Smart Scheduling That Connects the Right People, Every Time

Turn calendar chaos into precision scheduling. Screen, route, and distribute meetings efficiently no matter how many variables are in play OnceHub’s Team Scheduling & Routing solution is designed to simplify complex scheduling for teams by intelligently routing appointments based on availability, skills, or location. It ensures customers connect with the right person at the right time, improving efficiency and satisfaction. Ideal for businesses with distributed teams or specialized roles, this tool reduces scheduling conflicts and enhances operational workflows.

Guide Your Guests to the Right Calendar or Let the Choice Be Theirs Get to know your customer during the booking process to determine if, when, and who they should meet

Ask Screening Questions That Help You Make Informed Scheduling Decisions Build interactive scheduling forms that take your visitors from reach out to scheduling and qualify them enroute

• Create a dynamic routing form with our visual and intuitive no-code form builder
• Ask any type of screening question - from open-ended to multiple-choice, and everything in between
• Start from a blank form or use predesigned templates and tweak them as you please

Guide Visitors to the Right Place Based on Their Answers Set automatic routing rules that weed out unqualified leads, determine meeting urgency, and direct people to the best calendar for their needs

• Qualify and guide your visitors to the right calendar based on their answers to your questions
• Send visitors to the most relevant calendar or team member based on their contact information or user-properties
• Configure the routing logic at the question-answer level or use a visual routing map that shows an overview of the entire flow and allows you to easily view and edit it

Make Your Routing Form Beautiful for Even Better Results It’s so easy. No coding or design skills required

• Add your logo and design so that your form reflects your brand and engages your audience
• Customize the look and feel by choosing a layout, colors, background images, and more
• Do it all with our WYSIWYG editor that shows you exactly how your form will look on desktop and mobile while you design it
• Share your form as a stand-alone page or embed it on your website

Let Your Visitors Choose the Route Create beautifully welcoming booking hubs that link to multiple calendars

• Offer multiple booking calendars in one booking hub, and let your visitors select the one that suits their needs
• Invite visitors to choose between different meeting hosts, services, locations, or durations
• Customize the design, add an intro paragraph, profile picture, and contact links to make your visitors feel extra comfortable

Capture Information Effortlessly Start collecting the data you need from the moment a visitor interacts with your engaging forms

• Seamlessly track submissions within our app or connect with your CRM to keep your data unified and up-to-date.
• Gain deeper insights with automatically captured metadata, including geolocation, impressions, and timestamps
• Maximize lead capture by collecting contact information even from incomplete submissions

Features

• Intelligent Routing: Automatically assigns bookings to the most suitable team member based on predefined rules.
• Real-Time Availability: Syncs calendars to display accurate availability for all team members.
• Customizable Rules: Allows businesses to set routing criteria such as skills, location, or workload.
• Automated Notifications: Sends confirmations and reminders to both customers and team members.
• Multi-Channel Integration: Connects with CRM and other tools for seamless scheduling workflows.

Benefits

• Improved Efficiency: Eliminates manual routing and reduces scheduling errors.
• Enhanced Customer Experience: Ensures customers meet the right team member quickly and easily.
• Reduced No-Shows: Automated reminders keep everyone informed and on time.
• Scalable Solution: Works for small teams or large organizations with complex scheduling needs.
• Better Resource Management: Optimizes team workload and prevents overbooking.