SOP | Adding a OnceHub Link in HubSpot

Purpose & Overview

This SOP outlines the process for adding a OnceHub booking link within HubSpot. Following these steps ensures that each coach’s OnceHub link (e.g., Expert Call, Tribe Call, or On-Ramp) is correctly located and pasted into the appropriate record within HubSpot’s Scheduling Hub view.

Step-by-Step Instructions

1. Open two tabs: one for HubSpot and one for OnceHub.

2. In HubSpot, navigate to the CRM section on the left-hand side.

3. Click on Contacts.

4. From the Contacts view, select All Views on the right-hand side.

5. Search for and click on Scheduling Hub.

6. The Scheduling Hub view displays all coaches’ booking links.

7. Open the OnceHub tab.

8. Once signed in, go to the Booking Pages section on the left-hand side.

9. Identify which booking page link needs to be added (for example, Expert Call, Tribe Call, On-Ramp, or Co-Services).

10. In OnceHub, locate the correct coach under Booking Pages.

11. Click on the coach’s Booking Page (for example, “Coaching with [Coach Name]”).

12. After the booking page opens, you will see the unique link for that page.

13. Copy the link (use Ctrl + C).

14. Return to HubSpot.

15. In the Scheduling Hub view, paste (Ctrl + V) the copied link in the appropriate field.

16. Confirm that the link is correctly pasted and visible for the coach.

17. Repeat the same process for any other missing booking links as needed.

Video Walkthrough

https://drive.google.com/file/d/1-HhKXTOyf4urG--LpIaNMVToI99eZrdI/view

Troubleshooting & FAQs

Q: The copied link from OnceHub doesn’t work — what should I do?
A: If the direct copy-paste link fails, click on the booking page title (e.g., “Coaching with EMTT Scott”) and copy the link from that page instead.

Q: I can’t find the Scheduling Hub in HubSpot — where is it?
A: Go to Contacts, click All Views, and search for Scheduling Hub. It’s a saved view containing all coach booking pages.

Ownership

Technology Manager