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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]
- Creating Booking Calendar Booking Hubs [New]
- Using Booking Calendars with Chatbots and Routing Forms [New]
- Image Gallery [New]
- Pre-filling Guest Information in Your Booking Calendar
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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]
- Meeting Locations for Booking Calendars [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]
- Booking Calendar Time Slot Settings [New]
- Booking Calendar Workload Management [New]
- Booking Calendar Booking Forms [New]
- Mapping Booking Calendar Questions to Global Fields [New]
- Booking Calendar Guest Notifications [New]
- Booking Calendar User Notifications [New]
- Calendar Events in Booking Calendars [New]
- Booking Calendar Redirect [New]
- Adding UTMs to Your Booking Calendar [New]
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- Managing Guest Activities [New]
- Cancelling Meetings Made with Booking Calendars [New]
- Reassigning Meetings Made with Booking Calendars [New]
- Rescheduling Meetings Made with Booking Calendars [New]
- Allowing for Meeting Overlaps with Booking Calendars [New]
- Filtering Your OnceHub Activities [New]
- Exporting Your OnceHub Activities [New]
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- Introduction to Booking pages [Legacy]
- Creating a Booking page [Legacy]
- Booking page access permissions [Legacy]
- Adding Event types to Booking pages [Legacy]
- Booking pages Overview [Legacy]
- Booking pages: Associated calendars [Legacy]
- Booking pages: Recurring availability [Legacy]
- Booking pages: Date-specific availability [Legacy]
- Booking pages: Location settings [Legacy]
- Booking pages: Public content [Legacy]
- Booking pages: Time zone settings [Legacy]
- Booking page ownership [Legacy]
- Duplicating a Booking page [Legacy]
- Disabling your Booking page [Legacy]
- Ensuring Customers reschedule with the same Booking page [Legacy]
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- Introduction to Event types [Legacy]
- Creating an Event type [Legacy]
- Event Types Overview [Legacy]
- Public content [Legacy]
- Payment and rescheduling [Legacy]
- Payment and rescheduling: payment is collected [Legacy]
- Payment and rescheduling: price is displayed [Legacy]
- Payment and rescheduling: price is not displayed [Legacy]
- Booking form and Customer notifications [Legacy]
- Duplicating an Event type [Legacy]
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- Introduction to the Scheduling options [Legacy]
- Location of the Scheduling options [Legacy]
- One-on-one or Group sessions [Legacy]
- Conflicting settings when using Group sessions [Legacy]
- Session packages [Legacy]
- Conflicting settings when using Session packages [Legacy]
- Automatic booking or Booking with approval [Legacy]
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- Introduction to Master pages [Legacy]
- Creating a Master page [Legacy]
- Master pages: Overview [Legacy]
- Master pages: Event types and assignment [Legacy]
- Master pages: Labels and instructions [Legacy]
- Master pages: Public content [Legacy]
- Assignment with team or panel pages [Legacy]
- Conflicting settings when using team or panel pages [Legacy]
- Event types first (Booking pages second) [Legacy]
- Booking pages first (Event types second) [Legacy]
- Booking pages only (without Event types) [Legacy]
- Using Booking page tags in Master pages [Legacy]
- Disabling your Master page [Legacy]
- Master page scenarios [Legacy]
- Master page scenario: Team or panel page [Legacy]
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- Introduction to Resource pools [Legacy]
- Creating a Resource pool [Legacy]
- Round robin distribution method [Legacy]
- Pooled availability distribution method [Legacy]
- Resource pool distribution method: Pooled availability with priority
- Introduction to Pooled availability [Legacy]
- Pooled availability with priority [Legacy]
- Pooled availability algorithm: Longest idle time [Legacy]
- Adding Resource pools to Master pages [Legacy]
- Resource pools: Overview [Legacy]
- Resource pools: Reporting cycle [Legacy]
- Resource pools: Resources [Legacy]
- Resource pools: Assignment priority [Legacy]
- Resource pools: Automatic correction [Legacy]
- Resource pool statistics: Bookings received [Legacy]
- Resource pool statistics: Bookings removed [Legacy]
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- Introduction to the Booking forms editor [Legacy]
- Creating and editing a Booking form [Legacy]
- Editing System fields [Legacy]
- Creating and editing Custom fields [Legacy]
- Conditional fields [Legacy]
- Hiding fields on the Booking form [Legacy]
- Secure attachments [Legacy]
- The Fields library [Legacy]
- Mapping Booking Page Custom Fields to Contact Fields [Legacy]
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- Introduction to the Notification templates editor [Legacy]
- Should I use a Default or Custom template? [Legacy]
- How to create a Custom email or SMS template [Legacy]
- The WYSIWYG mode of the Notification templates editor [Legacy]
- How to test a Custom notification template [Legacy]
- Dynamic fields [Legacy]
- Notification scenarios [Legacy]
- Best practices for creating HTML templates [Legacy]
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- Introduction to Personalizing links with static parameters [Legacy]
- Using Personalized links [Legacy]
- Creating a Personalized link for a specific Customer [Legacy]
- Personalizing links with dynamic parameters [Legacy]
- Personalizing with dynamic URL parameters [Legacy]
- Personalized links in email marketing apps [Legacy]
- URL parameters syntax and processing rules [Legacy]
- Personalizing with dynamic CRM record IDs [Legacy]
- Maximizing booking rates in marketing campaigns [Legacy]
- Sharing your booking links in emails and other apps [Legacy]
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- Website embed [Legacy]
- Website embed customization [Legacy]
- Website button [Legacy]
- Website button customization [Legacy]
- Add a button to Wordpress [Legacy]
- Solutions for Customer onboarding [Legacy]
- Login integration for Customer onboarding [Legacy]
- Website embed: Business scenarios [Legacy]
- Website button: Business scenarios [Legacy]
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- Introduction to web form integration [Legacy]
- Integrating web forms using URL parameters [Legacy]
- Integrating web forms with Salesforce and OnceHub [Legacy]
- Integrating with Infusionsoft web forms [Legacy]
- Using the web form as a filter [Legacy]
- Using web forms to allow only one booking per customer [Legacy]
- Creating a password-protected Booking page [Legacy]
- Validating data received from your Customers [Legacy]
- OnceHub for lead generation [Legacy]
- OnceHub for lead qualification [Legacy]
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- Introduction to canceling and rescheduling [Legacy]
- Effects of cancellation [Legacy]
- Effects of rescheduling [Legacy]
- Reschedule on the Same Booking Page [Legacy]
- The Customer cancel/reschedule page [Legacy]
- The Customer cancel/reschedule policy [Legacy]
- Customer action: Cancel a single booking [Legacy]
- Customer action: Reschedule a single booking [Legacy]
- Customer action: Cancel sessions in a package [Legacy]
- Customer action: Reschedule sessions in a package [Legacy]
- Customer action: Cancel a Panel meeting [Legacy]
- Customer action: Reschedule a Panel meeting [Legacy]
- User action: Cancel/reschedule for Booking pages with Event types [Legacy]
- User action: Cancel/reschedule for Booking pages without Event types [Legacy]
- User action: Cancel a Panel meeting [Legacy]
- User action: Reschedule a Panel meeting [Legacy]
- User action: Cancel/reschedule in Google Calendar [Legacy]
- User action: Cancel/reschedule in Office 365 Calendar [Legacy]
- User action: Cancel/reschedule in Exchange/Outlook Calendar [Legacy]
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- Introduction to reports [Legacy]
- Event type reports [Legacy]
- Booking page reports [Legacy]
- Master page reports [Legacy]
- Customer reports [Legacy]
- Using booking pages with web analytics [Legacy]
- User reports [Legacy]
- Account reports [Legacy]
- Revenue reports [Legacy]
- Report header [Legacy]
- Complete list of Detail report columns [Legacy]
- Viewing collected information from your Booking form [Legacy]
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- Introduction to single-user scenarios [Legacy]
- Using Booking pages for multiple meeting types [Legacy]
- Offering different appointment types on your Booking page [Legacy]
- Accepting appointments for yourself using Event types [Legacy]
- Accepting appointments for yourself without Event types [Legacy]
- Scheduling meetings at multiple locations [Legacy]
- Supporting different locations or times [Legacy]
- Scheduling meetings for a business trip [Legacy]
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- Introduction to multi-user scenarios [Legacy]
- Scheduling one-off meetings using one-time links [Legacy]
- Room and resource scheduling with team or panel pages [Legacy]
- Room and resource scheduling without rule-based assignment [Legacy]
- Booking conditional on the availability of a single resource [Legacy]
- Booking conditional on the availability of one of several resources [Legacy]
- Team Scheduling with Event Types: With Team or Panel Pages [Legacy]
- Team Scheduling with Event Types: Without Team or Panel Pages [Legacy]
- Team Scheduling without Event Types [Legacy]
- Scheduling for conferences, trade shows and other events [Legacy]
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- Introduction to multiple attendee scenarios [Legacy]
- Using group sessions with a connected calendar [Legacy]
- Using group sessions without a connected calendar [Legacy]
- Using OnceHub to accept bookings for classes [Legacy]
- Using OnceHub to schedule bookings for webinars [Legacy]
- Can Customers invite Guests to a booking? [Legacy]
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- The OnceHub connector for PayPal [Legacy]
- Connecting OnceHub to PayPal [Legacy]
- Testing the OnceHub connector for PayPal [Legacy]
- Payment integration throughout the booking lifecycle [Legacy]
- Granting permissions to OnceHub [Legacy]
- OnceHub transaction fee [Legacy]
- Allowing automatic billing [Legacy]
- Customizing payment settings [Legacy]
- Customizing currency settings [Legacy]
- Customizing invoice settings [Legacy]
- Customizing refund settings [Legacy]
- Automatic refunds via OnceHub [Legacy]
- Manual refunds via OnceHub [Legacy]
- Conflicting settings [Legacy]
- Disconnecting OnceHub [Legacy]
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- Salesforce integration security [Legacy]
- Using Salesforce IDs to Identify Customers during booking [Legacy]
- Prepopulate or skip the Booking form step in Salesforce integration [Legacy]
- Using Personalized links (Salesforce ID) [Legacy]
- Introduction to Salesforce scheduling buttons [Legacy]
- Salesforce scheduling buttons for Contacts, Leads and Cases [Legacy]
- Salesforce scheduling buttons for Person Accounts [Legacy]
- Salesforce scheduling buttons for Opportunities [Legacy]
- Personalizing scheduling on landing pages with Salesforce IDs [Legacy]
- Maximizing booking rates in Salesforce Campaigns [Legacy]
- Connecting to Salesforce [Legacy]
- Configuring connector settings on a Booking page [Legacy]
- Working with Salesforce Person Accounts [Legacy]
- Salesforce Lightning Experience [Legacy]
- Connecting a Salesforce API User [Legacy]
- Connecting to a Salesforce Sandbox environment [Legacy]
- Installing the OnceHub connector for Salesforce [Legacy]
- Assigning the OnceHub permission set to the Salesforce API user [Legacy]
- Adding Custom fields to the Salesforce Activity Event Page Layout [Legacy]
- Handling required Salesforce fields in the Field validation step [Legacy]
- Mapping OnceHub fields to non-mandatory Salesforce fields [Legacy]
- Using Salesforce Workflow Rules to update fields based on OnceHub data [Legacy]
- Salesforce record creation, update, and assignment rules [Legacy]
- Supported and non-supported field types in the Salesforce integration [Legacy]
- The Salesforce Activity Event [Legacy]
- Working with Salesforce Record Types [Legacy]
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- Infusionsoft integration [Legacy]
- Connecting to Infusionsoft [Legacy]
- Prepopulate/skip Booking form step in Infusionsoft integration [Legacy]
- Using Infusionsoft Contact IDs to identify Customers during booking [Legacy]
- Using Personalized links (Infusionsoft ID) [Legacy]
- Personalizing scheduling on landing pages with InfusionSoft Contact IDs [Legacy]
- Maximizing booking rates using Infusionsoft campaigns [Legacy]
- Infusionsoft Scheduling buttons [Legacy]
- Infusionsoft record classification [Legacy]
- Infusionsoft record creation, update, and assignment rules [Legacy]
- Tagging Infusionsoft Contact records with Lifecycle tags [Legacy]
- Tagging Infusionsoft Contact records with Infusionsoft tags [Legacy]
- Mapping OnceHub fields to Infusionsoft fields [Legacy]
- Embedding Infusionsoft tracking code to your Booking forms [Legacy]
- Supported and non-supported Infusionsoft field types [Legacy]
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- A User is not receiving SMS notifications [Legacy]
- A User is not receiving email notifications [Legacy]
- Google Calendar connection issues [Legacy]
- A Customer is not receiving SMS notifications [Legacy]
- Exchange/Outlook Calendar connection issues [Legacy]
- iCloud Calendar connection issues [Legacy]
- Outlook Calendar: Events not showing in the expected time zone [Legacy]
- 'No Times Available' Troubleshooting [Legacy]
- Microsoft 365 Calendar via OAuth 2.0 connection issues [Legacy]
- Domain Email Connection Issues [Legacy]
- Busy times not blocking availability [Legacy]
- Connection Error: Email from Your Domain with Google Server [Legacy]
- Payment integration issues [Legacy]
- Salesforce connector issues [Legacy]
- Zapier Integration issues [Legacy]
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- Offering Scheduling in Your Chatbot
- Offering Live Chat with Your Chatbot
- Offering Instant Video Calls with Your Chatbot
- Setting Up Alerts in Your Chatbot
- Updating The Status of Contacts Captured Through Your Chatbot
- Assigning Contacts Captured Through Chatbots to Users
- Mapping Chatbot Questions to Global Fields
- 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
- 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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- Offering Scheduling In Your Routing Form
- Offering Live Chat In Your Routing Form
- Redirecting Guests to an External Website from Routing Forms
- Setting Up Alerts in Your Routing Form
- Updating The Status of Contacts Captured Through Your Routing Form
- Assigning Contacts Captured Through Routing Forms to Users
- Mapping Routing Form Questions to Global Fields
- 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
- Send a link to a form
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- Adding routing forms to your Squarespace website
- Adding routing forms to your Wix website
- Adding routing forms to your WordPress site
- 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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- Sending Scheduling Notifications from a Corporate Office 365 Account
- Sending Scheduling Notifications from a Corporate Amazon SES Account
- IP Addresses to Whitelist for OnceHub Corporate Email Account Feature When Using Internal Mail Servers
- IP Addresses to Enable Relaying For in Microsoft Exchange for the OnceHub Corporate Email Account Feature
- Sending Scheduling Notifications from a Custom Corporate SMTP Server
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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 [Legacy]
- Securing your account according to the GDPR
- Data subject rights under the GDPR [Legacy]
- GDPR data deletion request
- GDPR Terminology
- FAQs about the GDPR
Account Management
- Sending Scheduling Notifications from a Corporate Office 365 Account
- Sending Scheduling Notifications from a Corporate Amazon SES Account
- IP Addresses to Whitelist for OnceHub Corporate Email Account Feature When Using Internal Mail Servers
- IP Addresses to Enable Relaying For in Microsoft Exchange for the OnceHub Corporate Email Account Feature
- Sending Scheduling Notifications from a Custom Corporate SMTP Server
