Booking Manually
Pick a time yourself with the Book Intro Call flow, from a conversation or the sequence pipeline.
To book a call yourself, open the candidate's conversation in the Inbox (or find them in a sequence's pipeline) and click Book interview / Book Intro Call.
The booking flow
Pick a date and time
Choose a date, then a time slot. Available times are pulled from your connected calendar, and you can set the meeting duration.
Confirm the details
Review the candidate, date, time, duration, timezone, and which calendar the event will be added to. Optionally add Notes for the candidate — prep tips or topics for the call.
Done
Click Confirm booking. The invite is added to your calendar (with a video link if you've connected Zoom), and the candidate receives a confirmation email.
After confirming, you'll see a Booking Confirmed screen noting that a confirmation email is on its way, along with links to the calendar event.
Need to change a booking? You can Reschedule or Cancel an interview from the Bookings page.