<aside> 💡 Direct booking saves time scheduling by allowing candidates to choose a time on their interviewer's calendars.

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Section overview:

Direct booking 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

Create an email template

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. Add the Direct Booking Link token to auto-populate the email with the link when the template is selected.

Once set up, you'll be able to select the pre-drafted template when emailing a candidate. If you'd prefer, the direct booking link will be available to copy on a candidate's profile and you can write a new email each time.

https://www.loom.com/share/192c56f3f0ac4dc69ddf4cbda38d2bd8

Create a schedule template

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. Setup the interview by adding a title, meeting length, instructions, and a feedback form on the Schedule tab.

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Add an interviewer and host

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.

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.

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Configure direct booking settings (optional)

On the Meeting Hours and Direct Booking tabs, you have options to further configure options for your direct booking links.

Meeting hours