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Scheduling templates are used to make the manual scheduling process easier for users. To speed up this experience even further, you can favorite templates that you use most often in order to more quickly select a template from the variety of templates that may be visible to you in the scheduling drawer.
Mark a scheduling template as a favorite
To favorite a scheduling template,
- Open the preferred candidate's profile.
- Select …More and then Schedule.
- Select Interview in the slide-out drawer that opens.
- At the top of the drawer's next page, select the Use a Template button.
- A list of all scheduling templates available to you will then open. Search for the template you are wanting to favorite.
- Next to the template name, select its star icon.
It will then be moved to the top of the templates list under the Favorites section.
Remove a scheduling template from your favorites
Once a template is favorited, it will display at the top of the templates list when selecting the Use a Template button. To remove a template from your Favorites,
- Open the preferred candidate's profile.
- Select …More and then Schedule.
- Select Interview in the slide-out drawer that opens.
- At the top of the drawer's next page, select the Use a Template button.
- A list of all scheduling templates available to you will then open. Find the preferred template.
- Next to the template's name, select its star icon.
This will remove the template from your Favorites section.