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Booking Links Overview & Setup
Booking Links Overview & Setup
Updated over a week ago

Introduction

Booking links streamline the interview scheduling process by providing candidates with a direct way to select an interview time that works for both parties. This document outlines how to use booking links within our platform.

You will only see booking links for recruiters who have connected their calendar!

Accessing Booking Links

  1. Click on 'Scheduling' in the main navigation menu.

  2. Choose 'Booking Links' from the expanded menu to access the page where you can manage your booking links.

Features of Booking Links

  • Unique Links: Each job position + recruiter combination has a unique booking link. This link can be shared with candidates directly.

  • Convenience for Candidates: Candidates can use these links to choose an available interview time that suits them that's connected to the recruiters calendar.

  • Automatic ATS Synchronization: When a candidate selects a time and submits their information, the platform automatically creates a candidate entry for the appropriate job in your Applicant Tracking System (ATS). It will also create a scheduled interview in the ATS.

Creating and Managing Booking Links

  1. Event Name and Details: Each booking link card provides the title of the position, the duration of the scheduled interview, and the location, typically a Google Meet.

  2. View Booking Page: Click this link to preview the page that candidates will see when they click on the booking link.

  3. Copy Link: Use the 'Copy Link' button to copy the unique booking link for each job, which can then be shared via email or other communication methods.

Using Booking Links

  • Share the unique booking link with potential candidates for the relevant job position.

  • Candidates will click on the link, choose an interview time from the available slots, and can upload additional information as per the settings.

  • Check your ATS for the automatically created candidate entry and the scheduled interview appointment.

Customization and Settings


Customizing Across Booking Links

  • Personal Schedule Settings:

    • Available Days: This specifies the days of the week when interviews can be scheduled (Monday to Friday).

    • Working Hours: This sets the time frame for each day when interviews are allowed to be booked (9:00am to 5:00pm).

    • Additional Booking Fields: Fields that are required from the candidate when they book an interview. In this case, a resume and LinkedIn profile URL are mandatory (indicated by an asterisk). You can make these hidden, displayed, or displayed and required

  • Unique Booking ID:

    • An identifier for the booking settings/profile, here it's set as kyleconnors. This will be the ID in the url for the booking links

  • Default Meeting Type:

    • Sets the standard medium for interviews, which is 'Google meet' for this profile (this could also be zoom or phone call). If it's a phone call, we will ask for the candidates phone number.

  • Minimum Buffer Time Before Candidate Can Book (Hours):

    • Defines how many hours in advance a candidate must book the interview, set to a minimum of 3 hours here.

  • Maximum Days In the Future A Candidate Can Book:

    • This is the maximum number of days into the future that a candidate is allowed to book an interview, limited to 14 days in this instance.

  • Default Initial Stage:

    • Indicates the default stage we will enter the candidate in when they select their time , preset to 'Preliminary Phone Screen'.

  • Default Source:

    • Where the candidate was sourced from,

  • Default Credited To:

    • The user to whom the interview setup is credited

  • Timezone:

    • The timezone setting for the schedule, which is 'America/New York'.

Customizing Per Booking Link

You have the option to configure each booking link (with the little settings icon)

  • Calendar Event Name: This is the title of the event that will appear on the calendar. In this case, the event is named "Finance Systems Lead Interview", which will help both the interviewer and candidate to identify the event easily on their calendars.

  • Event Details (Optional): This section is for entering any additional information about the interview that candidates should know. These details will be visible to candidates in their calendar invites. You can include specifics like the interview format, what to prepare, or who the interview will be with.

  • Duration (Minutes): The length of the interview can be set here, with this particular event being scheduled for 30 minutes. This setting ensures that both parties allocate the correct amount of time for the interview in their schedules.

  • Meeting Type: Specifies the platform or medium through which the interview will take place. The default option selected here is "Google meet", which aligns with the meeting type set in the personal schedule settings.

  • Initial ATS Stage (Optional): This dropdown allows you to select the stage of the interview process that the event corresponds to within the Applicant Tracking System (ATS). It helps in organizing and tracking the candidate's progress through the interview stages. The stage selected in this configuration is "Preliminary Phone Screen".

Troubleshooting and Support

  • If a booking link is not functioning as expected, verify that it has been set up correctly in the settings and that your ATS is properly integrated.

  • For any issues or questions not addressed in this document, please contact our platform support team for assistance.

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