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    • Home
    • Daily Processes
    • Manual and Common Scheduling Practices
    • Scheduling Templates

    Use a scheduling template in the Candidate Inbox

    Written by Lindsey Stanifer

    Updated at September 8th, 2026

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    When you are scheduling an interview with a candidate in the Candidate Inbox, you can use a template directly within the manual scheduling drawer.

    To use an existing scheduling template directly within the manual scheduling drawer, follow the steps below.

    1. Open the preferred candidate's profile.
    2. Select …More and then Schedule.
    3. Select Interview in the slide-out drawer that opens.
    4. At the top of the drawer's next page, select the Use a Template button.
    5. In its dropdown menu, select the template of your choice from the following options:
      • Favorites – This contains all of the scheduling templates that you have favorited. Learn more here.
      • My Templates – This contains all of the scheduling templates that you have created. Learn more here.
      • Account Templates – This contains all of the scheduling templates that are in the account. Learn more here.
    6. In the bottom right corner of the dropdown menu, select the Apply button.
    7. Select the Let Olivia Schedule or Choose Time button to successfully schedule your interview using a scheduling template.
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