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Interviews

Schedule interviews and use self-scheduling

Schedule from the applicant record

Open applicants

Create interviews where the candidate context already lives so notes, messages, workflow position, and interview history stay connected.

  1. Confirm the applicant is in the right opening and workflow step.
  2. Choose the schedule, interview status, interviewers, date, and time.
  3. Use the applicant timeline after saving to confirm the interview was recorded.

Use self-scheduling for repeatable interview windows

Open schedules

Self-scheduling works best when the team already knows which blocks applicants may choose.

  1. Enable self-scheduling only on schedules applicants should be able to book.
  2. Set availability blocks that reflect real interviewer availability.
  3. Send self-scheduling links when back-and-forth coordination is slowing the process.

Use reminders deliberately

Open reminders

Interview reminders reduce no-shows when they are timed clearly and sent through the right channel.

  1. Use email or SMS reminders based on the contact method candidates actually use.
  2. Keep reminder wording short and practical.
  3. Check the reminders queue if a candidate says they did not receive a reminder.

Review the calendar before the day starts

Open calendar

Use the calendar to see upcoming interviews, interview statuses, and scheduling conflicts before recruiters start outreach.

  1. Filter the calendar when you only need one schedule or interviewer.
  2. Update statuses promptly so reports reflect what actually happened.