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Getting started with Booking pages
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Chatbots
Routing forms
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Refine
Booking pages
Getting started with Booking pages
Recommended Configuration
Other Configurations
Event types & Booking pages
Master pages & Resource pools
Managing bookings
Customization & Branding tools
Share & Publish
Troubleshooting
Chatbots
Routing forms
Booking calendars
Scheduling with booking calendars
Account-wide settings
My profile
User management
Calendar connection
Third-party integrations
Your account
Security, privacy & compliance
Troubleshooting
Refine
Booking pages
Getting started with Booking pages
Recommended Configuration
Other Configurations
Event types & Booking pages
Master pages & Resource pools
Managing bookings
Customization & Branding tools
Share & Publish
Troubleshooting
Chatbots
Routing forms
Booking calendars
Scheduling with booking calendars
Account-wide settings
My profile
User management
Calendar connection
Third-party integrations
Your account
Security, privacy & compliance
Troubleshooting
Home
Glossary
Booking pages
Getting started with Booking pages
Getting started with Booking pages
Adding Users
Recommended Configuration
Multi-user scenarios
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
Single-user scenarios
Introduction to single-user scenarios
Accepting appointments for yourself using Event types
Offering different appointment types on your Booking page
Supporting different locations or times
Multiple attendee scenarios
Introduction to multiple attendee scenarios
Using Group sessions (number of bookings per slot) with a connected calendar
Using OnceHub to accept bookings for classes
Using OnceHub to schedule bookings for webinars
Transitioning from face-to-face to virtual meetings
Other Configurations
Single-user scenarios
Using Booking pages for multiple meeting types
Accepting appointments for yourself without Event types
Scheduling meetings at multiple locations
Scheduling meetings for a business trip
Multi-user scenarios
Using ScheduleOnce to schedule for conferences, trade shows and other events
Multiple Team members accepting appointments without Event types
Room and resource scheduling without Rule-based assignment
Multiple Team members accepting appointments with Event types without team or panel pages
Multiple attendee Scenario
Using Group sessions (number of bookings per slot) without a connected calendar
Can Customers invite Guests to a booking?
Event types & Booking pages
Event types
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
Booking pages
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
Scheduling options section
Introduction to the Scheduling options section
Location of the Scheduling options section
Automatic booking or Booking with approval
Session packages
One-on-one or Group session
Conflicting settings when using Group sessions
Conflicting settings when using Session packages
Time slot settings section
Introduction to Time slot settings
Location of the Time slot settings section
Time slot display
Workload rules
Timeframe rules
Time zone conversion
Number of time slots offered per day
Limiting the number of bookings per day or per week
Booking form and redirect section
Introduction to the Booking form and redirect section
Collecting Customer data with Booking forms
Prepopulated Booking forms
Automatic redirect
Customer notifications section
Introduction to the Customer notifications section
Notifications to Customers
Customer notification scenarios
Customer calendar event options
User notifications section
Introduction to User notifications section
Communicating with Users and stakeholders
User notification scenarios
Access permissions for subscribing to Booking notifications
SMS notifications
Introduction to SMS notifications
Sending SMS notifications to Customers
Sending SMS notifications to Users
Understanding SMS delivery statuses
Opting in and out of SMS Notifications
Categories
Introduction to categories
Creating categories for Booking pages or Event types
The Customer experience of categorized items in Master pages
The Customer experience of categorized Event types in Booking pages
Master pages & Resource pools
Master pages
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
Resource pools
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
Distribution methods
Introduction to Pooled availability
Distribution method: Pooled availability
Distribution method: Pooled availability with priority
The Pooled availability algorithm: Longest idle time
Panel meetings
Introduction to Panel meetings
Creating Panel meetings
Booking owners
Additional team members
Managing bookings
Responding to booking requests
Scheduling and responding to booking requests
User action: Cancel a booking request and request new times
Customer action: Cancel a booking request
Customer action: Resubmit a booking request
Cancel or Reschedule
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
Reassign
Introduction to Booking reassignment
User action: Reassign a booking
Booking reassignment FAQs
Eligibility for booking reassignment FAQs
Effects of Booking reassignment
Reports
Introduction to reports
Event type reports
Booking page reports
Master page reports
Customer reports
User reports
Account reports
Revenue reports
Report header
Complete list of Detail report columns
Viewing collected information from your Booking form
Customization & Branding tools
Theme Designer
Introduction to the Theme designer
Applying a theme
System themes
Custom themes
Theme properties
Adding your logo
Image and Icon gallery
Booking forms editor
Introduction to the Booking forms editor
Creating and editing a Booking form
The Fields library
Editing System fields
Creating and editing Custom fields
Secure attachments
Conditional fields
Hiding fields on the Booking form
Notification templates editor
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
Localization & Customer text
Understanding localization and Customer interface text
The Localization editor
Step-by-step localization
System and Custom locales
Editing Customer interface text
Applying a Locale
Custom Domain
Introduction to Email from your Domain
Setting up email from your domain
Custom Booking domain
Share & Publish
OnceHub for Gmail
Introduction to OnceHub for Gmail
Installing OnceHub for Gmail
Sending Personalized links using OnceHub for Gmail
Sending one-time links using OnceHub for Gmail
Uninstalling OnceHub for Gmail
OnceHub for Gmail FAQs
Publishing on websites
Website embed: Business scenarios
Website embed
Website embed customization
Website button: Business scenarios
Website button
Website button customization
Login integration
Add a button to Wordpress
OnceHub solutions for Customer onboarding
General & One-time links
Introduction to general and one-time links
Using General links
Using one-time links
Changing Booking page and Master page links
Your Booking page link in your email signature
Add a Scheduling button to your email signature
Scheduling buttons gallery
Personalized links
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
Web form integration
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
Analytics and Source tracking
Using OnceHub with source tracking (UTM tags)
Using booking pages with web analytics
Troubleshooting
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
Chatbots
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
Routing forms
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
Booking calendars
Getting started with booking calendars
Scheduling with booking calendars
The Booking settings tab
The Booking form tab
The Customer notifications tab
Sharing your booking calendar
Booking calendar access permissions
Notifications
Creating and managing a booking hub
Account-wide settings
My profile
Joining your organization's OnceHub account
Understanding my profile settings
Adjusting my profile settings
User management
Guide to account owner, administrator, member, and team manager roles
User management and seats
Calendar connection
The basics of calendar connection
Calendar integrations overview
Disconnecting a calendar
FAQs and Troubleshooting
Google Calendar connection
Connect your Google Calendar/Workspace
Configure your Google Calendar
How to disable the Google Meet video in the calendar event
Microsoft 365 (Office 365) Calendar connection
Connect your Microsoft 365 (Office 365) Calendar
Configure your Microsoft 365 (Office 365) Calendar
Approving OnceHub permissions for Microsoft 365 administrators
Exchange/Outlook Calendar connection
Connect your Exchange/Outlook Calendar
Configure your Exchange/Outlook Calendar
How to determine the EWS URL
Testing Exchange connectivity
iCloud Calendar
Connect your iCloud Calendar
Configure your iCloud Calendar
Third-party integrations
Connect your video conferencing app
Connect your video conferencing app
Integrate your video conferencing app
Configure your booking pages for use with your video conferencing app
Salesforce
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
Infusionsoft
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
Zapier integration
Connect Zapier to OnceHub
Create and manage Zaps from OnceHub
OnceHub fields and triggers available in Zapier
Our Zapier support policy
PC connector for Outlook
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
Payment integration
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)
Custom integrations
Custom integrations with the OnceHub API
Your account
Account
Managing your account
Deleting your account
Dashboard
Analytics
Booking analytics
The Activity stream
The Activity stream: Viewing activities
The Activity stream: Managing activities
Billing
Introduction to billing
Payment and billing
OnceHub service and support
OnceHub service and support
Single sign-on (SSO)
Accessing your account with single sign-on (SSO)
Configuring single sign-on (SSO) for your account
Configuring SSO with Azure
Configuring SSO with Okta
Configuring SSO with G Suite
Configuring SSO with OneLogin
Contacts in OnceHub
Security, privacy & compliance
Security
Introduction to Security
Security best practices
Password policies
Account lockout policies
Session policies
How your sign-in credentials are stored and protected by OnceHub
Security settings
Privacy
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
Compliance
Compliance at OnceHub
What is HIPAA?
HIPAA Compliance
The OnceHub BAA
Troubleshooting
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
Full PDF Download
Home
Booking pages
Master pages & Resource pools
Master pages
(15)
Introduction to Master pages
Creating a Master page
Master page scenarios
Master page scenario: Team or panel page
Assignment with team or panel pages
See More
Resource pools
(13)
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
See More
Distribution methods
(4)
Introduction to Pooled availability
Distribution method: Pooled availability
Distribution method: Pooled availability with priority
The Pooled availability algorithm: Longest idle time
Panel meetings
(4)
Introduction to Panel meetings
Creating Panel meetings
Booking owners
Additional team members