This article will go over how to add your Calendly link into your account and how to utilize it in the IdealTraits platform. Integrating your Calendly account will eliminate the back and forth communication when trying to schedule an interview, making it easier than ever to connect with your candidates.
How to add your Calendly Link:
Log in to your Calendly account, locate your shareable link & copy it. For instructions on how to do this, read this article.
Once you have your Calendly link copied. Log in to your IdealTraits account, click the Settings Gear, then click Marketplace.
From the Categories menu on the left side of the screen, select Interviewing.
In the Calendly card, you will see a text box where you can paste your link. Once you’ve done this, click Connect.
After clicking connect, your link should appear on the card and the button should now say Disconnect.
Using Calendly to Schedule Interviews:
In order for candidates to be able to easily schedule interviews with you, you will need to set up an email template with your Calendly link attached.
Choose a candidate and click on their name to open their profile.
Select the Email Candidate button in the right corner of the screen.
Once the email window has opened, choose Add Template.
Fill in the fields necessary to create your template, including the body of your email.
When you are ready to insert your Calendly Link, locate the Insert Variable drop-down in the right corner of the text editor.
In the drop-down, click on the variable named Calendly Link. (do not drag the variable into the text box) By clicking on this, you will insert it into your email template.
7. Once your template is perfect, be sure to hit Save.
Now you are able to access that email template anytime you would like to send a meeting or interview request to a candidate!
Calendly from the Candidates Perspective:
If you send an email from your IdealTraits account, that uses the "Calendly Link" variable, the candidate will receive an email that looks similar to the image below.
By clicking Schedule an Appointment, they will get redirected to Calendly and can select a date from your preset availability.
Once they select a date, they'll be able to pick from your available appointment times.
Suggest a Partner
Know of a company that IdealTraits should consider partnering with? We'd love to hear about them. Find the Suggest a Partner block in your marketplace to tell us more.
If you have any additional questions regarding this article please feel free to reach out, we are here to help.
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