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Application Forms & Profiles
Create, update and manage your application forms & profiles to gather information from your customers and candidates
- Add Notes to Any Candidate or Client Profile
- Configure Client Types for Booking Credits
- Add Note Column and Headers to the Checkbox Table
- Hide Past Tasks by Default
- Add Custom Fields to References and Experiences Log Tables
- Capture IP Address from Application Submissions
- Hide Address in Client Profile
- Hide Application and Section Titles
- Auto-Populate Client Address for In-Person Interviews
- Add and Filter Notes Using Tags
- Configure Document Expiry Notification Methods
- Search Fields in Advanced Search
- Auto-Sync Application Sections to Profile
- Search Clients and Candidates by Phone Number
- Unsubscribe Clients or Candidates from Emails
- Make "Use Editable View" Admin Only
- Add Show Condition to Preset Section
- Add a Field Remark
- Save Job Application Responses in Candidate Profile
- Enable Parse CV Button
- Generate Al summary of a profile
- Create and Use the Client Activity Log
- Add Application Form Header Text
- Make Sections Required in Profile and Application Forms
- Enable or Disable Automated Reference Checks
- Create Booking Calendars for Clients and Candidates
- Hide Questions or Sections by Relationship/Application Status
- Make a Profile Section Private
- Set Minimum Required Items
- Hide the reference check form but appear later on when sharing a candidate profile with a client
- Profile Builder Basics
- Control Section Visibility and Edit Permissions
- Use Types to Automatically Populate Service Type and Position Questions
- Display Additional Fields for Shared Candidates
- Replace Updated Tags and Locations Across Related Settings
- Add a Donation Field to a Booking Form
- Map Handwritten Notes to Candidate Fields
- Archive Expired Documents in Profiles
- Set Expiry for Shared Profile Links
- Export All Candidate Documents and Files
- Share Candidate Profiles Across Agencies
- Set All Fields as Required or Not Required in a Section
- Receive Notifications for Shared Candidate Profiles
- How to turn on the setting for abandoned application tracking
- How to add a field remark on the documents to sign in application forms.
- Add Confirmation Field in Forms
- Understanding the "Save Current Application form" Button
- Practice Applying As A Candidate And Client
- Why does application form not have a submit button?
- Reject A Candidate Applicant From A Pre Screen Job Application Form With Conditions.
- Auto reject based on answer of a question
- Edit or add text at the top of your applications
- Design A Reference Check Layout to Reflect Your Brand.
- How to rearrange the order of sections in an Application Form
- Combined Show condition
- Add instructions or information at the top of your application
- Understanding additional properties for fields in the form builder
- Use the Drag and Drop Editor
- Show condition sections on application
- Option to add video recording field
- Make a checkbox option a hyperlink to a document
- Customize the Candidate Self Job Creation Button
- How to add redirection links to application form submissions
- How to add admin manager depending on a condition in profile builder
- Allow Clients to Auto-Select Candidates for Shift Jobs
- How to be notified when a section has been completed in a clients profile
- Set Show Conditions for Questions
- Going over the Schedule Event area in the admin tab of a profile
- Add a shareable link for my candidates section
- How to use schedule event
- View candidate expiring documents.
- Customizing Reference Check Questions: Tailoring Questions for Specific User Types
- Hide or Delete Reviews
- Duplicate an Application Form
- Enable Captcha
- Allow or Prevent Candidates from Editing Recurring Availability
- Change Referral Link Verbiage
- Allow Applicants to Return to Their Application
- Alert on Inactivating a Candidate with Assigned Shifts
- Access the Shareable Link
- Turn Handwritten Notes into Text
- View Client Profiles in Events
- Set Additional Properties in Application Form Fields
- Skip Notifications During Bulk Status Updates
- Save Shift Job Notes to Client and Caregiver Profiles
- Create Profile Sections with Al
- Customize Table Columns in My Jobs
- Set statuses to control returning applicant functionality
- How To Embed, Integrate or Link Your Applications, Registrations or Any Page Into Your Website, Where Ever It Is Hosted, Including Squarespace, Wordpress, And Wix.
- How to Edit Reference Check Forms
- Allow Multiple File Uploads Using List Files Field
- Show Types and Tags in Placement Applications
- Add A Parse CV and Resume Option To Applications
- Set Up a Gift Card Code Field
- Customize Disclaimer Text
- How to get notified when an application form is submitted
- How to let your clients auto-select candidates on their shift-job application forms
- How to add the Permanent Job posting section to Client Application Form
- Exclude the Location Question from the Application Builder
- How to add verbiage area to application or profile
- How to pull fields from the client profile into the “Placement Job Form".
- Collect Application Started Information and Add the Returning Applicant Button To Applications.
- How to customize the “error message” when you enter an email or phone number that’s already in the system.
- How to add option for status conditions in application forms.
- Add Evaluation Forms to Application Forms
- How to hide questions from the application form but make it appear in the profile only?
- How to add a shareable reference link which can be sent to a candidate to add references.
- How to add rich text editor instead of textarea in the application form
- How to remove the "How many children" question on the booking form
- How to set sections or fields not required in application forms
- How to set up the application to allow candidates to apply to specific placement jobs
- How to remove a section from an application and or profile
- How to delete a question from a profile or application
- Add a Question to Section
- How to move or rearrange questions within a section
- *How Admins can edit the applications & profiles directly without going into the backend-Profile Builder.
- How to set up a show conditions option in a question
- How to edit the submission confirmation message on an application
- How to set which email address gets notified when a candidate/client application is complete
- How to mark application questions as required or not required
- How to set up & adjust the fields when you manually add a client or candidate
- How to add a field remark to a question
- How to set up document section for candidates to put in expiration date
- How to set a minimum number of items for Experience, Education, Contacts, References, etc.
- How to set up the font color of your application forms.
- How to turn interview notes into question format
- How to add show conditions for preset sections
- How to set the number of children under default base rate under booking
- Control the Visibility of a Section in a Profile or Application.
- How to make a preset section private from a client
- Restrict shift job bookings to particular zip codes
- How to adjust questions, section titles, and application information for different languages
- How to add more information from the booking section to the candidate's view for shift jobs
- How to Create a Multi Step Application and Registration Process.
- How to set a custom logo for different application forms
- How to change background color of application forms
- Turn Off Notifications For Abandon Applications
- Learn how to show or display Special Preset Sections exclusively for clients or candidates with a specific status.
- How to create a profile gallery in your application form.
- Add a New Section to Profile or Application
- How to add multiple languages for reference checks.
- How to create a consultation interview booking calendar for clients and candidate interview booking calendar. (Enginehire version similar to Calendly)
- Move language & location questions
- How to add multiple languages in your applications, profiles, and each section.
- Add a document to the application, that needs to be signed
- How to set up reference checks for multiple languages
- Update pop-up when candidate/client fills out the form but already in the system
- Add a description or text to a section
- How to create a dynamic field remark?
- What is the "Do not use model" in Profile Builder?
- Tips and Tricks of Profile Builder
- Why is the document signature signable field is not working?
- Why is a section, application, or profile greyed out in profile builder?
- How to Add or Edit Email Addresses for Application Submission Notifications
- How do I make a section required in the profile?
- How to add an emergency contact section to profiles or applications
- How to create a landing page if you don't have a website yet.
- How to add a field remark to a Section
- How to delete questions in the application
- How To Find The Client and Candidate Application Links
- Adjust fields/questions/documents to be in profile but not on application
- Move the "Select Client" Field to the Top on the Booking Form
- Setting Up Default Answers Applicants Can Edit
- All Field Types Explained
- Edit Applications: How To Edit Existing Questions In An Application Form
- How to rearrange questions in the application using Drag/Drop
- How to add new questions into the application
- Configure a Late Cancellation Policy
- How to get notified via email when a client submits a booking request
- Show Unspecified Sections in Candidate and Client Profiles
- Create and Configure a Custom Activity Tracker
- Prevent Duplicate Applications with Phone Number Validation
- How to Add a Password Field to the Application Form
- Have sections appear based on response on the application
- Adjust the status a client or candidate will be at when they submit their application form
- User registration receiving notification email
- How to Add Notes on Clients and Candidates
- Custom Design A Beautiful Profile Template and Profile Header
- Create Temporary Shareable Profile Introduction Link
- Turn On or Off Automated Reference Checks to References
- Change section title/names appearing in profile or application
- Choose Which Reference Questions Are Attached And Connected To Which Reference Section
- Use Editable View
- Create An Evaluation Builder
- Have a Section Open By Default.
- Resource Library
- View Records, status change, and activity log in a client or candidates profile
- Add a Preset/Default section to profile
- How to Use the Candidate and Client Shareable Link
- How to move questions to new sections within Client or Candidate profiles
- Hide Profile Fields and Sections
- Hide a section until a certain relationship status between client & candidate for placement jobs
- Going over the unique link under a client & candidates name
- Use Video When Sharing Candidates with Clients
- Enable view only booking calendar for clients
- How to add Stripe Payment Logs on the client profile.
- Allow clients to have multiple addresses
- Add A Dropdown Of How Many Children Will Be Cared For To Reveal The Children's Name And Allow Your Clients To Select Who Needs The Care For That Booking.
- Control which Client Statuses are allowed to create a Shift Job Booking Request
- Hide a match from a client
- Show Candidate Board only to certain client types
- Allow clients to add more children but not edit previously entered children
- How to schedule or automate an invoice through Stripe within your dashboard
- Client rewards
- How to Create a Client Activity Log and Add it to the Client Profile
- Create a Rental and Rent Equipment Section
- Show previously Booked/Assigned Sitters in the My Candidate section in a client's profile
- How to manually add a document to a clients profile
- How to customize which fields in the client profile are visible to candidates
- Now you have option to select previously matched caregivers in the client booking section
- Option to have a button to complete the client profile
- How to give clients the option to report a problem on a shift job
- How to change welcome text of client profile
- How to hide the children’s birthday but show their age on a client profile
- How to control visibility of client profile fields if candidate has been assigned to a job
- How to cancel an email sent by mistake
- How to duplicate a shift-job?
- Show Profile Completion in Candidate Table
- Set Up Document Groups in Candidate Profiles
- Candidate Reward Points Filter and Reset
- Have candidates put in overnight availability
- View Assigned Client Profiles
- View Jobs Where a Candidate Is Placed
- Enable Fuzzy Matching for Duplicate Candidate Detection
- Show Document Expiry Dates in Candidate Profiles
- Identify Existing Contacts in References
- How to sort work history/experience in chronological order
- Show Candidate Which Questions or Documents are Hidden From Families and Potential Employers
- How to add a remark on the profile picture found at the top of the Candidate profile
- How to customize the "My Jobs", "My Schedule", "Available Jobs" language wording on the candidate dashboards
- How to edit the title and subtext of "Leave a review" pop up
- How to Use Candidate Reference Checks
- How to hide 'my matches' from the candidate profile.
- How to set the color of the text and background of the left side navigation bar on the candidate profile
- Bulk assign badges to candidates
- How to turn on/off admin approval requests for candidate badges
- Is there a way for admin to adjust a Sitters availability?
- How to download a completed reference check form.
- Control which Candidates can see the "My Jobs" tab
- Hide and Make A Profile Picture Private
- For Candidates: How to Upload a document to your profile
- How to allow candidates to view their completed reference checks
- How to restrict clients from viewing specific documents in candidate profiles
- Remove record video in candidate profile
- How to save the answers from a job application in a candidate's profile automatically
- Edit Date range on My Jobs
- Select which types of candidates to check expiring documents
- Control And Use The Option To Remove "Upload Additional Documents" For Candidates In Their Profiles.
- For Candidates: Understanding Your Profile
- How to add multiple recurring availability for candidates
- New option to display reference check details in line with reference information.
- Candidate Badges Explained: How to add, create and assign a Badge
- How to enable candidates to change their recurring availability
- How to use Badge conditions
- How to enable notification when candidates add or change their recurring availability
- How to view a profile to see what a client would see of a candidates profile
- How to show the candidate shareable link to clients when viewing assigned candidates
- How to record candidates introductory video in profile
- Candidate locations who can see the "My Schedule" tab
- How to edit the visibility of the candidate profile pictures
- For Candidates Enter in Schedule Availability
- Adjust the setting to share a client profile when matching them with a candidate
- How to hide a reference from a client
- Add Secondary Email to CC from Profiles
- How to use Admin checklist condition
- Edit Status Change Reasons for Candidates and Clients
- How to add additional information for Expired Documents using "Information once expired" feature.
- Use Bulk Share To Send Multiple Candidates To A Client For A Placement Job In One Email.
- How to use Undo Button & Redo Button in Profile Builders
- Make sections in a profile to hide a section, make it visible, or not allow to edit that section
- How to add a section that can just be text and not include fields for them to fill out.
- How to add file under profile with additional information
- How to Move a Preset and Default Section in a Profile
- How to disable the client/candidate profile header for admin
- How to rearrange the order of sections in a profile
- Bulk update candidate & client statuses
- How to add the admin internal scheduler to client/candidate profiles and applications.
- How to adjust the layout of questions in a section
- Add A Secondary Status For Client And Candidates
- How to add & duplicate questions in between a long series of questions. And how to duplicate an entire section.
- How to add public links to the sections under client or candidate profile
- View Candidate and Client Profiles
- Hide a Section of a Profile.
- Adjust which statuses do not have access to their dashboard.
- Steps for renaming a status
- How to prevent candidates or clients from deleting or editing key information
- Have questions hidden until a certain relationship/application status
- How to create temporary profile links for candidates (and also for clients) and delete them later to protect the profile owner's privacy.
- Have certain sections appear for certain types or based on certain responses to questions
- Adjust what types of clients or candidates can see certain sections of their profile
- Pin A Note
- Allow candidates to add more references/education/employment but not edit
- Can someone be both a candidate and a client?
- Edit The Information In A Field
- I Can't Select The Model I Am Looking For. How Do I Get A Same Model I Already Use To Appear?
- How to prevent users from deleting their accounts directly.
- Bulk update a question for candidates or clients.
- How a reference/work history works for sending references
- Not allow client or candidate to edit their profile picture.
- Hide the document section when sharing aprofile
- How to Remove a Candidate from Favourites for a Client
- Add verbiage or description within a section
- Field/text display options in profile templates
- How to show the Job category field to appear in the candidate view when they view shift jobs.
- How to bulk update admin manager for clients / candidates
- Collapse a section by default.
- Get a notification if a client or candidate updates a section in their profile
- Create Tag Conditions for Documents
- Get notified when a section has been updated or completed by a candidate or client
- How to Add a New Relationship Status
- How to condition statuses, types, and tags based on what a user selects on an application or profile
- Generate AI summary of a profile
- How to Add New Tags/Types/Locations and Bulk Update Existing Ones