Use a scheduling template in the Candidate Inbox
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.
- 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.
- 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.
- In the bottom right corner of the dropdown menu, select the Apply button.
- Select the Let Olivia Schedule or Choose Time button to successfully schedule your interview using a scheduling template.