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Set up the Scheduling stage

Learn how to set up the Scheduling stage so applicants can choose interview times, manage meeting details, and use automations to confirm, remind, or reschedule interviews automatically.

The Scheduling stage is the second default stage in every hiring process. Applicants who pass the Application Form move here to book interviews.

The Scheduling stage is designed to:

  • Let applicants pick interview times based on your team's availability.

  • Automatically send confirmations, reminders, and updates.


The Scheduling stage of the hiring process.


Add and set up the Scheduling stage

  1. Select ⨁ Add new stage, then select Scheduling stage.

  2. Set the meeting length, meeting type, interview lead, and meeting details.

  3. Select Save.


Automate actions

In the Automation tab, you can control automatic actions when applicants enter or move through this stage, including sending messages, reminders, and rejections.


View scheduled interviews

When you open the Interview tab in the Applicants page, you'll see a list of applicants who have advanced to the Scheduling stage with their interview details and status.


Guided Demo

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