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Scheduling integrations let respondents choose a live appointment time without leaving a Slant intake form. Slant supports Calendly and OnceHub. Each connection belongs to one book. Select the book at the top of Scheduling integrations before connecting or changing settings.

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Connect OnceHub

You need an active OnceHub API key. In OnceHub, create one under API & Webhooks Integration.
1

Open scheduling settings

Go to Settings → Scheduling.
2

Select a book

Choose the book that will use the OnceHub connection.
3

Open the connection dialog

Click Connect OnceHub.
4

Enter the API key

Paste the key into API key, then click Connect.
The OnceHub card displays the connected account and imports its booking calendars as scheduling event types. Slant also creates the webhook needed to receive new bookings.
Treat the API key like a password. Enter it only in Slant’s Connect OnceHub dialog. Slant does not display the key after connection.

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Manage scheduling event types

Slant uses the same event type controls for every scheduling provider. Calendly event types and OnceHub booking calendars both appear as Event types under their connection.
  • Click Refresh event types after adding or changing an event type in Calendly or a booking calendar in OnceHub.
  • Click the external-link icon to preview the provider’s scheduling page.
  • Event types marked Inactive or Not available for intake forms cannot accept native intake form bookings.

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Create CRM records from bookings

Slant first matches each booking to an existing person in the selected book by email address. Turn on Create record for an event type to create a record when no match exists. Choose the record type: Prospect, Client, or Contact. Bookings with multiple possible email matches remain unlinked for review. Slant does not create a duplicate record.

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Use OnceHub in intake forms

When a scheduling provider is connected, the intake form builder can add an appointment field and use one of its imported event types. Respondents see live availability in their time zone and schedule before the form is submitted. OnceHub provides availability for up to 30 days at a time. If a selected time becomes unavailable before submission, the form asks the respondent to choose another time.

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Reconnect or disconnect OnceHub

  • Reconnect — Click the reconnect icon and enter a current API key. Use this after replacing or revoking a key in OnceHub.
  • Disconnect — Click the trash icon, then confirm Disconnect.
Disconnecting removes Slant’s OnceHub webhook and stops new intake form appointments. Existing bookings, imported event types, and event-type CRM settings remain in Slant.

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Connect Calendly

1

Open scheduling settings

Go to Settings → Scheduling.
2

Select a book

Choose the book that will use the Calendly connection.
3

Connect Calendly

Click Connect Calendly, sign in to Calendly, and authorize Slant.
The Calendly card displays the connected account and its compatible event types. Event-type record creation and intake form scheduling work the same way as OnceHub.