Managing Your Profile in OnceHub

Your OnceHub profile serves as the central hub for customizing settings, updating personal information, and managing preferences to optimize your user experience. This guide provides detailed instructions for navigating and updating various aspects of your profile.

Accessing Your User Profile

Click the profile icon located in the top-right corner of your screen.
Select Profile Overview from the dropdown menu.

Understanding Your Profile Overview

The Profile Overview section provides a concise summary of your OnceHub account, including:

Your current OnceHub subscription plan.
Your assigned role within OnceHub.
All Booking links associated with your profile.
All User Attributes you are associated with.
A list of connected calendars and integrations.
Your basic personal account information.

Updating Personal Account Information

Personal Details

Click the three dots (…) to the right of your name.
Choose from the following options:
- Edit personal details: Update your First Name, Last Name, or profile Photo.
- Edit email ID: Update your primary login email address.

Email and Mobile Settings

Click the three dots (⋯) in the Email and Mobile Settings section.
Choose from the following options:
- Edit email settings: Manage your Sent From Email, Sent From Name, and Guest Replies Sent To preferences.
- Add or Edit Mobile Number: Select Add mobile number or Edit mobile number to open the Verify Mobile Number For SMS Notifications popup. Select your country code, enter your mobile phone number, and click Send verification code. Enter the 6-digit verification code sent via SMS to confirm ownership and save the number to your profile.
- Delete Mobile Number: Select Edit mobile number and click Delete number.

Managing Your Availability in OnceHub

Effectively managing your availability is essential for maximizing client engagement.

OnceHub offers various interaction methods, but configuring availability settings is important for both Live Engagements and Scheduled Meetings interactions, ensuring a superior client experience. Each option allows you to control your availability for different interaction types.

Scheduled Meeting Availability

Control when clients can book meetings by setting recurring availability or date-specific overrides. This ensures bookings occur only during your specified working hours.

You can configure when and where you’re free to meet directly within your profile settings, by setting recurring working hours and utilizing multi-location availability.

For detailed instructions, see the Booking Calendar availability and location options article.

Live Engagements

Enable real-time interactions, such as instant chats or calls, by toggling your live engagement availability on or off manually or setting automatic availability based on your working hours.

User Integrations

Enhance scheduling workflows by connecting to productivity suites and third-party apps, such as calendars and video conferencing tools.

View or Update Integrations

The User Integrations section displays all third-party services linked to your profile. You can disconnect or reconnect integrations by clicking on the integration tile.

Notifications

Configure your booking notification preferences in the User Notifications section of your profile.

Email Notifications: Toggle on email alerts to receive booking confirmations, reminders, and updates directly in your inbox.
SMS Notifications: Toggle on SMS alerts to receive text updates for booking confirmations, reminders, and updates. Receiving SMS alerts requires a verified mobile number. You can verify your number using a 6-digit confirmation code in Profile Overview, or directly within the verification prompt that opens when toggling on an SMS alert.

To learn more about how user notification rules are managed at the calendar level, see our User Notifications for Booking Calendars article.

Customizing Your Date and Time Settings

Personalize how dates and times appear within your account:

Set the Default Time Zone to be used alongside your availability settings.
Select your preferred date format.
Choose between a 24-hour or 12-hour clock.
Define the start day of the calendar week.

Changing your Password

Update your OnceHub password in the Password section. Passwords must be at least six characters long and include lowercase letters and numbers.

Enabling Two-Factor authentication

Two-factor authentication (2FA) adds a vital security layer to your OnceHub account. You can select your preferred verification method by toggling it on or off within the Two-Factor Authentication section.

With 2FA enabled, logging in requires two steps:

Your OnceHub account password.
A unique verification code which will be sent to your chosen method:
- Email: Receive codes via email.
- SMS: Receive codes via text message.
- Authenticator App: Use an app like Google Authenticator for codes.

Defining Permissions

Under Permissions the Account owner and Administrators can choose if Member users are allowed to edit their own availability.