Schedule Once/OnceHub Integration

For Oncehub you have 2 options depending on what plan you are on inside Oncehub. If possible we recommend the Native setup for optimized call tracking accuracy:

Please ensure that you have placed the universal code on your call booking and call thank you pages.

Please follow the video guide to setup Oncehub:


Written Guide
If you are using Schedule Once as your call scheduling software follow these simple steps

1- Log into ScheduleOnce and go to to SET UP (https://app.oncehub.com/scheduleonce/Setup.aspx#/)

2- Access the event type that you want to track.

3- Go to “booking form and redirects”. Scroll to the bottom on the page and check off “Send booking confirmation to redirect page”

4- Ensure you are redirecting to a thank you page

5- Ensure this is done on every “event type” you would like to track.

This will complete call tracking set up.

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NEXT RUN THIS TEST
1. Opt into your call funnel

2. Wait 1-2 minutes after opting in ensure that your email has entered Hyros in your LEADS section

3. Next book a call on your call booking page and make sure you complete the book as are redirected.

4. Wait 1-2 minutes, then check your CALLS section to ensure that your call has been tracked. If asked click “INDEX INFORMATION” on the call section.

5. Click your email and ensure the $call tag has been applied

If you see your email enter the system and have a $call tag attached to it then you have completed set up and are ready to move to the next step.

If you do not use the troubleshooting guide below.

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Trouble Shooting Schedule Once

IF you do not see the email enter the system at all ensure that your UNIVERSAL code is in the header of your booking page and call booking thank you page.

THEN confirm that you have checked the ““Send booking confirmation to redirect page” checkbox under “booking form and redirects” for the event type you want to track.

THEN confirm you have done this to the right event in Schedule Once.

THEN redo the test above. If you see the email come in with the $call tag move to the next step.

-IF you do not see the $call tag make sure you are collecting the phone number on your Schedule Once form

THEN redo the test above. If you see the $call move to the next step.

IF it fails after the two test above contact support via chat in the lower right hand corner and say “My calls are not showing in the system”

Please ensure that you have placed the universal code on your call booking and call thank you pages.

Next follow these 3 steps to ensure your call tracking is working

Step 1 – Add the Redirect inside Oncehub

Step 2 – Integrate with Oncehub for Call Tracking and remove automated Call Tracking

1. Navigate to https://app.oncehub.com/dashboard

2. Click the settings Icon.

3. Click “API & Webhooks”

4. Copy the API key for your account.

5. Switch to your Hyros account and go to the Oncehub integration settings by clicking https://app.hyros.com/external-services/cart-integration/oncehub

6. Click “Create integration”.

7. Paste the API key from your Oncehub account here

8. Add a name for the integration, this can be anything you like.

9. Click “Add integration”

10. Click “Tracking”

Deleting the call tracking URL rule

Important: By default Hyros will track calls via a URL rule, but for optimized tracking we suggest using the integration instead.

If both are activated, then you will track duplicate calls. Please make sure you follow these steps to prevent tracking issues.

11. Click “URL Rules”

12. You will see a URL rule already generated in your account, under the [[tag]] column you will see the [[$call]] tag.

Select this URL rule.

13. At the bottom right corner of the screen, click [[Delete Rule]] and confirm deletion.

 

Step 3 – Test your Call Tracking

Written Guide
If you are using Schedule Once as your call scheduling software follow these simple steps

1- Log into ScheduleOnce and go to to SET UP (https://app.oncehub.com/scheduleonce/Setup.aspx#/)

2- Access the event type that you want to track.

3- Go to “booking form and redirects”. Scroll to the bottom on the page and check off “Send booking confirmation to redirect page”

4- Ensure you are redirecting to a thank you page

5- Ensure this is done on every “event type” you would like to track.

6- Integrate with Schedule Once.

7-Delete the URL rule for automatic call tracking.

This will complete call tracking set up.


NEXT RUN THIS TEST

1- Opt into your call funnel

2- Wait 1-2 minutes after opting in ensure that your email has entered

3- Next book a call on your call booking page and make sure you complete the book as are redirected.

4- Wait 1-2 minutes, then check your CALLS section to ensure that your call has been tracked. If asked click “INDEX INFORMATION” on the call section.

5- Click your email and ensure the $call tag has been applied

If you see your email enter the system and have a $call tag attached to it then you have completed set up and are ready to move to the next step.

If you do not use the troubleshooting guide below.


Trouble Shooting Schedule Once

IF you do not see the email enter the system at all ensure that your UNIVERSAL code is in the header of your booking page and call booking thank you page.

THEN confirm that you have checked the ““Send booking confirmation to redirect page” checkbox under “booking form and redirects” for the event type you want to track.

THEN confirm you have done this to the right event in Schedule Once.

THEN redo the test above. If you see the email come in move to the next step.

-IF you do not see the $call tag make sure you have integrated using the correct API key from the correct Oncehub account

THEN redo the test above. If you see the $call move to the next step.

IF it fails after the two test above contact support via chat in the lower right hand corner and say “My calls are not showing in the system”

By default the Calendly, Acuity and Oncehub integrations will track all call events. Use this guide if you want to track only a specific event or group of events from the integration.

This guide uses the example of Calendly, but you can follow the exact same steps for all 3 integrations.

1. Navigate to https://app.hyros.com/settings/integrations

2. Click “Scheduling Platforms”

3. Select your call integration and click “configure” (you can follow these steps with either Acuity, Calendly or Oncehub)

4. Click the edit icon on your integration.

5. Click “Add type” here

6. Select the specific call events that you would like to track from the dropdown, anything you don’t select will not be tracked

7. Click “Save type values”