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JOB SETUP
Manage event details for interviews and other events, like descriptions and instructions. These templates populate the event details shown on the calendar invite when you create a new event.
3 sections
In this guide
Creating an Event Details Template
1
Step 1
Open Interview & Event Setup and create a new template
Navigate to Company Settings and click Interview & Event Setup.
Click Create New Setup. This opens a drawer with a blank template.
2
Step 2
Fill in your event details
Type your email or event details information into the template.
Use the dropdown to insert tokens that auto-populate with information from a candidate's profile.
3
Step 3
Save your template
Once you're satisfied with the details in the template, click Save.
Event Defaults Configuration
Default Provider & AI Notetaker Settings
Sets the default video conferencing provider for interviews, and configures company-wide AI notetaker behavior. Users can override the default video provider at an individual level unless enforcement is enabled.
Default Provider: select the default video conferencing provider for interviews.
Enforce Company-Level Default: toggle on to apply the default provider to all interviews and prevent individual overrides.
Allow AI Notetaker: enables users to use AI notetaker for interviews.
When disabled, the option won't appear when scheduling.
Default AI Notetaker On: turns AI notetaker on by default when scheduling.
Users can still toggle it off for an individual interview.
Mandate AI Notetaker: requires AI notetaker for all scheduled interviews.
Users cannot disable it.
Scheduler Link Configuration
Rebooking Rules
Sets up company rebooking rules that control whether candidates can reschedule interviews booked via scheduler links, and how many times. When enforcement is enabled, these settings apply to all scheduler links in the company and users cannot override them.
Allow Rescheduling: toggle on to let candidates reschedule an interview booked through a scheduler link.
Select the number of rebookings allowed per interview.
Setting this to 0 turns off rescheduling entirely.
Enforce Company-Wide: toggle on to apply these rebooking rules to every scheduler link in the company.
When enabled, users cannot override the settings.
That's it! Your event details are ready to populate calendar invites, and your video conferencing, AI notetaker, and scheduler link defaults are set for your team.