Interviews Overview

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Interviews are a type of Event Classification and can be made available to participants to sign up or be invitation-only, depending on your needs. Note: You can NOT edit the Event Classification after you Save.

Interviews can ONLY be seen through the Appointments and Interviews Community for Students. With the proper permissions, internal users can also view Appointments and Interviews on the Organization Calendar.

Interviews display under Upcoming Appointments & Interviews in the Appointments and Interviews Community:

Appt Scheduler Interview example

Scheduled interviews will display under My Events on the Application Dashboard:

Applicatn Dashboard interview example

Once students have scheduled via the Community, they display as Confirmed on the Organization Event record.
Students will get an Interview Confirmation email.
You can indicate a Student Attended once the interview is complete.
You can record notes on the Interview if needed.
You can also report on Interviews scheduled.

Interviews Implementation

Step #	Administrative Topic/Link	This topic contains information on:
1	TargetX Communities Configuration Guide	Steps to configure a TargetX Community.
2	Configure Events Custom Settings	Custom Settings for Events: Email Reminder Days is the number of days before the event to remind event registrants. This setting is used for both Events and Interviews & Appointments.
3	Configure Interviews and Appointments Custom Settings	Custom Settings specific to Interviews and Appointments: Too Many Interviews Message will be displayed if the registrant surpasses the interview limit per given time period. Cancel Deadline Message will be sent to an event registrant when they attempt to cancel after the cancellation deadline. Interview Group Buffer Days is the number of days before or after an interview that Events will check for interviews of a similar category and type. Number of Group Registrations is the number of simultaneous registrations a person may have of the same category and type.
3	Customize Interview Email Templates	Instructions on customizing Interview Email Templates: Create an Interview Confirmation, Interview Cancelled, and Interview Reminder email template (one set for Students and one set for Staff). Be sure to include a link to your Appointments and Interviews Community.
4	Create Interviews	Steps to Create Interviews based on your business needs.
5	Notify Invitees/Students via email that Interviews are available to schedule or manually register Invitees/Contacts for the Interview.	Students will sign up for the Interview time slot they want. For details on how students schedule interviews, see the article How Students Schedule Appointments and Interviews.