The scheduler stage allows you to choose your availability to interact with applicants, whether that's an interview, orientation, start date, or to pick up equipment.  In this stage you can create time slots and/or edit existing time slots per your availability.

What's Covered

Setting Up the Scheduler Stage 

  1. Add the Scheduler Stage to your workflow.
  2. Select Connect Calendar.
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    Fountain will prompt you to enter your email address and sign-in to sync your calendar.
                                 Sched_001.png

  3. Select Add Availability.
    sched_02.png                     

Creating Time Slots

To add availability for your applicants to book from, follow the steps below.

  1. Start in the Scheduler Stage in the workflow. Once your calendar is synced, click Set more availability. Your calendar will appear.
    sched_01.png
  2. Select times on the calendar and choose time slots you'd like to designate for interviews. The time zone can be adjusted by clicking the gear icon in the upper right-hand corner, but the applicant portal will list the time according to the time zone set for opening's Location

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  3. Enter the opening, the administrator the opening is assigned to, date, start time, end time, location, max attendees, event name, and instructions. Select Save.
                                 sched_03.png

    Best Practice

    We recommend that you select at least three availabilities to ensure that applicants can have options to choose from.

  4. Return to the Scheduler Stage in the workflow.
  5. Fill out the advanced settings and automated messages, and you are good to go!

Edit Existing Time Slots

  1. Click Set more availability under the Scheduler Stage.
  2. Click on the existing time slots that you want to edit. Click Edit Session.
  3. Edit the session and click Save.

Manage Applicants

If you would like to manually place an applicant into a session instead of them using a scheduler link, you can do so via the Manage Applicants feature.

  1. Click Set more availability under the Scheduler Stage.
  2. Click on the existing time slots that you want to manage the applicants for. Click Manage Applicants.
                                           Sched_01.png
  3. Under Manage Applicants, click Book Applicant. Use the drop-down menu to select the applicants you want to insert into the time slot.
    Sched_02.png
  4. Select Close.
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