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- 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]
- Troubleshooting Gmail Integration & Notification Issues
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- 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
- Troubleshooting Microsoft 365 Email Integration & Notification Issues
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- 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]
- Adding Video Backgrounds To Booking Calendars And Booking Hubs [New]
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- 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]
- Offering Multiple Meeting Locations Per Time Block [New]
- Booking Calendar Room and Resource Scheduling [New]
- Connecting a Secondary Calendar [New]
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- Booking Calendar Meeting Types [New]
- Setting up Booking Calendar Team Scheduling Scenarios [New]
- Booking Calendar Meeting Distribution Options [New]
- Do You Need Group Sessions Or Concurrent Sessions? [New]
- Booking Calendar Group Sessions [New]
- Group Sessions in Team Scheduling Scenarios [New]
- Booking Calendar Concurrent Sessions [New]
- Concurrent Sessions in Team Scheduling Scenarios [New]
- Booking Calendar Meeting Durations [New]
- Booking Calendar Timeframe and Timeslot Preferences[New]
- Booking Calendar Workload Management [New]
- Adding UTMs to Your Booking Calendar [New]
- How to Quickly Create Ad Hoc Multi-Host Meetings [New]
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- Introduction to Booking Calendar Templates [New]
- How To Create and Manage Templates [New]
- How To Use Templates With Booking Calendars [New]
- Getting Started Quickly Using Templates [New]
- Centralized Control with Automatic Updates [New]
- How to Enforce Templates [New]
- Total Governance: Enforcing Standardization, Compliance and Control [New]
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- Introduction to Phone Booking [New]
- How to Assign a Phone Number to 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]
- Call Recording Compliance Guidance for Phone Agent [New]
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- 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]
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- 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]
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- 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]
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- 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]
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- 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]
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- 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]
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- 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]
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- 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]
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- 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]
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- 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]
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- 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]
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- Introduction to reports [Classic]
- Event type reports [Classic]
- Booking page reports [Classic]
- Master page reports [Classic]
- Customer reports [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]
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- 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]
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- 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]
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- 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]
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- 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]
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- 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]
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- 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]
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- Offering Scheduling 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 Object Properties
- 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
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- 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
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- 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 User Notifications for 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
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- 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
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- 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
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- Integrating OnceHub with Zapier
- OnceHub Triggers and Actions for Zapier
- Integrating OnceHub with Integrately [New]
- Custom Booking Calendar Integrations With Webhooks And APIs [New]
- Integrating OnceHub with Keragon
- Integrating OnceHub with viaSocket [New]
- Integrating OnceHub with Make
- Integrating OnceHub with Microsoft Copilot Studio [New]
- Integrating OnceHub with viaSocket [Classic]
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- 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
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- 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]
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- 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
Phone Screening
Articles
Phone Screening Agent [New]
Turn your Routing Forms into a voice-based, conversational phone experience with the Phone Screening Agent. Enjoy automated routing and integrated booking.
How to Assign a Phone Number to Your Routing Form [New]
Learn how to assign a dedicated phone number for your Routing Form. Follow steps to enable screening, configure settings, set a Welcome Message, and assign the number.
