1. Open the All Interview

  2. Hover over the “Interviews” icon on the left sidebar. You have two options:

  • Select ”Schedule Panel Interviews” to schedule with multiple prospects.

  • Select “Schedule 1-1 Interview” to schedule with an individual prospect(s).

(you can also choose “All Interviews” and create new interviews from there)


On the “Panel Interviews” page:

1. Schedule Phone interviews

After inputting all required fields and generating your time slot, in each time slot, remember to:

  • Include the prospect’s phone number in the “Phone” field when adding new prospect(s)

  • Or: Request your prospect(s) to provide their phone number in the “self-scheduling page” after you publish your interview schedule

Tips: you can include any additional instruction for the prospect in the “Note to prospects” to assist with setting up.

2. Video conference interviews

There are two ways to generate video conference links:

  • Put your link in the “Conference Details” drop-down menu BEFORE generating timeslots. Then, click “Generate timeslot” to automate. This helps you assign a conference link to all interview time slots

  • Select from the “Conference Details” drop-down menu from each timeslot and select the appropriate link. This will help you assign different conference links to individual timeslots.

3. Back-to-Back or All-day interviews

To generate back-to-back interviews or an all-day interview event with multiple time slots, select the range of time of the event and input the slot duration (with breaks in between as optional) of each slot. Then click “Generate timeslot” to mass generate.

4. In-person interviews

You can invite prospect(s) to join an in-person interview in two ways:

  • Assign a prospect to an individual slot by inputting their email and name in each time slot.

  • Send prospect(s) the “ Self-Scheduling Link” to allow them to self-schedule for any time slot.

Note: Each interview after publishing will provide a Self-schedule Link, you can find it on a redirected page after publishing any interview.


On the “1-1 Interviews” page:

1. Schedule Phone interviews

  • Select the (“+”) icon in the “Select from prospect list” field.

    • Include the prospect’s phone number in the “Phone” field when adding prospect(s)

  • Or: Request your prospect(s) to provide their phone number on the “self-scheduling page”

2. Video conference interviews

  • Put your link in the “Conference Call” under the “Interview Details” section.

3. In-person interviews

Make sure to indicate a physical address in the “ Location” field and invite prospect(s) to the interviews.

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