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How to use Credentially to schedule job interviews
How to use Credentially to schedule job interviews

Insert a link to a shared online calendar to let your future employees book an appointment with you

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Written by Sarah Plumley
Updated over 3 years ago

There are two steps:

Step 1. Choose a shared Calendar Program.
Step 2. Link it to your onboarding.

Step 1:
There are a bunch of different services you can use. Calendly is the most well known, but any will work.

We checked most of them and liked Appointlet the most. Mostly because it's free for a small amount of appointments and easy to use. Check out their video tutorial on setting up a new account! 

For more details watch the next video on this playlist.

Step 2:
Once you have set up your shared calendar, add it to Credentially! 

  1. Log in as an administrator.

  2. Open the 'Organisation' tab.

  3. Open the 'Onboarding' subtab.

  4. Click 'Edit'.

  5. Click '+' sign and select the 'Launch Webpage' option.

6. Edit the step's name, description and button label if needed.

7. Then go to your Appointlet (or another service) profile. Find the 'Share' button in the top right corner.

8. When you click it, you will see share link settings. You can limit the link to a specific meeting type (for example, for video conference rather than job interview in person) or to a particular member of your team. As you are all set, copy the link.

9. Paste the link to the new onboarding step you've just created at the Credentially.

10. Configure your new step.

11. Once you're finished, drag and drop the new step to the right place in your onboarding flow. 

12. Click 'Save draft' and then 'Publish'. All done!

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