# OnceHub Help Center ## Documentation Sets - [Abridged documentation](https://help.oncehub.com/llms-small.txt): a compact version of the documentation for OnceHub Help Center, with non-essential content removed - [Complete documentation](https://help.oncehub.com/llms-full.txt): the full documentation for OnceHub Help Center ## Pages - [Account Administration](https://help.oncehub.com/account-administration.md): Account Administration documentation and guides. - [Account Permissions](https://help.oncehub.com/account-administration/account-permissions.md): Account Permissions documentation and guides. - [Managing Account Permissions](https://help.oncehub.com/account-administration/account-permissions/managing-account-permissions.md): Account Permissions is the central location for managing feature access and compliance. - [Booking Calendar Templates](https://help.oncehub.com/account-administration/booking-calendar-templates.md): Booking Calendar Templates documentation and guides. - [Centralized Control with Automatic Updates](https://help.oncehub.com/account-administration/booking-calendar-templates/centralized-control-with-automatic-updates.md): Centralized Control allows Administrators to enforce uniform settings across all associated Booking Calendars. - [Getting Started Quickly Using Templates](https://help.oncehub.com/account-administration/booking-calendar-templates/getting-started-quickly-using-templates.md): Booking Calendar Templates help you get up and running faster by using pre-configured blueprints. This approach allows Administrators to provide a profession... - [How To Create and Manage Templates](https://help.oncehub.com/account-administration/booking-calendar-templates/how-to-create-and-manage-templates.md): Booking Calendar Templates allow Administrators to standardize settings across multiple Booking Calendars. - [How to Enforce Templates](https://help.oncehub.com/account-administration/booking-calendar-templates/how-to-enforce-templates.md): Enforce Booking Calendar Templates is an account-level setting that mandates the use of pre-configured templates for all new Booking Calendars. - [Introduction to Booking Calendar Templates](https://help.oncehub.com/account-administration/booking-calendar-templates/introduction-to-booking-calendar-templates.md): Booking Calendar Templates are pre-configured blueprints that allow organizations to standardize configurations and manage Booking Calendars at scale. - [Total Governance: Enforcing Standardization, Compliance and Control](https://help.oncehub.com/account-administration/booking-calendar-templates/total-governance-enforcing-standardization-compliance-and-control.md): For organizations requiring the highest level of standardization, Centralized Control and Template Enforcement work in tandem to provide Total Governance. - [Locations Rooms](https://help.oncehub.com/account-administration/locations-rooms.md): Locations Rooms documentation and guides. - [Booking Calendar Room and Resource Scheduling](https://help.oncehub.com/account-administration/locations-rooms/booking-calendar-room-and-resource-scheduling.md): Integrating Booking Calendars with your productivity suite’s room directory simplifies the process of managing physical meeting spaces, such as meeting rooms or conference rooms. - [Location and Rooms](https://help.oncehub.com/account-administration/locations-rooms/location-and-rooms.md): Locations and Rooms in OnceHub help streamline scheduling for meetings held in physical spaces, such as meeting rooms or conference rooms. - [Offering Multiple Meeting Locations Per Time Block](https://help.oncehub.com/account-administration/locations-rooms/offering-multiple-meeting-locations-per-time-block.md): Meeting locations define where your guests can meet with you when scheduling an appointment. These options integrate with your availability settings, ensuring that the offered meeting locations are relevant for the selected time blocks. - [Objects Properties](https://help.oncehub.com/account-administration/objects-properties.md): Objects Properties documentation and guides. - [Introduction to Objects and Properties](https://help.oncehub.com/account-administration/objects-properties/introduction-to-objects-and-properties.md): In OnceHub, data is structured into Objects and Properties. An Object acts as a container for a specific category of information (e.g., a booking or a guest), while Object Properties are the individual data points stored within those containers. - [Managing Object Properties](https://help.oncehub.com/account-administration/objects-properties/managing-object-properties.md): This article explains how to view, create, and manage properties for your OnceHub Objects. Object Properties allow you to capture and store specific data poi... - [When to Use Object Properties](https://help.oncehub.com/account-administration/objects-properties/when-to-use-object-properties.md): In OnceHub, how you store your data determines how effectively you can use it across your entire workflow. - [User Attributes](https://help.oncehub.com/account-administration/user-attributes.md): User Attributes documentation and guides. - [How to Configure User Attributes](https://help.oncehub.com/account-administration/user-attributes/how-to-configure-user-attributes.md): User Attributes are used to categorize Users based on characteristics such as language, location or area of expertise. - [Introduction to User Attributes](https://help.oncehub.com/account-administration/user-attributes/introduction-to-user-attributes.md): User Attributes allow you to categorize Users based on characteristics such as Language, Location, or Area of Expertise. - [User Management](https://help.oncehub.com/account-administration/user-management.md): User Management documentation and guides. - [User Management and Seats](https://help.oncehub.com/account-administration/user-management/user-management-and-seats.md): This guide details how to manage users within your OnceHub account, including accessing user management and understanding the available administrative options. - [User Roles and Their Permissions](https://help.oncehub.com/account-administration/user-management/user-roles-and-their-permissions.md): This guide clarifies the permissions granted to each user role within OnceHub: Account Owner, Administrator, Team Manager, and Member. - [User Roles Overview](https://help.oncehub.com/account-administration/user-management/user-roles-overview.md): This article provides an overview of the various user roles within OnceHub, detailing the core permissions associated with each role. - [Account Integrations](https://help.oncehub.com/account-integrations.md): Connect OnceHub with your CRM, analytics, payment collection, automation tools, and more. - [Analytics](https://help.oncehub.com/account-integrations/analytics.md): Analytics documentation and guides. - [Connect OnceHub to Your Google Tag Manager](https://help.oncehub.com/account-integrations/analytics/connect-oncehub-to-your-google-tag-manager.md): Connecting OnceHub to Google Tag Manager gives you a deeper understanding of your entire scheduling funnel. - [Tracking OnceHub Events in Google Tag Manager](https://help.oncehub.com/account-integrations/analytics/tracking-oncehub-events-in-google-tag-manager.md): You can use Google Tag Manager to track visitor actions across your booking calendars, booking hubs, routing forms, and chatbots. - [Automation](https://help.oncehub.com/account-integrations/automation.md): Automate your scheduling workflows with webhooks, APIs, Zapier, Make, Keragon, and other integration platforms. - [API and Webhooks](https://help.oncehub.com/account-integrations/automation/api-and-webhooks.md): API And Webhooks documentation and guides. - [API Key Security & Management](https://help.oncehub.com/account-integrations/automation/api-and-webhooks/api-key-security-management.md): To ensure enterprise grade security, OnceHub utilizes industry standard cryptographic practices to protect your account credentials. - [Creating and Managing Webhooks via OnceHub](https://help.oncehub.com/account-integrations/automation/api-and-webhooks/creating-and-managing-webhooks-via-oncehub.md): Webhooks enable real-time data synchronization from OnceHub to your external applications. When an event occurs in OnceHub such as a new booking, a data payl... - [Custom Booking Calendar Integrations With Webhooks And APIs](https://help.oncehub.com/account-integrations/automation/api-and-webhooks/custom-booking-calendar-integrations-with-webhooks-and-apis.md): The OnceHub API and webhook features empower developers and technically skilled users to create custom integrations for Booking Calendars, allowing seamless ... - [Integrating OnceHub with Integrately](https://help.oncehub.com/account-integrations/automation/integrating-oncehub-with-integrately.md): OnceHub utilizes Integrately, an Integration Platform as a Service (iPaaS), to automate data movement between your essential applications. - [Integrating OnceHub with Keragon](https://help.oncehub.com/account-integrations/automation/integrating-oncehub-with-keragon.md): Integrating OnceHub with Keragon, an Integration Platform as a Service (iPaaS) enables you to automate data movement between OnceHub and specialized healthca... - [Integrating OnceHub with Make](https://help.oncehub.com/account-integrations/automation/integrating-oncehub-with-make.md): Integrating OnceHub with Make, a leading Integration Platform as a Service (iPaaS), enables you to automate data movement across your essential tech stack. - [Integrating OnceHub with Microsoft Copilot Studio](https://help.oncehub.com/account-integrations/automation/integrating-oncehub-with-microsoft-copilot-studio.md): Connecting OnceHub with the Copilot Studio allows you to create AI Agents that automate your entire meeting lifecycle. - [Integrating OnceHub With n8n](https://help.oncehub.com/account-integrations/automation/integrating-oncehub-with-n8n.md): OnceHub integrates with n8n, an extensible Integration Platform as a Service (iPaaS), to automate data movement between OnceHub and hundreds of other applica... - [Integrating OnceHub with viaSocket](https://help.oncehub.com/account-integrations/automation/integrating-oncehub-with-viasocket.md): OnceHub integrates with viaSocket, an Integration Platform as a Service (iPaaS), to automate data movement between OnceHub and thousands of other applications. - [OnceHub MCP](https://help.oncehub.com/account-integrations/automation/oncehub-mcp.md): OnceHub MCP documentation and guides. - [OnceHub MCP: How To Connect OnceHub To Your AI Assistant](https://help.oncehub.com/account-integrations/automation/oncehub-mcp/how-to-connect-oncehub-to-your-ai-assistant.md): The OnceHub MCP (Model Context Protocol) is a secure bridge that allows AI assistants like ChatGPT or Claude to interact directly with your OnceHub schedulin... - [OnceHub MCP: List Of Supported Tools](https://help.oncehub.com/account-integrations/automation/oncehub-mcp/list-of-supported-tools.md): Once your OnceHub account is connected to an AI assistant, your AI assistant uses specific tools to interact with your OnceHub data. - [OnceHub MCP: Manage Scheduling with AI Prompts](https://help.oncehub.com/account-integrations/automation/oncehub-mcp/manage-scheduling-with-ai-prompts.md): Once your OnceHub account is connected to an AI assistant and you have reviewed the list of supported tools, you can use natural language to manage your sche... - [Zapier](https://help.oncehub.com/account-integrations/automation/zapier.md): Zapier documentation and guides. - [Automate Your Scheduling Workflow by using Zapier](https://help.oncehub.com/account-integrations/automation/zapier/automate-your-scheduling-workflow-by-using-zapier.md): Automating your workflow with Zaps can save you time and reduce repetitive tasks. By connecting OnceHub to Zapier, you can transfer Booking Calendar data to ... - [Integrating OnceHub with Zapier](https://help.oncehub.com/account-integrations/automation/zapier/integrating-oncehub-with-zapier.md): OnceHub utilizes Zapier, an Integration Platform as a Service (iPaaS), to automate data movement between your essential applications. - [OnceHub Triggers and Actions for Zapier](https://help.oncehub.com/account-integrations/automation/zapier/oncehub-triggers-and-actions-for-zapier.md): This article provides a comprehensive overview of the available Triggers and Actions when using OnceHub with Zapier. - [Setting Up a Zap for Booking Calendars Using Contact Properties](https://help.oncehub.com/account-integrations/automation/zapier/setting-up-zap-for-booking-calendars-using-contact-properties.md): In this guide, you will learn how to automate guest information transfer from Booking Calendar Contact Properties to your preferred applications via a Zap. - [Setting Up a Zap for Booking Calendars Using Meeting Properties](https://help.oncehub.com/account-integrations/automation/zapier/setting-up-zap-for-booking-calendars-using-meeting-properties.md): In this guide, you will learn how to automate guest information transfer from Booking Calendar Meeting Properties to your preferred applications via a Zap. - [Setting up a Zap for Chatbots](https://help.oncehub.com/account-integrations/automation/zapier/setting-up-zap-for-chatbots.md): Setting up a Zap can help automate your workflows by connecting your Chatbots and Routing Forms with other applications. - [Setting Up a Zap for Routing Forms](https://help.oncehub.com/account-integrations/automation/zapier/setting-up-zap-for-routing-forms.md): In this guide, you will learn how to automate visitor information transfer from your Routing Forms to your preferred applications via a Zap. - [Corporate Mailbox](https://help.oncehub.com/account-integrations/corporate-mailbox.md): Corporate Mailbox documentation and guides. - [Sending Scheduling Notifications from a Corporate Amazon SES Account](https://help.oncehub.com/account-integrations/corporate-mailbox/sending-scheduling-notifications-from-corporate-amazon-ses-account.md): Use the Corporate Mailbox feature to send OnceHub notifications from your company's corporate Amazon SES account instead of the default mailer@oncehub.com. - [Sending Scheduling Notifications from a Corporate Gmail Account](https://help.oncehub.com/account-integrations/corporate-mailbox/sending-scheduling-notifications-from-corporate-gmail-account.md): Use the Corporate Mailbox feature to send OnceHub notifications from your company's corporate Gmail account instead of the default mailer@oncehub.com. - [Sending Scheduling Notifications from a Corporate Office 365 Account](https://help.oncehub.com/account-integrations/corporate-mailbox/sending-scheduling-notifications-from-corporate-office-365-account.md): Use the Corporate Mailbox feature to send OnceHub notifications from your company's corporate Office 365 account instead of the default mailer@oncehub.com. - [Sending Scheduling Notifications from a Custom Corporate SMTP Server](https://help.oncehub.com/account-integrations/corporate-mailbox/sending-scheduling-notifications-from-custom-corporate-smtp-server.md): Use the Corporate Email feature to send OnceHub notifications from your company's Custom SMTP server's mailbox instead of the default mailer@oncehub.com. - [CRM](https://help.oncehub.com/account-integrations/crm.md): CRM documentation and guides. - [How To Assign Meetings To The CRM Contact Owner](https://help.oncehub.com/account-integrations/crm/how-to-assign-meetings-to-the-crm-contact-owner.md): Override standard meeting distribution rules to have visitors schedule directly with their assigned contact owners from your integrated Salesforce or HubSpot account. - [Integrating OnceHub with HubSpot](https://help.oncehub.com/account-integrations/crm/integrating-oncehub-with-hubspot.md): Integrating OnceHub with HubSpot CRM enables you to automate data movement across your entire engagement funnel. - [Integrating OnceHub with Salesforce](https://help.oncehub.com/account-integrations/crm/integrating-oncehub-with-salesforce.md): Integrating OnceHub with Salesforce CRM enables you to automate data movement across your entire engagement funnel. - [Integrating OnceHub with Your Salesforce Sandbox Environment](https://help.oncehub.com/account-integrations/crm/integrating-oncehub-with-your-salesforce-sandbox-environment.md): Integrating OnceHub with your Salesforce sandbox allows you to test your booking workflows and data mapping in a safe environment before going live with your... - [Integrating with your CRM](https://help.oncehub.com/account-integrations/crm/integrating-with-your-crm.md): Integrating your CRM with OnceHub ensures that as soon as a guest has interacted with any of our product features, a contact is created/updated in OnceHub wi... - [Troubleshooting CRM Integration Issues](https://help.oncehub.com/account-integrations/crm/troubleshooting-crm-integration-issues.md): CRM integrations play a crucial role in ensuring seamless data synchronization between systems. When issues arise, they can disrupt workflows and affect prod... - [Payment Collection](https://help.oncehub.com/account-integrations/payment-collection.md): Payment Collection documentation and guides. - [Stripe](https://help.oncehub.com/account-integrations/payment-collection/stripe.md): Stripe documentation and guides. - [How OnceHub Handles Reassigned, Rescheduled, and Canceled Paid Meetings](https://help.oncehub.com/account-integrations/payment-collection/stripe/how-oncehub-handles-reassigned-rescheduled-and-canceled-paid-meetings.md): When a paid meeting is modified (reassigned, rescheduled or canceled), the payment transaction details always remain associated with the original meeting act... - [How Payment Transaction Details are Sent to Your Guests](https://help.oncehub.com/account-integrations/payment-collection/stripe/how-payment-transaction-details-are-sent-to-your-guests.md): When a paid meeting is scheduled, guests can receive the payment transaction details in two ways: - [How to Configure Payment Collection on your Booking Calendar](https://help.oncehub.com/account-integrations/payment-collection/stripe/how-to-configure-payment-collection-on-your-booking-calendar.md): Each of your Booking Calendars can have their own unique payment collection settings, depending on the service you are charging for. - [How to Connect OnceHub with Stripe](https://help.oncehub.com/account-integrations/payment-collection/stripe/how-to-connect-oncehub-with-stripe.md): This article describes how to connect your OnceHub account to Stripe to enable payment collection for your Booking Calendars. - [Introduction to the Stripe Integration](https://help.oncehub.com/account-integrations/payment-collection/stripe/introduction-to-stripe-integration.md): Connecting your OnceHub account with Stripe allows you to accept payments from your guests directly on your Booking Calendar during the booking process. - [Security and Compliance](https://help.oncehub.com/account-integrations/security-and-compliance.md): Security And Compliance documentation and guides. - [How To Add And Delete OnceHub Users With Microsoft Entra ID](https://help.oncehub.com/account-integrations/security-and-compliance/how-to-add-and-delete-oncehub-users-with-microsoft-entra-id.md): You can manage your OnceHub users by provisioning and deprovisioning them directly within Microsoft Entra ID. - [How To Integrate OnceHub With Microsoft Entra ID](https://help.oncehub.com/account-integrations/security-and-compliance/how-to-integrate-oncehub-with-microsoft-entra-id.md): Automatically add and delete users in OnceHub directly from Entra ID using SCIM. This provides real-time synchronization ensuring that user access is always ... - [Activities Analytics](https://help.oncehub.com/activities-analytics.md): Activities Analytics documentation and guides. - [Activity Management](https://help.oncehub.com/activities-analytics/activity-management.md): Activity Management documentation and guides. - [Alert Center](https://help.oncehub.com/activities-analytics/activity-management/alert-center.md): The Alert Center is designed to keep you informed about all booking activities within your account, including new bookings, cancellations, and reschedules. - [Exporting Your OnceHub Activities](https://help.oncehub.com/activities-analytics/activity-management/exporting-your-oncehub-activities.md): Our export feature allows you to generate a dataset of all guest activities in your account, with optional filtering to help you refine the data as needed. - [Filtering Your OnceHub Activities](https://help.oncehub.com/activities-analytics/activity-management/filtering-your-oncehub-activities.md): OnceHub provides a powerful filtering feature that enables you to easily find and analyze the activities of your guests who have interacted with your OnceHub... - [Managing Guest Activities](https://help.oncehub.com/activities-analytics/activity-management/managing-guest-activities.md): Activities is the centralized hub where you can manage all guests’ activities. It provides advanced filtering options to quickly locate the information you need and create valuable datasets that can serve as the foundation for creating comprehensive reports. - [Meeting Management](https://help.oncehub.com/activities-analytics/activity-management/meeting-management.md): Meeting Management documentation and guides. - [Allowing for Meeting Overlaps with Booking Calendars](https://help.oncehub.com/activities-analytics/activity-management/meeting-management/allowing-for-meeting-overlaps-with-booking-calendars.md): The Meeting Overlap feature empowers you to accept new meetings, even if they occur simultaneously with existing scheduled meetings. - [Cancelling Meetings Made with Booking Calendars](https://help.oncehub.com/activities-analytics/activity-management/meeting-management/cancelling-meetings-made-with-booking-calendars.md): Managing meeting cancellations effectively ensures that all parties are informed and updated. This article will help you to understand the effects of cancell... - [Reassigning Meetings Made with Booking Calendars](https://help.oncehub.com/activities-analytics/activity-management/meeting-management/reassigning-meetings-made-with-booking-calendars.md): Managing meeting reassignments effectively ensures that all parties are informed and updated. This article will help you to understand the effects of reassig... - [Rescheduling Meetings Made with Booking Calendars](https://help.oncehub.com/activities-analytics/activity-management/meeting-management/rescheduling-meetings-made-with-booking-calendars.md): Managing meeting reschedules effectively ensures that all parties are informed and updated. This article will help you to understand the effects of reschedul... - [Phone Booking Conversation Summary and Recording](https://help.oncehub.com/activities-analytics/activity-management/phone-booking-conversation-summary-and-recording.md): Reviewing your Phone Booking recordings can provide valuable information on guest preferences, such as preferred services or times slots. - [Understanding Test Activity Behavior in Chatbots and Routing Forms](https://help.oncehub.com/activities-analytics/activity-management/understanding-test-activity-behavior-in-chatbots-and-routing-forms.md): When you test your Chatbots and Routing Forms, the activities generated are specifically flagged as Test Activity within your Activities. - [Reporting Analytics](https://help.oncehub.com/activities-analytics/reporting-analytics.md): Reporting Analytics documentation and guides. - [Booking Analytics](https://help.oncehub.com/activities-analytics/reporting-analytics/booking-analytics.md): The Booking analytics page allows you to view all bookings associated with your account, providing a clear and organized display of your booking data. - [Capacity Planning for Optimizing Staffing Level](https://help.oncehub.com/activities-analytics/reporting-analytics/capacity-planning-for-optimizing-staffing-level.md): The Capacity Planning report helps you to analyze gaps, anticipate demand, and optimize your staffing levels by allowing you to: - [Where Are My Guests Booking From](https://help.oncehub.com/activities-analytics/reporting-analytics/where-are-my-guests-booking-from.md): To get the most out of your marketing, it's important to know where your bookings originate. - [Billing](https://help.oncehub.com/billing.md): Billing documentation and guides. - [Accessing and Exporting Your Centralized SMS Logs](https://help.oncehub.com/billing/accessing-and-exporting-your-centralized-sms-logs.md): The SMS Logs screen provides a centralized record of all SMS notifications sent from your OnceHub account. - [Canceling your Subscription](https://help.oncehub.com/billing/canceling-your-subscription.md): This guide explains how to cancel your paid subscription. If you're on a free trial or the basic plan, you'll need to delete your account instead. - [Deleting Your Account](https://help.oncehub.com/billing/deleting-your-account.md): This guide explains how to delete your account if you are on a free trial or the basic plan. If you're on a paid plan, you'll need to cancel your subscriptio... - [Managing Payment Methods](https://help.oncehub.com/billing/managing-payment-methods.md): OnceHub supports a variety of payment methods, giving you the flexibility to update them as needed. However, if you’re using PayPal, keep in mind that subscr... - [Managing Phone Numbers](https://help.oncehub.com/billing/managing-phone-numbers.md): Phone numbers can be used with Booking Calendars and Booking Hubs to handle inbound calls via Phone Booking. - [Managing Seats in OnceHub](https://help.oncehub.com/billing/managing-seats-in-oncehub.md): Seats provide access to OnceHub’s scheduling and live engagement tools, required for users who directly interact with guests or accept booking appointments. - [Managing Your Subscription](https://help.oncehub.com/billing/managing-your-subscription.md): This article explains how you can manage your subscription in OnceHub, including steps to change your plan, adjust the number of seats, and understand the ef... - [SMS Credits in OnceHub](https://help.oncehub.com/billing/sms-credits-in-oncehub.md): In this article, you’ll learn everything about SMS credits, including how they work, the pricing structure, and step-by-step instructions to purchase them. - [SMS Delivery: Statuses, Troubleshooting, and Regional Guidelines](https://help.oncehub.com/billing/sms-delivery-statuses-troubleshooting-and-regional-guidelines.md): All SMS notifications sent through your OnceHub account are recorded in your SMS logs. Use this article to help you understand delivery statuses, resolve com... - [Chatbots](https://help.oncehub.com/chatbots.md): Chatbots documentation and guides. - [Configuring Your Chatbot](https://help.oncehub.com/chatbots/configuring-your-chatbot.md): Configuring Your Chatbot documentation and guides. - [Mapping Chatbot Questions to Object Properties](https://help.oncehub.com/chatbots/configuring-your-chatbot/mapping-chatbot-questions-to-object-properties.md): Each Question in your Chatbot can be mapped to a Contact Property to save their responses within a OnceHub Contact, as well as use it to send the data to thi... - [Contact Management](https://help.oncehub.com/contact-management.md): Contact Management documentation and guides. - [How Contacts Are Identified In OnceHub](https://help.oncehub.com/contact-management/how-contacts-are-identified-in-oncehub.md): Learn how OnceHub automatically identifies contacts using email, mobile phone, and name to prevent duplicate records and maintain accurate guest data. - [How OnceHub Handles Duplicate Contacts](https://help.oncehub.com/contact-management/how-oncehub-handles-duplicate-contacts.md): Learn how OnceHub detects and merges duplicate contact records to maintain a single, accurate record for each guest. - [How To Import And Export Contacts In OnceHub](https://help.oncehub.com/contact-management/how-to-import-contacts-into-oncehub.md): Learn how to import and export contact records in OnceHub using CSV files, including step-by-step instructions for importing, viewing, and exporting contacts. - [Introduction To Contacts In OnceHub](https://help.oncehub.com/contact-management/introduction-to-contacts-in-oncehub.md): Learn what contacts are in OnceHub, why they matter, and what information is stored in a contact record for guest management and engagement. - [Managing Contacts In OnceHub](https://help.oncehub.com/contact-management/managing-contacts-in-oncehub.md): Learn how contacts are created, updated, and deleted in OnceHub, and how duplicate handling and related meetings, notifications, calendar events, and integrations are affected. - [Scheduling Without An Email: What You Need To Know](https://help.oncehub.com/contact-management/scheduling-without-an-email-what-you-need-to-know.md): While OnceHub allows you to set email collection as not required or remove the email question entirely, this is generally not recommended. - [The Contact Detail Page](https://help.oncehub.com/contact-management/the-contact-detail-page.md): Learn how to use the Contact Detail page in OnceHub to view guest information, activity history, and AI-generated summaries. - [The Contacts Page](https://help.oncehub.com/contact-management/the-contacts-page.md): Learn how to navigate and use the Contacts page in OnceHub to view, edit, filter, import, export, and delete contact records from one central location. - [Contact Us](https://help.oncehub.com/contact-us.md): Get in touch with the OnceHub support team. - [Developers](https://help.oncehub.com/developers.md): OnceHub developer documentation including API reference, webhooks, client-side API, MCP server, and integration recipes. - [Client Side API](https://help.oncehub.com/developers/client-side-api.md): Client Side API documentation and guides. - [Embed events](https://help.oncehub.com/developers/client-side-api/embed-events.md): Subscribe to client-side JavaScript events from embedded OnceHub booking calendars and chatbot widgets to track user interactions. - [Embedded booking events](https://help.oncehub.com/developers/client-side-api/embedded-booking-calendar-events.md): Track embedded booking calendar events including calendar loaded, time slot selection, and booking completion with detailed payload data. - [Embedded chatbot events](https://help.oncehub.com/developers/client-side-api/embedded-chatbot-events.md): Listen to real-time events from embedded OnceHub chatbot widgets including loaded, opened, started, closed, and button click events. - [Embedded form events](https://help.oncehub.com/developers/client-side-api/embedded-form-events.md): Track user interactions with embedded OnceHub forms through events including loaded, started, button clicked, and completed events. - [Introduction to Client-Side API](https://help.oncehub.com/developers/client-side-api/introduction.md): Build direct integrations using booking confirmation data via URL parameters and JavaScript for Booking Pages and Booking Calendars. - [FAQs](https://help.oncehub.com/developers/faq.md): Frequently asked questions - [MCP Server](https://help.oncehub.com/developers/mcp-server.md): MCP Server documentation and guides. - [Getting Started with OnceHub Platform MCP Server](https://help.oncehub.com/developers/mcp-server/getting-started.md): Step-by-step guide to configure your AI Agent with the OnceHub Platform MCP Server for automated meeting scheduling. - [Introduction to the Model Context Protocol (MCP) Server](https://help.oncehub.com/developers/mcp-server/introduction.md): Learn how to use the OnceHub Platform MCP Server to enable AI agents to automate meeting scheduling through natural language interaction. - [MCP Server Tools](https://help.oncehub.com/developers/mcp-server/tools.md): Reference documentation for the Get available time slots and Schedule a meeting tools. - [Overview](https://help.oncehub.com/developers/overview.md): Overview documentation and guides. - [API Versioning](https://help.oncehub.com/developers/overview/api-versioning.md): Understand OnceHub API versioning strategy, how to specify versions in requests, and manage backward compatibility. - [Authentication](https://help.oncehub.com/developers/overview/authentication.md): Generate and use API keys to authenticate requests to the OnceHub API with secure bearer token authentication. - [Deleted Resources](https://help.oncehub.com/developers/overview/deleted-resources.md): Understand how OnceHub API handles deleted resources in redacted mode and how they appear in responses and expansions. - [Error Handling](https://help.oncehub.com/developers/overview/error-handling.md): Handle API errors effectively with standard HTTP status codes, error types, and detailed error messages for troubleshooting. - [Expanding Responses](https://help.oncehub.com/developers/overview/expanding-responses.md): Retrieve expanded nested objects in API responses using the expand parameter to reduce additional API calls. - [Overview](https://help.oncehub.com/developers/overview/introduction.md): Learn how to integrate with the OnceHub REST API to access booking data, manage calendars, and automate scheduling workflows. - [Pagination](https://help.oncehub.com/developers/overview/pagination.md): Navigate large result sets using cursor-based pagination with before, after, and limit parameters in list API methods. - [Rate Limits](https://help.oncehub.com/developers/overview/rate-limits.md): Learn about OnceHub API rate limits, including per-account and per-IP restrictions, and best practices to avoid hitting limits. - [Request IDs](https://help.oncehub.com/developers/overview/request-ids.md): Track and troubleshoot API requests using unique Request-Id headers included in all OnceHub API responses. - [Recipes](https://help.oncehub.com/developers/recipes.md) - [Dynamic Co-Host Selection](https://help.oncehub.com/developers/recipes/dynamic-co-host-selection.md): Add checkboxes that update an embedded OnceHub calendar to include co-hosts. - [Fetch Bookings Periodically](https://help.oncehub.com/developers/recipes/fetch-bookings-periodically.md): Learn how to periodically fetch updated bookings from the OnceHub API using pagination - [Webhooks](https://help.oncehub.com/developers/webhooks.md): Webhooks documentation and guides. - [Introduction to Webhooks](https://help.oncehub.com/developers/webhooks/introduction-to-webhooks.md): Learn how to use OnceHub webhooks to receive real-time notifications about booking and conversation events in your account. - [Managing Webhook Subscriptions](https://help.oncehub.com/developers/webhooks/managing-webhook-subscriptions.md): Create, retrieve, and delete webhook subscriptions via the API or OnceHub application to manage your event notifications. - [Setting Up and Using Webhooks](https://help.oncehub.com/developers/webhooks/using-webhooks.md): Set up and configure webhook integrations to automatically receive booking and conversation data from OnceHub when lifecycle events occur. - [Webhook Signatures](https://help.oncehub.com/developers/webhooks/webhook-signatures.md): Verify the events that OnceHub sends to your webhook endpoints. - [Getting Started](https://help.oncehub.com/getting-started.md): Getting Started documentation and guides. - [Introduction to OnceHub](https://help.oncehub.com/getting-started/introduction-oncehub.md): Introduction OnceHub documentation and guides. - [Introduction To OnceHub](https://help.oncehub.com/getting-started/introduction-oncehub/introduction-to-oncehub.md): Welcome to OnceHub! Our platform simplifies scheduling, streamlines interactions, and boosts productivity by offering tools for booking meetings, engaging vi... - [Joining Your Organization's OnceHub Account](https://help.oncehub.com/getting-started/introduction-oncehub/joining-your-organizations-oncehub-account.md): Joining your organization's OnceHub account is straightforward. This guide will walk you through every step, explain common pitfalls, and answer frequently a... - [OnceHub Service and Support Information](https://help.oncehub.com/getting-started/introduction-oncehub/oncehub-service-and-support-information.md): We offer multiple channels of support to assist you in starting and maintaining your OnceHub Account. Read on to learn about how to utilize OnceHub service a... - [Signing Up With OnceHub](https://help.oncehub.com/getting-started/introduction-oncehub/signing-up-with-oncehub.md): Sign up using your existing GSuite or Office 365 account, or with an email address. - [Using OnceHub from Your Mobile](https://help.oncehub.com/getting-started/introduction-oncehub/using-oncehub-from-your-mobile.md): OnceHub provides an easy way to manage your scheduling, meetings, and availability directly from your mobile device. - [Your OnceHub Trial Account](https://help.oncehub.com/getting-started/introduction-oncehub/your-oncehub-trial-account.md): Your 14-day trial helps you understand whether OnceHub is a good fit for your organization. You will have nearly all functionality during the trial. - [OnceHub Help Center](https://help.oncehub.com/index.md): Help documentation for OnceHub scheduling, routing forms, chatbots, and integrations. - [Product](https://help.oncehub.com/product.md): Human Engagement documentation and guides. - [Booking Calendars](https://help.oncehub.com/product/booking-calendars.md): Booking Calendars documentation and guides. - [Booking Forms](https://help.oncehub.com/product/booking-calendars/booking-forms.md): Booking Forms documentation and guides. - [Booking Calendar Booking Forms](https://help.oncehub.com/product/booking-calendars/booking-forms/booking-calendar-booking-forms.md): The Booking Form serves as a crucial interface for gathering essential guest information, but its functionality extends beyond simple data collection. - [Booking Calendar Redirect](https://help.oncehub.com/product/booking-calendars/booking-forms/booking-calendar-redirect.md): The Booking Calendar redirect feature allows you to redirect guests to an external URL after they complete a booking. This is useful for: - [Collecting Email and Mobile Phone Number: What You Need To Know](https://help.oncehub.com/product/booking-calendars/booking-forms/collecting-email-and-mobile-phone-number-what-you-need-to-know.md): In OnceHub, the Email and Phone fields are more than just contact methods, they are unique identifiers. - [How to Pass Booking Data using Hidden Fields](https://help.oncehub.com/product/booking-calendars/booking-forms/how-to-pass-booking-data-using-hidden-fields.md): Hidden fields in Booking Calendars allow you to add invisible text questions to your booking form. These fields are never shown to guests filling out the for... - [Mapping Booking Calendar Questions to Object Properties](https://help.oncehub.com/product/booking-calendars/booking-forms/mapping-booking-calendar-questions-to-object-properties.md): In this guide, you will learn how to efficiently map questions in your Booking Calendar to save data in Object Properties. - [Booking Settings](https://help.oncehub.com/product/booking-calendars/booking-settings.md): Booking Settings documentation and guides. - [Booking Calendar Concurrent Sessions](https://help.oncehub.com/product/booking-calendars/booking-settings/booking-calendar-concurrent-sessions.md): Concurrent Sessions allow multiple guests to book independent meetings for the same time slot with the same host(s). - [Booking Calendar Group Sessions](https://help.oncehub.com/product/booking-calendars/booking-settings/booking-calendar-group-sessions.md): Group Sessions allow multiple guests to book seats in the same time slot with the same host for a meeting held at a single, shared location. - [Booking Calendar Meeting Distribution Options](https://help.oncehub.com/product/booking-calendars/booking-settings/booking-calendar-meeting-distribution-options.md): OnceHub Teams allows you to distribute meetings among team members, helping you: - [Booking Calendar Meeting Durations](https://help.oncehub.com/product/booking-calendars/booking-settings/booking-calendar-meeting-durations.md): You can configure a Booking Calendar to offer a single duration or multiple duration options for your visitors to choose from. - [Booking Calendar Meeting Types](https://help.oncehub.com/product/booking-calendars/booking-settings/booking-calendar-meeting-types.md): Booking Calendars offer flexible meeting types to accommodate a range of scheduling needs, including single-host, multi-host, and multi-guest setups. - [Booking Calendar Timeframe and Timeslot Preferences](https://help.oncehub.com/product/booking-calendars/booking-settings/booking-calendar-timeframe-and-timeslot-preferences.md): Timeframe and Timeslot Preferences control how your availability is presented to clients, including when bookings can be made, how often time slots appear, a... - [Booking Calendar Workload Management](https://help.oncehub.com/product/booking-calendars/booking-settings/booking-calendar-workload-management.md): Workload Management prevents team members from becoming overloaded by allowing you to specify the maximum number of meetings a team member can host for a spe... - [Booking With Approval](https://help.oncehub.com/product/booking-calendars/booking-settings/booking-with-approval.md): Booking with Approval lets visitors request meeting slots instead of booking immediately, so hosts can approve or decline requests before confirming a meeting. - [Concurrent Sessions in Team Scheduling Scenarios](https://help.oncehub.com/product/booking-calendars/booking-settings/concurrent-sessions-in-team-scheduling-scenarios.md): When you enable Concurrent Sessions, time slots remain available on your Booking Calendar until they reach the maximum capacity you define. - [Configuring Availability for Specific Booking Calendars](https://help.oncehub.com/product/booking-calendars/booking-settings/configuring-availability-for-specific-booking-calendars.md): Each Booking Calendar can either inherit your default profile availability or use defined custom availability unique to that Booking Calendar. - [Do You Need Group Sessions Or Concurrent Sessions?](https://help.oncehub.com/product/booking-calendars/booking-settings/do-you-need-group-sessions-or-concurrent-sessions.md): Choosing the right Session Type ensures hosts manage their time effectively while providing a smooth experience for your guests. - [Group Sessions in Team Scheduling Scenarios](https://help.oncehub.com/product/booking-calendars/booking-settings/group-sessions-in-team-scheduling-scenarios.md): When you enable Group Sessions, that time slot remains available on your Booking Calendar until it reaches your defined maximum capacity. - [Hosting High Attendance Webinars With OnceHub](https://help.oncehub.com/product/booking-calendars/booking-settings/hosting-high-attendance-webinars-with-oncehub.md): While dedicated webinar platforms are built for mass broadcasts, they often feel impersonal, leading to lower engagement and attendance. - [How To Localize Your Booking Calendar](https://help.oncehub.com/product/booking-calendars/booking-settings/how-to-localize-your-booking-calendar.md): Localization allows you to present your booking link in your selected native language. By selecting a specific language for your Booking Calendar, you ensure... - [Setting up Booking Calendar Team Scheduling Scenarios](https://help.oncehub.com/product/booking-calendars/booking-settings/setting-up-booking-calendar-team-scheduling-scenarios.md): In a panel meeting setup, guests book a session where the host and co-hosts participate together in the same meeting. - [Introduction to Booking Calendars](https://help.oncehub.com/product/booking-calendars/introduction-to-booking-calendars.md): Introduction To Booking Calendars documentation and guides. - [Configuring Your First Booking Calendar](https://help.oncehub.com/product/booking-calendars/introduction-to-booking-calendars/configuring-your-first-booking-calendar.md): Booking Calendars simplify scheduling by letting you manage and share your availability, making it easy for guests to book time with you. - [How To Use Templates With Booking Calendars](https://help.oncehub.com/product/booking-calendars/introduction-to-booking-calendars/how-to-use-templates-with-booking-calendars.md): Booking Calendar Templates streamline the process of setting up new Booking Calendars by applying pre-configured templates created by Administrators. - [Image Gallery](https://help.oncehub.com/product/booking-calendars/introduction-to-booking-calendars/image-gallery.md): To download an image in this article, right click it and select Save image as... from the menu. - [Introduction to Booking Calendars](https://help.oncehub.com/product/booking-calendars/introduction-to-booking-calendars/introduction-to-booking-calendars.md): Booking Calendars in OnceHub simplify scheduling by allowing you to share your availability so customers and prospects can easily book time with you - elimin... - [Notifications](https://help.oncehub.com/product/booking-calendars/notifications.md): Notifications documentation and guides. - [Booking Calendar Guest Notifications](https://help.oncehub.com/product/booking-calendars/notifications/booking-calendar-guest-notifications.md): Guest notifications in Booking Calendars keep clients informed by automatically sending confirmation and reminder messages related to their appointments. - [Calendar Events in Booking Calendars](https://help.oncehub.com/product/booking-calendars/notifications/calendar-events-in-booking-calendars.md): Calendar events are an indispensable tool for keeping your bookings organized and professional. They save time, ensure attendees have all the critical detail... - [Phone Booking](https://help.oncehub.com/product/booking-calendars/phone-booking.md): Phone Booking documentation and guides. - [Booking Calendar Scheduling Experience: Phone Vs. Web](https://help.oncehub.com/product/booking-calendars/phone-booking/booking-calendar-scheduling-experience-phone-vs-web.md): In OnceHub, meetings can be scheduled either via a phone call or a web browser interface. - [Booking Calendar Settings not Supported in Phone Booking](https://help.oncehub.com/product/booking-calendars/phone-booking/booking-calendar-settings-not-supported-in-phone-booking.md): While Phone Booking requires no setup, there are a few unsupported features to be aware of: - [Call Recording Compliance Guidance for Phone Agent](https://help.oncehub.com/product/booking-calendars/phone-booking/call-recording-compliance-guidance-for-phone-agent.md): It is important to know that the AI Voice feature in OnceHub records calls. It then utilizes AI to produce transcripts and summaries of those transcripts, al... - [Compliance and Control for Phone Booking](https://help.oncehub.com/product/booking-calendars/phone-booking/compliance-and-control-for-phone-booking.md): Phone Booking utilizes artificial intelligence to facilitate appointments through conversational scheduling. - [How to Assign a Phone Number to Your Booking Calendar or Booking Hub](https://help.oncehub.com/product/booking-calendars/phone-booking/how-to-assign-phone-number-to-your-booking-calendar-or-booking-hub.md): This article will guide you through the process of assigning a phone number to your Booking Calendars or Booking Hubs. - [Introduction to Phone Booking](https://help.oncehub.com/product/booking-calendars/phone-booking/introduction-to-phone-booking.md): Phone Booking allows your guests to schedule a meeting or leave a message as a fallback option using natural language over a phone call. - [Optimizing the Phone Booking Experience](https://help.oncehub.com/product/booking-calendars/phone-booking/optimizing-phone-booking-experience.md): Phone Bookings happen through conversation, unlike online bookings made via a Booking Link or website. - [Understanding Call Forwarding to Your Phone Booking Number](https://help.oncehub.com/product/booking-calendars/phone-booking/understanding-call-forwarding-to-your-phone-booking-number.md): Call forwarding is a telephony feature that works by instantly rerouting an incoming call from its original destination to a different, predetermined phone n... - [Using Call Forwarding to Turn Missed Calls into Booked Appointments](https://help.oncehub.com/product/booking-calendars/phone-booking/using-call-forwarding-to-turn-missed-calls-into-booked-appointments.md): If you're a busy professional, in a meeting, on another call, or away from the office, you can use Phone Booking alongside conditional call forwarding to ens... - [Using Phone Booking as Your Phone Scheduling Agent](https://help.oncehub.com/product/booking-calendars/phone-booking/using-phone-booking-as-your-phone-scheduling-agent.md): Integrate Phone Booking into your existing Interactive Voice Response (IVR) System menu to offer immediate, automated scheduling and reduce call abandonment. - [Using Phone Booking to Offer a Conversational Scheduling Experience](https://help.oncehub.com/product/booking-calendars/phone-booking/using-phone-booking-to-offer-conversational-scheduling-experience.md): Share your dedicated Phone Booking Number for instant, direct scheduling. Guests can simply call your dedicated line instead of using a web browser to schedu... - [When to Use Phone Booking for Scheduling](https://help.oncehub.com/product/booking-calendars/phone-booking/when-to-use-phone-booking-for-scheduling.md): Phone Booking helps you handle missed calls, enhance your IVR system and create a smooth conversational scheduling experience for your guests. - [Sharing Embedding](https://help.oncehub.com/product/booking-calendars/sharing-embedding.md): Sharing Embedding documentation and guides. - [Adding UTMs to Your Booking Calendar](https://help.oncehub.com/product/booking-calendars/sharing-embedding/adding-utms-to-your-booking-calendar.md): UTM parameters are tags added to your booking links to track booking sources, refine marketing, and boost bookings. - [Adding Video Backgrounds To Booking Calendars And Booking Hubs](https://help.oncehub.com/product/booking-calendars/sharing-embedding/adding-video-backgrounds-to-booking-calendars-and-booking-hubs.md): Using videos as a background provides a dynamic alternative to static images or GIFs, enhancing the visual appeal of your booking links. - [How To Design a Page for Your Booking Calendar](https://help.oncehub.com/product/booking-calendars/sharing-embedding/how-to-design-page-for-your-booking-calendar.md): The Page Designer in your Booking Calendar allows you to create a fully customizable, standalone page. - [How to Embed Your Booking Calendar on Your Website](https://help.oncehub.com/product/booking-calendars/sharing-embedding/how-to-embed-your-booking-calendar-on-your-website.md): Embedding your Booking Calendar ensures clients can schedule appointments effortlessly while staying on your website. - [How to Override the Guest Time Zone on Your Booking Link](https://help.oncehub.com/product/booking-calendars/sharing-embedding/how-to-override-the-guest-time-zone-on-your-booking-link.md): Ensure your guests see your available time slots in the correct time zone by overriding the default time zone behavior with the iana_time_zone URL parameter. - [How to Quickly Create Ad Hoc Multi-Host Meetings](https://help.oncehub.com/product/booking-calendars/sharing-embedding/how-to-quickly-create-ad-hoc-multi-host-meetings.md): You can quickly add co-hosts to your Booking Calendar link without altering your default settings. - [How to Share Your Booking Link As a QR Code](https://help.oncehub.com/product/booking-calendars/sharing-embedding/how-to-share-your-booking-link-as-a-qr-code.md): Use the Share option to generate a QR code for your booking links to easily distribute them on physical materials or mobile displays. - [Prefilling Guest Information in Your Booking Calendar](https://help.oncehub.com/product/booking-calendars/sharing-embedding/prefilling-guest-information-in-your-booking-calendar.md): Prefilling guest information on your Booking Calendar streamlines the process for both you and your guests. - [Share and Embed Your Booking Calendar](https://help.oncehub.com/product/booking-calendars/sharing-embedding/share-and-embed-your-booking-calendar.md): Your Booking Calendar is a powerful tool for streamlining appointments, and there are two easy ways to share it with your customers: - [URL Parameters: Syntax and Processing Rules](https://help.oncehub.com/product/booking-calendars/sharing-embedding/url-parameters-syntax-and-processing-rules.md): Personalize the scheduling experience for your guests and maximize booking efficiency by utilizing custom URL parameters on your booking links. - [Using Booking Calendars with Chatbots and Routing Forms](https://help.oncehub.com/product/booking-calendars/sharing-embedding/using-booking-calendars-with-chatbots-and-routing-forms.md): Integrating your Booking Calendar with Chatbots and Routing Forms streamlines scheduling by asking relevant screening questions to qualify leads before commi... - [Booking Hubs](https://help.oncehub.com/product/booking-hubs.md): Booking Hubs documentation and guides. - [Configuring Bookng Hubs](https://help.oncehub.com/product/booking-hubs/configuring-bookng-hubs.md): Configuring Bookng Hubs documentation and guides. - [How Booking Hub Filters Impact Team Availability](https://help.oncehub.com/product/booking-hubs/configuring-bookng-hubs/how-booking-hub-filters-impact-team-availability.md): Filters in the Booking Hub determine which Team members a visitor can book with by matching the visitor’s selections to the User Attributes assigned to each ... - [How to Filter Your Booking Hubs with User Attributes](https://help.oncehub.com/product/booking-hubs/configuring-bookng-hubs/how-to-filter-your-booking-hubs-with-user-attributes.md): Enable User Attribute filters on your Booking Hub to help visitors refine their scheduling options based on specific criteria like Location, Language or Spec... - [How to Group Booking Calendars with Booking Hubs](https://help.oncehub.com/product/booking-hubs/configuring-bookng-hubs/how-to-group-booking-calendars-with-booking-hubs.md): A Booking Hub is a dedicated page designed to combine and organize multiple Booking Calendars under a customizable navigational structure, making it easier f... - [How To Prefill Guest Information Using Booking Hubs](https://help.oncehub.com/product/booking-hubs/configuring-bookng-hubs/how-to-prefill-guest-information-using-booking-hubs.md): Prefilling guest information on your Booking Hub streamlines the process for both you and your guests. - [Introduction to Booking Hubs](https://help.oncehub.com/product/booking-hubs/introduction-to-booking-hubs.md): Introduction To Booking Hubs documentation and guides. - [Introduction to Booking Hubs](https://help.oncehub.com/product/booking-hubs/introduction-to-booking-hubs/introduction-to-booking-hubs.md): A Booking Hub combines multiple Booking Calendars into a single, easy-to-navigate interface for your visitors. - [Chatbots](https://help.oncehub.com/product/chatbots.md): Chatbots documentation and guides. - [Adding Chatbots to Your ClickFunnels Website](https://help.oncehub.com/product/chatbots/adding-chatbots-to-your-clickfunnels-website.md): Adding a chatbot to your ClickFunnels website is quick and easy. You have three different options: - [Adding Chatbots to Your GoDaddy Website](https://help.oncehub.com/product/chatbots/adding-chatbots-to-your-godaddy-website.md): Adding a chatbot to your GoDaddy website is quick and easy. You have three different options: - [Adding Chatbots to Your Hubspot Website](https://help.oncehub.com/product/chatbots/adding-chatbots-to-your-hubspot-website.md): Adding a chatbot to your Hubspot website is quick and easy. You have three different options: - [Adding Chatbots to Your Leadpages Landing Page](https://help.oncehub.com/product/chatbots/adding-chatbots-to-your-leadpages-landing-page.md): Adding a chatbot to your Leadpages landing page is quick and easy. You have three different options: - [Adding Chatbots to Your Squarespace Website](https://help.oncehub.com/product/chatbots/adding-chatbots-to-your-squarespace-website.md): Adding a chatbot to your Squarespace website is quick and easy. You have three different options: - [Adding Chatbots to Your Unbounce Landing Page](https://help.oncehub.com/product/chatbots/adding-chatbots-to-your-unbounce-landing-page.md): Adding a chatbot to your Unbounce landing page is quick and easy. You have three different options: - [Adding Chatbots to Your Weebly Website](https://help.oncehub.com/product/chatbots/adding-chatbots-to-your-weebly-website.md): Adding a chatbot to your Weebly website is quick and easy. You have three different options: - [Adding Chatbots to Your Wix Website](https://help.oncehub.com/product/chatbots/adding-chatbots-to-your-wix-website.md): Adding a chatbot to your Wix website is quick and easy. You have three different options: - [Adding Chatbots to Your Wordpress Website](https://help.oncehub.com/product/chatbots/adding-chatbots-to-your-wordpress-website.md): Adding a chatbot to your Wordpress website is quick and easy. You have three different options: - [Adding Messages to Your Chatbot](https://help.oncehub.com/product/chatbots/adding-messages-to-your-chatbot.md): The Flow Builder for Chatbots is a flexible tool designed to enhance the user experience by allowing you to add messages to provide information, share docume... - [Adding Questions to Your Chatbot](https://help.oncehub.com/product/chatbots/adding-questions-to-your-chatbot.md): The Flow Builder for Chatbots is a flexible tool designed to enhance the user experience by allowing you to add questions to gather information, set conditio... - [AI Instruction Template for Business Consulting](https://help.oncehub.com/product/chatbots/ai-instruction-template-for-business-consulting.md): Use this template as a starting point to design clear and effective instructions for the AI Conversation action in your chatbot. - [AI Instruction Template for Coaching](https://help.oncehub.com/product/chatbots/ai-instruction-template-for-coaching.md): Use this template as a starting point to design clear and effective instructions for the AI Conversation action in your chatbot. - [AI Instruction Template for Education](https://help.oncehub.com/product/chatbots/ai-instruction-template-for-education.md): Use this template as a starting point to design clear and effective instructions for the AI Conversation action in your chatbot. - [AI Instruction Template for Finance](https://help.oncehub.com/product/chatbots/ai-instruction-template-for-finance.md): Use this template as a starting point to design clear and effective instructions for the AI Conversation action in your chatbot. - [AI Instruction Template for Real Estate](https://help.oncehub.com/product/chatbots/ai-instruction-template-for-real-estate.md): Use this template as a starting point to design clear and effective instructions for the AI Conversation action in your chatbot. - [AI Instruction Template for Wellness](https://help.oncehub.com/product/chatbots/ai-instruction-template-for-wellness.md): Use this template as a starting point to design clear and effective instructions for the AI Conversation action in your chatbot. - [Assigning Contacts Captured Through Chatbots to Users](https://help.oncehub.com/product/chatbots/assigning-contacts-captured-through-chatbots-to-users.md): This guide explains how to assign contacts captured via Chatbots to specific users. By following these steps, you can ensure your contacts are distributed ef... - [Automatically Reach Out to Your Website Visitors with a Chatbot](https://help.oncehub.com/product/chatbots/automatically-reach-out-to-your-website-visitors-with-chatbot.md): Enable your chatbot to directly identify and interact with website visitors who meet specific criteria. - [Contacts in Chatbots](https://help.oncehub.com/product/chatbots/contacts-in-chatbots.md): Every website visitor who engages with your chatbot has a contact record. This record stores data in fields you've defined in OnceHub, along with system defa... - [Creating a Chatbot](https://help.oncehub.com/product/chatbots/creating-chatbot.md): Creating a Chatbot in OnceHub is simple. You can start with a blank bot, duplicate an existing bot, or use a pre-designed template to get started. - [Customizing the Design of your Automatic Reach Out Bots](https://help.oncehub.com/product/chatbots/customizing-design-of-your-automatic-reach-out-bots.md): Customize the design of the chatbots that will appear to your website visitors to match your branding using the steps below: - [Defining Audiences for Your Website Visitors](https://help.oncehub.com/product/chatbots/defining-audiences-for-your-website-visitors.md): Audiences allow you to group website visitors based on specific criteria you set. By defining audiences, you can personalize interactions to suit the visitor... - [Defining Your AI Agents Conversation Guidelines](https://help.oncehub.com/product/chatbots/defining-your-ai-agents-conversation-guidelines.md): Establishing clear conversation guidelines is the most effective way to ensure your AI Agent provides a high-quality, consistent experience. - [Embedding Your Chatbots on Your Website](https://help.oncehub.com/product/chatbots/embedding-your-chatbots-on-your-website.md): Embedding a Chatbot directly on your website ensures that guests can complete it without navigating away. - [Enabling Google Chat Notifications for Live Engagements in Chatbots](https://help.oncehub.com/product/chatbots/enabling-google-chat-notifications-for-live-engagements-in-chatbots.md): When a guest requests a live chat or instant call, you can receive notifications in Google Chat via webhooks. - [Enabling Microsoft Teams Notifications for Live Engagements in Chatbots](https://help.oncehub.com/product/chatbots/enabling-microsoft-teams-notifications-for-live-engagements-in-chatbots.md): When a guest requests a live chat or instant call, you can receive notifications in Microsoft Teams via webhooks. - [Enabling Slack Notifications for Live Engagements in Chatbots](https://help.oncehub.com/product/chatbots/enabling-slack-notifications-for-live-engagements-in-chatbots.md): When a guest requests a live chat or instant call, you can receive notifications in Slack via webhooks. - [Engage with visitors using an AI conversation](https://help.oncehub.com/product/chatbots/engage-with-visitors-using-an-ai-conversation.md): The AI conversation interaction can automate sophisticated, well-informed interactions with your visitors about subjects you've specifically trained it to ma... - [Generic AI Instruction Template](https://help.oncehub.com/product/chatbots/generic-ai-instruction-template.md): Use this template as a starting point to design clear and effective instructions for the AI Conversation action in your chatbot. - [Getting Started with Instant Calls in Chatbots](https://help.oncehub.com/product/chatbots/getting-started-with-instant-calls-in-chatbots.md): Once you've qualified your website visitors through a Chatbot, identifying the right people to offer an instant call, they can choose to meet with someone on... - [How To Create An AI Agent](https://help.oncehub.com/product/chatbots/how-to-create-an-ai-agent.md): Within the AI Agents Lobby, you can set up, configure and train your AI Agent to resolve visitor inquiries by leveraging a knowledge base you define. - [How To Manage Knowledge Sources For AI Agents](https://help.oncehub.com/product/chatbots/how-to-manage-knowledge-sources-for-ai-agents.md): Within the Knowledge & training section, you can add data sources and adjust your AI Agent's knowledge base configuration. - [How to Monitor and Barge into AI Conversations](https://help.oncehub.com/product/chatbots/how-to-monitor-and-barge-into-ai-conversations.md): You can monitor and barge into any conversation your AI Agents are having with visitors through Chatbots from within the Live Engagements section of your acc... - [How To Use AI Agents Within Your Chatbots](https://help.oncehub.com/product/chatbots/how-to-use-ai-agents-within-your-chatbots.md): Integrating an AI Agent Action into your existing Chatbots transforms them into autonomous assistants capable of resolving visitor inquiries using a knowledg... - [Installing Automatic Reach Out on Your Website](https://help.oncehub.com/product/chatbots/installing-automatic-reach-out-on-your-website.md): Once you have finished defining your Audiences and set up which bots should target them, you are ready to install the Automatic Reach Out Embed on your website. - [Introduction to Chatbots](https://help.oncehub.com/product/chatbots/introduction-to-chatbots.md): Chatbots in OnceHub streamline the qualification process by asking your guests tailored questions and directing them to specific actions based on their responses. - [Legal and Compliance](https://help.oncehub.com/product/chatbots/legal-and-compliance.md): Chatbots provide the resources you require to gather consent from your visitors and, if relevant, follow their behavior with a cookie. - [Monitoring And Barging Into Live Chats](https://help.oncehub.com/product/chatbots/monitoring-and-barging-into-live-chats.md): Managers and team leaders can use the Monitoring and Barging In features to gain real-time visibility into active customer chats and intervene when necessary. - [Offering Instant Video Calls with Your Chatbot](https://help.oncehub.com/product/chatbots/offering-instant-video-calls-with-your-chatbot.md): Including instant video calls within your Chatbot enables you to qualify your guests and ensure they connect with the correct user based on their specific needs. - [Offering Live Chat with Your Chatbot](https://help.oncehub.com/product/chatbots/offering-live-chat-with-your-chatbot.md): Including live chat within your Chatbot enables you to qualify your guests and ensure they connect with the correct user based on their specific needs. - [Offering Scheduling in Your Chatbot](https://help.oncehub.com/product/chatbots/offering-scheduling-in-your-chatbot.md): Including scheduling within your Chatbot enables you to qualify your guests and ensure they schedule the appropriate type of meeting or connect with the corr... - [Routing Your Interactions in Chatbots](https://help.oncehub.com/product/chatbots/routing-your-interactions-in-chatbots.md): The Flow Builder for Chatbots is a flexible tool designed to enhance the user experience by allowing you to add questions to gather information, set conditional routing based on guest responses, and set actions for the bot to take. - [Setting Up User Notifications for Your Chatbot](https://help.oncehub.com/product/chatbots/setting-up-user-notifications-for-your-chatbot.md): Adding notifications to your Chatbot allows users to receive real time alerts whenever certain chatbot interactions occur. - [Sharing Files In Live Chat](https://help.oncehub.com/product/chatbots/sharing-files-in-live-chat.md): In a Live Chat engagement, both you and your visitors can exchange files to provide immediate context and resolve issues faster. - [Sharing Your Chatbot as a Standalone Page](https://help.oncehub.com/product/chatbots/sharing-your-chatbot-as-standalone-page.md): You can easily share your Chatbot with customers by generating a unique link. The Chatbot will display on a standalone page that you can customize to align w... - [Targeting an Audience with Chatbots](https://help.oncehub.com/product/chatbots/targeting-an-audience-with-chatbots.md): When a visitor lands on your website, OnceHub assesses whether they meet the defined parameters for a specific audience. - [Updating The Status of Contacts Captured Through Your Chatbot](https://help.oncehub.com/product/chatbots/updating-status-of-contacts-captured-through-your-chatbot.md): When using Contact Statuses in OnceHub, you can dynamically update a contact's status based on their interactions with your Chatbots. - [Routing Forms](https://help.oncehub.com/product/routing-forms.md): Routing Forms documentation and guides. - [Contact Data Management](https://help.oncehub.com/product/routing-forms/contact-data-management.md): Contact Data Management documentation and guides. - [Assigning Contacts Captured Through Routing Forms to Users](https://help.oncehub.com/product/routing-forms/contact-data-management/assigning-contacts-captured-through-routing-forms-to-users.md): This guide explains how to assign contacts captured via Routing Forms to specific users. By following these steps, you can ensure your contacts are distribut... - [Mapping Routing Form Questions to Object Properties](https://help.oncehub.com/product/routing-forms/contact-data-management/mapping-routing-form-questions-to-object-properties.md): Each Question in your Routing form can be mapped to a Object Property to save their responses, as well as use it to send the data to third party integrations... - [Updating The Status of Contacts Captured Through Your Routing Form](https://help.oncehub.com/product/routing-forms/contact-data-management/updating-status-of-contacts-captured-through-your-routing-form.md): When using Contact Statuses in OnceHub, you can dynamically update a contact's status based on their interactions with your Routing Forms. - [Introduction to Routing Forms](https://help.oncehub.com/product/routing-forms/introduction-to-routing-forms.md): Introduction To Routing Forms documentation and guides. - [Adding Questions to Your Routing Form](https://help.oncehub.com/product/routing-forms/introduction-to-routing-forms/adding-questions-to-your-routing-form.md): The Flow Builder for Routing Forms is a flexible tool designed to enhance the user experience by allowing you to add questions to gather information, set con... - [Creating a Routing Form](https://help.oncehub.com/product/routing-forms/introduction-to-routing-forms/creating-routing-form.md): Creating a Routing Form in OnceHub is simple. You can start with a blank form, duplicate an existing form, or use a pre-designed template to get started. - [Introduction to Routing Forms](https://help.oncehub.com/product/routing-forms/introduction-to-routing-forms/introduction-to-routing-forms.md): Routing Forms in OnceHub streamline the qualification process by asking your guests tailored questions and directing them to specific actions based on their ... - [Routing Your Interactions in Routing Forms](https://help.oncehub.com/product/routing-forms/introduction-to-routing-forms/routing-your-interactions-in-routing-forms.md): The Flow Builder for Routing Forms is a flexible tool designed to enhance the user experience by allowing you to add questions to gather information, set con... - [Notifications](https://help.oncehub.com/product/routing-forms/notifications.md): Notifications documentation and guides. - [Setting Up Alerts in Your Routing Form](https://help.oncehub.com/product/routing-forms/notifications/setting-up-alerts-in-your-routing-form.md): Adding alerts to your Routing Form can help keep your team informed when important interactions occur. - [Offering Scheduling](https://help.oncehub.com/product/routing-forms/offering-scheduling.md): Offering Scheduling documentation and guides. - [Getting Started with Instant Calls in Routing Forms](https://help.oncehub.com/product/routing-forms/offering-scheduling/getting-started-with-instant-calls-in-routing-forms.md): Once you've qualified your website visitors through a Routing Form, identifying the right people to offer an instant call, they can choose to meet with someo... - [Offering Scheduling in Your Routing Form](https://help.oncehub.com/product/routing-forms/offering-scheduling/offering-scheduling-in-your-routing-form.md): Including scheduling within your Routing Form enables you to qualify your guests and ensure they schedule the appropriate type of meeting or connect with the... - [Phone Screening](https://help.oncehub.com/product/routing-forms/phone-screening.md): Phone Screening documentation and guides. - [How to Assign a Phone Number to Your Routing Form](https://help.oncehub.com/product/routing-forms/phone-screening/how-to-assign-phone-number-to-your-routing-form.md): This article will guide you through the process of assigning a phone number to your Routing Forms. By following these steps, you will be able to offer a new ... - [Phone Screening Agent](https://help.oncehub.com/product/routing-forms/phone-screening/phone-screening-agent.md): Phone Screening Agent is a no-setup feature that transforms your existing Routing Forms into a conversational, natural-language phone experience. - [Sharing Embedding](https://help.oncehub.com/product/routing-forms/sharing-embedding.md): Sharing Embedding documentation and guides. - [Adding Routing Forms to Your ClickFunnels Website](https://help.oncehub.com/product/routing-forms/sharing-embedding/adding-routing-forms-to-your-clickfunnels-website.md): Adding a routing form to your ClickFunnels website is quick and easy. - [Adding Routing Forms to Your GoDaddy Website](https://help.oncehub.com/product/routing-forms/sharing-embedding/adding-routing-forms-to-your-godaddy-website.md): Adding a routing form to your GoDaddy website is quick and easy. - [Adding Routing Forms to Your HubSpot Website](https://help.oncehub.com/product/routing-forms/sharing-embedding/adding-routing-forms-to-your-hubspot-website.md): Adding a routing form to your HubSpot website is quick and easy. - [Adding Routing Forms to Your Leadpages Landing Page](https://help.oncehub.com/product/routing-forms/sharing-embedding/adding-routing-forms-to-your-leadpages-landing-page.md): Adding a routing form to your Leadpages landing page is quick and easy. - [Adding Routing Forms to Your Squarespace Website](https://help.oncehub.com/product/routing-forms/sharing-embedding/adding-routing-forms-to-your-squarespace-website.md): Adding a routing form to your Squarespace website is quick and easy. - [Adding Routing Forms to Your Unbounce Landing page](https://help.oncehub.com/product/routing-forms/sharing-embedding/adding-routing-forms-to-your-unbounce-landing-page.md): Adding a routing form to your Unbounce landing page is quick and easy. - [Adding Routing Forms to Your Weebly Website](https://help.oncehub.com/product/routing-forms/sharing-embedding/adding-routing-forms-to-your-weebly-website.md): Adding a routing form to your Weebly website is quick and easy. - [Adding Routing Forms to Your Wix Website](https://help.oncehub.com/product/routing-forms/sharing-embedding/adding-routing-forms-to-your-wix-website.md): Adding a routing form to your Wix website is quick and easy. - [Adding Routing Forms to Your WordPress Website](https://help.oncehub.com/product/routing-forms/sharing-embedding/adding-routing-forms-to-your-wordpress-website.md): Adding a routing form to your WordPress website is quick and easy. - [Embedding Your Routing Form on Your Website](https://help.oncehub.com/product/routing-forms/sharing-embedding/embedding-your-routing-form-on-your-website.md): Embedding a Routing Form directly on your website ensures that guests can complete it without navigating away. - [Prefilling Questions in Your Routing Form](https://help.oncehub.com/product/routing-forms/sharing-embedding/prefilling-questions-in-your-routing-form.md): Pre-filling guest information on your Routing Form streamlines the process for both you and your visitors. - [Redirecting Guests to an External Website from Routing Forms](https://help.oncehub.com/product/routing-forms/sharing-embedding/redirecting-guests-to-an-external-website-from-routing-forms.md): Redirecting guests to another website after they complete a routing form can help guide them to additional resources, such as product information or a suppor... - [Sharing Your Routing Form as a Standalone Page](https://help.oncehub.com/product/routing-forms/sharing-embedding/sharing-your-routing-form-as-standalone-page.md): You can easily share your Routing Form with customers by generating a unique link. The Routing Form will display on a standalone page that you can customize ... - [Profile Management](https://help.oncehub.com/profile-management.md): Profile Management documentation and guides. - [Account Access and Password Recovery](https://help.oncehub.com/profile-management/account-access-and-password-recovery.md): We understand that accessing your account is crucial. This article provides clear instructions to help you regain access, whether you've forgotten your passw... - [Availability](https://help.oncehub.com/profile-management/availability.md): Availability documentation and guides. - [Configuring Profile-Level Availability for Booking Calendars](https://help.oncehub.com/profile-management/availability/configuring-profile-level-availability-for-booking-calendars.md): Control when clients can schedule meetings by defining your availability. This feature integrates with your connected calendar, and coordinates with Meeting ... - [How OnceHub Protects the Guest's Time Selection During the Booking Process](https://help.oncehub.com/profile-management/availability/how-oncehub-protects-the-guests-time-selection-during-the-booking-process.md): Learn how OnceHub uses temporary calendar events to reserve time slots during the booking process, preventing double bookings and ensuring a reliable scheduling experience. - [How to Block Availability for One-Time Events](https://help.oncehub.com/profile-management/availability/how-to-block-availability-for-one-time-events.md): Sometimes, unexpected events like business travel or personal time off require you to block your usual meeting availability. - [How to Block Availability for One-Time Events From Your Calendar](https://help.oncehub.com/profile-management/availability/how-to-block-availability-for-one-time-events-from-your-calendar.md): There may be situations when you need to block off your usual meeting availability. For instance, you might be traveling for business or taking personal time... - [How to Block Availability for One-Time Events in OnceHub](https://help.oncehub.com/profile-management/availability/how-to-block-availability-for-one-time-events-in-oncehub.md): There may be situations when you need to block off your usual meeting availability. For instance, you might be traveling for business or taking personal time... - [How to Extend Your Availability for One-Time Events](https://help.oncehub.com/profile-management/availability/how-to-extend-your-availability-for-one-time-events.md): To accommodate periods of high demand, such as seasonal peaks, you might need to temporarily offer more meeting availability than your usual schedule allows. - [Booking Calendar User Notifications](https://help.oncehub.com/profile-management/booking-calendar-user-notifications.md): User notifications, help hosts stay informed about booking-related events. Notifications can be sent via SMS or email. - [Managing Your Profile in OnceHub](https://help.oncehub.com/profile-management/managing-your-profile-in-oncehub.md): Your OnceHub profile serves as the central hub for customizing settings, updating personal information, and managing preferences to optimize your user experi... - [ScheduleOnce Help](https://help.oncehub.com/scheduleonce.md): ScheduleOnce documentation and guides for booking pages, event types, integrations, and account management. - [Account Integrations](https://help.oncehub.com/scheduleonce/account-integrations.md): Account Integrations documentation and guides. - [Automation](https://help.oncehub.com/scheduleonce/account-integrations/automation.md): Automation documentation and guides. - [API](https://help.oncehub.com/scheduleonce/account-integrations/automation/api.md): API documentation and guides. - [Custom integrations with the OnceHub API](https://help.oncehub.com/scheduleonce/account-integrations/automation/api/custom-integrations-with-oncehub-api.md): The OnceHub API is an advanced feature that can be used to build integrations with third party applications. - [viaSocket](https://help.oncehub.com/scheduleonce/account-integrations/automation/viasocket.md): Viasocket documentation and guides. - [Integrating OnceHub with viaSocket](https://help.oncehub.com/scheduleonce/account-integrations/automation/viasocket/integrating-oncehub-with-viasocket.md): OnceHub integrates with viaSocket, an Integration Platform as a Service (iPaaS), to automate data movement between OnceHub and thousands of other applications. - [Zapier](https://help.oncehub.com/scheduleonce/account-integrations/automation/zapier.md): Zapier documentation and guides. - [Connect Zapier to OnceHub](https://help.oncehub.com/scheduleonce/account-integrations/automation/zapier/connect-zapier-to-oncehub.md): Zapier is an iPaaS (Integration Platform as a Service) that enables quick and simple data movement between applications. - [Create and manage Zaps from OnceHub](https://help.oncehub.com/scheduleonce/account-integrations/automation/zapier/create-and-manage-zaps-from-oncehub.md): The OnceHub connector for Zapier allows you to add Zaps directly from within your OnceHub account. This can be done using ready-made Zap templates, or by cre... - [OnceHub fields and triggers available in Zapier](https://help.oncehub.com/scheduleonce/account-integrations/automation/zapier/oncehub-fields-and-triggers-available-in-zapier.md): This article lists all fields and triggers for OnceHub that are available via Zapier. Any of these fields can be used to integrate with a third-party app. - [Our Zapier support policy](https://help.oncehub.com/scheduleonce/account-integrations/automation/zapier/our-zapier-support-policy.md): OnceHub takes responsibility for the following aspects in the Zapier integration: - [Zapier Integration issues](https://help.oncehub.com/scheduleonce/account-integrations/automation/zapier/zapier-integration-issues.md): This article describes potential issues while integrating OnceHub with Zapier and how these issues can be fixed. Learn more about our Zapier support policy - [CRM](https://help.oncehub.com/scheduleonce/account-integrations/crm.md): CRM documentation and guides. - [Infusionsoft](https://help.oncehub.com/scheduleonce/account-integrations/crm/infusionsoft.md): Infusionsoft documentation and guides. - [Connecting to Infusionsoft](https://help.oncehub.com/scheduleonce/account-integrations/crm/infusionsoft/connecting-to-infusionsoft.md): In this article, you will learn how to connect to your Infusionsoft account. Each OnceHub User should connect to his/her own Infusionsoft account. - [Embedding Infusionsoft tracking code to your Booking forms](https://help.oncehub.com/scheduleonce/account-integrations/crm/infusionsoft/embedding-infusionsoft-tracking-code-to-your-booking-forms.md): The Infusionsoft connector setup wizard includes 5 steps: Creation, Classification, Tagging, Mapping, and Tracking. - [Infusionsoft integration](https://help.oncehub.com/scheduleonce/account-integrations/crm/infusionsoft/infusionsoft-integration.md): Our Infusionsoft integration makes OnceHub an integral part of your Infusionsoft solution, integrating your bookings with your Infusionsoft account. - [Infusionsoft record classification](https://help.oncehub.com/scheduleonce/account-integrations/crm/infusionsoft/infusionsoft-record-classification.md): The Infusionsoft connector setup wizard includes 5 steps: Creation, Classification, Tagging, Mapping, and Tracking. - [Infusionsoft record creation, update, and assignment rules](https://help.oncehub.com/scheduleonce/account-integrations/crm/infusionsoft/infusionsoft-record-creation-update-and-assignment-rules.md): The Infusionsoft connector setup wizard includes 5 steps: Creation, Classification, Tagging, Mapping, and Tracking. - [Infusionsoft Scheduling buttons](https://help.oncehub.com/scheduleonce/account-integrations/crm/infusionsoft/infusionsoft-scheduling-buttons.md): Infusionsoft Scheduling buttons provide quick access to a record-specific booking page link. Bookings made via this link are automatically added to the Conta... - [Mapping OnceHub fields to Infusionsoft fields](https://help.oncehub.com/scheduleonce/account-integrations/crm/infusionsoft/mapping-oncehub-fields-to-infusionsoft-fields.md): The Infusionsoft connector setup wizard includes 5 steps: Creation, Classification, Tagging, Mapping, and Tracking. - [Maximizing booking rates using Infusionsoft campaigns](https://help.oncehub.com/scheduleonce/account-integrations/crm/infusionsoft/maximizing-booking-rates-using-infusionsoft-campaigns.md): When booking appointments is part of your email marketing campaigns, optimizing your booking rates becomes critical. - [Personalizing scheduling on landing pages with InfusionSoft Contact IDs](https://help.oncehub.com/scheduleonce/account-integrations/crm/infusionsoft/personalizing-scheduling-on-landing-pages-with-infusionsoft-contact-ids.md): You can use the Infusionsoft Contact ID to personalize the booking process in your landing pages. Recognizing the Customer by the record ID provides two key ... - [Prepopulate/skip Booking form step in Infusionsoft integration](https://help.oncehub.com/scheduleonce/account-integrations/crm/infusionsoft/prepopulateskip-booking-form-step-in-infusionsoft-integration.md): When scheduling with existing Infusionsoft Contacts, you can decide to pre-populate the Booking form step with Infusionsoft record data or completely skip th... - [Supported and non-supported Infusionsoft field types](https://help.oncehub.com/scheduleonce/account-integrations/crm/infusionsoft/supported-and-non-supported-infusionsoft-field-types.md): In the Mapping step of the Infusionsoft setup wizard, you can map OnceHub fields to Infusionsoft fields. - [Tagging Infusionsoft Contact records with Infusionsoft tags](https://help.oncehub.com/scheduleonce/account-integrations/crm/infusionsoft/tagging-infusionsoft-contact-records-with-infusionsoft-tags.md): The Infusionsoft connector setup wizard includes 5 steps: Creation, Classification, Tagging, Mapping, and Tracking. - [Tagging Infusionsoft Contact records with Lifecycle tags](https://help.oncehub.com/scheduleonce/account-integrations/crm/infusionsoft/tagging-infusionsoft-contact-records-with-lifecycle-tags.md): The Infusionsoft setup wizard includes 5 steps: Creation, Classification, Tagging, Mapping, and Tracking. - [Using Infusionsoft Contact IDs to identify Customers during booking](https://help.oncehub.com/scheduleonce/account-integrations/crm/infusionsoft/using-infusionsoft-contact-ids-to-identify-customers-during-booking.md): When scheduling with existing Infusionsoft contacts, you can use the Infusionsoft Contact ID to identify Customers during the booking process. - [Using Personalized links (Infusionsoft ID)](https://help.oncehub.com/scheduleonce/account-integrations/crm/infusionsoft/using-personalized-links-infusionsoft-id.md): When scheduling with your existing Infusionsoft Contact base, you can use our special Personalized links (Infusionsoft ID) in your Infusionsoft email and bro... - [Salesforce](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce.md): Salesforce documentation and guides. - [Adding Custom fields to the Salesforce Activity Event Page Layout](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/adding-custom-fields-to-salesforce-activity-event-page-layout.md): The Salesforce setup process includes 5 phases: API connection, Installation, Field validation, Field mapping, and Creation rules. - [Assigning the OnceHub permission set to the Salesforce API user](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/assigning-oncehub-permission-set-to-salesforce-api-user.md): The Salesforce setup process includes 5 phases: API connection, Installation, Field validation, Field mapping, and Creation rules. - [Configuring connector settings on a Booking page](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/configuring-connector-settings-on-booking-page.md): The Salesforce connector settings section of a Booking page enables you to map the Salesforce Record Types, configure the Salesforce Activity Event creation,... - [Connecting a Salesforce API User](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/connecting-salesforce-api-user.md): The Salesforce setup process includes 5 phases: API connection, Installation, Field validation, Field mapping, and Creation rules. - [Connecting to Salesforce](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/connecting-to-salesforce.md): In this article, you'll learn how to connect OnceHub to your Salesforce account. This - [Connecting to a Salesforce Sandbox environment](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/connecting-to-salesforce-sandbox-environment.md): A Salesforce Sandbox environment is a copy of your production environment. You can use a Salesforce Sandbox environment to test the OnceHub connector for Sal... - [Handling required Salesforce fields in the Field validation step](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/handling-required-salesforce-fields-in-field-validation-step.md): The Field validation mapping step in the Salesforce connector setup process includes all Salesforce universally required fields that do not have a default va... - [Installing the OnceHub connector for Salesforce](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/installing-oncehub-connector-for-salesforce.md): The Salesforce setup process includes 5 phases: API connection, Installation, Field validation, Field mapping, and Creation rules. - [Introduction to Salesforce scheduling buttons](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/introduction-to-salesforce-scheduling-buttons.md): Salesforce scheduling buttons provide a quick method to schedule on behalf of a Customer. Bookings made via these buttons are automatically added to the Sale... - [Mapping OnceHub fields to non-mandatory Salesforce fields](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/mapping-oncehub-fields-to-non-mandatory-salesforce-fields.md): The Salesforce setup process includes 5 phases: API connection, Installation, Field validation, Field mapping, and Creation rules. - [Maximizing booking rates in Salesforce Campaigns](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/maximizing-booking-rates-in-salesforce-campaigns.md): When booking appointments is part of your email marketing campaigns, optimizing your booking rates becomes critical. - [Personalizing scheduling on landing pages with Salesforce IDs](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/personalizing-scheduling-on-landing-pages-with-salesforce-ids.md): You can use Salesforce Record IDs to personalize the booking process on your landing pages. Recognizing the Customer by their record ID provides two key bene... - [Prepopulate or skip the Booking form step in Salesforce integration](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/prepopulate-or-skip-booking-form-step-in-salesforce-integration.md): When you schedule with existing Salesforce records, you can decide to prepopulate the Booking form step with Salesforce record data, or completely skip the B... - [The Salesforce Activity Event](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/salesforce-activity-event.md): When a booking is made, a calendar event is always created and added to your connected calendar. When you use the OnceHub connector for Salesforce, by defaul... - [Salesforce connector issues](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/salesforce-connector-issues.md): This article describes potential issues with the Salesforce integration and how these issues can be fixed. - [Salesforce integration](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/salesforce-integration.md): Our Salesforce integration enables complete scheduling integration through all phases of the customer lifecycle. - [Salesforce integration security](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/salesforce-integration-security.md): The OnceHub integration with Salesforce communicates with your Salesforce organization in real time using the Salesforce API. - [Salesforce Lightning Experience](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/salesforce-lightning-experience.md): The Salesforce Lightning Experience is the name for the all new Salesforce desktop app, with over 25 new features, built with a modern User interface and opt... - [Salesforce record creation, update, and assignment rules](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/salesforce-record-creation-update-and-assignment-rules.md): The Salesforce setup process includes 5 steps: API connection, Installation, Field validation, Field mapping, and Creation rules. - [Salesforce scheduling buttons for Contacts, Leads and Cases](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/salesforce-scheduling-buttons-for-contacts-leads-and-cases.md): Salesforce scheduling buttons provide a quick method to schedule on behalf of a Customer. Bookings made via these buttons are automatically added to the Sale... - [Salesforce scheduling buttons for Opportunities](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/salesforce-scheduling-buttons-for-opportunities.md): Salesforce scheduling buttons provide a quick method to schedule on behalf of a Customer. A schedule button on the Opportunity record allows quick scheduling... - [Salesforce scheduling buttons for Person Accounts](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/salesforce-scheduling-buttons-for-person-accounts.md): Salesforce scheduling buttons for Person Accounts provide a quick method to schedule on behalf of a Customer. - [Supported and non-supported field types in the Salesforce integration](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/supported-and-non-supported-field-types-in-salesforce-integration.md): In this article, you'll learn about all of the supported and non-supported field types in our Salesforce integration. - [Using Personalized links (Salesforce ID)](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/using-personalized-links-salesforce-id.md): When you schedule with existing Salesforce Leads, Contacts, Person Accounts, or Case records, you can use our Personalized links (Salesforce ID) in your Sale... - [Using Salesforce IDs to Identify Customers during booking](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/using-salesforce-ids-to-identify-customers-during-booking.md): When scheduling with existing Salesforce records, you can use the Salesforce Lead ID, Contact ID, Person Account ID, or Case Record ID to identify Customers ... - [Using Salesforce Workflow Rules to update fields based on OnceHub data](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/using-salesforce-workflow-rules-to-update-fields-based-on-oncehub-data.md): The OnceHub connector for Salesforce allows you to map any OnceHub System field or Custom field to Salesforce fields. - [Working with Salesforce Person Accounts](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/working-with-salesforce-person-accounts.md): If you have chosen to set up Person Accounts in your Salesforce organization, you cannot work with the Standard Contact object. - [Working with Salesforce Record Types](https://help.oncehub.com/scheduleonce/account-integrations/crm/salesforce/working-with-salesforce-record-types.md): Record Types allow the Salesforce Administrator to manage multiple business processes, show different picklist values, and Page Layouts to different Salesfor... - [Payment Collection](https://help.oncehub.com/scheduleonce/account-integrations/payment-collection.md): Payment Collection documentation and guides. - [Paypal](https://help.oncehub.com/scheduleonce/account-integrations/payment-collection/paypal.md): Paypal documentation and guides. - [Allowing automatic billing](https://help.oncehub.com/scheduleonce/account-integrations/payment-collection/paypal/allowing-automatic-billing.md): This article only applies if you use our PayPal integration to collect payments from your Customers. If you have any questions on how we bill you as a OnceHu... - [Automatic refunds via OnceHub](https://help.oncehub.com/scheduleonce/account-integrations/payment-collection/paypal/automatic-refunds-via-oncehub.md): This article only applies if you use our PayPal integration to collect payments from your Customers. If you have any questions on how we bill you as a OnceHu... - [Conflicting settings](https://help.oncehub.com/scheduleonce/account-integrations/payment-collection/paypal/conflicting-settings.md): This article only applies if you use our PayPal integration to collect payments from your Customers. If you have any questions on how we bill you as a OnceHu... - [Connecting OnceHub to PayPal](https://help.oncehub.com/scheduleonce/account-integrations/payment-collection/paypal/connecting-oncehub-to-paypal.md): This article only applies if you use our PayPal integration to collect payments from your Customers. If you have any questions on how we bill you as a OnceHu... - [Customizing currency settings](https://help.oncehub.com/scheduleonce/account-integrations/payment-collection/paypal/customizing-currency-settings.md): This article only applies if you use our PayPal integration to collect payments from your Customers. If you have any questions on how we bill you as a OnceHu... - [Customizing invoice settings](https://help.oncehub.com/scheduleonce/account-integrations/payment-collection/paypal/customizing-invoice-settings.md): This article only applies if you use our PayPal integration to collect payments from your Customers. If you have any questions on how we bill you as a OnceHu... - [Customizing payment settings](https://help.oncehub.com/scheduleonce/account-integrations/payment-collection/paypal/customizing-payment-settings.md): This article only applies if you use our PayPal integration to collect payments from your Customers. If you have any questions on how we bill you as a OnceHu... - [Customizing refund settings](https://help.oncehub.com/scheduleonce/account-integrations/payment-collection/paypal/customizing-refund-settings.md): This article only applies if you use our PayPal integration to collect payments from your Customers. If you have any questions on how we bill you as a OnceHu... - [Disconnecting OnceHub from PayPal](https://help.oncehub.com/scheduleonce/account-integrations/payment-collection/paypal/disconnecting-oncehub-from-paypal.md): This article only applies if you use our PayPal integration to collect payments from your Customers. If you have any questions on how we bill you as a OnceHu... - [Granting permissions to OnceHub](https://help.oncehub.com/scheduleonce/account-integrations/payment-collection/paypal/granting-permissions-to-oncehub.md): This article only applies if you use our PayPal integration to collect payments from your Customers. If you have any questions on how we bill you as a OnceHu... - [Manual refunds via OnceHub](https://help.oncehub.com/scheduleonce/account-integrations/payment-collection/paypal/manual-refunds-via-oncehub.md): This article only applies if you use our PayPal integration to collect payments from your Customers. If you have any questions on how we bill you as a OnceHu... - [The OnceHub connector for PayPal](https://help.oncehub.com/scheduleonce/account-integrations/payment-collection/paypal/oncehub-connector-for-paypal.md): This article only applies if you use our PayPal integration to collect payments from your customers. If you have any questions on how we bill you as a OnceHu... - [OnceHub transaction fee](https://help.oncehub.com/scheduleonce/account-integrations/payment-collection/paypal/oncehub-transaction-fee.md): This article only applies if you use our PayPal integration to collect payments from your Customers. If you have any questions on how we bill you as a OnceHu... - [Payment integration throughout the booking lifecycle](https://help.oncehub.com/scheduleonce/account-integrations/payment-collection/paypal/payment-integration-throughout-booking-lifecycle.md): This article only applies if you use our PayPal integration to collect payments from your Customers. If you have any questions on how we bill you as a OnceHu... - [Testing the OnceHub connector for PayPal](https://help.oncehub.com/scheduleonce/account-integrations/payment-collection/paypal/testing-oncehub-connector-for-paypal.md): This article only applies if you use our PayPal integration to collect payments from your Customers. If you have any questions on how we bill you as a OnceHu... - [Troubleshooting](https://help.oncehub.com/scheduleonce/account-integrations/payment-collection/troubleshooting.md): Troubleshooting documentation and guides. - [Payment integration issues](https://help.oncehub.com/scheduleonce/account-integrations/payment-collection/troubleshooting/payment-integration-issues.md): There are a number of reason why you might not be able to accept payments or process refunds via OnceHub. - [Booking Pages](https://help.oncehub.com/scheduleonce/booking-pages.md): Booking Pages documentation and guides. - [Managing Bookings](https://help.oncehub.com/scheduleonce/booking-pages/managing-bookings.md): Managing Bookings documentation and guides. - [Analytics](https://help.oncehub.com/scheduleonce/booking-pages/managing-bookings/analytics.md): Analytics documentation and guides. - [Introduction to Analytics and Source tracking](https://help.oncehub.com/scheduleonce/booking-pages/managing-bookings/analytics/introduction-to-analytics-and-source-tracking.md): After setting up your Booking pages or Master pages, you'll need to share them with your prospects and Customers. - [Customization Branding](https://help.oncehub.com/scheduleonce/customization-branding.md): Customization Branding documentation and guides. - [Booking Forms Editor](https://help.oncehub.com/scheduleonce/customization-branding/booking-forms-editor.md): Booking Forms Editor documentation and guides. - [Conditional fields](https://help.oncehub.com/scheduleonce/customization-branding/booking-forms-editor/conditional-fields.md): Conditional fields are fields that can be included in your Booking form which are only visible if the Customer is requested to provide this information. - [Creating and editing a Booking form](https://help.oncehub.com/scheduleonce/customization-branding/booking-forms-editor/creating-and-editing-booking-form.md): You can use the Booking forms editor to customize the information that you want to collect from your Customers during the booking process. - [Creating and editing Custom fields](https://help.oncehub.com/scheduleonce/customization-branding/booking-forms-editor/creating-and-editing-custom-fields.md): Booking forms allow you to collect information from your Customers when they make a booking. If you want to ask for information in your Booking form that you... - [Editing System fields](https://help.oncehub.com/scheduleonce/customization-branding/booking-forms-editor/editing-system-fields.md): System fields are seven standardized fields. Four are included in every new Booking form by default. - [The Fields library](https://help.oncehub.com/scheduleonce/customization-branding/booking-forms-editor/fields-library.md): The Fields library contains all of the fields that are available for you to use in the Booking form. This is where you add fields to your Booking form and cr... - [Hiding fields on the Booking form](https://help.oncehub.com/scheduleonce/customization-branding/booking-forms-editor/hiding-fields-on-booking-form.md): When you add a Custom field to your Booking form, the field is visible by default. You can choose to hide the field, so that it will not be displayed on the ... - [Introduction to the Booking forms editor](https://help.oncehub.com/scheduleonce/customization-branding/booking-forms-editor/introduction-to-booking-forms-editor.md): Booking forms allow you to collect information from your Customers when they make a booking. You can use the Booking forms editor to customize the informatio... - [Mapping Booking Page Custom Fields to Contact Fields](https://help.oncehub.com/scheduleonce/customization-branding/booking-forms-editor/mapping-booking-page-custom-fields-to-contact-fields.md): Each Custom field that you create for your Booking Forms can be mapped to a Contact field to save the corresponding guest responses within a OnceHub Contact. - [Secure attachments](https://help.oncehub.com/scheduleonce/customization-branding/booking-forms-editor/secure-attachments.md): You can add an Attachment field to your Booking form. This allows you to request one attachment from your Customers. - [Localization Customer Text](https://help.oncehub.com/scheduleonce/customization-branding/localization-customer-text.md): Localization Customer Text documentation and guides. - [Applying a Locale](https://help.oncehub.com/scheduleonce/customization-branding/localization-customer-text/applying-locale.md): Locales are configured in the Localization editor on the account level and applied to each Booking page and Master page individually. - [Editing Customer interface text](https://help.oncehub.com/scheduleonce/customization-branding/localization-customer-text/editing-customer-interface-text.md): If you want to have more control over Customer-facing text in your Booking page, you can use the Localization editor to change every line of Customer interfa... - [The Localization editor](https://help.oncehub.com/scheduleonce/customization-branding/localization-customer-text/localization-editor.md): The Localization editor allows you to localize the customer scheduling experience by applying different languages and date and time formats to your Booking p... - [Step-by-step localization](https://help.oncehub.com/scheduleonce/customization-branding/localization-customer-text/step-by-step-localization.md): You can localize your scheduling process from start to finish, including the first page your Customer sees, the Confirmation page, cancel/reschedule process,... - [System and Custom locales](https://help.oncehub.com/scheduleonce/customization-branding/localization-customer-text/system-and-custom-locales.md): A locale is a collection of settings that define the Customer interface language and the date/time formats of your pages. - [Understanding localization and Customer interface text](https://help.oncehub.com/scheduleonce/customization-branding/localization-customer-text/understanding-localization-and-customer-interface-text.md): You to localize the Customer scheduling experience by applying different languages, date/time formats, and other language-specific and culture-specific setti... - [Notification Templates Editor](https://help.oncehub.com/scheduleonce/customization-branding/notification-templates-editor.md): Notification Templates Editor documentation and guides. - [Best practices for creating HTML templates](https://help.oncehub.com/scheduleonce/customization-branding/notification-templates-editor/best-practices-for-creating-html-templates.md): The Notification templates editor is used to customize the content and look and feel of the emails to your Customers and Users. - [Dynamic fields](https://help.oncehub.com/scheduleonce/customization-branding/notification-templates-editor/dynamic-fields.md): You can add Dynamic fields to Notification templates to populate emails and SMS notifications with customized data. - [How to create a Custom email or SMS template](https://help.oncehub.com/scheduleonce/customization-branding/notification-templates-editor/how-to-create-custom-email-or-sms-template.md): You can use the Notification templates editor to customize the email and SMS notifications that are sent to Customers and Users. - [How to test a Custom notification template](https://help.oncehub.com/scheduleonce/customization-branding/notification-templates-editor/how-to-test-custom-notification-template.md): You can test your Custom templates by creating a test booking and filling out a Booking form as if you were a Customer. - [Introduction to the Notification templates editor](https://help.oncehub.com/scheduleonce/customization-branding/notification-templates-editor/introduction-to-notification-templates-editor.md): When a Customer makes a booking, both the Customer and User receive notifications relevant to that booking. - [Notification scenarios](https://help.oncehub.com/scheduleonce/customization-branding/notification-templates-editor/notification-scenarios.md): Notification scenarios are booking events that trigger an email or SMS notification to be sent to Customers or subscribed Users. - [Should I use a Default or Custom template?](https://help.oncehub.com/scheduleonce/customization-branding/notification-templates-editor/should-i-use-default-or-custom-template.md): When you send communications to Customers or Users, you can use a Default template or any Custom template that has been created in your account. - [The WYSIWYG mode of the Notification templates editor](https://help.oncehub.com/scheduleonce/customization-branding/notification-templates-editor/wysiwyg-mode-of-notification-templates-editor.md): The Notification templates editor is used to customize the content and appearance of emails and SMS notifications sent to your Customers and Users. - [Theme Designer](https://help.oncehub.com/scheduleonce/customization-branding/theme-designer.md): Theme Designer documentation and guides. - [Adding your logo](https://help.oncehub.com/scheduleonce/customization-branding/theme-designer/adding-your-logo.md): The Theme designer allows you to fully customize the look and feel of your Booking pages and Master pages. - [Applying a theme](https://help.oncehub.com/scheduleonce/customization-branding/theme-designer/applying-theme.md): The Theme designer allows you to fully customize the look and feel of your Booking pages and Master pages. - [Custom themes](https://help.oncehub.com/scheduleonce/customization-branding/theme-designer/custom-themes.md): The Theme designer allows you to fully customize the look and feel of your Booking pages and Master pages. - [Image and Icon gallery](https://help.oncehub.com/scheduleonce/customization-branding/theme-designer/image-and-icon-gallery.md): The image gallery contains images that you can use for your Event types, Booking pages, and Master pages. - [Introduction to the Theme designer](https://help.oncehub.com/scheduleonce/customization-branding/theme-designer/introduction-to-theme-designer.md): The Theme designer allows you to fully customize the look and feel of your Booking pages and Master pages. - [System themes](https://help.oncehub.com/scheduleonce/customization-branding/theme-designer/system-themes.md): The OnceHub Theme designer provides two system themes for your Booking pages and Master pages. You can use these themes as they are, or adjust them according... - [Theme properties](https://help.oncehub.com/scheduleonce/customization-branding/theme-designer/theme-properties.md): The OnceHub Theme designer allows you to fully customize the look and feel of your Booking pages and Master pages. - [ScheduleOnce Developers](https://help.oncehub.com/scheduleonce/developers.md): ScheduleOnce developer documentation including client-side API. - [Client Side API](https://help.oncehub.com/scheduleonce/developers/client-side-api.md): Client Side API documentation and guides. - [Collecting data from an embedded Booking page](https://help.oncehub.com/scheduleonce/developers/client-side-api/collecting-data-from-embedded-booking-page.md): Collect booking confirmation data from embedded Booking Pages using the SOAfterConfirmationFunction JavaScript callback. - [Embedded booking events](https://help.oncehub.com/scheduleonce/developers/client-side-api/embedded-booking-calendar-events.md): Subscribe to events from embedded Booking Pages (Classic) to track visitor interactions and booking completions. - [Redirecting booking confirmation data (Classic)](https://help.oncehub.com/scheduleonce/developers/client-side-api/redirecting-booking-confirmation-data.md): Send booking confirmation data from Booking Pages (Classic) to custom redirect pages via URL parameters after successful booking completion. - [Event Types Booking Pages](https://help.oncehub.com/scheduleonce/event-types-booking-pages.md): Event Types Booking Pages documentation and guides. - [Booking Forms Redirect](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-forms-redirect.md): Booking Forms Redirect documentation and guides. - [Automatic redirect](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-forms-redirect/automatic-redirect.md): You can automatically redirect your customers to different web pages after they schedule, reschedule or cancel a booking. - [Collecting Customer data with Booking forms](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-forms-redirect/collecting-customer-data-with-booking-forms.md): Booking forms allow you to collect information from your Customers when they make a booking. After selecting a date and time, Customers reach the Booking for... - [Introduction to the Booking form and redirect](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-forms-redirect/introduction-to-booking-form-and-redirect.md): In the Booking form and redirect section, you can define the meeting subject, the Booking form you wish to use, and the redirect options when your Customer m... - [Prepopulated Booking forms](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-forms-redirect/prepopulated-booking-forms.md): It's not always necessary to collect Customer information as part of the scheduling process. For example, you may already have the data in your CRM. - [Booking Pages](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-pages.md): Booking Pages documentation and guides. - [Adding Event types to Booking pages](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-pages/adding-event-types-to-booking-pages.md): Event types are a powerful tool to standardize the meeting types that will be offered on different Booking pages. - [Booking page access permissions](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-pages/booking-page-access-permissions.md): Booking pages in a multi-User account are portable and shareable. This means they can be moved between User profiles and accessed by multiple Users. - [Booking page ownership](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-pages/booking-page-ownership.md): In this article, you'll learn about assigning Booking page ownership to a User. - [Booking pages: Associated calendars](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-pages/booking-pages-associated-calendars.md): The Associated calendars section is the heart of our integration with your calendar. To be able to configure the Associated calendars section of your Booking... - [Booking pages: Date-specific availability](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-pages/booking-pages-date-specific-availability.md): We recommend always updating your availability with User availability, located on your User profile. This article is only relevant for those who need an indi... - [Booking pages: Location settings](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-pages/booking-pages-location-settings.md): In the Conferencing / Location section of your Booking page, you can decide whether or not to use a meeting channel. - [Booking pages Overview](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-pages/booking-pages-overview.md): The Booking page Overview section summarizes the main properties of a specific Booking page. It includes the Booking page's main settings, the associated Eve... - [Booking pages: Public content](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-pages/booking-pages-public-content.md): The Public content section is where you enter information to help Customers understand what your Booking page is for. - [Booking pages: Recurring availability](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-pages/booking-pages-recurring-availability.md): Availability is always managed per Booking page. Availability settings on one Booking page are separate from the availability settings on another Booking page. - [Booking pages: Time zone settings](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-pages/booking-pages-time-zone-settings.md): In addition to a wide range of time zone features, OnceHub has developed its own time zone and Daylight Saving Time database. - [Creating a Booking page](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-pages/creating-booking-page.md): Booking pages are powerful and versatile pages through which bookings are made. Booking pages can be used with or without Event types, depending on your spec... - [Disabling your Booking page](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-pages/disabling-your-booking-page.md): To disable a Booking page, go to the Booking page's Overview section and toggle the On/Off switch in the top right corner (Figure 1). - [Duplicating a Booking page](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-pages/duplicating-booking-page.md): Duplicating Booking pages or Event types can save precious time for you when you're setting up and maintaining your OnceHub app. - [Ensuring Customers reschedule with the same Booking page](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-pages/ensuring-customers-reschedule-with-same-booking-page.md): If your Master page includes multiple Booking pages and associated Event types, you can define how bookings will be assigned during the scheduling process. - [Introduction to Booking pages](https://help.oncehub.com/scheduleonce/event-types-booking-pages/booking-pages/introduction-to-booking-pages.md): Booking pages are the basis of OnceHub's scheduling approach. They are pages through which bookings are made. - [Categories](https://help.oncehub.com/scheduleonce/event-types-booking-pages/categories.md): Categories documentation and guides. - [Categorized Event types in Booking pages](https://help.oncehub.com/scheduleonce/event-types-booking-pages/categories/categorized-event-types-in-booking-pages.md): You can use categories to organize your Event types into groups based on meeting type, group, location, etc. - [Categorized items in Master pages](https://help.oncehub.com/scheduleonce/event-types-booking-pages/categories/categorized-items-in-master-pages.md): You can use categories to organize Event types and Booking pages into intuitive and functional groups. - [Creating categories for Booking pages or Event types](https://help.oncehub.com/scheduleonce/event-types-booking-pages/categories/creating-categories-for-booking-pages-or-event-types.md): You can create categories to organize Event types and Booking pages for you and your Customers. Using categories, you can group your Booking pages and Event ... - [Introduction to categories](https://help.oncehub.com/scheduleonce/event-types-booking-pages/categories/introduction-to-categories.md): OnceHub gives you the ability to create categories to organize Event types and Booking pages for you and your Customers. - [Customer Notifications](https://help.oncehub.com/scheduleonce/event-types-booking-pages/customer-notifications.md): Customer Notifications documentation and guides. - [Customer calendar event options](https://help.oncehub.com/scheduleonce/event-types-booking-pages/customer-notifications/customer-calendar-event-options.md): Adding a booking to a Customer's calendar is a critical part in the scheduling process. When the booking is in the Customer's calendar, it's more likely that... - [Customer notification scenarios](https://help.oncehub.com/scheduleonce/event-types-booking-pages/customer-notifications/customer-notification-scenarios.md): The Scenarios table below defines the Customer notification scenarios used in the Customer notification section of the Booking page. - [Introduction to the Customer notifications](https://help.oncehub.com/scheduleonce/event-types-booking-pages/customer-notifications/introduction-to-customer-notifications.md): The Customer notifications section is where you set which notification scenarios will trigger email notifications, SMS notifications, or both to be sent to y... - [Notifications to Customers](https://help.oncehub.com/scheduleonce/event-types-booking-pages/customer-notifications/notifications-to-customers.md): When you're scheduling bookings, there are many instances where you might want to send an email or an SMS to your Customer. - [Event Types](https://help.oncehub.com/scheduleonce/event-types-booking-pages/event-types.md): Event Types documentation and guides. - [Booking form and Customer notifications](https://help.oncehub.com/scheduleonce/event-types-booking-pages/event-types/booking-form-and-customer-notifications.md): You can change the location of the Booking form and redirect section and the Customer notifications section to be within either the Booking page or the Event... - [Creating an Event type](https://help.oncehub.com/scheduleonce/event-types-booking-pages/event-types/creating-an-event-type.md): An Event type defines a type of meeting offered to Customers. Creating new Event types is easy, and you can create as many as you need. - [Duplicating an Event type](https://help.oncehub.com/scheduleonce/event-types-booking-pages/event-types/duplicating-an-event-type.md): Duplicating Booking pages or Event types can save precious time for you when you're setting up and maintaining your OnceHub app. - [Event Types Overview](https://help.oncehub.com/scheduleonce/event-types-booking-pages/event-types/event-types-overview.md): The Event type Overview section summarizes the main properties of a specific Event type. It includes the main settings, associated Booking pages, Users who p... - [Introduction to Event types](https://help.oncehub.com/scheduleonce/event-types-booking-pages/event-types/introduction-to-event-types.md): Event types represent the different services you offer. You can create several different meeting types, and each can have a different duration, price, and ot... - [Payment and rescheduling](https://help.oncehub.com/scheduleonce/event-types-booking-pages/event-types/payment-and-rescheduling.md): OnceHub enables you to specify when your Customers can cancel or reschedule a booking. The cancel/reschedule policy only affects your Customers. - [Payment and rescheduling: payment is collected](https://help.oncehub.com/scheduleonce/event-types-booking-pages/event-types/payment-and-rescheduling-payment-is-collected.md): When you display a price for your Event type and collect payment via OnceHub, your OnceHub app is connected to PayPal and payments are collected automaticall... - [Payment and rescheduling: price is displayed](https://help.oncehub.com/scheduleonce/event-types-booking-pages/event-types/payment-and-rescheduling-price-is-displayed.md): Booking pages enables you to specify when your Customers can cancel or reschedule a booking. - [Payment and rescheduling: price is not displayed](https://help.oncehub.com/scheduleonce/event-types-booking-pages/event-types/payment-and-rescheduling-price-is-not-displayed.md): You can specify when your Customers can cancel or reschedule a booking. - [Public content](https://help.oncehub.com/scheduleonce/event-types-booking-pages/event-types/public-content.md): The Public content section includes all the information that is available to your Customers when they book with you online. - [Scheduling Options](https://help.oncehub.com/scheduleonce/event-types-booking-pages/scheduling-options.md): Scheduling Options documentation and guides. - [Automatic booking or Booking with approval](https://help.oncehub.com/scheduleonce/event-types-booking-pages/scheduling-options/automatic-booking-or-booking-with-approval.md): When you work in Automatic booking mode, the Customer makes a booking and it's automatically created in your calendar with no further action required. - [Conflicting settings when using Group sessions](https://help.oncehub.com/scheduleonce/event-types-booking-pages/scheduling-options/conflicting-settings-when-using-group-sessions.md): Group sessions can cause settings conflicts if your booking page is set up to create bookings in more than one calendar and retrieve busy time from the same ... - [Conflicting settings when using Session packages](https://help.oncehub.com/scheduleonce/event-types-booking-pages/scheduling-options/conflicting-settings-when-using-session-packages.md): Session packages are not compatible with the following configuration settings and vice versa: - [Introduction to the Scheduling options](https://help.oncehub.com/scheduleonce/event-types-booking-pages/scheduling-options/introduction-to-scheduling-options.md): In the Scheduling options section, you can define the booking mode, the number of sessions your Customers can book at once, and how many Customers can join t... - [Location of the Scheduling options](https://help.oncehub.com/scheduleonce/event-types-booking-pages/scheduling-options/location-of-scheduling-options.md): Scheduling options are located on the Booking page by default. If you associate Event types with your Booking page, the Scheduling options section is located... - [One-on-one or Group sessions](https://help.oncehub.com/scheduleonce/event-types-booking-pages/scheduling-options/one-on-one-or-group-sessions.md): OnceHub gives you three options to control the number of bookings per time slot. You can allow for only a single booking per time slot, multiple bookings per... - [Session packages](https://help.oncehub.com/scheduleonce/event-types-booking-pages/scheduling-options/session-packages.md): OnceHub provides two options for controlling the number of sessions submitted per booking: - [SMS Notifications](https://help.oncehub.com/scheduleonce/event-types-booking-pages/sms-notifications.md): SMS Notifications documentation and guides. - [Opting in and out of SMS Notifications](https://help.oncehub.com/scheduleonce/event-types-booking-pages/sms-notifications/opting-in-and-out-of-sms-notifications.md): Mobile phone numbers provided by your Customers and Team members are held in strict confidence and will only be used for sending scheduling notifications, ba... - [Sending SMS notifications to Customers](https://help.oncehub.com/scheduleonce/event-types-booking-pages/sms-notifications/sending-sms-notifications-to-customers.md): You can send SMS notifications to your Customers to keep them up-to-date about bookings they've made with you. - [Sending SMS notifications to Users](https://help.oncehub.com/scheduleonce/event-types-booking-pages/sms-notifications/sending-sms-notifications-to-users.md): SMS notifications are a quick and reliable way to keep on top of booking activity for yourself and other Users. - [Timeslot Settings](https://help.oncehub.com/scheduleonce/event-types-booking-pages/timeslot-settings.md): Timeslot Settings documentation and guides. - [Introduction to Time slot settings](https://help.oncehub.com/scheduleonce/event-types-booking-pages/timeslot-settings/introduction-to-time-slot-settings.md): In the Time slots settings section, you can set up the duration, Time slot display, Workload rules, Timeframe rules, and other settings related to time slots. - [Limiting the number of bookings](https://help.oncehub.com/scheduleonce/event-types-booking-pages/timeslot-settings/limiting-number-of-bookings.md): In the Workload rules section of the Time slot settings, you can set a cap on the number of bookings that can be made in a given day or week. - [Location of the Time slot settings](https://help.oncehub.com/scheduleonce/event-types-booking-pages/timeslot-settings/location-of-time-slot-settings.md): Time slot settings are located on the Booking page by default. If you associate Event types with your Booking page, the Time slots settings section is locate... - [Number of time slots offered per day](https://help.oncehub.com/scheduleonce/event-types-booking-pages/timeslot-settings/number-of-time-slots-offered-per-day.md): You have the option to limit the number of slots you offer per day. There are a number of reasons to limit the maximum time slots offered per day, including: - [Time slot display](https://help.oncehub.com/scheduleonce/event-types-booking-pages/timeslot-settings/time-slot-display.md): The time settings available in the Time slot display section allow you to model a wide range of meeting scenarios. - [Time zone conversion](https://help.oncehub.com/scheduleonce/event-types-booking-pages/timeslot-settings/time-zone-conversion.md): If you're offering bookings to Customers in multiple time zones, you can use Time zone conversion settings when they book with you. - [Timeframe rules](https://help.oncehub.com/scheduleonce/event-types-booking-pages/timeslot-settings/timeframe-rules.md): Timeframe rules allow you to limit the timeframe for accepting bookings Before an event and Into the future. - [Workload rules](https://help.oncehub.com/scheduleonce/event-types-booking-pages/timeslot-settings/workload-rules.md): In this article, you'll learn about using Workload rules to control your daily and weekly workload. - [User Notifications](https://help.oncehub.com/scheduleonce/event-types-booking-pages/user-notifications.md): User Notifications documentation and guides. - [Communicating with Users and stakeholders](https://help.oncehub.com/scheduleonce/event-types-booking-pages/user-notifications/communicating-with-users-and-stakeholders.md): When scheduling bookings, there are many instances where you might wish to send an email or SMS notification to yourself or others in your organization. - [Introduction to User notifications](https://help.oncehub.com/scheduleonce/event-types-booking-pages/user-notifications/introduction-to-user-notifications.md): The User notifications section is where you set which notification scenarios will trigger email notifications and SMS notifications to be sent to you or to o... - [Subscribing to Booking notifications](https://help.oncehub.com/scheduleonce/event-types-booking-pages/user-notifications/subscribing-to-booking-notifications.md): Any User can subscribe to User notifications for specific Booking pages in their organization’s OnceHub app. User notifications can be sent via email or SMS. - [Troubleshooting](https://help.oncehub.com/scheduleonce/event-types-booking-pages/user-notifications/troubleshooting.md): Troubleshooting documentation and guides. - [A User is not receiving email notifications](https://help.oncehub.com/scheduleonce/event-types-booking-pages/user-notifications/troubleshooting/user-is-not-receiving-email-notifications.md): There can be a number of reasons why a User is not receiving Email notifications. This article is relevant to Users who have never received User email notifi... - [User notification scenarios](https://help.oncehub.com/scheduleonce/event-types-booking-pages/user-notifications/user-notification-scenarios.md): This table defines the User notification scenarios used in the User notification section of a Booking page. - [Insights & Operations](https://help.oncehub.com/scheduleonce/insights-operations.md): Insights Operations documentation and guides. - [Billing & Subscription Management](https://help.oncehub.com/scheduleonce/insights-operations/billing-subscription-management.md): Billing Subscription Management documentation and guides. - [Accessing and Exporting Your Centralized SMS Logs](https://help.oncehub.com/scheduleonce/insights-operations/billing-subscription-management/accessing-and-exporting-your-centralized-sms-logs.md): The SMS Logs screen provides a centralized record of all SMS notifications sent from your OnceHub account. - [Introduction to Billing](https://help.oncehub.com/scheduleonce/insights-operations/billing-subscription-management/introduction-to-billing.md): OnceHub seats can be purchased with a monthly or annual subscription, which is always billed in advance. - [Payment and Billing](https://help.oncehub.com/scheduleonce/insights-operations/billing-subscription-management/payment-and-billing.md): The Billing section stores your primary payment method and secondary payment methods. - [Troubleshooting](https://help.oncehub.com/scheduleonce/insights-operations/billing-subscription-management/troubleshooting.md): Troubleshooting documentation and guides. - [A Customer is not receiving SMS notifications](https://help.oncehub.com/scheduleonce/insights-operations/billing-subscription-management/troubleshooting/customer-is-not-receiving-sms-notifications.md): There can be a number of reasons why your Customer is not receiving SMS notifications. We recommend reviewing the following settings in your account to ensur... - [A User is not receiving SMS notifications](https://help.oncehub.com/scheduleonce/insights-operations/billing-subscription-management/troubleshooting/user-is-not-receiving-sms-notifications.md): There can be a number of reasons why a User is not receiving SMS notifications. This article is relevant to Users who have never received User SMS notificati... - [Profile Management](https://help.oncehub.com/scheduleonce/insights-operations/profile-management.md): Profile Management documentation and guides. - [Introduction to SMS Notifications](https://help.oncehub.com/scheduleonce/insights-operations/profile-management/introduction-to-sms-notifications.md): Any notification related to OnceHub booking activity can be sent via SMS. You can send SMS notifications to your Customers and Team Members anywhere in the w... - [Managing Your Profile in OnceHub](https://help.oncehub.com/scheduleonce/insights-operations/profile-management/managing-your-profile-in-oncehub.md): Your OnceHub profile serves as the central hub for customizing settings, updating personal information, and managing preferences to optimize your user experi... - [Reporting Analytics](https://help.oncehub.com/scheduleonce/insights-operations/reporting-analytics.md): Reporting Analytics documentation and guides. - [Lead Acquisition](https://help.oncehub.com/scheduleonce/insights-operations/reporting-analytics/lead-acquisition.md): Your Lead acquisition page is the hub where you can view all of the key metrics relating to your success with OnceHub. - [Where Are My Guests Booking From](https://help.oncehub.com/scheduleonce/insights-operations/reporting-analytics/where-are-my-guests-booking-from.md): To get the most out of your marketing, it's important to know where your bookings originate. - [User Management](https://help.oncehub.com/scheduleonce/insights-operations/user-management.md): User Management documentation and guides. - [User Roles and their Permissions](https://help.oncehub.com/scheduleonce/insights-operations/user-management/user-roles-and-their-permissions.md): This guide clarifies the permissions granted to each user role within OnceHub: Account Owner, Administrator, Team Manager, and Member. - [Introduction to Booking Pages](https://help.oncehub.com/scheduleonce/introduction-to-booking-pages.md): Introduction To Booking Pages documentation and guides. - [Feature Comparison: Booking Calendars Vs. Booking Pages](https://help.oncehub.com/scheduleonce/introduction-to-booking-pages/feature-comparison-booking-calendars-vs-booking-pages.md): This guide provides a comprehensive feature comparison between Booking Calendars and Booking Pages. Use these comparison tables to understand the functional ... - [Getting started with Booking pages](https://help.oncehub.com/scheduleonce/introduction-to-booking-pages/getting-started-with-booking-pages.md): Booking pages can be customized in many different ways. However, you only need to follow a few basic steps to start receiving bookings: - [Using Booking pages with your video conferencing app](https://help.oncehub.com/scheduleonce/introduction-to-booking-pages/using-booking-pages-with-your-video-conferencing-app.md): In this article, you will learn how to configure your booking pages for use with your video conferencing app. - [Using Profile-level Availability with Booking Pages](https://help.oncehub.com/scheduleonce/introduction-to-booking-pages/using-profile-level-availability-with-booking-pages.md): To simplify scheduling across multiple Booking Pages with various meeting locations (e.g., Zoom, in-person), you can define your availability at the profile ... - [Working With vs. Without a Connected Calendar](https://help.oncehub.com/scheduleonce/introduction-to-booking-pages/working-with-vs-without-connected-calendar.md): When using OnceHub, you have the option to operate with or without connecting your personal calendar. While it’s possible to accept bookings without a connec... - [Zoom: Dynamic or static passcodes](https://help.oncehub.com/scheduleonce/introduction-to-booking-pages/zoom-dynamic-or-static-passcodes.md): It's important always to use a passcode for your video meetings, in order to prevent unwanted guests from joining. - [Managing Bookings](https://help.oncehub.com/scheduleonce/managing-bookings.md): Managing Bookings documentation and guides. - [Analytics](https://help.oncehub.com/scheduleonce/managing-bookings/analytics.md): Analytics documentation and guides. - [The Activity stream: Managing activities](https://help.oncehub.com/scheduleonce/managing-bookings/analytics/activity-stream-managing-activities.md): The activity stream is the central hub where you can manage all of your booking and payment activity. The activity stream provides advanced filtering options... - [The Activity stream: Viewing activities](https://help.oncehub.com/scheduleonce/managing-bookings/analytics/activity-stream-viewing-activities.md): The Activity stream is the central hub where you can manage all of your chat, booking, and payment activities. - [Introduction to Analytics and Source tracking](https://help.oncehub.com/scheduleonce/managing-bookings/analytics/introduction-to-analytics-and-source-tracking.md): After setting up your Booking pages or Master pages, you'll need to share them with your prospects and Customers. - [Using booking pages with web analytics](https://help.oncehub.com/scheduleonce/managing-bookings/analytics/using-booking-pages-with-web-analytics.md): Leads can be driven to your Booking pages from multiple online sources. For example, you might receive bookings from mass emails, social media, and pay per c... - [Using OnceHub with UTM tracking](https://help.oncehub.com/scheduleonce/managing-bookings/analytics/using-oncehub-with-utm-tracking.md): Source tracking helps you understand your audience better by tracking the various sources of your bookings. - [Cancel Reschedule](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule.md): Cancel Reschedule documentation and guides. - [Customer action: Cancel a Panel meeting](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule/customer-action-cancel-panel-meeting.md): Whether or not a Customer can cancel a Panel meeting is subject to the Cancel/reschedule policy you've set on your Booking page or Event type. - [Customer action: Cancel sessions in a package](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule/customer-action-cancel-sessions-in-package.md): Whether or not a Customer can cancel sessions in a package is subject to the cancellation policy you've set on your Booking page or Event type. - [Customer action: Cancel a single booking](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule/customer-action-cancel-single-booking.md): Whether or not a Customer can cancel a booking is subject to the cancellation policy you've set on your Booking page or Event type. - [Customer action: Reschedule a Panel meeting](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule/customer-action-reschedule-panel-meeting.md): Whether or not a Customer can reschedule a Panel meeting is subject to the Cancel/reschedule policy you've set on your Booking page or Event type. - [Customer action: Reschedule sessions in a package](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule/customer-action-reschedule-sessions-in-package.md): Whether or not a Customer can reschedule sessions in a package is subject to the Cancel/reschedule policy you've set on your Booking page or Event type. - [Customer action: Reschedule a single booking](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule/customer-action-reschedule-single-booking.md): Whether or not a Customer can reschedule a booking is subject to the Cancel/reschedule policy that you've set on your Booking page or Event type. - [The Customer cancel/reschedule page](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule/customer-cancelreschedule-page.md): The Cancel/reschedule page allows Customers to cancel and reschedule bookings subject to the Cancel/reschedule policy you set on your Booking page or Event t... - [The Customer cancel/reschedule policy](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule/customer-cancelreschedule-policy.md): OnceHub allows you to set up independent cancellation and reschedule policies that are fully configurable. - [Effects of cancellation](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule/effects-of-cancellation.md): In this article, you'll learn about the effects of cancellation in different phases of the booking lifecycle. Learn more about the different activity statuses - [Effects of rescheduling](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule/effects-of-rescheduling.md): In this article, you'll learn about the effects of rescheduling in different phases of the booking lifecycle. Learn more about the different activity statuses - [Introduction to canceling and rescheduling](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule/introduction-to-canceling-and-rescheduling.md): Both Users and Customers can cancel and reschedule booking made via OnceHub. You can set the Customer cancellation and reschedule policies that apply to book... - [Reschedule on the Same Booking Page](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule/reschedule-on-same-booking-page.md): If your Master page includes multiple Booking pages and associated Event types, you can define how bookings will be assigned during the scheduling process. - [User action: Cancel a Panel meeting](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule/user-action-cancel-panel-meeting.md): When the activity status of a Panel meeting is Scheduled, Rescheduled, No-show, or Completed, the User can cancel the Panel meeting directly from the Activit... - [User action: Cancel/reschedule for Booking pages with Event types](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule/user-action-cancelreschedule-for-booking-pages-with-event-types.md): When the activity status of a booking is Scheduled, Rescheduled, No-show, or Completed, the User can request to cancel or reschedule a booking directly from ... - [User action: Cancel/reschedule for Booking pages without Event types](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule/user-action-cancelreschedule-for-booking-pages-without-event-types.md): We recommend using Event types with your Booking pages. Event types allow you to offer several meeting types with different durations, price, and other prope... - [User action: Cancel/reschedule in Exchange/Outlook Calendar](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule/user-action-cancelreschedule-in-exchangeoutlook-calendar.md): OnceHub communicates with your Exchange/Outlook Calendar using the Exchange Web Services (EWS) API, a well-established official Microsoft protocol. - [User action: Cancel/reschedule in Google Calendar](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule/user-action-cancelreschedule-in-google-calendar.md): When you're connected to a Google Calendar, you can select whether changes made in your connected calendar are reflected in OnceHub . - [User action: Cancel/reschedule in Office 365 Calendar](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule/user-action-cancelreschedule-in-office-365-calendar.md): OnceHub communicates with your Office 365 Calendar using secure methods. All credentials and data traffic are fully encrypted. - [User action: Reschedule a Panel meeting](https://help.oncehub.com/scheduleonce/managing-bookings/cancel-reschedule/user-action-reschedule-panel-meeting.md): When the activity status of a Panel meeting is Scheduled, Rescheduled, No-show, or Completed, the User can request to reschedule the Panel meeting directly f... - [Reassign](https://help.oncehub.com/scheduleonce/managing-bookings/reassign.md): Reassign documentation and guides. - [Booking reassignment FAQs](https://help.oncehub.com/scheduleonce/managing-bookings/reassign/booking-reassignment-faqs.md): Booking reassignment allows you to reassign bookings in your Activity stream from one Team member to another. - [Effects of Booking reassignment](https://help.oncehub.com/scheduleonce/managing-bookings/reassign/effects-of-booking-reassignment.md): In this article, you'll learn about the effects of reassigning a booking for Customers, the Booking owner, the Reassigned Booking owner, Editors, and Viewers. - [Eligibility for booking reassignment FAQs](https://help.oncehub.com/scheduleonce/managing-bookings/reassign/eligibility-for-booking-reassignment-faqs.md): Booking reassignment allows you to reassign bookings from one Team member to another from your Activity stream. - [Introduction to Booking reassignment](https://help.oncehub.com/scheduleonce/managing-bookings/reassign/introduction-to-booking-reassignment.md): Booking reassignment allows you to reassign bookings in your Activity stream from one Team member to another. - [User action: Reassign a booking](https://help.oncehub.com/scheduleonce/managing-bookings/reassign/user-action-reassign-booking.md): Booking reassignment allows you reassign bookings in your Activity stream from one Team member to another. - [Responding to Booking Requests](https://help.oncehub.com/scheduleonce/managing-bookings/responding-to-booking-requests.md): Responding to Booking Requests documentation and guides. - [Responding to Booking Requests](https://help.oncehub.com/scheduleonce/managing-bookings/responding-to-booking-requests/responding-to-booking-requests.md): Responding To Booking Requests documentation and guides. - [Booking on Behalf of a Guest with Booking Pages](https://help.oncehub.com/scheduleonce/managing-bookings/responding-to-booking-requests/responding-to-booking-requests/booking-on-behalf-of-guest-with-booking-pages.md): To book on behalf of a guest you need to schedule a booking on your Booking/Master Page's link as if you are the guest and fill in their information. - [Customer action: Cancelling a booking request](https://help.oncehub.com/scheduleonce/managing-bookings/responding-to-booking-requests/responding-to-booking-requests/customer-action-cancelling-booking-request.md): A Customer can cancel a booking request at any time. Booking requests that have not been approved are not subject to the cancellation policy set by the meeti... - [Customer action: Resubmit a booking request](https://help.oncehub.com/scheduleonce/managing-bookings/responding-to-booking-requests/responding-to-booking-requests/customer-action-resubmit-booking-request.md): A Customer can resubmit a booking request as many times as they like. Booking requests are not subject to the Reschedule policy set by the meeting organizer. - [Scheduling and responding to booking requests](https://help.oncehub.com/scheduleonce/managing-bookings/responding-to-booking-requests/responding-to-booking-requests/scheduling-and-responding-to-booking-requests.md): When you work in Booking with approval mode and a Customer submits a booking request, you'll receive an email with the suggested meeting times that the Custo... - [User action: Cancelling a booking request](https://help.oncehub.com/scheduleonce/managing-bookings/responding-to-booking-requests/responding-to-booking-requests/user-action-cancelling-booking-request.md): When you work in Booking with approval mode and a Customer submits a booking request, you'll receive an email with the suggested meeting times that the Custo... - [Troubleshooting](https://help.oncehub.com/scheduleonce/managing-bookings/troubleshooting.md): Troubleshooting documentation and guides. - [No Times Available' Troubleshooting](https://help.oncehub.com/scheduleonce/managing-bookings/troubleshooting/no-times-available-troubleshooting.md): There are a number of reasons why your Booking page or Master Page might display the message: "No times are currently available. - [Master Pages Resource Pools](https://help.oncehub.com/scheduleonce/master-pages-resource-pools.md): Master Pages Resource Pools documentation and guides. - [Master Pages](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/master-pages.md): Master Pages documentation and guides. - [Assignment with team or panel pages](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/master-pages/assignment-with-team-or-panel-pages.md): With OnceHub, you can automatically distribute bookings to Team members according to rules you define. - [Booking pages first (Event types second)](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/master-pages/booking-pages-first-event-types-second.md): Master pages with Booking pages first (Event types second) allow Customers to first select which Booking page they prefer. - [Booking pages only (without Event types)](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/master-pages/booking-pages-only-without-event-types.md): Master pages with Booking pages only (without Event types) allow Customers to only select which Booking page they prefer. - [Conflicting settings when using team or panel pages](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/master-pages/conflicting-settings-when-using-team-or-panel-pages.md): Team or panel pages are not compatible with the following configuration settings and vice versa: - [Creating a Master page](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/master-pages/creating-master-page.md): Master pages allow you to combine multiple Booking pages and Event types into one point of access for your Customers, providing support for a wide range of s... - [Disabling your Master page](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/master-pages/disabling-your-master-page.md): If you don't want to accept bookings on your Master page but don't want to delete it, you can disable it instead. - [Event types first (Booking pages second)](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/master-pages/event-types-first-booking-pages-second.md): Master pages with Event types first (Booking pages second) allow Customers to first select which Event type they prefer. - [Introduction to Master pages](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/master-pages/introduction-to-master-pages.md): Master pages allow you to combine multiple Booking pages and Event types into one point of access for your Customers, providing support for a wide range of s... - [Master page scenario: Team or panel page](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/master-pages/master-page-scenario-team-or-panel-page.md): When your Master page uses team or panel pages, you can set up specific rules to define which Team member is assigned to a booking. - [Master page scenarios](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/master-pages/master-page-scenarios.md): Master pages are a flexible tool that you can use to unite your Booking pages into a single point of access for your Customers. - [Master pages: Event types and assignment](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/master-pages/master-pages-event-types-and-assignment.md): The Event types and assignment section of a Master page is where you determine how the bookings made on the Master page will be assigned to your Team members. - [Master pages: Labels and instructions](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/master-pages/master-pages-labels-and-instructions.md): In the Master page Labels and instructions section, you can define the public labels for the different entities in your Master page. - [Master pages: Overview](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/master-pages/master-pages-overview.md): The Master page Overview section summarizes the main properties of the specific Master page. It includes the Master page's main settings, the Booking pages a... - [Master pages: Public content](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/master-pages/master-pages-public-content.md): In the Public content section, you can define information that will help your Customers understand what your Master page is for. - [Using Booking page tags in Master pages](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/master-pages/using-booking-page-tags-in-master-pages.md): Tags are specific keywords added to your Booking pages. Tags enable customers to filter Booking pages by keywords and find the person with whom they need to ... - [Panel Meetings](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/panel-meetings.md): Panel Meetings documentation and guides. - [Additional team members](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/panel-meetings/additional-team-members.md): Additional team members are members of your organization who participate in Panel meetings. Panel meetings allow you to offer meetings where Customers can me... - [Booking owners](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/panel-meetings/booking-owners.md): Each Dynamic rule you create in a Rule-based assignment Master page must have a Booking owner. The Booking owner is the member who receives the booking. - [Creating Panel meetings](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/panel-meetings/creating-panel-meetings.md): Panel meetings allow your Customers to book a time to meet with multiple team members simultaneously. When a Customer visits your Master page, they will see ... - [Introduction to Panel meetings](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/panel-meetings/introduction-to-panel-meetings.md): OnceHub allows you to create Panel meetings that enable Customers to book a time to meet with multiple Team members simultaneously. - [Resource Pools](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/resource-pools.md): Resource Pools documentation and guides. - [Adding Resource pools to Master pages](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/resource-pools/adding-resource-pools-to-master-pages.md): Resource pools allow you to dynamically distribute bookings among a group of Team members in the same department, location, or with any other shared characte... - [Creating a Resource pool](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/resource-pools/creating-resource-pool.md): Resource pools allow you to dynamically distribute bookings among a group of Team members in the same department, location, or with any other shared characte... - [Introduction to Pooled availability](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/resource-pools/introduction-to-pooled-availability.md): Pooled availability combines the availability of multiple Team members and displays this to Customers as a single booking calendar. - [Introduction to Resource pools](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/resource-pools/introduction-to-resource-pools.md): Resource pools allow you to dynamically distribute bookings among a group of Team members in the same department, location, or with any other shared characte... - [Pooled availability algorithm: Longest idle time](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/resource-pools/pooled-availability-algorithm-longest-idle-time.md): OnceHub's Pooled availability algorithm is based on the longest idle time concept. This refers to the amount of time that has passed since a booking was last... - [Pooled availability distribution method](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/resource-pools/pooled-availability-distribution-method.md): Resource pools allow you to dynamically distribute bookings among a group of Team members in the same department, location, or with any other shared characte... - [Pooled availability with priority](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/resource-pools/pooled-availability-with-priority.md): Pooled availability with priority combines the availability of multiple Team members and displays it to Customers as a single booking calendar. - [Resource pool distribution method: Pooled availability with priority](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/resource-pools/resource-pool-distribution-method-pooled-availability-with-priority.md): Resource pools allow you to dynamically distribute bookings among a group of Team members in the same department, location, or with any other shared characte... - [Resource pool statistics: Bookings received](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/resource-pools/resource-pool-statistics-bookings-received.md): Resource pools allow you to dynamically distribute bookings among a group of Team members in the same department, location, or with any other shared characte... - [Resource pool statistics: Bookings removed](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/resource-pools/resource-pool-statistics-bookings-removed.md): Resource pools allow you to dynamically distribute bookings among a group of Team members in the same department, location, or with any other shared characte... - [Resource pools: Assignment priority](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/resource-pools/resource-pools-assignment-priority.md): You can assign an Assignment priority to Booking pages within a Resource pool that uses Pooled availability with priority as the distribution method. - [Resource pools: Automatic correction](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/resource-pools/resource-pools-automatic-correction.md): OnceHub uses a smart Automatic correction distribution algorithm to ensure that Resource pools that use Round robin distribution achieve an equal booking dis... - [Resource pools: Overview](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/resource-pools/resource-pools-overview.md): Resource pools allow you to dynamically distribute bookings among a group of Team members in the same department, location, or with any other shared characte... - [Resource pools: Reporting cycle](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/resource-pools/resource-pools-reporting-cycle.md): The Reporting cycle of a Resource pool determines how often the statistics for the pool will be reset. - [Resource pools: Resources](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/resource-pools/resource-pools-resources.md): Resource pools allow you to dynamically distribute bookings among a group of Team members in the same department, location, or with any other shared characte... - [Round robin distribution method](https://help.oncehub.com/scheduleonce/master-pages-resource-pools/resource-pools/round-robin-distribution-method.md): Resource pools allow you to dynamically distribute bookings among a group of Team members in the same department, location, or with any other shared characte... - [Recommended Configuration](https://help.oncehub.com/scheduleonce/recommended-configuration.md): Recommended Configuration documentation and guides. - [Multi User Scenarios](https://help.oncehub.com/scheduleonce/recommended-configuration/multi-user-scenarios.md): Multi User Scenarios documentation and guides. - [Booking conditional on the availability of one of several resources](https://help.oncehub.com/scheduleonce/recommended-configuration/multi-user-scenarios/booking-conditional-on-availability-of-one-of-several-resources.md): There are many situations where booking should be conditional on the availability of multiple resources, such as when you have multiple conference rooms avai... - [Booking conditional on the availability of a single resource](https://help.oncehub.com/scheduleonce/recommended-configuration/multi-user-scenarios/booking-conditional-on-availability-of-single-resource.md): This article explains the setup for booking conditional on the availability of a single resource. If you need to book appointments conditional on the availab... - [Configuring your booking page for scheduling conferences, trade shows and other events](https://help.oncehub.com/scheduleonce/recommended-configuration/multi-user-scenarios/configuring-your-booking-page-for-scheduling-conferences-trade-shows-and-other-events.md): ScheduleOnce is used by many event organizers to facilitate meetings between hosts and attendees at conferences, trade shows and many other events. - [Introduction to multi-user scenarios](https://help.oncehub.com/scheduleonce/recommended-configuration/multi-user-scenarios/introduction-to-multi-user-scenarios.md): OnceHub offers robust solutions for many different multi-user scheduling scenarios. Our flexible modeling approach includes a number of unique features: Reso... - [Room and resource scheduling with team or panel pages](https://help.oncehub.com/scheduleonce/recommended-configuration/multi-user-scenarios/room-and-resource-scheduling-with-team-or-panel-pages.md): In this article, you'll learn about the recommended setup for booking resources such as rooms directly, where the resource is the entity that is being booked. - [Room and resource scheduling without rule-based assignment](https://help.oncehub.com/scheduleonce/recommended-configuration/multi-user-scenarios/room-and-resource-scheduling-without-rule-based-assignment.md): In this article, you'll learn about the setup for booking resources such as a room directly, where the resource is the entity that is being booked. - [Scheduling one-off meetings using one-time links](https://help.oncehub.com/scheduleonce/recommended-configuration/multi-user-scenarios/scheduling-one-off-meetings-using-one-time-links.md): One-time links are only available for Master pages using team or panel pages. - [Team Scheduling with Event Types: With Team or Panel Pages](https://help.oncehub.com/scheduleonce/recommended-configuration/multi-user-scenarios/team-scheduling-with-event-types-with-team-or-panel-pages.md): You can accept bookings for multiple Team members with multiple Event types. Team members can be accessed via one Master page, or independently through their... - [Team Scheduling with Event Types: Without Team or Panel Pages](https://help.oncehub.com/scheduleonce/recommended-configuration/multi-user-scenarios/team-scheduling-with-event-types-without-team-or-panel-pages.md): You can use OnceHub to accept bookings for multiple Team members with multiple Event types. Team members can be accessed via one Master page or independently... - [Team Scheduling without Event Types](https://help.oncehub.com/scheduleonce/recommended-configuration/multi-user-scenarios/team-scheduling-without-event-types.md): OnceHub recommends using Event types for multiple Team members accepting appointments. Event types allow you to offer several meeting types with different du... - [Multiple Attendee Scenarios](https://help.oncehub.com/scheduleonce/recommended-configuration/multiple-attendee-scenarios.md): Multiple Attendee Scenarios documentation and guides. - [Can Customers invite Guests to a booking?](https://help.oncehub.com/scheduleonce/recommended-configuration/multiple-attendee-scenarios/can-customers-invite-guests-to-booking.md): You can allow your Customers to invite additional attendees to their meetings. When Customers fill out your booking form, they can invite up to 10 attendees ... - [Introduction to multiple attendee scenarios](https://help.oncehub.com/scheduleonce/recommended-configuration/multiple-attendee-scenarios/introduction-to-multiple-attendee-scenarios.md): In addition to the default one-on-one format, OnceHub supports several multiple attendee meeting formats. - [Using group sessions with a connected calendar](https://help.oncehub.com/scheduleonce/recommended-configuration/multiple-attendee-scenarios/using-group-sessions-with-connected-calendar.md): OnceHub recommends working with a connected calendar. - [Using group sessions without a connected calendar](https://help.oncehub.com/scheduleonce/recommended-configuration/multiple-attendee-scenarios/using-group-sessions-without-connected-calendar.md): OnceHub recommends using Group sessions with a connected calendar. - [Using OnceHub to accept bookings for classes](https://help.oncehub.com/scheduleonce/recommended-configuration/multiple-attendee-scenarios/using-oncehub-to-accept-bookings-for-classes.md): OnceHub can be used to accept bookings for a class, workshop, or other type of Group sessions in which a maximum number of people are allowed to attend. - [Using OnceHub to schedule bookings for webinars](https://help.oncehub.com/scheduleonce/recommended-configuration/multiple-attendee-scenarios/using-oncehub-to-schedule-bookings-for-webinars.md): Accepting bookings for webinars is a common use case. Here are specific instructions for creating the desired configuration: - [Single User Scenarios](https://help.oncehub.com/scheduleonce/recommended-configuration/single-user-scenarios.md): Single User Scenarios documentation and guides. - [Accepting appointments for yourself using Event types](https://help.oncehub.com/scheduleonce/recommended-configuration/single-user-scenarios/accepting-appointments-for-yourself-using-event-types.md): When you accept appointments for yourself, people come to your Booking page and book appointments with you automatically or with your approval. - [Accepting appointments for yourself without Event types](https://help.oncehub.com/scheduleonce/recommended-configuration/single-user-scenarios/accepting-appointments-for-yourself-without-event-types.md): We recommend associating your Booking page with at least one Event type. This enables better modeling of advanced scheduling scenarios (e.g. - [Configuring your booking page for scheduling meetings for a business trip](https://help.oncehub.com/scheduleonce/recommended-configuration/single-user-scenarios/configuring-your-booking-page-for-scheduling-meetings-for-business-trip.md): OnceHub provides time zone support, as well as solutions for multiple locations with varied availability. - [Introduction to single-user scenarios](https://help.oncehub.com/scheduleonce/recommended-configuration/single-user-scenarios/introduction-to-single-user-scenarios.md): OnceHub allows you to offer multiple meeting types on your Booking page or Master page. There are three ways to offer multiple meeting types using Event type... - [Offering different appointment types on your Booking page](https://help.oncehub.com/scheduleonce/recommended-configuration/single-user-scenarios/offering-different-appointment-types-on-your-booking-page.md): If you offer multiple meeting types which all have the same availability and same location, you can set up one Booking page with multiple Event types linked ... - [Scheduling meetings at multiple locations](https://help.oncehub.com/scheduleonce/recommended-configuration/single-user-scenarios/scheduling-meetings-at-multiple-locations.md): We recommend associating your Booking page with at least one Event type. This enables better modeling of advanced scheduling scenarios (such as multi-User sc... - [Supporting different locations or times](https://help.oncehub.com/scheduleonce/recommended-configuration/single-user-scenarios/supporting-different-locations-or-times.md): Event types and Booking pages can be used together to meet a wide range of scheduling scenarios for offering Event types at different locations, channels, or... - [Using Booking pages for multiple meeting types](https://help.oncehub.com/scheduleonce/recommended-configuration/single-user-scenarios/using-booking-pages-for-multiple-meeting-types.md): We recommend associating your Booking page with at least one Event type. This enables better modeling of advanced scheduling scenarios (such as multi-User sc... - [Reporting](https://help.oncehub.com/scheduleonce/reporting.md): Reporting documentation and guides. - [Account reports](https://help.oncehub.com/scheduleonce/reporting/account-reports.md): OnceHub Account reports and Revenue reports can be used to see a global view of all account activity and all revenue details. - [Booking page reports](https://help.oncehub.com/scheduleonce/reporting/booking-page-reports.md): OnceHub reports cover all booking activity. Reports can be generated based on different dimensions: by Customer, by Booking page, by Event type, by Master pa... - [Complete list of Detail report columns](https://help.oncehub.com/scheduleonce/reporting/complete-list-of-detail-report-columns.md): More than 30 System fields and all Custom fields from the Fields library can be added to any Detail report. - [Customer reports](https://help.oncehub.com/scheduleonce/reporting/customer-reports.md): OnceHub reports cover all booking activity. Reports can be generated based on different dimensions: by Customer, by Booking page, by Event type, by Master pa... - [Event type reports](https://help.oncehub.com/scheduleonce/reporting/event-type-reports.md): OnceHub reports cover all booking activity. Reports can be generated based on different dimensions: by Customer, by Booking page, by Event type, by Master pa... - [Introduction to reports](https://help.oncehub.com/scheduleonce/reporting/introduction-to-reports.md): Reports cover all booking activity. Reports can be generated based on different dimensions: by Customer, by Booking page, by Event type, by Master page, and ... - [Master page reports](https://help.oncehub.com/scheduleonce/reporting/master-page-reports.md): OnceHub reports cover all booking activity. Reports can be generated based on different dimensions: by Customer, by Booking page, by Event type, by Master pa... - [Report header](https://help.oncehub.com/scheduleonce/reporting/report-header.md): Reports generated by OnceHub can also be used externally with Customers or other stakeholders. For example, you may have a Customer who asks you to provide a... - [Revenue reports](https://help.oncehub.com/scheduleonce/reporting/revenue-reports.md): OnceHub Account reports and Revenue reports can be used to see a global view of all account activity and all revenue details. - [User reports](https://help.oncehub.com/scheduleonce/reporting/user-reports.md): OnceHub reports cover all booking activity. Reports can be generated based on different dimensions: by Customer, by Booking page, by Event type, by Master pa... - [Viewing collected information from your Booking form](https://help.oncehub.com/scheduleonce/reporting/viewing-collected-information-from-your-booking-form.md): OnceHub allows you to use System fields and Custom fields to create Booking forms customized for your needs. - [Security Compliance](https://help.oncehub.com/scheduleonce/security-compliance.md): Security Compliance documentation and guides. - [Privacy](https://help.oncehub.com/scheduleonce/security-compliance/privacy.md): Privacy documentation and guides. - [Collecting Consent for Processing Under the GDPR](https://help.oncehub.com/scheduleonce/security-compliance/privacy/collecting-consent-for-processing-under-gdpr.md): The General Data Protection Regulation (GDPR) requires organizations to establish a lawful basis for processing data. - [Data Subject Rights Under the GDPR](https://help.oncehub.com/scheduleonce/security-compliance/privacy/data-subject-rights-under-gdpr.md): The General Data Protection Regulation (GDPR) grants new privacy rights to data subjects. The aim of these rights is to provide transparency to individuals a... - [Security](https://help.oncehub.com/scheduleonce/security-compliance/security.md): Security documentation and guides. - [Password Policies](https://help.oncehub.com/scheduleonce/security-compliance/security/password-policies.md): Using a strong password is an important safety measure that protects your account. Setting a password policy can ensure that Users in your account follow pas... - [Sharing Publishing](https://help.oncehub.com/scheduleonce/sharing-publishing.md): Sharing Publishing documentation and guides. - [General One Time Links](https://help.oncehub.com/scheduleonce/sharing-publishing/general-one-time-links.md): General One Time Links documentation and guides. - [Add a Scheduling button to your email signature](https://help.oncehub.com/scheduleonce/sharing-publishing/general-one-time-links/add-scheduling-button-to-your-email-signature.md): A schedule button in your email is a great call-to-action, whether in your daily interactions with Customers or when running email campaigns. - [Changing Booking page and Master page links](https://help.oncehub.com/scheduleonce/sharing-publishing/general-one-time-links/changing-booking-page-and-master-page-links.md): Booking page links and Master page links are used in all of OnceHub's Share & Publish options. In some cases, you may want to change the link that Customers ... - [Introduction to general and one-time links](https://help.oncehub.com/scheduleonce/sharing-publishing/general-one-time-links/introduction-to-general-and-one-time-links.md): Once you've finished setting up your Booking pages and Master pages, you're ready to start receiving bookings. - [Scheduling buttons gallery](https://help.oncehub.com/scheduleonce/sharing-publishing/general-one-time-links/scheduling-buttons-gallery.md): The Email button gallery, below, contains buttons available to use in your email signature. You can insert a button into your email signature via URL or by u... - [Using General links](https://help.oncehub.com/scheduleonce/sharing-publishing/general-one-time-links/using-general-links.md): Each Booking page and Master page has its own unique Public link that can be shared with your prospects and Customers. - [Using one-time links](https://help.oncehub.com/scheduleonce/sharing-publishing/general-one-time-links/using-one-time-links.md): One-time links are only available for Master pages using Rule-based assignment with Dynamic rules. - [Personalized Links](https://help.oncehub.com/scheduleonce/sharing-publishing/personalized-links.md): Personalized Links documentation and guides. - [Configuring your booking page for maximizing booking rates in marketing campaigns](https://help.oncehub.com/scheduleonce/sharing-publishing/personalized-links/configuring-your-booking-page-for-maximizing-booking-rates-in-marketing-campaigns.md): When booking appointments is part of your lead generation or lead qualification marketing campaigns, it's important to optimize your booking rates. - [Creating a Personalized link for a specific Customer](https://help.oncehub.com/scheduleonce/sharing-publishing/personalized-links/creating-personalized-link-for-specific-customer.md): You can build a static Personalized link that includes a Customer's personal details. Personalized links for a specific Customer are based on URL parameters ... - [Introduction to Personalizing links with static parameters](https://help.oncehub.com/scheduleonce/sharing-publishing/personalized-links/introduction-to-personalizing-links-with-static-parameters.md): After setting up your Booking pages or Master pages, you'll need to share them with your prospects and Customers. - [Personalized links in email marketing apps](https://help.oncehub.com/scheduleonce/sharing-publishing/personalized-links/personalized-links-in-email-marketing-apps.md): Personalized links (URL parameters) are personalized links that include both OnceHub fields and app-specific merge fields. - [Personalizing links with dynamic parameters](https://help.oncehub.com/scheduleonce/sharing-publishing/personalized-links/personalizing-links-with-dynamic-parameters.md): After setting up your Booking pages or Master pages, you'll need to share them with your prospects and Customers. - [Personalizing with dynamic CRM record IDs](https://help.oncehub.com/scheduleonce/sharing-publishing/personalized-links/personalizing-with-dynamic-crm-record-ids.md): Personalized links using CRM record IDs can be either static or dynamic, but are most often used as dynamic links. - [Personalizing with dynamic URL parameters](https://help.oncehub.com/scheduleonce/sharing-publishing/personalized-links/personalizing-with-dynamic-url-parameters.md): Personalized links using URL parameters are Booking page links that contain Customer information and Booking form data. - [Sharing your booking links in emails and other apps](https://help.oncehub.com/scheduleonce/sharing-publishing/personalized-links/sharing-your-booking-links-in-emails-and-other-apps.md): After setting up your Booking pages or Master pages, you'll need to share them with your prospects and Customers. - [URL parameters syntax and processing rules](https://help.oncehub.com/scheduleonce/sharing-publishing/personalized-links/url-parameters-syntax-and-processing-rules.md): When you pass Customer data via URL parameters, you can share your Booking page or Master page using Personalized links (URL parameters), or publish them on ... - [Using Personalized links](https://help.oncehub.com/scheduleonce/sharing-publishing/personalized-links/using-personalized-links.md): Each Booking page and Master page has its own unique Public link that can be shared with your prospects and Customers. - [Publishing on Websites](https://help.oncehub.com/scheduleonce/sharing-publishing/publishing-on-websites.md): Publishing On Websites documentation and guides. - [Add a button to Wordpress](https://help.oncehub.com/scheduleonce/sharing-publishing/publishing-on-websites/add-button-to-wordpress.md): Adding a Website button to your Wordpress blog allows your Customers to schedule an appointment with you without leaving your blog. - [Login integration for Customer onboarding](https://help.oncehub.com/scheduleonce/sharing-publishing/publishing-on-websites/login-integration-for-customer-onboarding.md): Login integration allows your Customers to schedule an appointment with you from within your app or directly from your password-protected portal, without hav... - [Solutions for Customer onboarding](https://help.oncehub.com/scheduleonce/sharing-publishing/publishing-on-websites/solutions-for-customer-onboarding.md): Once a prospect has become a Customer, a smooth onboarding process can secure their long-term trust and loyalty. - [Website button](https://help.oncehub.com/scheduleonce/sharing-publishing/publishing-on-websites/website-button.md): The Website button publishing option can be added to any page on your website, allowing your Customers to schedule without leaving your website. - [Website button: Business scenarios](https://help.oncehub.com/scheduleonce/sharing-publishing/publishing-on-websites/website-button-business-scenarios.md): The OnceHub Website button publishing option can be added to any page on your website, allowing your Customers to schedule without leaving your website. - [Website button customization](https://help.oncehub.com/scheduleonce/sharing-publishing/publishing-on-websites/website-button-customization.md): The Website button publishing options can be added to any page on your website, allowing your Customers to schedule without leaving your website. - [Website embed](https://help.oncehub.com/scheduleonce/sharing-publishing/publishing-on-websites/website-embed.md): Your Customers can schedule without ever leaving your website if you use our Website embed publishing option. - [Website embed: Business scenarios](https://help.oncehub.com/scheduleonce/sharing-publishing/publishing-on-websites/website-embed-business-scenarios.md): You can use the Website embed publishing option to embed the OnceHub scheduling pane into any page on your website. - [Website embed customization](https://help.oncehub.com/scheduleonce/sharing-publishing/publishing-on-websites/website-embed-customization.md): The Website embed publishing option can be placed on any of your web pages as a call-to-action for your Customers to schedule with you. - [Web Form Integration](https://help.oncehub.com/scheduleonce/sharing-publishing/web-form-integration.md): Web Form Integration documentation and guides. - [Creating a password-protected Booking page](https://help.oncehub.com/scheduleonce/sharing-publishing/web-form-integration/creating-password-protected-booking-page.md): If you don't want your OnceHub Booking page to be available to the general public, you can put a form in front of your Booking page to act as a "gatekeeper". - [Integrating web forms using URL parameters](https://help.oncehub.com/scheduleonce/sharing-publishing/web-form-integration/integrating-web-forms-using-url-parameters.md): If you want to integrate your web form with OnceHub, you'll need to set up your web form to redirect to an external URL and include the submitted form data i... - [Integrating web forms with Salesforce and OnceHub](https://help.oncehub.com/scheduleonce/sharing-publishing/web-form-integration/integrating-web-forms-with-salesforce-and-oncehub.md): When your web form is integrated with OnceHub, your Customers will be able to schedule meetings immediately after submitting a lead generation form. - [Integrating with Infusionsoft web forms](https://help.oncehub.com/scheduleonce/sharing-publishing/web-form-integration/integrating-with-infusionsoft-web-forms.md): When your Infusionsoft web form is integrated with OnceHub, your Customers will be able to schedule meetings immediately after submitting the form. - [Introduction to web form integration](https://help.oncehub.com/scheduleonce/sharing-publishing/web-form-integration/introduction-to-web-form-integration.md): OnceHub now offers forms with advanced functionality and conditional logic. This is a much simpler and more powerful method than the feature described below ... - [OnceHub for lead qualification](https://help.oncehub.com/scheduleonce/sharing-publishing/web-form-integration/oncehub-for-lead-qualification.md): You've worked hard to generate leads and obtain their contact details. Now the question is how do you qualify them in the quickest and most efficient manner? - [Using OnceHub for lead generation](https://help.oncehub.com/scheduleonce/sharing-publishing/web-form-integration/using-oncehub-for-lead-generation.md): Online scheduling helps you minimize lead spillage and maximize engagement with serious leads and prospects. - [Using the web form as a filter](https://help.oncehub.com/scheduleonce/sharing-publishing/web-form-integration/using-web-form-as-filter.md): In some cases, you may want to allow Customers to schedule only if certain conditions that you specify are met. - [Using web forms to allow only one booking per customer](https://help.oncehub.com/scheduleonce/sharing-publishing/web-form-integration/using-web-forms-to-allow-only-one-booking-per-customer.md): In some cases, you may want to ensure that Customers can only make a single booking. For example, you may offer a free consultation to new prospects, but you... - [Validating data received from your Customers](https://help.oncehub.com/scheduleonce/sharing-publishing/web-form-integration/validating-data-received-from-your-customers.md): In some cases, you'll need to validate the type of data input provided by your Customer. To validate data received from your Customers, you can use web form ... - [User Integrations](https://help.oncehub.com/scheduleonce/user-integrations.md): User Integrations documentation and guides. - [Basics User Integrations](https://help.oncehub.com/scheduleonce/user-integrations/basics-user-integrations.md): Basics User Integrations documentation and guides. - [How Busy Time from Your Connected Calendar is Used to Manage Availability](https://help.oncehub.com/scheduleonce/user-integrations/basics-user-integrations/how-busy-time-from-your-connected-calendar-is-used-to-manage-availability.md): OnceHub uses busy time from your connected calendars to automatically determine when you’re unavailable, ensuring your guests can only schedule time with you... - [Troubleshooting](https://help.oncehub.com/scheduleonce/user-integrations/basics-user-integrations/troubleshooting.md): Troubleshooting documentation and guides. - [Busy times not blocking availability](https://help.oncehub.com/scheduleonce/user-integrations/basics-user-integrations/troubleshooting/busy-times-not-blocking-availability.md): If busy time is not blocking your availability, or if you received a double booking, you can check the following settings. - [Domain Email Connection Issues](https://help.oncehub.com/scheduleonce/user-integrations/basics-user-integrations/troubleshooting/domain-email-connection-issues.md): This article is relevant to Users who have difficulty connecting to their domain mailbox and in cases where the feature has suddenly stopped working. - [What You Need to Know Before Disconnecting Your Calendar](https://help.oncehub.com/scheduleonce/user-integrations/basics-user-integrations/what-you-need-to-know-before-disconnecting-your-calendar.md): Disconnecting your calendar is a significant action that may impact your ability to manage bookings effectively. - [Exchange Outlook Calendar Connection](https://help.oncehub.com/scheduleonce/user-integrations/exchange-outlook-calendar-connection.md): Exchange Outlook Calendar Connection documentation and guides. - [How to Determine the EWS URL](https://help.oncehub.com/scheduleonce/user-integrations/exchange-outlook-calendar-connection/how-to-determine-ews-url.md): Our integration with Exchange/Outlook Calendar requires the address of your Exchange server, called EWS URL (Exchange Web Services URL). - [Managing Your OnceHub Integration With Microsoft Exchange Calendar](https://help.oncehub.com/scheduleonce/user-integrations/exchange-outlook-calendar-connection/managing-your-oncehub-integration-with-microsoft-exchange-calendar.md): This guide explains how to navigate your Microsoft Exchange Calendar integration in OnceHub and manage related scheduling features effectively. - [Outlook Calendar: Events not showing in the expected time zone](https://help.oncehub.com/scheduleonce/user-integrations/exchange-outlook-calendar-connection/outlook-calendar-events-not-showing-in-expected-time-zone.md): If busy times appear in wrong hours on OnceHub or in your Outlook Calendar, there may be a time zone difference between your Outlook's time zone and the time... - [Testing Exchange connectivity](https://help.oncehub.com/scheduleonce/user-integrations/exchange-outlook-calendar-connection/testing-exchange-connectivity.md): The Microsoft Remote Connectivity Analyzer is a useful tool for several purposes: - [Troubleshooting](https://help.oncehub.com/scheduleonce/user-integrations/exchange-outlook-calendar-connection/troubleshooting.md): Troubleshooting documentation and guides. - [Exchange/Outlook Calendar connection issues](https://help.oncehub.com/scheduleonce/user-integrations/exchange-outlook-calendar-connection/troubleshooting/exchangeoutlook-calendar-connection-issues.md): This article describes potential issues with Exchange/Outlook Calendar integration and how these issues can be fixed. - [Google Calendar Connection](https://help.oncehub.com/scheduleonce/user-integrations/google-calendar-connection.md): Google Calendar Connection documentation and guides. - [How to Workaround the Google Calendar Quota](https://help.oncehub.com/scheduleonce/user-integrations/google-calendar-connection/how-to-workaround-google-calendar-quota.md): Google imposes a quota on the number of bookings that can be created in its calendar over a rolling 24-hour period. - [Managing Your OnceHub Integration With Google Workspace](https://help.oncehub.com/scheduleonce/user-integrations/google-calendar-connection/managing-your-oncehub-integration-with-google-workspace.md): This guide explains how to navigate your Google Workspace integration in OnceHub and manage related scheduling features effectively. - [Troubleshooting](https://help.oncehub.com/scheduleonce/user-integrations/google-calendar-connection/troubleshooting.md): Troubleshooting documentation and guides. - [Connection Error: Email from Your Google Email Server](https://help.oncehub.com/scheduleonce/user-integrations/google-calendar-connection/troubleshooting/connection-error-email-from-your-google-email-server.md): In this article, you'll learn how to handle a connection error when setting up Corporate email with a Google email server. - [Google Calendar connection issues](https://help.oncehub.com/scheduleonce/user-integrations/google-calendar-connection/troubleshooting/google-calendar-connection-issues.md): This article describes potential issues with Google Calendar integration and how these issues can be fixed. - [iCloud Calendar Connection](https://help.oncehub.com/scheduleonce/user-integrations/icloud-calendar-connection.md): Icloud Calendar Connection documentation and guides. - [Managing Your OnceHub Integration With iCloud Calendar](https://help.oncehub.com/scheduleonce/user-integrations/icloud-calendar-connection/managing-your-oncehub-integration-with-icloud-calendar.md): This guide explains how to navigate your iCloud Calendar integration in OnceHub and manage related scheduling features effectively. - [Troubleshooting](https://help.oncehub.com/scheduleonce/user-integrations/icloud-calendar-connection/troubleshooting.md): Troubleshooting documentation and guides. - [iCloud Calendar connection issues](https://help.oncehub.com/scheduleonce/user-integrations/icloud-calendar-connection/troubleshooting/icloud-calendar-connection-issues.md): This article describes potential issues with iCloud Calendar integration and how these issues can be fixed. - [MS Office365 Calendar Connection](https://help.oncehub.com/scheduleonce/user-integrations/ms-office365-calendar-connection.md): Ms Office365 Calendar Connection documentation and guides. - [Managing Your OnceHub Integration With Microsoft Office 365](https://help.oncehub.com/scheduleonce/user-integrations/ms-office365-calendar-connection/managing-your-oncehub-integration-with-microsoft-office-365.md): This guide explains how to navigate your Microsoft Office 365 integration in OnceHub and manage related scheduling features effectively. - [Troubleshooting](https://help.oncehub.com/scheduleonce/user-integrations/ms-office365-calendar-connection/troubleshooting.md): Troubleshooting documentation and guides. - [Microsoft 365 Calendar via OAuth 2.0 connection issues](https://help.oncehub.com/scheduleonce/user-integrations/ms-office365-calendar-connection/troubleshooting/microsoft-365-calendar-via-oauth-20-connection-issues.md): This article describes potential issues with your Office 365 Calendar via OAuth 2.0 connection and how these issues can be fixed. - [Security Compliance](https://help.oncehub.com/security-compliance.md): Security Compliance documentation and guides. - [Compliance](https://help.oncehub.com/security-compliance/compliance.md): Compliance documentation and guides. - [Compliance at OnceHub](https://help.oncehub.com/security-compliance/compliance/compliance-at-oncehub.md): The OnceHub security and privacy program is a multi-layered system of controls designed to comply with multiple regulatory frameworks and industry standards. - [HIPAA Compliance](https://help.oncehub.com/security-compliance/compliance/hipaa-compliance.md): To comply with HIPAA, you must sign a Business Associate Agreement (BAA) with OnceHub. The standard OnceHub BAA is available for paid accounts that qualify. - [The OnceHub BAA](https://help.oncehub.com/security-compliance/compliance/oncehub-baa.md): The OnceHub Business Associate Agreement (BAA) is a legal mechanism for ensuring patient data is adequately protected. - [Setting Up Compliance BCC Email](https://help.oncehub.com/security-compliance/compliance/setting-up-compliance-bcc-email.md): OnceHub allows you to automatically forward a hidden copy of all outgoing customer emails and SMS notifications to a designated email address. - [What is HIPAA?](https://help.oncehub.com/security-compliance/compliance/what-is-hipaa.md): To comply with HIPAA, you must sign a Business Associate Agreement (BAA) with OnceHub. The standard OnceHub BAA is available for paid accounts that qualify. - [Privacy](https://help.oncehub.com/security-compliance/privacy.md): Privacy documentation and guides. - [Data Protection Officer and EU Representative](https://help.oncehub.com/security-compliance/privacy/data-protection-officer-and-eu-representative.md): Organizations that process data, regardless of whether they are located in the EU, may need to appoint a Data protection officer to monitor internal complian... - [Establishing a Lawful Basis for Processing Under the GDPR](https://help.oncehub.com/security-compliance/privacy/establishing-lawful-basis-for-processing-under-gdpr.md): Under Article 6 of the GDPR, controllers must have a lawful basis for processing data. There are several methods for establishing a lawful basis for processi... - [FAQs About the GDPR](https://help.oncehub.com/security-compliance/privacy/faqs-about-gdpr.md): The General Data Protection Regulation (GDPR) is the most significant privacy regulation in years. Below we have consolidated some of the most frequently ask... - [GDPR Compliance](https://help.oncehub.com/security-compliance/privacy/gdpr-compliance.md): The General Data Protection Regulation (GDPR) is the European Union's new data protection legislation designed to protect the privacy rights of EU individuals. - [GDPR Data Deletion Request](https://help.oncehub.com/security-compliance/privacy/gdpr-data-deletion-request.md): As part of our continuing dedication to data security, customer privacy, and GDPR compliance, OnceHub offers all customers the opportunity to request data de... - [GDPR Terminology](https://help.oncehub.com/security-compliance/privacy/gdpr-terminology.md): The General Data Protection Regulation (GDPR) uses legal, technical and privacy terminology that might not be clear at first. - [The GDPR's Privacy Principles](https://help.oncehub.com/security-compliance/privacy/gdprs-privacy-principles.md): The General Data Protection Regulation (GDPR) outlines key principles designed to protect the privacy of individuals. - [Maintaining Records of Processing Under the GDPR](https://help.oncehub.com/security-compliance/privacy/maintaining-records-of-processing-under-gdpr.md): Under Article 30 of the GDPR, data controllers and data processors are required to maintain appropriate records of processing activities. - [OnceHub Cookies](https://help.oncehub.com/security-compliance/privacy/oncehub-cookies.md): How OnceHub uses cookies with our chatbots, routing forms, booking calendars, and booking pages. - [Securing Your Account According to the GDPR](https://help.oncehub.com/security-compliance/privacy/securing-your-account-according-to-gdpr.md): Data protection by design and default require controllers to ensure the security of their OnceHub accounts. - [Security](https://help.oncehub.com/security-compliance/security.md): Security documentation and guides. - [Account Lockout Policies](https://help.oncehub.com/security-compliance/security/account-lockout-policies.md): Account lockout provides an additional layer of security for your OnceHub account. It protects against brute force login attempts and automatically suspends ... - [Configuring Single Sign-on (SSO) for your Account](https://help.oncehub.com/security-compliance/security/configuring-single-sign-on-sso-for-your-account.md): Single Sign-On (SSO) allows your users to securely access OnceHub using their existing identity provider (IDP) credentials, simplifying login and enhancing s... - [How to Prevent Automated and Manual Spam Bookings](https://help.oncehub.com/security-compliance/security/how-to-prevent-automated-and-manual-spam-bookings.md): Spam bookings can originate from both bots or humans. This article describes both types and explains how OnceHub helps to prevent them. - [Introduction to Security](https://help.oncehub.com/security-compliance/security/introduction-to-security.md): This article describes security processes and features in our application. To learn about all our security processes, visit the OnceHub Trust Center. - [Password Policies](https://help.oncehub.com/security-compliance/security/password-policies.md): Using a strong password is an important safety measure that protects your account. Setting a password policy can ensure that Users in your account follow pas... - [Security Best Practices](https://help.oncehub.com/security-compliance/security/security-best-practices.md): At OnceHub, the privacy and security of your data matters to us. We employ the latest technologies and have built controls in our platform to ensure that you... - [Security Settings](https://help.oncehub.com/security-compliance/security/security-settings.md): Understand all the security settings you can customize for your account. - [Session Policies](https://help.oncehub.com/security-compliance/security/session-policies.md): OnceHub recommends the implementation of Short sessions. Short sessions are a security feature that protect your OnceHub account from unauthorized access. - [Storing and Protecting Your Sign-in Credentials](https://help.oncehub.com/security-compliance/security/storing-and-protecting-your-sign-in-credentials.md): Protecting the confidentiality, integrity, and availability of data processed through our services is a fundamental objective of the OnceHub security program. - [User Account Management](https://help.oncehub.com/user-account-management.md): User Account Management documentation and guides. - [Account Management](https://help.oncehub.com/user-account-management/account-management.md): Account Management documentation and guides. - [Single Sign on SSO](https://help.oncehub.com/user-account-management/account-management/single-sign-on-sso.md): Single Sign On SSO documentation and guides. - [Integrating OnceHub with Microsoft Entra ID to allow for SSO](https://help.oncehub.com/user-account-management/account-management/single-sign-on-sso/integrating-oncehub-with-microsoft-entra-id-to-allow-for-sso.md): By centralizing authentication with Microsoft Entra ID, you ensure that your team can securely access OnceHub using their existing corporate credentials, whi... - [Integrating OnceHub with Okta to allow for SSO](https://help.oncehub.com/user-account-management/account-management/single-sign-on-sso/integrating-oncehub-with-okta-to-allow-for-sso.md): By centralizing authentication with Okta, you ensure that your team can securely access OnceHub using their existing corporate credentials, which enhances se... - [Integrating OnceHub with OneLogin to allow for SSO](https://help.oncehub.com/user-account-management/account-management/single-sign-on-sso/integrating-oncehub-with-onelogin-to-allow-for-sso.md): By centralizing authentication with OneLogin, you ensure that your team can securely access OnceHub using their existing corporate credentials, which enhance... - [User Integrations](https://help.oncehub.com/user-integrations.md): User Integrations documentation and guides. - [Basics User Integrations](https://help.oncehub.com/user-integrations/basics-user-integrations.md): Basics User Integrations documentation and guides. - [Connect Your Video Conferencing App](https://help.oncehub.com/user-integrations/basics-user-integrations/connect-your-video-conferencing-app.md): Easily integrate video conferencing apps with your account to help automate your online meetings. This article outlines which apps can be connected and provi... - [Connecting a Secondary Calendar](https://help.oncehub.com/user-integrations/basics-user-integrations/connecting-secondary-calendar.md): Connecting a secondary calendar allows you to pull busy time from additional calendars, ensuring events like personal appointments are considered when managi... - [Connecting Your Productivity Suite and Standalone Integrations](https://help.oncehub.com/user-integrations/basics-user-integrations/connecting-your-productivity-suite-and-standalone-integrations.md): Connecting your Booking Calendars to your productivity suites and standalone integrations is key to creating an efficient and streamlined scheduling experience. - [How Busy Time from Your Connected Calendar is Used to Manage Availability](https://help.oncehub.com/user-integrations/basics-user-integrations/how-busy-time-from-your-connected-calendar-is-used-to-manage-availability.md): OnceHub uses busy time from your connected calendars to automatically determine when you’re unavailable, ensuring your guests can only schedule time with you... - [How to Manage User Integrations for Other Users](https://help.oncehub.com/user-integrations/basics-user-integrations/how-to-manage-user-integrations-for-other-users.md): Learn how Account Owners, Administrators, and Team Managers can manage or disconnect user integrations on behalf of other users. - [What You Need to Know Before Disconnecting Your Calendar](https://help.oncehub.com/user-integrations/basics-user-integrations/what-you-need-to-know-before-disconnecting-your-calendar.md): Disconnecting your calendar is a significant action that may impact your ability to manage bookings effectively. - [Zoom: Custom Dial-in Numbers](https://help.oncehub.com/user-integrations/basics-user-integrations/zoom-custom-dial-in-numbers.md): With our Zoom integration, you can provide dial-in numbers for multiple different countries. - [Browser Extension](https://help.oncehub.com/user-integrations/browser-extension.md): Browser Extension documentation and guides. - [Installing OnceHub for Gmail](https://help.oncehub.com/user-integrations/browser-extension/installing-oncehub-for-gmail.md): The OnceHub for Gmail extension enables you to schedule meetings directly from your Gmail account. OnceHub for Gmail gives you instant access to all of your ... - [Introduction to OnceHub for Gmail](https://help.oncehub.com/user-integrations/browser-extension/introduction-to-oncehub-for-gmail.md): The OnceHub for Gmail extension enables you to schedule meetings directly from your Gmail account. OnceHub for Gmail gives you instant access to all of your ... - [OnceHub for Gmail FAQs](https://help.oncehub.com/user-integrations/browser-extension/oncehub-for-gmail-faqs.md): In this article, you'll find answers to some of the most common questions related to OnceHub for Gmail. - [Sending one-time links using OnceHub for Gmail](https://help.oncehub.com/user-integrations/browser-extension/sending-one-time-links-using-oncehub-for-gmail.md): The OnceHub for Gmail extension enables you to schedule meetings directly from your Gmail account. OnceHub for Gmail gives you instant access to all of your ... - [Sending Personalized links using OnceHub for Gmail](https://help.oncehub.com/user-integrations/browser-extension/sending-personalized-links-using-oncehub-for-gmail.md): The OnceHub for Gmail extension enables you to schedule meetings directly from your Gmail account. OnceHub for Gmail gives you instant access to all of your ... - [Uninstalling OnceHub for Gmail](https://help.oncehub.com/user-integrations/browser-extension/uninstalling-oncehub-for-gmail.md): The OnceHub for Gmail extension enables you to schedule meetings directly from your Gmail account. OnceHub for Gmail gives you instant access to all of your ... - [Exchange Outlook Calendar Connection](https://help.oncehub.com/user-integrations/exchange-outlook-calendar-connection.md): Exchange Outlook Calendar Connection documentation and guides. - [Connect OnceHub to Your Exchange/Outlook Calendar](https://help.oncehub.com/user-integrations/exchange-outlook-calendar-connection/connect-oncehub-to-your-exchangeoutlook-calendar.md): Connecting OnceHub to your Exchange/Outlook Calendar ensures a real-time integration between your calendar and OnceHub. - [How to Determine the EWS URL](https://help.oncehub.com/user-integrations/exchange-outlook-calendar-connection/how-to-determine-ews-url.md): Our integration with Exchange/Outlook Calendar requires the address of your Exchange server, called EWS URL (Exchange Web Services URL). - [Managing Your OnceHub Integration With Microsoft Exchange Calendar](https://help.oncehub.com/user-integrations/exchange-outlook-calendar-connection/managing-your-oncehub-integration-with-microsoft-exchange-calendar.md): This guide explains how to navigate your Microsoft Exchange Calendar integration in OnceHub and manage related scheduling features effectively. - [Testing Exchange connectivity](https://help.oncehub.com/user-integrations/exchange-outlook-calendar-connection/testing-exchange-connectivity.md): The Microsoft Remote Connectivity Analyzer is a useful tool for several purposes: - [Google Calendar Connection](https://help.oncehub.com/user-integrations/google-calendar-connection.md): Google Calendar Connection documentation and guides. - [Connect OnceHub to Your Google Workspace](https://help.oncehub.com/user-integrations/google-calendar-connection/connect-oncehub-to-your-google-workspace.md): Connecting OnceHub to your Google Workspace account allows you to integrate with your Google suite to effortlessly sync your calendar, send email notificatio... - [How to Workaround the Google Calendar Quota](https://help.oncehub.com/user-integrations/google-calendar-connection/how-to-workaround-google-calendar-quota.md): Google imposes a quota on the number of bookings that can be created in its calendar over a rolling 24-hour period. - [Managing Your OnceHub Integration With Google Workspace](https://help.oncehub.com/user-integrations/google-calendar-connection/managing-your-oncehub-integration-with-google-workspace.md): This guide explains how to navigate your Google Workspace integration in OnceHub and manage related scheduling features effectively. - [Troubleshooting Gmail Integration & Notification Issues](https://help.oncehub.com/user-integrations/google-calendar-connection/troubleshooting-gmail-integration-notification-issues.md): This troubleshooting guide helps you identify and resolve common Gmail integration errors and notification issues to ensure your notification workflow remain... - [iCloud Calendar Connection](https://help.oncehub.com/user-integrations/icloud-calendar-connection.md): Icloud Calendar Connection documentation and guides. - [Connect OnceHub to Your iCloud Calendar](https://help.oncehub.com/user-integrations/icloud-calendar-connection/connect-oncehub-to-your-icloud-calendar.md): Connecting OnceHub to your iCloud Calendar ensures a real-time integration between your calendar and OnceHub. - [Managing Your OnceHub Integration With iCloud Calendar](https://help.oncehub.com/user-integrations/icloud-calendar-connection/managing-your-oncehub-integration-with-icloud-calendar.md): This guide explains how to navigate your iCloud Calendar integration in OnceHub and manage related scheduling features effectively. - [MS Office365 Calendar Connection](https://help.oncehub.com/user-integrations/ms-office365-calendar-connection.md): Ms Office365 Calendar Connection documentation and guides. - [Approving Permissions for Microsoft 365 Administrators](https://help.oncehub.com/user-integrations/ms-office365-calendar-connection/approving-permissions-for-microsoft-365-administrators.md): OnceHub has introduced a new capability to automatically connect your Microsoft email when you connect your Microsoft calendar. - [Connect OnceHub to Your Microsoft Office 365](https://help.oncehub.com/user-integrations/ms-office365-calendar-connection/connect-oncehub-to-your-microsoft-office-365.md): Connecting OnceHub to your Microsoft Office 365 account allows you to integrate with your Microsoft suite to effortlessly sync your calendar, send email noti... - [Managing Your OnceHub Integration With Microsoft Office 365](https://help.oncehub.com/user-integrations/ms-office365-calendar-connection/managing-your-oncehub-integration-with-microsoft-office-365.md): This guide explains how to navigate your Microsoft Office 365 integration in OnceHub and manage related scheduling features effectively. - [Troubleshooting Microsoft 365 Email Integration & Notification Issues](https://help.oncehub.com/user-integrations/ms-office365-calendar-connection/troubleshooting-microsoft-365-email-integration-notification-issues.md): This troubleshooting guide helps you identify and resolve common Microsoft 365 email integration errors to ensure your notification workflow remains uninterr... - [Security Best Practices](https://help.oncehub.com/user-integrations/security-best-practices.md): Security Best Practices documentation and guides. - [Google Meet Security Best Practices](https://help.oncehub.com/user-integrations/security-best-practices/google-meet-security-best-practices.md): At OnceHub, we designed our native Google Meet integration with security at the forefront of our minds. - [GoTo Meeting Security Best Practices](https://help.oncehub.com/user-integrations/security-best-practices/goto-meeting-security-best-practices.md): At OnceHub, we designed our native GoTo Meeting integration with security at the forefront of our minds. - [Microsoft Teams Security Best Practices](https://help.oncehub.com/user-integrations/security-best-practices/microsoft-teams-security-best-practices.md): At OnceHub, we designed our native Microsoft Teams integration with security at the forefront of our minds. - [Webex Meetings Security Best Practices](https://help.oncehub.com/user-integrations/security-best-practices/webex-meetings-security-best-practices.md): At OnceHub, we designed our native Webex Meetings integration with security at the forefront of our minds. - [Zoom Security Best Practices](https://help.oncehub.com/user-integrations/security-best-practices/zoom-security-best-practices.md): At OnceHub, we designed our native Zoom integration with security at the forefront of our minds. Many of our integration features help you secure your meetin... - [What's New](https://help.oncehub.com/whats-new.md): Latest updates and announcements for OnceHub. - [Hidden Fields for Booking Calendars](https://help.oncehub.com/whats-new/2025-07-31-hidden-fields-for-booking-calendars.md): This feature lets you add fields to your booking forms that are completely hidden from your visitors, yet are fully functional for internal data capture. - [Form Submission Objects, New Lightbox Embed and Customer Attachments](https://help.oncehub.com/whats-new/2025-08-15-new-lightbox-embed-customer-attachments-form-submission-objects.md): We’re excited to introduce a powerful new enhancement for your Smart Routing Forms, making it easier than ever to pre-fill information and pass data to other... - [Google Tag Manager and Account Integrations Page](https://help.oncehub.com/whats-new/2025-09-11-google-tag-manager-account-integrations-page.md): OnceHub is introducing a new integration that enables you to track OnceHub events with Google Tag Manager. - [Booking Hub Categories](https://help.oncehub.com/whats-new/2025-09-18-booking-hub-categories.md): We are thrilled to announce a significant new enhancement to your Booking Hubs, designed to streamline your scheduling process and elevate user experience. - [Optional Co-Host, Add to Calendar Links, and More...](https://help.oncehub.com/whats-new/2025-09-25-optional-co-host-add-to-calendar-links-and-more.md): OnceHub is excited to introduce the ability to automatically add Optional Co-hosts to your meetings. This new feature allows you to include team members in a... - [Hidden Parameters on One-time Booking Links, Contact Module Updates and More...](https://help.oncehub.com/whats-new/2025-10-15-hidden-parameters-on-one-time-booking-links-contact-module-updates-and-more.md): You can now generate short, one-time-use booking links that pre-fill booking form fields and track UTM parameters — all without exposing query parameters in ... - [Intelligent Phone Booking for Frictionless Scheduling](https://help.oncehub.com/whats-new/2025-10-28-intelligent-phone-booking-for-frictionless-scheduling.md): OnceHub Phone Booking is a new feature that turns your Booking Calendars and Booking Hubs into a powerful, AI-driven phone assistant. - [Stripe Integration, Calendar Two-Way Sync, API Updates, and More...](https://help.oncehub.com/whats-new/2025-11-06-stripe-integration-calendar-two-way-sync-and-more.md): Stop chasing invoices. You can now collect payments automatically when clients book through your calendar, thanks to our new Stripe integration. - [Enhanced Email Integration Error Notifications, Hidden Field Updates, and More...](https://help.oncehub.com/whats-new/2025-11-27-enhanced-email-integration-error-notifications-hidden-field-is-now-a-dedicated-question-and-more.md): We have strengthened our email integration to make this loved feature even more robust, ensuring your guest notifications are delivered without interruption. - [Capacity Planning, Create Ad Hoc Multi-Host Meetings, New Dev Center, and More...](https://help.oncehub.com/whats-new/2025-12-11-capacity-planning-staff-allocation-multi-host-meetings.md): The new Capacity Planning Report provides predictive insights to help you manage resources more effectively. - [User Attributes, Create Calendar Event In Your Preferred Calendar, SMS Logs, and More...](https://help.oncehub.com/whats-new/2025-12-29-user-attributes-multiple-locations-sms-logs.md): We are excited to introduce User Attributes, a powerful new way to categorize team members based on defined characteristics. - [Scale Using Booking Calendar Templates, Concurrent Sessions, Multiple Physical Locations per Time Block, and More...](https://help.oncehub.com/whats-new/2026-01-15-booking-calendar-templates-concurrent-sessions-multiple-physical-locations-per-time-block-and-more.md): Booking Calendar Templates are pre-configured blueprints that allow organizations to standardize configurations and manage Booking Calendars at scale. - [Booking Without an Email Address, Offering Multiple Meeting Durations in a Single Booking Calendar, and More...](https://help.oncehub.com/whats-new/2026-01-29-scheduling-without-email-and-offering-multiple-meeting-durations-in-a-single-booking-calendar.md): OnceHub is expanding its data collection options to offer even more flexibility. You can now set the email field to optional or remove it from your Booking F... - [MCP Server for AI Agents and Expanded Zapier Integration](https://help.oncehub.com/whats-new/2026-02-12-mcp-server-expanded-zapier-integration.md): We have introduced the Model Context Protocol (MCP) Server, a new interface that enables AI Agents to integrate directly with OnceHub’s scheduling workflow. - [Group Sessions, Automatic Time Zone Detection, Upgrading Field Library to Objects and Properties, and More...](https://help.oncehub.com/whats-new/2026-02-26-group-sessions-phone-booking-timezone-field-library.md): Group Sessions allow multiple guests to book seats in the same time slot with the same host for a meeting held at a single, shared location (such as a unifie... - [Video Backgrounds, Local Phone Numbers, 24-Hour Time Format, Guests can Provide Physical Location, and More...](https://help.oncehub.com/whats-new/2026-03-12-video-backgrounds-phone-numbers-24h-format-file-sharing.md): You can now upload a video to use as the background for your Booking Calendars and Bookings Hubs. This feature gives your booking links a more premium, profe... - [Phone Agent for Your Routing Forms, Skip the Booking Form for Prefilled Guests, New Integrations, and More...](https://help.oncehub.com/whats-new/2026-03-26-phone-agent-routing-forms-prefilled-guests.md): We are excited to launch our Phone Agent, a no-setup feature that transforms the way your clients interact with your Routing Forms. - [Streamlined API Key Management and Configure Webhooks via the OnceHub Interface](https://help.oncehub.com/whats-new/2026-04-16-streamlined-api-key-management-and-configure-webhooks-via-the-oncehub-interface.md): We have upgraded our API settings to provide enterprise-grade security and greater flexibility. You can now: - [Localizing Booking Calendars, AI Agents for Chatbots, Custom Mapping for HubSpot Meetings, and More...](https://help.oncehub.com/whats-new/2026-04-30-localizing-calendars-ai-agents-hubspot-mapping-free-phone.md): OnceHub now allows you to localize your Booking Calendars, ensuring that booking links, calendar events, and notifications are presented in your guest's nati... - [Integrate OnceHub with Microsoft Entra ID, New Compliance Control: Restrict User Integrations, and More...](https://help.oncehub.com/whats-new/2026-05-14-integrate-oncehub-with-microsoft-entra-id-new-compliance-control-restrict-user-integrations-and-more.md): Google has updated how Google Meet links behave when used across multiple calendar events. To align with these Google Meet link behavior changes, OnceHub Gro... - [OnceHub MCP For AI Assistants, Integrating OnceHub With n8n, and More...](https://help.oncehub.com/whats-new/2026-05-28-oncehub-mcp-n8n-stacked-workload-limits.md): OnceHub now connects directly with AI assistants like Claude and ChatGPT through the Model Context Protocol (MCP). - [Manually Update Email Address and Mobile Phone in Contacts, New MCP Tool Added and More...](https://help.oncehub.com/whats-new/2026-06-11-contact-email-phone-mcp-working-hours-button-clicked.md): You can now manually update a guest's email address and mobile phone directly from their Contact record or the Activity Stream. - [Booking With Approval, Customizing SMS Notifications, and More...](https://help.oncehub.com/whats-new/2026-06-29-booking-with-approval-sms-notifications-crm-contact-owners.md): You can now approve or decline meeting requests for specific time slots instead of allowing guests to schedule directly. - [Disconnect User Integrations for Other Users, OnceHub App on ChatGPT, and More...](https://help.oncehub.com/whats-new/2026-07-16-disconnect-user-integrations-chatgpt-app-url-params-one-time-links.md): Building on our recent update that allows Account Owners and Administrators to toggle which third-party integrations are permitted account-wide, we are adding greater control over account security and compliance. ## Notes - The complete documentation includes all content from the official documentation - The content is automatically generated from the same source as the official documentation