How to Set Up Automated Scheduling in Screenloop
Automated Scheduling removes manual back-and-forth by automatically sending interview availability to candidates when they reach a specific stage in your hiring process.
Save time and ensure candidates book interviews as soon as they’re ready.
Only Admin users can set up Automated Scheduling.
Before You Start
You’ll need:
A Scheduling Template
(Optional) an Email Template
A Job Workflow stage with an interview enabled
Create a Scheduling Template
Go to Settings → Customisation →Scheduling Templates.
Click Add Scheduling Template (top right)
Define whose availability is shared and for how long (e.g. 30-min screening, 60-min panel).
Save the template.
The availability defined here is what candidates will see when booking.
(Optional) Create a Custom Email Template
Go to Email Templates.
Create a new template or edit an existing one.
Customise the message candidates will receive - You can include links (e.g. interviewer LinkedIn, company pages, benefits).
Save the template.
Enable Automated Scheduling in a Job Workflow
Open the Job and go to Job Workflow.
Under Automations, select Self-Scheduling Link.
Choose:
The Email Template
The Scheduling Template
The Stage where the email should trigger (e.g. Phone Screen).
Save the workflow.
What Happens Next
When a candidate is moved to the selected stage, they automatically receive a scheduling email.
Emails are sent ~15 minutes after the candidate enters the stage.
You can confirm the email was sent in the Activity section on the candidate’s profile.
The automation will be visible directly on the pipeline.
Automated scheduling only triggers for candidates moved into the configured stage.