Interviews Overview

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.

Appt Scheduler Interview example

Applicatn Dashboard interview example

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.