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Getting started with ScheduleOnce
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Getting started with ScheduleOnce
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Event types & Booking pages
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Managing bookings
Customization & Branding tools
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ScheduleOnce
Getting started with ScheduleOnce
Getting started with ScheduleOnce
Adding Users
Introduction to publishing options
Recommended Configuration
Multi-user scenarios
Introduction to multi-user scenarios
Scheduling one-off meetings using ScheduleOnce 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
Using ScheduleOnce for 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 ScheduleOnce
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 ScheduleOnce Resource pools
Creating a Resource pool in ScheduleOnce
Resource pool distribution method: Round robin
Resource pool distribution method: Pooled availability
Resource pool distribution method: Pooled availability with priority
ScheduleOnce Resource pools: Reporting cycle
ScheduleOnce Resource pools: Overview section
ScheduleOnce Resource pools: Resources section
Adding Resource pools to Master pages
ScheduleOnce Resource pool statistics: Bookings received
ScheduleOnce Resource pool statistics: Bookings removed
ScheduleOnce 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
The ScheduleOnce connector for Zoom
Connecting ScheduleOnce 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
The ScheduleOnce connector for Google Meet
Connecting ScheduleOnce to Google Meet
Google Meet security best practices
Configuring your Booking pages to use Google Meet
Microsoft Teams
The ScheduleOnce connector for Microsoft Teams
Configuring your Booking pages to use Microsoft Teams
Connecting ScheduleOnce to Microsoft Teams
Microsoft Teams security best practices
How to set the number of participants for a Microsoft Teams session
GoToMeeting
The ScheduleOnce connector for GoToMeeting
Connecting ScheduleOnce 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
The ScheduleOnce integration with Skype
Connecting ScheduleOnce to Skype
Configuring your Booking pages to use Skype
How to set the number of participants for a Skype session
Webex
The ScheduleOnce connector for Webex Meetings
Connecting ScheduleOnce 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
The ScheduleOnce connector for Salesforce
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 ScheduleOnce to a Salesforce Sandbox environment
How to install the ScheduleOnce connector for Salesforce
How to assign the ScheduleOnce 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 ScheduleOnce fields to non-mandatory Salesforce fields
Using Salesforce Workflow Rules to update fields based on ScheduleOnce 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
The ScheduleOnce connector for Infusionsoft
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 ScheduleOnce 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 ScheduleOnce
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 ScheduleOnce with CRM apps
Tips for integrating ScheduleOnce with marketing automation apps
Tips for integrating ScheduleOnce with email marketing apps
Maximizing booking rates using MailChimp and Zapier
Tips for integrating ScheduleOnce with productivity apps
Tips for integrating ScheduleOnce with time tracking apps
Tips for integrating ScheduleOnce with invoicing apps
Tips for integrating ScheduleOnce with online forms apps
Tips for integrating ScheduleOnce with help desk apps
Integrating Zoom through Zapier
ScheduleOnce fields available in Zapier
ScheduleOnce 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 ScheduleOnce 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 ScheduleOnce connector for PayPal (collecting payments from Customers)
Connecting ScheduleOnce to PayPal (collecting payments from Customers)
Granting permissions to ScheduleOnce (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 ScheduleOnce (collecting payments from Customers)
Automatic refunds via ScheduleOnce (collecting payments from Customers)
Disconnecting ScheduleOnce (collecting payments from Customers)
Testing the ScheduleOnce connector for PayPal (collecting payments from Customers)
Conflicting settings (collecting payments from Customers)
ScheduleOnce 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 ScheduleOnce 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 ScheduleOnce Theme designer
Applying a theme
System themes
Custom themes
Theme properties
Adding your logo to ScheduleOnce
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 ScheduleOnce button to Wordpress
ScheduleOnce 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 ScheduleOnce 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
ScheduleOnce for lead generation
ScheduleOnce solution for lead qualification
Analytics and Source tracking
Using OnceHub with source tracking (UTM tags)
Using ScheduleOnce 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
ChatOnce
Getting started with ChatOnce
Creating your audiences
Creating and managing your bots
Building a conversation
Routing your interactions
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?
How do I enable Google Chat notifications for live chat?
Targeting an audience with bots
Offer scheduling with your bot
Going live with your targeted bot
Send a link to a standalone bot
Add a pop-up chatbot to your website
Contacts in ChatOnce
Assigning a conversation to an owner
Sync contacts with your CRM
Receiving ChatOnce notifications
Legal and compliance
Adding ChatOnce bots to your Squarespace website
Adding ChatOnce bots to your Wix website
Adding ChatOnce bots to your Wordpress website
Adding ChatOnce bots to your ClickFunnels website
Adding chatbots to your Hubspot website
Adding ChatOnce bots to your GoDaddy website
Adding ChatOnce bots to your Weebly website
Adding ChatOnce bots to your Unbounce landing page
Adding ChatOnce bots to your Leadpages landing page
FormOnce
Getting started with FormOnce
Building a form
Offer scheduling with your form
Send a link to a standalone form
Receiving FormOnce notifications
Sync contacts with your CRM
Adding FormOnce forms to your Squarespace website
Adding FormOnce forms to your Wix website
Adding FormOnce forms to your Wordpress site
Adding forms to your ClickFunnels website
Adding forms to your Hubspot website
Adding FormOnce forms to your GoDaddy website
Adding forms to your Weebly website
Adding FormOnce forms to your Unbounce landing page
Adding FormOnce 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
What's new?
What's new at OnceHub?
What's new in version 10.1?
What's new in version 10.0?
What's new in version 9.9?
What's new in version 9.8.5?
What's new in version 9.8?
What's new in version 9.7?
What's new in version 9.6?
What's new in version 9.5?
What's new in version 9.4?
What's new in version 9.3?
What's new in version 9.2?
What's new in version 9.1?
What's new in version 9.0?
What's new in version 8.95?
What's new in version 8.9?
What's new in version 8.8?
What's new in version 8.7?
What's new in version 8.6?
What's new in version 8.5?
What's new in version 8.4?
What's new in version 8.3?
What's new in version 8.2?
What's new in version 8.1?
What's new in version 8.0?
What's new in version 7.9?
ScheduleOnce Acquires Reschedge
What's new in version 7.8?
What's new in version 7.7?
What's new in version 7.6?
What's new in version 7.5?
What's new in version 7.4?
What's new in version 7.3?
What's new in version 7.2?
What's new in version 7.1?
What's new in version 7.0
What's new in version 6.95?
What's new in version 6.9?
What's new in version 6.7?
What's new in version 6.6?
What's new in version 6.5?
What's new in version 6.1?
What's new in version 6.0?
What's new in version 5.95?
What's new in version 5.9?
What's new in version 5.8?
What's new in version 5.7?
What's new in version 5.65?
What's new in version 5.6?
What's new in version 5.5?
What's new in version 5.4?
What's new in version 5.3?
What's new in version 5.2?
What's new in version 5.0?
What's new in version 4.6?
What's new in version 4.5?
What's new in version 4.3?
What's new in version 4.2?
What's new in version 4.1?
What's new in version 4.0?
What's new in version 3.2?
What's new in version 3.1?
What's new in version 3.0?
What's new in version 2.8?
What's new in version 2.5?
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 G Suite
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
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
Home
Account-wide settings
Your account
Account
(16)
Single sign-on (SSO)
(6)
Introduction to your account
Signing up for a OnceHub account
Accessing your account
Signing in with two-factor authentication
See More
Dashboard
(4)
Reviewing your dashboard
Filtering your dashboard
Best practices for reviewing your dashboard
Frequently asked questions for the dashboard
The Activity stream
(17)
Introduction to the Activity stream
Managing bookings from the Activity stream
Filtering the Activity stream
Default filters
Using the Free text filter
See More
Billing
(17)
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
See More
OnceHub service and support
(6)
Introduction to OnceHub support
System requirements
Customer application accessibility
Setup assistance packages
The OnceHub Service Level Agreement (SLA)
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ScheduleOnce Video library
Account-wide settings video library