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User Guides
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What’s New
User Integrations
Basics User Integrations
How Busy Time from Your Connected Calendar is Used to Manage Availability
What You Need to Know Before Disconnecting Your Calendar
Troubleshooting
Busy times not blocking availability
Domain Email Connection Issues
Google Calendar Connection
Managing Your OnceHub Integration With Google Workspace
How to Workaround the Google Calendar Quota
Troubleshooting
Google Calendar connection issues
Connection Error: Email from Your Google Email Server
Exchange Outlook Calendar Connection
Managing Your OnceHub Integration With Microsoft Exchange Calendar
Outlook Calendar: Events not showing in the expected time zone
How to Determine the EWS URL
Testing Exchange connectivity
Troubleshooting
Exchange/Outlook Calendar connection issues
iCloud Calendar Connection
Managing Your OnceHub Integration With iCloud Calendar
Troubleshooting
iCloud Calendar connection issues
MS Office 365 Calendar Connection
Managing Your OnceHub Integration With Microsoft Office 365
Troubleshooting
Microsoft 365 Calendar via OAuth 2.0 connection issues
Account Integrations
Automation
API
Custom integrations with the OnceHub API
Zapier
Connect Zapier to OnceHub
Create and manage Zaps from OnceHub
OnceHub fields and triggers available in Zapier
Our Zapier support policy
Zapier Integration issues
viaSocket
Integrating OnceHub with viaSocket
CRM
Salesforce
Salesforce integration
Connecting to a Salesforce Sandbox environment
Connecting to Salesforce
Installing the OnceHub connector for Salesforce
Salesforce connector issues
Mapping OnceHub fields to non-mandatory Salesforce fields
Adding Custom fields to the Salesforce Activity Event Page Layout
Handling required Salesforce fields in the Field validation step
Using Salesforce Workflow Rules to update fields based on OnceHub data
Supported and non-supported field types in the Salesforce integration
Using Salesforce IDs to Identify Customers during booking
Personalizing scheduling on landing pages with Salesforce IDs
Using Personalized links (Salesforce ID)
Salesforce record creation, update, and assignment rules
Configuring connector settings on a Booking page
Prepopulate or skip the Booking form step in Salesforce integration
Salesforce Lightning Experience
The Salesforce Activity Event
Working with Salesforce Person Accounts
Working with Salesforce Record Types
Maximizing booking rates in Salesforce Campaigns
Salesforce integration security
Connecting a Salesforce API User
Assigning the OnceHub permission set to the Salesforce API user
Introduction to Salesforce scheduling buttons
Salesforce scheduling buttons for Contacts, Leads and Cases
Salesforce scheduling buttons for Opportunities
Salesforce scheduling buttons for Person Accounts
Infusionsoft
Infusionsoft integration
Connecting to Infusionsoft
Prepopulate/skip Booking form step in Infusionsoft integration
Using Infusionsoft Contact IDs to identify Customers during booking
Using Personalized links (Infusionsoft ID)
Personalizing scheduling on landing pages with InfusionSoft Contact IDs
Maximizing booking rates using Infusionsoft campaigns
Infusionsoft Scheduling buttons
Infusionsoft record classification
Infusionsoft record creation, update, and assignment rules
Tagging Infusionsoft Contact records with Infusionsoft tags
Tagging Infusionsoft Contact records with Lifecycle tags
Mapping OnceHub fields to Infusionsoft fields
Embedding Infusionsoft tracking code to your Booking forms
Supported and non-supported Infusionsoft field types
Payment Collection
Paypal
The OnceHub connector for PayPal
Connecting OnceHub to PayPal
Testing the OnceHub connector for PayPal
Granting permissions to OnceHub
Payment integration throughout the booking lifecycle
OnceHub transaction fee
Allowing automatic billing
Customizing currency settings
Customizing invoice settings
Customizing payment settings
Customizing refund settings
Automatic refunds via OnceHub
Manual refunds via OnceHub
Conflicting settings
Disconnecting OnceHub from PayPal
Troubleshooting
Payment integration issues
Introduction to Booking Pages
Feature Comparison: Booking Calendars Vs. Booking Pages
Getting started with Booking pages
Using Profile-level Availability with Booking Pages
Working With vs. Without a Connected Calendar
Using Booking pages with your video conferencing app
Zoom: Dynamic or static passcodes
Event Types & Booking Pages
Booking Pages
Booking pages Overview
Introduction to Booking pages
Creating a Booking page
Booking page access permissions
Adding Event types to Booking pages
Booking pages: Associated calendars
Booking pages: Recurring availability
Booking pages: Date-specific availability
Booking pages: Location settings
Booking pages: Public content
Booking pages: Time zone settings
Booking page ownership
Duplicating a Booking page
Disabling your Booking page
Ensuring Customers reschedule with the same Booking page
Event Types
Event Types Overview
Introduction to Event types
Creating an Event type
Duplicating an Event type
Public content
Booking form and Customer notifications
Payment and rescheduling
Payment and rescheduling: payment is collected
Payment and rescheduling: price is displayed
Payment and rescheduling: price is not displayed
Scheduling Options
Introduction to the Scheduling options
Location of the Scheduling options
One-on-one or Group sessions
Conflicting settings when using Group sessions
Session packages
Conflicting settings when using Session packages
Automatic booking or Booking with approval
Timeslot Settings
Introduction to Time slot settings
Location of the Time slot settings
Time slot display
Workload rules
Timeframe rules
Time zone conversion
Number of time slots offered per day
Limiting the number of bookings
Booking Forms Redirect
Introduction to the Booking form and redirect
Collecting Customer data with Booking forms
Prepopulated Booking forms
Automatic redirect
Customer Notifications
Introduction to the Customer notifications
Notifications to Customers
Customer calendar event options
Customer notification scenarios
User Notifications
Introduction to User notifications
Communicating with Users and stakeholders
Subscribing to Booking notifications
User notification scenarios
Troubleshooting
A User is not receiving email notifications
SMS Notifications
Opting in and out of SMS Notifications
Sending SMS notifications to Customers
Sending SMS notifications to Users
Categories
Introduction to categories
Creating categories for Booking pages or Event types
Categorized Event types in Booking pages
Categorized items in Master pages
Master Pages & Resource Pools
Resource Pools
Resource pools: Overview
Introduction to Resource pools
Creating a Resource pool
Round robin distribution method
Pooled availability distribution method
Resource pool distribution method: Pooled availability with priority
Introduction to Pooled availability
Pooled availability with priority
Pooled availability algorithm: Longest idle time
Adding Resource pools to Master pages
Resource pools: Resources
Resource pools: Assignment priority
Resource pools: Automatic correction
Resource pools: Reporting cycle
Resource pool statistics: Bookings received
Resource pool statistics: Bookings removed
Panel Meetings
Introduction to Panel meetings
Creating Panel meetings
Booking owners
Additional team members
Master Pages
Master pages: Overview
Introduction to Master pages
Creating a Master page
Assignment with team or panel pages
Conflicting settings when using team or panel pages
Master pages: Event types and assignment
Master pages: Labels and instructions
Master pages: Public content
Using Booking page tags in Master pages
Master page scenarios
Master page scenario: Team or panel page
Booking pages first (Event types second)
Booking pages only (without Event types)
Event types first (Booking pages second)
Disabling your Master page
Customization & Branding
Theme Designer
Introduction to the Theme designer
Applying a theme
System themes
Custom themes
Theme properties
Adding your logo
Image and Icon gallery
Booking Forms Editor
Introduction to the Booking forms editor
Creating and editing a Booking form
The Fields library
Creating and editing Custom fields
Mapping Booking Page Custom Fields to Contact Fields
Editing System fields
Hiding fields on the Booking form
Conditional fields
Secure attachments
Notification Templates Editor
Introduction to the Notification templates editor
Should I use a Default or Custom template?
How to create a Custom email or SMS template
The WYSIWYG mode of the Notification templates editor
How to test a Custom notification template
Dynamic fields
Notification scenarios
Best practices for creating HTML templates
Localization & Customer Text
Understanding localization and Customer interface text
Editing Customer interface text
The Localization editor
Step-by-step localization
Applying a Locale
System and Custom locales
Sharing & Publishing
General & One-Time Links
Introduction to general and one-time links
Using General links
Using one-time links
Changing Booking page and Master page links
Add a Scheduling button to your email signature
Scheduling buttons gallery
Personalized Links
Introduction to Personalizing links with static parameters
Using Personalized links
Creating a Personalized link for a specific Customer
Personalizing with dynamic CRM record IDs
Personalizing with dynamic URL parameters
Personalized links in email marketing apps
Personalizing links with dynamic parameters
URL parameters syntax and processing rules
Configuring your booking page for maximizing booking rates in marketing campaigns
Sharing your booking links in emails and other apps
Publishing on Websites
Website embed
Website embed customization
Website embed: Business scenarios
Website button
Website button customization
Website button: Business scenarios
Add a button to Wordpress
Login integration for Customer onboarding
Solutions for Customer onboarding
Web Form Integration
Introduction to web form integration
Integrating web forms using URL parameters
Integrating web forms with Salesforce and OnceHub
Integrating with Infusionsoft web forms
OnceHub for lead qualification
Using OnceHub for lead generation
Using the web form as a filter
Using web forms to allow only one booking per customer
Creating a password-protected Booking page
Validating data received from your Customers
Managing Bookings
Responding to Booking Requests
Responding to Booking Requests
Scheduling and responding to booking requests
User action: Cancelling a booking request
Booking on Behalf of a Guest with Booking Pages
Customer action: Cancelling a booking request
Customer action: Resubmit a booking request
Cancel or Reschedule
Introduction to canceling and rescheduling
Effects of cancellation
Customer action: Cancel a Panel meeting
Customer action: Cancel a single booking
Customer action: Cancel sessions in a package
Effects of rescheduling
Reschedule on the Same Booking Page
Customer action: Reschedule a Panel meeting
Customer action: Reschedule a single booking
Customer action: Reschedule sessions in a package
The Customer cancel/reschedule page
The Customer cancel/reschedule policy
User action: Cancel a Panel meeting
User action: Cancel/reschedule for Booking pages with Event types
User action: Cancel/reschedule for Booking pages without Event types
User action: Cancel/reschedule in Exchange/Outlook Calendar
User action: Cancel/reschedule in Google Calendar
User action: Cancel/reschedule in Office 365 Calendar
User action: Reschedule a Panel meeting
Reassign
Introduction to Booking reassignment
Effects of Booking reassignment
User action: Reassign a booking
Booking reassignment FAQs
Eligibility for booking reassignment FAQs
Analytics
The Activity stream: Managing activities
The Activity stream: Viewing activities
Introduction to Analytics and Source tracking
Using booking pages with web analytics
Using OnceHub with UTM tracking
Troubleshooting
No Times Available' Troubleshooting
Reporting
Introduction to reports
Booking page reports
Event type reports
Master page reports
Customer reports
User reports
Account reports
Revenue reports
Report header
Complete list of Detail report columns
Viewing collected information from your Booking form
Recommended Configuration
Single User Scenarios
Introduction to single-user scenarios
Using Booking pages for multiple meeting types
Offering different appointment types on your Booking page
Accepting appointments for yourself using Event types
Accepting appointments for yourself without Event types
Scheduling meetings at multiple locations
Supporting different locations or times
Configuring your booking page for scheduling meetings for a business trip
Multi User Scenarios
Introduction to multi-user scenarios
Scheduling one-off meetings using one-time links
Configuring your booking page for scheduling conferences, trade shows and other events
Booking conditional on the availability of a single resource
Booking conditional on the availability of one of several resources
Room and resource scheduling with team or panel pages
Room and resource scheduling without rule-based assignment
Team Scheduling with Event Types: With Team or Panel Pages
Team Scheduling with Event Types: Without Team or Panel Pages
Team Scheduling without Event Types
Multiple Attendee Scenarios
Introduction to multiple attendee scenarios
Can Customers invite Guests to a booking?
Using group sessions with a connected calendar
Using group sessions without a connected calendar
Using OnceHub to accept bookings for classes
Using OnceHub to schedule bookings for webinars
Insights & Operations
Profile Management
Introduction to SMS Notifications
Managing Your Profile in OnceHub
User Management
User Roles and their Permissions
Billing & Subscription Management
Introduction to Billing
Payment and Billing
Accessing and Exporting Your Centralized SMS Logs
Troubleshooting
A Customer is not receiving SMS notifications
A User is not receiving SMS notifications
Reporting & Analytics
Where Are My Guests Booking From
Lead Acquisition
Security & Compliance
Security
Password Policies
Privacy
Collecting Consent for Processing Under the GDPR
Data Subject Rights Under the GDPR
Support
Developers
Tutorials
What's New
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Reporting
Reporting
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Introduction to reports
Booking page reports
Event type reports
Master page reports
Customer reports
User reports
Account reports
Revenue reports
Report header
Complete list of Detail report columns
Viewing collected information from your Booking form
OnceHub
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