Integrating OnceHub with Charlie AI automates appointment booking, reducing administrative tasks. Charlie AI will use OnceHub's features for personalized booking, conflict resolution, and instant confirmations, creating a seamless experience that saves time for clients and internal teams.

How to setup OnceHub

Prerequisites

Ensure you have the following before proceeding:

• A OnceHub account with an active Booking Calendar. (You can signup here)

• A Charlie Ai account with an existing setter use case.

• API access enabled on OnceHub.

Step by step guide

Step 1: Set Up Your OnceHub Calendar

1. Create or Select a Calendar

   • Ensure your calendar is properly configured with available time slots and working hours.

   • Adjust the meeting duration as per your business requirements.

2. Configure the Booking Form

   • Important: Do NOT add additional questions beyond the default fields (Name, Email, and Meeting Location). Additional fields are currently not supported.

   • SMS notifications and meeting locations can be modified but cannot be removed.

3. Publish the Event

   • Ensure the event is published and active before proceeding.

4. Retrieve the API Key

   • Click the gear icon at the top.

   • Navigate to APIs & Webhooks.

   • Copy the API Key displayed on the screen.

Step 2: Configure the Charlie Ai Setter

1. Select the Use Case

   • Log in to Charlie Ai and navigate to the Setter Use Case you wish to integrate with OnceHub.

   • DM or Voice Setters can be selected.

   • If needed, create a new use case or clone an existing one for testing purposes.

2. Ensure Auto-Booking is Triggered

   • As part of the Auto-booking sequence, Charlie will automatically ask for Lead's phone number, email address and Timezone or whichever is missing among the three

3. Enable OnceHub Integration

   • Click on Integrations.

   • Scroll to OnceHub

   • Paste the API Key (copied from OnceHub) into the designated field.

   • Click Update to save the integration.

   • NOTE: Each setter must be integrated separately, including Voice and DM setters

4. Verify Connection

   • A confirmation message should appear indicating that the integration is successful.

   • The system will display:

     • The status of the connection.

     • The last time it was synced.

     • The user account under which it was connected.

5. Select and Save Your Calendar

• In Setter's setting, go to "Booking" option to turn on the  Auto-Booking Toggle

• Select your OnceHub calendar from the list of Calendar Types.

  • If you have more than once calendar, Select which Calendar you prefer to use

• If the calendar does not appear:

  • Re-paste the API Key.

  • Click Update again.

  • If needed, remove and re-add the API Key.

• Click Save (this is the only save button in the setup, so do not skip this step).

Step 3: Testing the Integration

1. Test in Playground Mode

   • Run a test scenario in the Playground to verify that the auto-booking feature is functioning as expected.

2. Test with a Live Lead

   • Push a live lead through the bot and ensure they receive a open booking confirmation message from OnceHub.

3. Troubleshooting

   • If the booking does not work, re-check:

     • The API Key entry.

     • The selected calendar.

     • Auto-booking trigger settings.

   • Re-attempt connection if necessary.

Notes

Once these steps are completed, your Setter will be fully integrated with OnceHub, enabling seamless scheduling for your leads. You are now ready to use the auto-booking feature in live interactions.