<aside> 💡 Direct booking saves time scheduling by allowing candidates to choose a time on their interviewer's calendars.
</aside>
Section overview:
Direct booking allows candidates to schedule time directly on your team's calendars, saving you time on coordinating schedules. This is helpful for interviews that don't require a lot of coordination like intro calls. Please note Direct Booking is only supported on schedule templates with one interview, multi-panel schedule templates can not be scheduled with Direct Booking. Direct booking links are also unique to the candidate and stage, so they can't be shared across profiles at this time.
https://www.loom.com/share/4512870467d54d4cb0f064e42ef077e4?sid=f9ec35f2-0750-4568-8e86-62d3df2d8357
While not required, as a first step we suggest setting up an email template to use when you'd like to have someone schedule time on your calendar. Once set up, you'll be able to select the pre-drafted template when emailing a candidate. If you'd prefer, the scheduling link will be available to copy on a candidate's profile and you can write a new email each time. Make sure to use the scheduling link token in an email that you’d like to use direct booking with.
The next step is to create a schedule template for the interview. Navigate to the job settings page for the job you're configuring, then click on Interview Plans. Click + Activity, then Schedule Interview.
https://www.loom.com/share/87f0685768134ac1af0445bd6582cde7
Setup the interview by adding a title, meeting length, instructions, and a feedback form on the Schedule tab.
https://www.loom.com/share/c98f8a3834294a1e9048d2966c52cd42
To enable Direct Booking, you'll need to add an interviewer. This determines the calendar that the candidate sees when they are scheduling a time. If an interview has multiple options for an interviewer, when the candidate books a time, the scheduler will pick randomly from the interviewers who are available at the selected time. You can read more about assigning interviewers at Interviewers: Assigning, Rescheduling and Setting Interviewer Limits.
https://www.loom.com/share/9fc620e988234018914aa3dafd4b18e8
If you're using Zoom, you'll also need to add a host on the Communications tab to send a meeting link from that person. You also have the option to further configure the calendar invites on this tab.
On the Meeting Hours and Direct Booking tabs, you have options to further configure options for your direct booking links.
On the Meeting Hours tab, you can set specific meeting hours just for this interview. These meeting hours will be used when determining what interview times are available on direct booking landing pages. More information on setting meeting hours can be found at Meeting Hours.