When a candidate is ready to meet, you can book the interview from their record. It becomes a real appointment in Bookings, adds a video meeting link when one is connected, and moves the candidate to the Interview stage. If your job board takes stage updates, the time and link are sent back so the candidate sees the same details there.
Schedule an interview
- Open the candidate. From the candidate list, open the person you want to meet.
- Choose Schedule interview. In the actions panel, pick Schedule interview.
- Set the details. Choose the date, time, and length, pick the interviewer, and choose the meeting type. Add a short note for your team if you like; only your team sees it.
- Confirm. The interview is booked as an appointment, and the candidate moves to the Interview stage on its own.
The candidate needs an email address on file, since they are the guest for the appointment. If the email is missing, add it to the record first.
Meeting types and video links
You can hold the interview in person, by phone, or over video. Google Meet and Zoom appear as choices only when that account is connected in Bookings settings, so you never pick an option that would not produce a link. When you choose one, a join link is created with the appointment and shown on the candidate's record.
To offer video links, connect Google Meet or Zoom once under Bookings settings. After that, every interview you book with that meeting type gets its own link automatically.
What syncs back to the job board
Booking an interview moves the candidate to the Interview stage. If that site has a Stage sync URL set under Connected sites, the board is told about the new stage along with the interview time and the join link, so the applicant sees the same details on the board. Rescheduling updates both sides the same way.
Stage sync works in both directions. If someone changes a candidate's stage on the board instead, that change is mirrored into your candidate list too, so the two never drift apart.
Sending updates to the board is optional. Leave the Stage sync URL blank and interviews still work here; only the board side is skipped.
Reschedule or move on
To change the time, open the candidate and choose Reschedule interview. To take someone forward, move them to Offer or Hired, or use Convert to staff to create their team account when they join. Each of these stage changes is mirrored to the board when stage sync is set up.