarios [Classic]
User Notifications [Classic]
Introduction to User notifications [Classic]
Communicating with Users and stakeholders [Classic]
Subscribing to Booking notifications [Classic]
User notification scenarios [Classic]
SMS notifications [Classic]
Opting in and out of SMS Notifications [Classic]
Sending SMS notifications to Customers [Classic]
Sending SMS notifications to Users [Classic]
Categories [Classic]
Introduction to categories [Classic]
Creating categories for Booking pages or Event types [Classic]
Categorized items in Master pages [Classic]
Categorized Event types in Booking pages [Classic]
Master Pages & Resource Pools [Classic]
Master pages [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]
Resource pools [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]
Panel meetings [Classic]
Introduction to Panel meetings [Classic]
Creating Panel meetings [Classic]
Booking owners [Classic]
Additional team members [Classic]
Customization & Branding Tools [Classic]
Theme Designer [Classic]
Introduction to the Theme designer [Classic]
Applying a theme [Classic]
System themes [Classic]
Custom themes [Classic]
Theme properties [Classic]
Adding your logo [Classic]
Image and Icon gallery [Classic]
Booking Forms Editor [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]
Notification Templates Editor [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]
Localization & Customer Text [Classic]
Understanding localization and Customer interface text [Classic]
Editing Customer interface text [Classic]
The Localization editor [Classic]
Step-by-step localization [Classic]
Applying a Locale [Classic]
System and Custom locales [Classic]
Sharing & Publishing [Classic]
General & One-time Links [Classic]
Introduction to general and one-time links [Classic]
Using General links [Classic]
Using one-time links [Classic]
Changing Booking page and Master page links [Classic]
Add a Scheduling button to your email signature [Classic]
Scheduling buttons gallery [Classic]
Personalized Links [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]
Publishing on Websites [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]
Web Form Integration [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]
Managing Bookings [Classic]
Responding to Booking Requests [Classic]
Scheduling and responding to booking requests [Classic]
User action: Cancelling a booking request [Classic]
Customer action: Cancelling a booking request [Classic]
Customer action: Resubmit a booking request [Classic]
Booking on Behalf of a Guest with Booking Pages [Classic]
Cancel or Reschedule [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]
Reassign [Classic]
Introduction to Booking reassignment [Classic]
Effects of Booking reassignment [Classic]
User action: Reassign a booking [Classic]
Booking reassignment FAQs [Classic]
Eligibility for booking reassignment FAQs [Classic]
Analytics [Classic]
The Activity stream: Viewing activities [Classic]
The Activity stream: Managing activities [Classic]
Using OnceHub with UTM tracking [Classic]
Booking Page Reports [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]
Recommended Configuration [Classic]
Single-user scenarios [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]
Multi-user scenarios [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]
Multiple attendee scenarios [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]
Payment Integration [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 [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 [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]
Zapier [Classic]
Connect Zapier to OnceHub [Classic]
Create and manage Zaps from OnceHub [Classic]
OnceHub fields and triggers available in Zapier [Classic]
Our Zapier support policy
Custom Integrations [Classic]
Custom integrations with the OnceHub API [Classic]
Troubleshooting [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]
Routing Forms
Getting Started with Routing Forms
Introduction to Routing Forms
Creating a Routing Form
Adding Questions to Your Routing Form
Routing Your Interactions in Routing Forms
Sharing Your Routing Form as a Standalone Page
Embedding Your Routing Form on Your Website
Configuring Your Routing Form
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 Forms to Your Website
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
Chatbots
Getting Started with Chatbots
Introduction to Chatbots
Creating a Chatbot
Adding Questions to Your Chatbot
Adding Messages to Your Chatbot
Routing Your Interactions in Chatbots
Sharing Your Chatbot as a Standalone Page
Embedding Your Chatbots on Your Website
Configuring Your Chatbot
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
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
Adding Chatbots to Your Website
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
AI-powered Chatbots
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
Integrations
Analytics
Connect OnceHub to Your Google Tag Manager [New]
Tracking OnceHub Events in Google Tag Manager [New]
Automation
Integrating OnceHub with Zapier
Integrating OnceHub with Integrately [New]
Custom Booking Calendar integrations with webhooks and APIs [New]
Corporate Mailbox
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
Customer Relationship Management
Integrating with your CRM [New]
Integrating OnceHub with HubSpot [New]
Integrating OnceHub with Salesforce [New]
Troubleshooting CRM Integration Issues [New]
Browser Extension
Introduction to OnceHub for Gmail
Installing OnceHub for Gmail
Uninstalling OnceHub for Gmail
Sending Personalized links using OnceHub for Gmail
Sending one-time links using OnceHub for Gmail
OnceHub for Gmail FAQs
User & Account Management
User Profile Management
Managing Your Profile in OnceHub [New]
Managing Your Profile in OnceHub [Classic]
Account Access and Password Recovery
Account Management
Account Management
Managing your Account
Managing Seats in OnceHub
Canceling your Subscription
Deleting your Account
Location and Rooms [New]
Alert Center
Powered by OnceHub Banner
Understanding SMS delivery statuses
User Management
User Roles Overview
User Management and Seats
User Roles and their Permissions [New]
User Roles and their Permissions [Classic]
Billing
Managing Payment Methods
Managing Your Subscription
SMS Credits in OnceHub
Introduction to Billing [Classic]
Payment and Billing [Classic]
Single Sign-On (SSO)
Configuring Single Sign-on (SSO) for your Account
OnceHub Service and Support
OnceHub Service and Support
Contact Management
Introduction to Contacts in OnceHub
Managing Contacts in OnceHub
Activity Management
Managing Guest Activities
Understanding Test Activity Behavior in Chatbots and Routing Forms
Filtering Your OnceHub Activities [New]
Exporting Your OnceHub Activities [New]
Reporting & Analytics
Booking Analytics
Lead Acquisition [Classic]
Where Are My Guests Booking From [New]
Where Are My Guests Booking From [Classic]
Security, Privacy & Compliance
Security
Introduction to Security
Storing and Protecting Your Sign-in Credentials
Password Policies
Account Lockout Policies
Session Policies
Security Settings
Security Best Practices
Privacy
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
Compliance
Compliance at OnceHub
The OnceHub BAA
What is HIPAA?
HIPAA Compliance
Full PDF Download
Home
Getting Started with OnceHub
Getting started with OnceHub
Key articles to get you started with OnceHub
Introduction to OnceHub
(8)
Signing up with OnceHub
Introduction to OnceHub
Your OnceHub trial Account
Joining your Organization's OnceHub Account
How to Identify Your Product
Using OnceHub from Your Mobile
Introduction to SMS Notifications
The Field Library
The Basics of Calendar Connection
(4)
What You Need to Know Before Disconnecting Your Calendar [New]
What You Need to Know Before Disconnecting Your Calendar [Classic]
How Busy Time from Your Connected Calendar is Used to Manage Availability [New]
How Busy Time from Your Connected Calendar is Used to Manage Availability [Classic]
Google Calendar Connection
(5)
Connect OnceHub to Your Google Workspace
Managing Your OnceHub Integration With Google Workspace [New]
Managing Your OnceHub Integration With Google Workspace [Classic]
How to Workaround the Google Calendar Quota [New]
How to Workaround the Google Calendar Quota [Classic]
Microsoft Office 365 Calendar Connection
(4)
Connect OnceHub to Your Microsoft Office 365
Managing Your OnceHub Integration With Microsoft Office 365 [New]
Managing Your OnceHub Integration With Microsoft Office 365 [Classic]
Approving Permissions for Microsoft 365 Administrators
Exchange/Outlook Calendar Connection
(5)
Connect OnceHub to Your Exchange/Outlook Calendar
How to Determine the EWS URL
Testing Exchange connectivity
Managing Your OnceHub Integration With Microsoft Exchange Calendar [New]
Managing Your OnceHub Integration With Microsoft Exchange Calendar [Classic]
iCloud Calendar Connection
(3)
Connect OnceHub to Your iCloud Calendar
Managing Your OnceHub Integration With iCloud Calendar [New]
Managing Your OnceHub Integration With iCloud Calendar [Classic]
The Basics of Video Conferencing Connection
(2)
Connect Your Video Conferencing App
Zoom: Custom Dial-in Numbers
Security Best Practices
(5)
Google Meet Security Best Practices
GoTo Meeting Security Best Practices
Microsoft Teams Security Best Practices
Webex Meetings Security Best Practices
Zoom Security Best Practices
