Send Meeting Link Via Email

Overview

This playbook covers how to schedule a meeting with a candidate and send the meeting invite via email in Leadline. There are two ways to open the Schedule Meeting modal: from a candidate's full profile or from the Submissions Kanban view.

→ See 107 - Communications for full product knowledge on how communications work in Leadline, including templates, Smartlines, and opt-outs.

---

How Do You Send a Meeting Link to a Candidate via Email?

Method 1: From the Candidates Page

Best for when you're already viewing the candidate's full profile, e.g. after reviewing their details or history.

1. Go to the Candidates tab.
2. Select the candidate you want to send a meeting link to. A side drawer opens with the candidate's profile summary.
3. Click View Profile.
4. On the candidate's full profile, click Schedule Meeting, next to Send Message.

Method 2: From the Submissions Kanban View

Best for when you're scanning a Position's Kanban pipeline and want to schedule a meeting without opening the full profile.

1. Open the position, go to the Submissions tab, and switch to Kanban view.
2. Click the calendar icon (Schedule Meeting) on the candidate's card.

Completing the Schedule Meeting Modal

3. Select the Position the meeting is regarding.
4. Select the Meeting Host.

Note: To be eligible as a meeting host, a user must connect their calendar. See 127 - Connected-Calendar.

5. Optionally, add Additional Attendees. Additional attendees receive the meeting invite, but the times available for the candidate to choose from will only reflect the host's schedule.
6. Choose how the meeting will be scheduled:
   • Schedule through host's connected calendar — sends the candidate a booking link so they can pick a time on the host's calendar themselves.
   • Manually pick meeting time — select a specific date and time for the meeting yourself.
7. On the right side of the modal, the candidate's email is pre-filled in the To field. Edit the Subject and message body as needed.
8. Click Send Invite.

---

Related Topics

107 - Communications — Full product knowledge on how communications work in Leadline
1301 - Send-Email — Instructions for sending an email to a candidate
1311 - Send-Meeting-Link-Via-SMS-Text — Instructions for sending a meeting invite via SMS text
127 - Connected-Calendar — Learn about connecting a calendar to be eligible as a meeting host
125 - User-Permissions — Learn about permissions that affect sending communications