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Getting Started with Booking Requests
Getting Started with Booking Requests
Grey Allen avatar
Written by Grey Allen
Updated over 7 months ago

Booking Requests are a quick and easy way for candidates to self-schedule interviews with you and your team via a scheduling link. Each link is unique to each candidate.

You can create Requests directly within the Prelude website from the Requests tab, or by using the Chrome Extension with your ATS. We recommend to use the Chrome Extension, as it's more efficient and you can stay within the candidate's page in your ATS.

πŸ“ Note: The following example will show how this works with Greenhouse, however the same steps are also applicable for Lever and Workday.

In this article

Creating a Booking Request

To create a Booking Request from within your ATS, navigate to a candidate's profile and click the Prelude Request button. Then, select Create a new request:

To speed up the Request creation, apply a Booking Request template. Learn more about those templates here.

The Scheduling Flow box should be set to Booking. You can also add an internal note to your request, which will be visible to your colleagues, but not to the candidate. Click Create to proceed:

All of the pre-selected options from your template will automatically populate, but you can continue to customize your Booking Request as needed. You'll see options to adjust various details for your request, such as:

  • Interviewers and Interviewer Availability

  • Duration

  • Display time zone

  • Additional questions for the candidate

  • Rescheduling options

  • Calendar invites

  • Email confirmations

Once you're done customizing those settings, click Next:


Sending the Candidate Link

The next page, also called the Send to candidate step, allows you to customize an email to the candidate, which will include the booking link you've just created. Click Send and the candidate will receive an email containing the link:

Once the candidate opens the booking link, they'll be able to view and select their preferred date and time like this:

Once the candidate books a time, the interviewer and candidate will receive a calendar invite and/or email confirmation, and the interview will show up in both Prelude and the ATS.

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