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  • Glossary
  • Booking pages
    • Getting started with Booking pages
      • Getting started with Booking pages
      • Adding Users
      • Introduction to publishing options
    • 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
        • Using Exchange resource calendars
        • 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
        •  Introduction to publishing options
        • Which publishing method should I use?
        • Website embed: Business scenarios
        • Website embed
        • Website embed customization
        • Website button: Business scenarios
        • Website button
        • Website button customization
        • Website widget
        • Website widget customization
        • Login integration
        • Add ScheduleOnce to your Facebook page
        • 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
    • Offer scheduling with your chatbot
    • Chat live with your visitors
    • Creating Live chat teams
    • 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 pop-up chatbot to your website
    • 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 conversation
    • Routing your form interactions
    • Offer scheduling with your form
    • Chat live with your form visitors
    • Send a link to a standalone 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
      •  Step 1: Welcome to OnceHub
      •  Step 2: Learn about ScheduleOnce
      • Step 3: Connecting your calendar to OnceHub
      • Step 4: Adding Users to your account
      • Contacts in OnceHub
    • My profile
      • Introduction to My profile
      • Joining your organization's OnceHub account
      • Profile: Personal details section
      • Profile: Scheduled meeting availability
      • Profile: Live chat 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 ScheduleOnce 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
        • 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
      • 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
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Account (16)

  • Single sign-on (SSO) (6)

  • Introduction to your account
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  • Reviewing your dashboard
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The Activity stream (17)

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Billing (17)

  • Introduction to Billing
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OnceHub service and support (6)

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