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Candidate Interview Reminders for Bookings and Booking Requests
Candidate Interview Reminders for Bookings and Booking Requests

Make sure your candidates never miss a Booking .

Mary Pope avatar
Written by Mary Pope
Updated over a week ago

Prelude's Candidate Interview Reminders feature ensures that your candidates never miss a meeting! Reminders can be set up for Loops, Bookings, and Booking Requests in a few simple steps.

How do Candidate Interview Reminders work for Bookings and Booking Requests?

Once you've set up candidate reminders for your Booking or Booking Request, any candidate who has scheduled an interview time will receive the designated reminder email(s) at the time interval(s) you've set.

For example, if you set the time interval to 24 hours and the candidate has booked a meeting on Tuesday, 2/7 at 1:00 PM EST, they will receive the reminder email on Monday, 2/6 at 1:00 PM EST.

Reminders can be customized to include any and all information you wish to share with the candidate. This is a useful way to ensure that your candidate hasn't forgotten about their meeting, and has everything they need to be prepared.

Reminders for Bookings and Booking Requests will only be sent out if the candidate has scheduled an interview time, and will not go out to candidates who haven't yet booked.

Note: Candidate Reminders do update dynamically when interview changes are made. We recommend making all interview changes through Prelude, rather than on your calendar.


Reminder Setup

Adding Candidate Interview Reminders to Bookings and Booking Requests

Start by creating a new Booking or Booking Request, or open an existing one from the Bookings or Requests tab.

Once you've opened your Booking or Booking Request, navigate to Candidate Reminders, then click Add Reminder.

For Bookings, you'll find Candidate Reminders on the lefthand side:

For Booking Requests, you'll scroll down to the Candidate Reminders section:

You can now apply an email template to your reminder, or create an email from scratch.

Select your chosen template (if using). Then, be sure to set the time window for your reminder and adjust the recipients, subject line, and email body as needed.

Click Save if you’re done, or click Add reminder if you’d like to set up an additional reminder for the Booking.

Once you’ve saved your reminder(s), you can finish setting up your Booking or Booking Request. Any candidate who schedules time using that link going forward will receive reminders for their scheduled meeting.

Adding Candidate Interview Reminders to Booking Request Templates

If you'd like to build candidate reminders into your normal Booking flow, you can add reminders to your Booking Request Templates. This way, your reminder settings will auto-populate each time you apply a template to your Booking Request.

Start by navigating to Settings > Templates > Requests > Request Setup. Create a new template, or open an existing template that you'd like to edit.

Scroll to the Candidate Reminders section and click Add Reminder.

You can now apply an email template to your reminder, or create an email from scratch.

Select your chosen template (if using). Then, be sure to set the time window for your reminder and adjust the recipients, subject line, and email body as needed.

Click Add reminder if you’d like to set up an additional reminder for the Booking Request Template. When you're done, click Create (if creating a new template), or Update (if editing an existing template).


If you'd like to set up Candidate Reminders for Loops, see this article.

If you have any questions about candidate reminders, please reach out to Prelude Support!

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