<aside> 📅 This guide details the scheduling types and options we currently support.

Prior to setting up interviews and schedule interview activities, we’d recommend setting up interview plans to establish the interview stages candidates will pass through. More information on this is available at Interview Plans.

</aside>

Section Overview:

Scheduling Overview

Scheduling in Ashby is very flexible; this guide covers the types of scheduling and the options for setting scheduling up. For more detailed guides, check out the Scheduling section of Ashby University.

Scheduling Types

There are two types of scheduling in Ashby, Direct Booking and using the Calendar Interface. Direct Booking allows candidates to review your interviewers’ availability and book themselves similar to other self-scheduling tools like Calendly and Acuity. Using the Calendar Interface works very similarly to Google or Outlook Calendar where you can view your interviewers’ availability and add events from Ashby.

Direct Booking (recommended for single panel interviews)

<aside> 🔗 Check out What is Direct Booking? for more detailed instructions on using this feature.

</aside>

https://www.loom.com/share/4512870467d54d4cb0f064e42ef077e4?sid=04da97ac-e40a-465a-8bf9-ef7f21ac2bb7

Quick Schedule (recommended for multi-panel interviews)

<aside> 🗓️ Check out What is Quick Schedule? for more detailed instructions on using this feature.

</aside>

https://www.loom.com/share/96e3b7a4319a4506a36bd3d66bfd5bed

Setup Options

There are two ways to set up scheduling, templated scheduling, and one-off scheduling. With templated scheduling, you can configure the details of an interview at a specific stage. You’ll be prompted to schedule candidates for the same interview with the same details each time, but can edit for individuals as needed. This option take more setup on the front end but creates the fastest and most seamless user experience once up and running.

With one-off scheduling, you save setup time on the front end by generating booking links and quickly scheduling interviews for each candidate. This option works well when you’re just getting started with hiring and don’t have many interviews to coordinate each week.

Schedule Interview Activities (recommended)

<aside> 📝 Schedule Interview is one of several Activities you can add to your interview plans. Check out What is a Schedule Interview Activity? for a more detailed overview.

</aside>

https://www.loom.com/share/6365fec8b67442f5989537eecf1a7300

The Schedule Interview activity prompts you to schedule a candidate when they enter a stage. This activity enables both direct booking and pre-populate the details of a schedule when manually scheduling. To get the most out of Ashby, we highly recommend populating your interview plans with Schedule Interview activities to keep your pipeline moving efficiently!