Connecting your calendar to IdealTraits lets you schedule interviews without leaving the platform. IdealTraits reads your open times so you only ever offer slots you actually have free, and it adds each interview to your calendar as a real event with the meeting details included.
Each user connects their own calendar. There is no shared, company-wide connection. So if you're an account owner, or a subuser with the necessary permissions, follow this guide to connect your calendar.
Connect your calendar
Click the settings icon in the top right and choose Account Settings.
Scroll to the Calendar Connection section.
Click Connect Calendar.
A secure authorization page opens. Choose your provider (Google, or Microsoft / Outlook) and sign in to your work account.
Continue through authorization, checking the boxes needed to approve the access. Once complete, you are returned to Account Settings.
Once connected, the card shows the provider, the email address of the connected account, and when your calendar last synced.
Reauthorize Your Calendar
Calendar access can expire on its own - for example if you change your email password, your provider revokes access, or your IT team resets permissions. When that happens, scheduling stops working until access is renewed.
To reauthorize it, go to Account Settings → Calendar Connection and click Reauthorize, then sign in again on your provider’s page. Nothing already on your calendar changes, and interviews you have already booked are unaffected.
Disconnect Your Calendar
Go to Account Settings → Calendar Connection.
Click Disconnect.
What happens when you disconnect:
IdealTraits stops reading your availability, so you cannot schedule new interviews or share booking links within your account.
Interviews already on your calendar stay there. They are not deleted.
Booking links you have already shared stop working.
You can reconnect at any time, to the same calendar or a different one.
See Your Team’s Calendar Connections
Go to Marketplace → Manage Calendars. Marketplace is in the menu under your name, and Manage Calendars is in the list on the left.
The table shows:
User - everyone on your account.
User Type - Owner or User.
Provider - which calendar service that person connected.
Status - whether their calendar is connected.
Actions - Reauthorize or Disconnect. This only appears on your own row; everyone else’s shows a dash, because only that person can manage their own calendar. If a user's status is Not Connected, the available actions are to send a reminder to them, to connect their calendar.
Calendar Permissions for Users You Add
When you add or edit a user, step 3 (Account Permissions) includes a Calendar section with three options.
Connect Own Calendar - lets the user connect, reauthorize and disconnect their own calendar from their Account Settings. Without this, they cannot connect at all.
View Team Connection Status - lets the user open Marketplace → Manage Calendars and see who else on the account is connected.
Schedule & View Interviews - lets the user schedule, reschedule and cancel interviews, and see upcoming interviews on the dashboard and on candidate profiles.
To change them: open Add Users from the menu under your name, click the pencil icon next to the user, continue through to Account Permissions, adjust the Calendar checkboxes, and save.
Who can use calendar features. Calendar connection and interview scheduling are available to account owners and the users they add. They are not yet available to recruiter accounts.
Troubleshooting:
Scheduling suddenly stopped offering time slots
Your calendar access has most likely expired. Go to Account Settings → Calendar Connection and click Reauthorize.
The Timezone keeps reflecting the wrong Timezone
The timezone menu is default to the timezone you have selected in Company Settings. If it is incorrect, open your settings → Company Settings and update the timezone from here.
I want to switch to a different calendar account
Disconnect the current calendar, then click Connect Calendar and sign in with the account you want to use instead. Interviews already booked stay on the old calendar.
Next: see Scheduling an Interview Using Calendars for how to book, reschedule and cancel interviews.
If you have any additional questions regarding this tutorial please feel free to reach out, we are here to help.
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