A large part of your work every day involves scheduling meetings with your Candidates to screen them, talking to Clients to understand exactly what they're looking for, or simply scheduling an interview between a Candidate and a Client.

Scheduling a Meeting option is available on the profile of any entity, be it a Candidate, Contact, Company, or Job. This icon resembles scheduling a meeting, wherever you see it.

Scheduling a Meeting and Notifying attendees is easy with Recruit CRM.

To create a new meeting:

  • Go to the candidate's profile

  • You can schedule a Meeting in 2 ways on the same page. One is through the Right chart panel and another one is under the Assigned Jobs, beside the jobs you have assigned them to (shown below):

  • Click on the Schedule Meeting button

  • Fill in all the required information on the meeting card

  • Now click on the "Add" button to create the meeting

Note: Once you've connected your Google/Outlook calendar to Recruit CRM, clicking on the "Add" button will automatically send calendar invites to all attendees on their calendars (provided you have their email ids).

You can connect your calendar from Calendar Settings.

Meeting Card:

After you click on "add" meeting, we also give you an optional prompt to send an email to attendees with the meeting card as shown below:

You can choose whether you wish to send the email to the attendees or not.

Another way to schedule a Meeting / Interview:

  • Go to a specific job

  • Scroll down till you find the list of candidates

  • Look for a candidate that is in the hiring stage

  • Click on the Schedule Meeting button on the candidate card

Description of meeting form:

Title: The title of the meeting.

Where: You can enter the location/address of the meeting.

Starting On: The meeting date.

Start Time: Set the start time of the meeting.

End Time: Set the end time of the meeting.

Related to: The Candidate, Contact, or a Job this meeting is related to.

Attendees: People who will be attending the meeting (Candidate, Contact, User)

Associations: Add associations to link multiple records with a meeting.

Meeting Type: Nature/category of the meeting. The meeting type can be customized as per your business requirements.

Description: You can enter here the purpose of the meeting and other details which you would like to mention.

By clicking the Add button, a meeting will be created and all attendees will get an email with the meeting details.

Note: You can also schedule a meeting by clicking on the Green Plus icon at the top right-hand corner on every page.

I hope this helped!

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