Sequential Scheduling Event Settings

1. Review and edit the External and Internal Name Settings.

2. In the Calendar Invite Settings section, choose the option of including/excluding a live conference, set a “From” email address, optional location setting, and note for attendees.
   • If a live conference is selected a connect live interview will be created with your calendar time blocks. All participants in the calendar event will receive a link to join the interview with their confirmation emails.

3. In the Internal Participants section, select a participant order option from the drop-down field. This can be based on best availability or can be set manually.

4. Next, add meeting segments and breaks as needed. Meeting segments can contain one or multiple interviewers.

5. After adding your interview structure, select the segment times from the meeting segment drop-down fields.

6. In each segment, add internal participants by typing their name(s) in the name field. The system will auto-populate based on users added to your account. Click the user’s name to add them to the event.
   • Please note, participants must have an interviewstream login in your account and if the user is required they will need to have availability added to their individual calendars.

7. After adding participants, click the checkbox next to each name to toggle required attendance.

8. Add additional participant email addresses into the email address field. Participants are individuals who need to be involved/notified about the event. The provided email addresses will receive an invitation email.
   • Additional Participants can by external users who do not have an interviewstream account.

9. Set your calendar availability preferences. Select a start and end time, weekend settings, preparation time, time frame, rescheduling options, multiple registration settings, and contact settings.

10. In the Pick A Time Email Preferences section, you may configure email reminders that are sent out if a candidate has not selected a time for their meeting. Enable or disable first, and second emails and select the time intervals for each email.

11. In the Scheduled Time Reminder Email Preferences section, you may configure email reminders that are sent out to remind the candidate that they have an upcoming event. Enable or disable first, and second emails and select the time intervals for each email.
    • If SMS reminders have been activated in your account you will be able to active or deactivate reminders here as well.

12. Set a welcome message by selecting the type of message and recording or writing a welcome message.

13. Select the Customize Emails section to customize the email invitations and reminder emails sent to candidates. Click the Edit button next to each email to edit the text in the email body.

14. Click Save and Next to select your calendar availability.