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How do I use or add event templates?
How do I use or add event templates?
Jennifer avatar
Written by Jennifer. Updated over a week ago

Event templates help you and your team easily structure and streamline your hiring. Any team member can access these templates to create events.

Adding event templates

  1. Click your profile in the top right corner and click Settings

  2. Then click Event templates, displayed under CANDIDATES on the left-hand side

  3. There are three default event templates created for you: Introduction call, First interview and Second interview

  4. Click on the pencil icon to edit an event template

  5. You can change the Template name, Event title, Duration, Location and Description of an existing template

  6. Fill in the information and don’t forget to click Save changes

  7. You can delete a template by clicking the small 'x' next to the template

  8. Add a new template by clicking Add a new template

    1. Fill in the Template name and event data (Event title, Duration and Location)

    2. Write the template description*

    3. Click Save changes

*Note: You can personalize your messages by adding placeholders to your templates. For example, you can greet each applicant by his or her first name. When you use the following placeholders in your email templates, event templates or confirmation email, we'll automatically add in the relevant information for you:

  • [first_name] : the first name of the applicant

  • [last_name] : the last name of the applicant

  • [company_name] : the name of your company

  • [sender_name] : the first name and the last name of the person sending the message

  • [job_title] : the title of the job opening.

Using event templates

Save time communicating with candidates with Event templates:

  1. While viewing a candidate's profile, click the calendar icon (Create event)

  2. Choose your preferred Event template

  3. The Event title, Duration, Location and Description will automatically be added; you can change these and the text if you wish

  4. Set the time and date of the event. Inviting extra team members is optional

  5. Click Next to preview the invite

  6. All good? Click Send to send the invite. The event will show up at the top of the candidate’s profile.

Do you want to know more about managing events or the RSVP feature? Read more.

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