In the team view, under the HIRING section, click on 'Applicants'.
Search for the applicant you would like to manually schedule an interview with. They need to be in a Scheduling stage and waiting to be booked.
Then select the Schedule interview button located at the right side of the row. The Schedule Interview with [applicant name] window opens, with the prompt "How do you want to schedule time with the applicant?"
Tip: You can also open it from the three-dot (•••) menu on the applicant's row (Assign time) or from the applicant's profile.
🖼️ Image coming soon: The Schedule Interview with [applicant name] window
Choose how you want to schedule:
Automatically
"Applicant will select from your available time slots." This option sends a message to the applicant with a link to schedule an interview based on your calendar availability. You can also turn on Specify interviewer (optional).
Note: If there's no availability yet, this option appears greyed out with "No available time slots to automatically schedule" and a link to Add your availability.
Select from availability
"Choose an available day and time slot from the interview lead's calendar." Choose an available time slot on the applicant's behalf.
Note: If there's no availability yet, this option appears greyed out until availability has been set
Set a specific day and time
"Enter a time that you have already agreed upon with applicant." Choose the calendar, date, start time, and end time. To schedule on another user's calendar, choose it in the Select Calendar dropdown (it shows as [Name]'s Calendar). You need the View, create and edit all HR calendars permission to do this.
Note: This option does not require the user to have availability, but it can't override an existing schedule. If the time overlaps another meeting, you'll see "Selected time slot is conflicting with existing one. Please set another time range."
If the interviewer doesn't have access to the applicant's location, a Location Access Warning asks "[Name] doesn't have the location access. Schedule anyway?" Select Schedule anyway or Cancel.
Select Preview notification to review what the applicant will see when you schedule the interview.
Select Schedule to confirm the interview, or Cancel to close the window.
When you schedule an interview manually, the applicant gets an email and an SMS confirmation by default. These messages are controlled by the automations in the Scheduling stage. See Set up the Scheduling stage.