Managing Contacts in OnceHub

Your list of captured contacts can be accessed by clicking on Contacts in the left-hand navigation menu

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Understanding Role-based Contact Access

• Admins: Admin users have access to view all contacts and related activities stored in the account.
• Team Managers: Can view any contacts that the members of their team are the owners of.
• Members: Members can only view contacts they are the owners of.

This role-based approach ensures privacy and tailored access for team members.

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Search and Filter Your Contacts

You can quickly locate specific contacts in the list by using search and filter options.

• Search by name, email, or phone number.
• Filter contacts based on the following criteria:
  • Contact status
  • Contact owner
  • The date that the contact was captured on
• Sort the list by the contact Name or the Captured On date.

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How to Update a Contact

Editing a Contact

You can update the contact details by using the following steps:

1. Click on the 3 dots to the right of the Contact you want to edit.
2. Select Edit from the dropdown.
3. Provide any required updates in the pop-up
4. Click on Save to confirm the change.

Important Note: The email address and mobile number can not be updated.

Each edit will trigger an update to all connected integrations, including your CRM, calendar, and Zapier.

Deleting a Contact

You can delete a contact by using the following steps:

1. Click on the 3 dots to the right of the Contact you want to delete.
2. Select Delete from the dropdown.
3. Click on Delete contact in the pop-up to confirm.

Upon deletion:

• Contact Record Deletion: The contact record will be permanently removed from OnceHub.
• Related Activities: Related activities will not be deleted; however, the Contact pane associated with the deleted contact will no longer be visible.
• Meeting Reminders: Meeting reminders will remain unaffected.

Creating a Contact

A contact is automatically created whenever a guest interacts with a Booking link, Routing Form, or Chatbot.