Popular Articles

  1. Dynamic fields [Legacy]

    You can add Dynamic fields to Notification templates to populate emails and SMS notifications with customized data.  In this article, you'll learn about Dynamic fields.  How do Dynamic fields work? Dynamic fields allow you to create email and...
  2. Customizing payment settings [Legacy]

    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 P...
  3. Troubleshooting CRM Integration Issues

    CRM integrations play a crucial role in ensuring seamless data synchronization between systems. When issues arise, they can disrupt workflows and affect productivity. Addressing these issues promptly helps ensure your data sync is smooth and uninter...
  4. User action: Cancel/reschedule for Booking pages with Event types [Legacy]

    When the activity status of a booking is Scheduled , Rescheduled , No-show , or Completed , the User can request to cancel or reschedule a booking directly from the Activity stream . Note You can cancel or reschedule directly from your c...
  5. GDPR Compliance

    The General Data Protection Regulation (GDPR) is the European Union's new data protection legislation designed to protect the privacy rights of EU individuals. The GDPR aligns fragmented privacy legislation across EU member states and is the most si...
  6. Account reports [Legacy]

    Account reports address the following needs: Insight into all account activity over a given per...
  7. Applying a theme [Legacy]

    The Theme designer allows you to fully customize the look and feel of your Booking pages and Master pages . Themes are applied to each Booking page and Master page individually. However, applying a theme to a Master page always overrides the...
  8. Legal and compliance

    Chatbots provide the resources you require to gather consent from your visitors and, if relevant, follow their behavior with a cookie. These settings help you customize your messaging and tailor chatbots to fit your organization's privacy and comp...
  9. Creating Panel meetings [Legacy]

    Panel meetings allow your Customers to book a time to meet with multiple team members simultaneously. When a Customer visits your Master page , they will see availability based on the specific panel combination. You can create panels with speci...
  10. Working with Salesforce Person Accounts [Legacy]

    If you have chosen to set up Person Accounts in your Salesforce organization, you cannot work with the Standard Contact object. Instead, the Person Accounts record stores the information you’d typically save for business contacts, such as first ...
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