Sending a scheduling link manually

Customize your invitation letter to schedule an appointment for a specific applicant

Elleine Velasquez avatar
Written by Elleine Velasquez
Updated over a week ago

This article will help you customize an invitation letter and send a scheduling link manually for a specific applicant without the need to reschedule or to edit your automated messages.

To do this, take the steps below.

STEP 1: Log in to your Workstream account then go to Applicants.

STEP 2: Select which tab the applicant is currently parked in.

STEP 3: Search and select the name of the applicant to that you wish to send the link.

STEP 4: On the applicant's profile tab, select Messages.

STEP 5: Scroll down to the bottom of the messages tab, then choose Compose with full text editor.

STEP 6: Compose your message. Choose scheduling_link from the predefined merge tags. This will insert the scheduling link automatically to your message.

STEP 7: Turn on/off the email or SMS button depending on how you would like the message to be sent to your applicant. You can also preview your letter first.

STEP 8: Hit Send.

NOTE: The SMS are usually being sent using short code 31063. If you wish to leave a contact number that applicants can reply back to, simply select hr_phone_number from the list of predefined merge tags.

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