Results for “Booking page”

30 articles

• Create a booking pageA booking page is a short page where clients book a call with you. They answer a few questions, pick an open time, and get a confirmation with a calendar invitation. The call goes on your calendar.…
• How bookings workThree ways to take bookings Way Best for Where to set it up A booking page A link anyone can use to book a call: on your website, in your email signature, on a business card. Create a booking page A…
• Use another booking toolAlready take bookings with another tool? Put its booking page on a form's thank-you screen. Clients book right after they submit, and their name and email are filled in for them. The other tool…
• Set your availabilityEvery booking page and every call after a form uses it, unless a page has its own hours. Busy times on your connected calendar are always kept free too. Set your weekly hours Go to Bookings →…
• Charge for a callYou need to be an owner or admin to change a booking page or a form. Charge for a booking page Go to Bookings → Booking pages . On the page's card, click Settings . Click the Price step and choose…
• Reminders, cancellations and reschedulingOneForm emails clients about their call from booking to the day itself. Each email has a link to their own booking page, where they can move or cancel the call within the limits you set. The emails…
• Add video meetings to callsWhen a call is set to a video tool, OneForm makes a new meeting link for every booking. The link goes in the client's confirmation, their reminders and the event on your calendar. Before you start…
• Manage your bookingsEvery call booked through OneForm is in Bookings → Calendar . Open one to see the details and act on it. Find a call Go to Bookings → Calendar . Choose Agenda for a list or Week for a week grid. In…
• Emails OneForm sends for youOneForm emails your clients and your team for you: confirmations, reports, booking reminders and alerts when something needs you. The Emails page lists every one, with who gets it and when, and a…
• Connect your calendar for bookingsEvery booked call goes on it, and moves or comes off it when the booking changes. Connect a calendar Go to Bookings → Integrations . Under Calendar , click Connect next to Google Calendar or Outlook…
• Fix calendar sync and double bookingsOneForm reads your calendar to keep busy times off your booking pages, and adds each booked call to the calendar you pick. When that stops working, calls go missing from your calendar or clients…
• Connect OneForm to your other appsThen put it to work in a workflow, on the Leads page or in Bookings . Each app's guide in this section shows how. The Integrations page Section What's there Needs attention Connections that stopped…
• Start from a templateWhy don't I see a template's logo or booking link? Templates leave out firm-specific details. Add your logo in Settings and turn on Show the firm logo on the welcome screen. Add a call at the end on…
• What your client receivesIt can open your booking link or another of your forms. Without a booking link in Settings , the booking button isn't shown. Clients don't need an account. Everything comes by email. Why didn't my…
• Welcome and thank-you screensUnder Links , click Add a link for your website, social profiles, email, phone or booking page. You can also click any text in the preview and type over it. Set up the thank-you screen Select…
• Schedule a report and send remindersThe report moves to the Scheduled tab in Review , and its page says when it will be sent and to whom. Change or cancel a scheduled send A scheduled report can't be edited. To change it or its time:…
• Connect Google Calendar and Google MeetThe first calendar you connect becomes your bookings calendar: OneForm checks it for busy times and adds booked calls to it. If your Google account is already connected for something else, click…
• Connect Outlook Calendar and Teams meetingsThe first calendar you connect becomes your bookings calendar: OneForm checks it for busy times and adds booked calls to it. If your Microsoft account is already connected for something else, click…
• Offer a call after a formTimes come from Bookings → Availability . Offer it only to good fits Use a second ending that only some people reach, and put the call there. On the Build tab, next to Endings , click Add . Under…
• Stop reminder emails from a firmYou'll still get the things you asked for, like your report and your booking details. Unsubscribe Open a reminder or follow-up email from the firm. At the bottom, click Unsubscribe . On the page…
• PayoutsReload the page, or change it in the Stripe dashboard .
• Plans explained…for reports and calls, through your own Stripe account; take bookings on your own booking pages, synced with your calendar; share forms by link. What changes between plans Bigger plans give you more…
• Welcome to OneFormSend clients the link, put the form on your website, or show it after a booking. Clients can type their answers, and some forms let them talk instead. A report is drafted. When someone submits the…
• How AI reports workLinks in a draft stay clickable only when they point to your own website, booking page, email address or phone number, or to the client's own email or phone. Good to know Reports use OneAI Tokens.…
• Your notificationsThe bell at the top of OneForm shows what's happened in your firm: new responses, drafts to review, payments, bookings and more. You choose which of these also reach you by email, or by text where…
• Connect StripeEveryone else on the team can see the account's status on the Payments page. Have your business details and bank account ready. Stripe asks for them. It takes a few minutes. Know your business's…
• Sample forms…a form in English, French and Spanish, and a voice form; a booking page, a paid report and a form that offers a call at the end; an internal memo for your team and a document for clients; every tax…
• Book, move or cancel a callYour accountant may let you book a call online, on a booking page or at the end of a form. Once you're booked, you can move or cancel the call yourself from the link in your confirmation email. Book…
• Fix payment problemsThe report or booking goes ahead without a charge. Once your Stripe account is ready, clients who couldn't pay earlier can pay from the same link. You don't need to ask them to fill in the form…
• Find your way aroundSection Pages Home Dashboard Forms Forms , Responses and Leads Reports Review and All reports Revenue Payments and Bookings Automate Workflows and Integrations Insights Engagement and Email…