Getting Started
Quickly get up and running with Guide with simple how-tos
24 articles
Signing in to Guide
How to sign in to your Guide account
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.
- Organization Settings: Configuring a Custom Email DomainImprove email deliverability and brand image by configuring a custom domain for sending emails through Guide
- Setting up your default calendars for interviewer and candidate invitesSetting default calendars provides your schedulers with a fallback, so they don’t have to create or select calendars when sending invitations. Using a Google Group allows you to grant everyone…
- Auto-archive candidates in Guide when they're rejected in GreenhouseGuide can automatically reject a candidate when their application is rejected in Greenhouse. When this setting is enabled, Guide also cleans up the related scheduling work so recruiters and coordinators…
- Route queue tasks using scheduler working hoursQueue auto-assignment can prioritize members who are currently working. Each member's scheduler working hours are separate from their interview hours, so scheduling work and interview availability can follow different schedules.
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
- Updating Interviewer Self-Schedule SettingsLearn how Admins, Content Managers, and Schedulers can update self-schedule settings for interviewers in Guide.