Permissions: Site Admin, and Job Admin who can email candidates / prospects

Product tier: Available to Advanced and Expert subscription tiers

Candidate self-scheduling is already set up with some default options and templates to get you started quickly.

See the following sections for more information:

Connect your calendar to your Greenhouse Recruiting account

Note: While only Site Admin, or Job Admin who can email candidates / prospects, can send self-schedule requests to candidates, all interviewers (including Basic users) will need to complete the steps below to allow candidates to schedule interviews with them.

Interviewers will need to enable the Google Calendar or Outlook 365 integration to receive self-scheduling requests. You can quickly do this on the Integrations page.

Select Ellipses Icon_-_Ellipses.png icon from any Greenhouse page.

Next, choose Integrations from the drop-down menu, and search for Google Calendar or Office 365.

Integrations_Menu.png

See the topics below for more information:

Connect your video conferencing tool

To automatically add a video conference to self-scheduled interviews, you will also need to connect your video conferencing tool to your Greenhouse Recruiting account.

Select Ellipses Icon_-_Ellipses.png icon from any Greenhouse page.

Next, choose Integrations from the drop-down menu, and search for your preferred video conferencing tool like Zoom or Google Meet.

Search_for_partners.png

See the topics below for more info:

Note: If your organization is using Zoom, this configuration only needs to be completed once for the organization. Google Meet and Microsoft Teams integrations will automatically occur when you connect your calendar.

Create self-schedule email templates

Note: This setup can only be completed by Site Admin, or Job Admin with permission to email candidates / prospects.

While a default email template for self-scheduling requests is automatically loaded into Greenhouse Recruiting, you can further create and modify email templates to be sent to candidates under Configure Configured_Icon.png from any Greenhouse page > Email Templates.

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Note: Self-schedule email templates must contain the {{INTERVIEW_REQUEST_LINK}} token. If the token isn't included, the candidate won't be able to submit a self-schedule request.

Default_Self-Schedule_Template.png

Click here for more information on creating email templates.