How to Set Up Automated Scheduling in Screenloop
Automated scheduling lets you send interview availability to candidates without any manual effort. Follow the steps below to set up automated scheduling for any job.
Step 1: Set Up an Interview Template
Go to Interview Templates in the Organization Settings (only Admin users can access this).
Create a new interview template.
In the template, choose the availability you want to send. This could be a generic "Screening" template, where you just want to send your own 30 min availability. Or, this could be a 2nd Stage interview for an Engineering role, where you might select an Engineering hiring manager's 1 hour availability to send across (and remove yourself from the availability).
Save the template once your availability settings are ready.
Step 2: Set Up a Custom Email Template (Optional)
Go to Email Templates in Screenloop.
Create a new email template or modify an existing one to customize the message candidates will receive.
Feel free to add links e.g. to the interviewer LI page, any links to the website or to your perks & benefits (see example below).
Save the email template to use it in your automated scheduling.
Step 3: Set Up Automated Scheduling in Job Workflow
Navigate to Job Settings for the job where you want to enable automated scheduling.
Go to the Job Workflow section, which manages the candidate journey.
Under Automations, select Self-Scheduling Link.
Choose the desired Email Template (from Step 2) that will be sent to candidates.
Select the Interview Template (from Step 1) for the availability slots you want candidates to see.
Choose the Stage at which you want to trigger the scheduling email (e.g., “Phone Screen” or “Interview”).
Save your settings to activate automated scheduling for this job.
What Happens Next?
Now, whenever you move a candidate to the designated stage, they will automatically receive an email with the relevant calendar availability, allowing them to self-schedule.
The scheduling email will send after a candidate has been in the interview stage for approximately 15 minutes.
You can verify that a scheduling email was sent by checking the Activity section on the candidate’s page.
You will now see your automation on the pipeline:
That's automated scheduling!