Getting started with ScheduleOnce

ScheduleOnce can be customized in many different ways. However, you only need to follow a few basic steps to start receiving bookings:

  1. Set up your meetings
  2. Customize your branding
  3. Share your link

Step 1. Set up your meetings

Set your availability

You may have already configured your availability in the onboarding wizard. If you're satisfied with the rules you set for your availability, you can skip this. 

Every User can set their own availability, which OnceHub applies to all the Booking pages they own. You can update your User availability in your profile by selecting your profile picture or initials in the top right-hand corner -> My profile -> Availability.

Figure 1: Update your availability

Learn more about your availability

Connect your calendar 

With a connected calendar, OnceHub knows not to offer times you're busy to people booking with you. It also adds all booked appointments to your calendar automatically. 

If you didn't already connect your calendar in the onboarding wizard, you can update your OnceHub profile and integrate. In the top right-hand corner, click on your Profile icon (your picture or initials) and select Calendar connection.

Figure 2: Connect your calendar

By default, OnceHub reads busy time from your main calendar. If your connected account has multiple calendars—for instance, one for work and another for personal events—you can opt to have OnceHub read busy time from them as well.

Figure 3: Associated calendars retrieving busy time

Learn more about how OnceHub reads busy time

Connect your video conferencing

ScheduleOnce seamlessly integrates your booking activities with Zoom, Google Meet, Microsoft Teams, GoToMeeting, or Webex Meetings through all phases of the booking lifecycle. When a booking is made, video conferencing session details are integrated with all ScheduleOnce notifications and a video conferencing session will be created automatically. 

Your customer will receive all connection details in the scheduling confirmation email and calendar invite.

Figure 4: Connect to video conferencing

If you're taking video meetings, you'll need to update your Booking page to reflect this. 

Figure 5: Add video conferencing to your Booking page location

Adjust Event types

You can offer one or more Event types to the people booking with you. With your new account, you have three Event types ready-made: 

  • 15-minute meeting
  • 30-minute meeting
  • 60-minute meeting

If you only want one or two, you can remove the extra from your Booking page at Setup -> ScheduleOnce setup -> Booking pages -> your Booking page -> Event types.

Figure 6: Adjust your Event types

If you'd like, you can adjust the Event types' names, time duration, and more by clicking Edit while you're adjusting the associated Event types or go to Setup -> ScheduleOnce setup -> Event types -> relevant Event type. 

To update the name, click on the three horizontal dots next to the Event type's name and select Primary settings

To update the time duration, go to Time slot settings -> Event type duration.

Figure 7: Update your Event type settings

Learn more about Event types

Step 2. Customize your branding

Add customer-facing details

You can include a headshot, welcome message, and more by updating the Public content section at Setup -> ScheduleOnce setup -> Booking pages -> your Booking page -> Public content

Figure 8: Add customer-facing details

Step 3. Share your link

You can grab your link to share it by clicking the Schedule button in the top menu. 

Figure 9: Share your link

That's it! You're all set to receive bookings. 

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