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  • 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 ScheduleOnce 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 ScheduleOnce to accept bookings for classes
        • Using ScheduleOnce 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
        • ScheduleOnce 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
    • Third-party integrations
      • Zoom
        •  Zoom integration
        • Connecting to Zoom
        • Configuring your Booking pages to use Zoom
        • How to set the number of participants for a Zoom session
        • Custom dial-in numbers
        • Zoom security best practices
        • Zoom passcodes: Dynamic or static
      • Google Meet
        • Google Meet integration
        • Connecting to Google Meet
        • Google Meet security best practices
        • Configuring your Booking pages to use Google Meet
      • Microsoft Teams
        • Microsoft Teams integration
        • Configuring your Booking pages to use Microsoft Teams
        • Connecting to Microsoft Teams
        • Microsoft Teams security best practices
        • How to set the number of participants for a Microsoft Teams session
      • GoToMeeting
        •  GoToMeeting integration
        • Connecting to GoToMeeting
        • Configuring your Booking pages to use GoToMeeting
        • How to set the number of participants for a GoToMeeting session
        • GoToMeeting security best practices
      • Skype
        • Skype integration
        • Connecting to Skype
        • Configuring your Booking pages to use Skype
        • How to set the number of participants for a Skype session
      • Webex
        •  Webex Meetings integration
        • Connecting to Webex Meetings
        • Configuring your Booking pages to use Webex Meetings
        • How to set the number of participants for a Webex Meetings session
        • Webex Meetings security best practices
      • Salesforce
        •  Salesforce integration
        • 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
        •  The OnceHub connector for Zapier
        • Adding Zaps in OnceHub
        • Managing Zaps from within OnceHub
        • How to generate your Zapier API key
        • Triggering Zaps from pages not under your ownership
        • How to create a Zap using OnceHub as a Trigger
        • How to create a Zap from scratch in Zapier
        • How to add a Filter step to a Zap in Zapier
        • OnceHub triggers on Zapier
        • Tips for integrating OnceHub with CRM apps
        • Tips for integrating OnceHub with marketing automation apps
        • Tips for integrating OnceHub with email marketing apps
        • Maximizing booking rates using MailChimp and Zapier
        • Tips for integrating OnceHub with productivity apps
        • Tips for integrating OnceHub with time tracking apps
        • Tips for integrating OnceHub with invoicing apps
        • Tips for integrating OnceHub with online forms apps
        • Tips for integrating OnceHub with help desk apps
        • Integrating Zoom through Zapier
        • OnceHub fields available in Zapier
        • OnceHub composite fields available in Zapier
        • Mapping of OnceHub fields to Zapier triggers
        • 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
    • 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 when connected via EWS
        • 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 ScheduleOnce
        • 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
    •  Getting started with chatbots
    • Creating and managing your bots
    • Building a conversation
    • Routing your interactions
    • Sharing your chatbot
    • Offer scheduling with your chatbot
    • Chat live with your visitors
    • Creating teams for live engagements
    • How do I enable Slack notifications for live chat?
    • How do I enable Microsoft Teams notifications for live chat?
    • Creating your audiences
    • How do I enable Google Chat notifications for live chat?
    • Targeting an audience with bots
    • Going live with your targeted bot
    • Send a link to a standalone bot
    • Add a chatbot to your website that visitors can click to open
    • Contacts
    • Assigning a conversation to an owner
    • Sync contacts with your CRM
    • Receiving ChatOnce notifications
    • 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
  • Forms
    • Getting started with forms
    • Building a form
    • Routing your form interactions
    • Offer scheduling with your form
    • Chat live with your form visitors
    • Send a link to a form
    • Receiving forms notifications
    • Sync contacts with your CRM
    • Adding forms to your Squarespace website
    • Adding forms to your Wix website
    • Adding forms to your Wordpress site
    • Adding forms to your ClickFunnels website
    • Adding forms to your Hubspot website
    • Adding forms to your GoDaddy website
    • Adding forms to your Weebly website
    • Adding forms to your Unbounce landing page
    • Adding forms to your Leadpages landing page
  • Video library
    • ScheduleOnce Video library
      • Setup & Configuration videos
        •  VIDEO: Introduction to Booking pages and Event types
        •  VIDEO: Creating a Booking page
        •  VIDEO: Introduction to Master pages
        •  VIDEO: The Time slot settings
        •  VIDEO: Intro to Pooled availability
        •  VIDEO: Introduction to Resource pools
        •  VIDEO: Using Resource pools to distribute bookings across teams
      • Third-party integration videos
        •  VIDEO: ScheduleOnce Integrations in a nutshell
        •  VIDEO: The ScheduleOnce connector for Salesforce
        •  VIDEO: ScheduleOnce Salesforce integration: Assigning the permission set to the API user
        •  VIDEO: ScheduleOnce Salesforce integration: Adding custom fields to the Salesforce Activity Event layout
        •  VIDEO: The ScheduleOnce connector for Infusionsoft
        •  VIDEO: The ScheduleOnce connector for Zapier
        •  VIDEO: ScheduleOnce Payment integration
        •  VIDEO: The ScheduleOnce connector for Zoom
        •  VIDEO: The ScheduleOnce connector for GoToMeeting
        •  VIDEO: The ScheduleOnce connector for Webex Meetings
      • Customization tools videos
        •  VIDEO: The Theme designer
        •  VIDEO: The Booking forms editor
        •  VIDEO: The Notification templates editor
        •  VIDEO: The Localization editor
      • Share & Publish videos
        •  VIDEO: Introduction to ScheduleOnce Sharing options
        •  VIDEO: Introduction to ScheduleOnce Publishing options
        •  VIDEO: Introduction to web form integration
      • ScheduleOnce solution videos
        •  VIDEO: ScheduleOnce for lead generation
        •  VIDEO: ScheduleOnce for lead qualification
        •  VIDEO: ScheduleOnce for customer onboarding
        •  VIDEO: ScheduleOnce for service and support
        •  VIDEO: ScheduleOnce for health and medical
    • Integrations and Settings Video library
      • Getting started with OnceHub
        •  VIDEO: What is OnceHub?
        •  VIDEO: Learn about ScheduleOnce
        •  VIDEO: Learn about InviteOnce
      • Calendar connection videos
        •  VIDEO: Using OnceHub with Google Calendar
        •  VIDEO: Using OnceHub with Office 365 Calendar
        •  VIDEO: Using OnceHub with Exchange/Outlook Calendar
        •  VIDEO: Using OnceHub with iCloud Calendar
  • Account-wide settings
    • Getting started with OnceHub
      • My profile
        • Introduction to profile settings
        • Joining your organization's OnceHub account
        • Profile: Personal details section
        • Profile: Scheduled meeting availability
        • Profile: Live engagement availability
        • How do I change my email ID?
        • Profile: Email notifications section
        • Profile: Date and time section
        • Set up two-factor authentication
        • Profile: Password section
        • Profile: Permissions
        • Profile: SMS notifications section
      • User management
        • Introduction to User management
        • Differences between Administrator and Member
        • Does my User need an assigned license?
        • Adding Users
        • Editing other User profiles
        • Assigning licenses to Users
        • Unassigning User licenses
        • Deleting Users
        • Common use cases for Users without a license
      • Calendar connection
        • The basics of calendar connection
          • Introduction to calendar connection
          • How can I use my calendar's busy time in OnceHub?
          • Should I work with or without a connected calendar?
          • Disconnecting a calendar
          • What are the different calendar connection options?
        • Google Calendar connection
          •  Introduction to Google Calendar connection
          • Connecting and configuring your Google Calendar
          • User action: Cancel or reschedule in Google Calendar
          • When are Google events treated as busy in OnceHub?
          •  Google Calendar connection FAQs
          • Creating a Google Calendar account that uses your business email address
          • Sharing Google Calendars
          • Using G Suite resource calendars
          • How to disable your browser's pop-up blocker
          • How to disable the Google Meet video in the calendar event
          • Google Calendar quota
        • Office 365 Calendar connection
          •  Introduction to Office 365 Calendar connection
          • Office 365 corporate connection
          • Connecting to your Office 365 Calendar with an app password
          • Using shared calendars in Office 365 Calendar
          • Using Exchange resource calendars
          • Connecting and configuring your Office 365 Calendar via OAuth 2.0
          •  Office 365 Calendar connection with OAuth 2.0 FAQs
          • When are Office 365 events treated as busy in OnceHub?
          • Switching from the PC connector for Outlook to Office 365 integration
          • Which Office 365 edition is required to connect with OnceHub?
        • Exchange/Outlook Calendar connection
          •  Introduction to Exchange/Outlook Calendar connection
          • Connecting to your personal Exchange/Outlook Calendar
          • Configuring your Exchange/Outlook Calendar connection
          • Exchange corporate connection
          • User action: Cancel or reschedule in Exchange/Outlook Calendar
          • Using shared calendars in Exchange/Outlook Calendar
          •  Exchange/Outlook Calendar FAQs
          • When are Exchange/Outlook Calendar events treated as busy in OnceHub?
          • Do my Users need to sign into OnceHub to receive bookings?
          • How to determine the EWS URL
          • Exchange/Outlook cached and non-cached mode
          • Testing Exchange connectivity
          • Exchange/Outlook Calendar integration security and privacy
          • Delegation setup: Office 365 or Outlook Web App (OWA)
          • Calendar Delegation setup: Outlook desktop client
          • Which calendar integration in OnceHub should I choose when using Outlook desktop client?
        • iCloud Calendar connection
          •  Introduction to iCloud Calendar connection
          • Connecting & configuring your iCloud Calendar
          • Creating an iCloud app-specific password
          • When are iCloud events treated as busy in OnceHub?
          • Shared iCloud Calendars
          •  iCloud Calendar connection FAQs
      • Your account
        • Account
          • Introduction to your account
          • Signing up for a OnceHub account
          • Accessing your account
          • Signing in with two-factor authentication
          • OnceHub for Google Workspace
          • Compliance BCC emails
          • Generating your support code
          • Notification center
          • How to remove OnceHub branding on customer-facing elements
          • Deleting your account
          • 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
        • Dashboard
          • Reviewing your dashboard
          • Filtering your dashboard
          • Best practices for reviewing your dashboard
          • Frequently asked questions for the dashboard
        • The Activity stream
          • Introduction to the Activity stream
          • Managing bookings from the Activity stream
          • Filtering the Activity stream
          • Default filters
          • Using the Free text filter
          • Creating Custom filters
          • Using Advanced filter options
          • How to share a filtered view of the Activity stream with another team member
          • Related activities
          • Understanding scheduling activity statuses
          • Session package statuses
          • Payment transaction types and statuses
          • Activity IDs
          • Tracking and reporting No-shows
          • Scheduling on behalf of the Customer
          • Mobile admin interface
          • Deleting activities from the Activity stream
        • Billing
          • Introduction to Billing
          • Purchasing your first OnceHub product
          • Introduction to adding licenses
          • Adding User licenses to a monthly subscription
          • Adding licenses to an annual subscription
          • How to change your billing cycle
          • Removing licenses
          • SMS pricing and purchasing SMS credits
          • Tracking SMS usage
          • Managing payment methods
          • Paying via credit or debit card
          • Paying via PayPal
          • Billing notifications
          • Transactions and invoicing
          • Your business contact details in OnceHub
          • Recovering from a failed recurring payment
          • ScheduleOnce Payment integration transaction fee invoice
        • Contacts in OnceHub
        • OnceHub service and support
          • Introduction to OnceHub support
          • System requirements
          • Customer application accessibility
          • Setup assistance packages
          • The OnceHub Service Level Agreement (SLA)
          • Understanding the Status page
      • 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
          • 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
        • Office 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
    • Pages
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      VIDEO: The ScheduleOnce connector for Zapier

      Last Modified on May 8, 2020

      A quick introduction to ScheduleOnce's integration with Zapier.


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