Getting Started
Quickly get up and running with Guide with simple how-tos
19 articles
Signing in to Guide
How to sign in to your Guide account
How to Sign in Using GoogleGuide supports Google Single Sign-On (SSO) for fast, secure access.
How to Sign in Using OktaGuide supports Single Sign-On (SSO) through Okta, allowing you to access Guide securely and seamlessly without managing separate passwords.
Personal Account Settings
Setting up your personal Guide account
My Account: My profileSet up your candidate-facing user profile for a polished and personalized experience for candidates
My Account: Scheduling PreferencesDefine your availability, self-scheduling and flexible meeting rules to ensure smooth scheduling throughout the interview process
My Account: NotificationsControl how and where you receive alerts about scheduling activity and candidate messages.
Organization Settings
Configure your organizations's default settings to enable end-users for a seamless launch
Organization Settings: GeneralDefine your company’s visual identity and branding throughout the Guide platform.
Organization Settings: UsersView and manage your team directory, user roles and candidate-facing profiles all in one place.
Organization Settings: Interview DefaultsCustomize how internal interview names appear to candidates and control which interviews are shown or hidden in the portal.
Organization Settings: Scheduling DefaultsControl default scheduling behavior for your team, including who handles tasks, how meetings are treated, and how calendar visibility works
Organization Settings: Candidate PortalsConfigure global preferences for how the candidate portal displays interview and team information
Organization Settings: AutomationsEnable automations that help your team respond faster and avoid dropped balls in the scheduling process
Organization Settings: Blocked DatesUse blocked dates to define company-wide holidays or blackout periods where no interviews should be scheduled.
Notification preferences
Configuring the optimal notification preferences
Manage Guide messages with a Gmail filterKeep your Inbox clean
Managing Slack Notifications in GuideLearn how Slack reminders work in Guide, who receives them, and how to manage notifications.
Filtering email notifications from GuideHow to filter candidate or system emails from Guide using Gmail filters
Interviewer Settings
Adjust settings for your interviewers in Guide
Editing Interviewer ProfilesUnderstand how interviewer titles and photos are set, and what happens when syncing from connected systems like Slack
Managing Interviewer Location and Time ZoneLearn how Guide sets and updates interviewer location and time zone, and how this helps with scheduling and room logistics.
Adjusting Interviewer Load LimitsLearn how to set limits on the number of interviews an interviewer can be scheduled for—individually or across your company.
Pausing and Unpausing InterviewersLearn how to manage interviewer availability, including how to pause interviewers during time off and reinstate them when they return