Welcome to Screenloop! You should have received an email invitation from your Organisation Admin. Once you’ve set your password and logged in, complete the steps below to get fully set up.
What to expect: This setup takes ~5–10 minutes and only needs to be done once.
1. Review your User Settings
Click on your initials on the top right of the screen.
Select User Settings.
User Details
Update your First name, Last name, or Email if needed.
Note: Email changes require verification before taking effect.
Security
Change your password if required.
If your organisation enforces two-factor authentication, click Setup and follow the steps.
2. Set up your Integrations
Navigate to Integrations.
Why this matters: Integrations enable scheduling, automated emails, and candidate self-booking.
2.1 Connect your Calendar
🚨 To ensure the integration functions correctly, you must check all required permission boxes as shown below. Please follow the instructions, and double-check your selections before continuing.
Click Connect under Calendars.
Select your provider and click Link Account.
Important: Ensure all required permission boxes are checked.
🚨 Required for scheduling: Missing permissions may prevent interviews from being booked.
Google users:
If prompted to “Select what Cronofy can access”, ensure the required option is selected.
Once connected:
You can schedule interviews in Screenloop.
Candidates can book time directly into your calendar using self-scheduling links.
You’ll be prompted to define your availability.
2.2 Updating your Availability
By default, Screenloop won’t schedule interviews over existing calendar events.
To block additional time:
Click Define Availability.
Deselect time slots you want to block (they turn white).
Click Save Availability (top right).
Result: Candidates can only book interviews during your available time slots.
2.3 Connect your Email
Navigate back to Integrations section and click Connect under Emails.
Select your email provider.
Google users: Select All permissions when prompted.
Expectation to set: Without full permissions, email syncing and automations won’t work correctly.
Optional:
Allow ongoing access to avoid reconnecting in 6 months.
What these permissions enable
View email conversations with candidates in Screenloop.
Send emails directly from Screenloop.
Power automated email workflows.
You’ll see a confirmation popup once your email is connected.
3. Download the Screenloop Chrome Extention
Install the Screenloop Chrome Extension if you plan to use Interview Intelligence.
Click Add to Chrome.
Click Add Extension.
Benefit: Automatically capture interview notes with AI — no manual note-taking required.
