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How to add the admin internal scheduler to client/candidate profiles and applications.
If you would like clients and candidates to book meetings with you as an admin at any time, this is how you can add the admin internal scheduler in the clients/candidates profiles or in application forms.
Step 1: Click on More -> Application & Profile Builder
Step 2: Click on the pencil icon to edit the Client or Candidate Profile or Application.
Step 3: Click to add a field
Step 4: Fill in the new field as shown in the picture below.
- If you have multiple admins, make sure to select the correct admin for this meeting calendar.
- Do not check off "create a shift job" if you are an agency, this will require you to assign a candidate. This feature is meant for solo operating businesses.
- If you are a solo operating business, please check off "create a shift job" this will allow interviews to appear in your master calendar.
- Click save.
Step 5: Click on a client/ candidate file and you will see the calendar available to them in their profile to book a meeting with you at any time.
Step 6: If you added it in the Application form, click on your application form and you will see it in the calendar. (This is useful if you want clients/candidates to book consultation calls or interviews as soon as they apply).