Salesforce: How to Setup and Integrate ScheduleOnce

How to Connect ScheduleOnce

1. Log into Salesforce with your St. Thomas username and password. You may be prompted to verify your account with your multi-factor authentication option. 
2. Go to your Inbox and find the email from ScheduleOnce. It should have come from “OnceHub Mailer”.  Note:  It may be in your Junk Email folder if it isn’t in your Inbox.
3. Click on the link to “Sign in to your account”, then create your new password. Note: this password can be the same as your login password, but it is a non-UST system, so the password is maintained separately.
   
    
4. From the main page of your OnceHub Account, click the calendar icon to access your booking page 
5. Review your time zone settings, then click “Continue to tour”, then click “Skip tour”.
   
   
    
6. Click “Continue to calendar connection”.
   
    
7. Find “Office 365 calendar via OAuth”, then click “Connect in ScheduleOnce”
   
8. Find “Office 365 Calendar” then click “Connect”.
   
   If you have already signed into Office 365, the system should automatically connect.  You should see a confirmation screen similar to this. Click “ Continue Setup” to move to the next step. 
   

1. Your personal Booking Page
   1. Click on the visible folder to toggle and show your booking page.
   2. Click on your Name to open your booking page.
   3. 
   4. Click “Salesforce Settings”  to complete the Salesforce integration.
   5. 
   6. Find Salesforce and click “Connect”
   7. 
   8. A new tab will open and ask you to log into Salesforce.  Log in using “adfs” .  Complete the UST Login process to finish the integration. You should get a confirmation screen when complete. 
   9. 

Review Your Booking Page Sections

Please review your Booking Page Sections for accuracy. To get back to your booking page, navigate to “Setup”, click on the folder, and click on your name (as outlined in the previous step).

• Overview: High level summary of your booking details.
• Event types: All appointments types that are associated to you.
• Associated Calendars: Shows which Office 365 calendar is associated to your booking page. This should always be your Office 365 account.
• Recurring availability: Use this feature if you wish to limit the hours available for appointments that might differ from your Outlook (Office 365) calendar. For example:  If you are only available for appointments from 9am – Noon, then you would use this to set the recurring day/time settings.
• Date-specific availability: Use this feature if you wish to override your calendar for specific days. For example: You will be in the office on July 2^nd, but can’t take appointments that day.  You would block off this specific day in ScheduleOnce (even though your Outlook calendar may show you as being available for internal meetings).
• Location settings: This will merge into email notifications to the student.  Update this information to match the location of your appointments.
• User notifications: Use this to customize how you wish for students to be notified regarding appointments with you. Note:  This has been set up for you already, but you can change how you (Booking Owner) receive notifications from the system about appointments.
• Salesforce settings: This should show your associated Salesforce username.  Please do not update any o fthis information.
• Public content: This contains what appears on the ScheduleOnce page (so visible externally).  Your image, name, title etc…