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In this article, you will learn how to connect to your Infusionsoft account. Each OnceHub User should connect to his/her own Infusionsoft account. You do not need an assigned product license to install and update Infusionsoft account settings, t...
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What are instant calls? Once you've qualified your website visitors through a chatbot or form, identifying the right people to offer an instant call, they can choose to meet with someone on your team immediately in Google Meet or Zoom. This is...
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Event types and Booking pages can be used together to meet a wide range of scheduling scenarios for offering Event types at different locations, channels, or at specific hours or days. Example: You offer 2 Event types: Event type 1 and Even...
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The Salesforce setup process includes 5 phases: API connection , Installation , Field validation , Field mapping , and Creation rules . In this article, you'll learn how to assign the OnceHub Permission Set to the API User in Salesforce. ...
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This article describes potential issues with iCloud Calendar integration and how these issues can be fixed. If you’re still having problems, please contact us and we will be happy to assist you. I cannot connect. What should I do? This ma...
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When you schedule with existing Salesforce records, you can decide to prepopulate the Booking form step with Salesforce record data, or completely skip the Booking form step. Recognizing the Customer by the Salesforce Record ID provides two key ...
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Booking pages enables you to specify when your Customers can cancel or reschedule a booking. In this article, you'll learn how to configure the Customer Cancellation policy and Reschedule policy when you display a price for your Event type, but d...
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Booking reassignment allows you reassign bookings in your Activity stream from one Team member to another . In this article, you'll learn how to reassign a booking. Requirements You must be a OnceHub Administrator . Additionally, yo...
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Note This article only applies if you use our PayPal integration to collect payments from your customers . If you have any questions on how we bill you as a OnceHub customer, go to the Account billing article . The OnceHub connector for Pa...
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Booking page reports address the following needs: Understand overall Booking page activity for ...
