# Guide Help Center

> Go-to resources for launching, scaling, and mastering the Guide platform

## Getting Started

- [How to Sign in Using Google](https://support.guide.co/en/articles/11531024-how-to-sign-in-using-google.md): Guide supports Google Single Sign-On \(SSO\) for fast, secure access.
- [How to Sign in Using Okta](https://support.guide.co/en/articles/11531028-how-to-sign-in-using-okta.md): Guide supports Single Sign-On \(SSO\) through Okta, allowing you to access Guide securely and seamlessly without managing separate passwords.
- [My Account: My profile](https://support.guide.co/en/articles/11530898-my-account-my-profile.md): Set up your candidate-facing user profile for a polished and personalized experience for candidates
- [My Account: Scheduling Preferences](https://support.guide.co/en/articles/11531103-my-account-scheduling-preferences.md): Define your availability, self-scheduling and flexible meeting rules to ensure smooth scheduling throughout the interview process
- [My Account: Notifications](https://support.guide.co/en/articles/11531105-my-account-notifications.md): Control how and where you receive alerts about scheduling activity and candidate messages.
- [Organization Settings: General](https://support.guide.co/en/articles/11531110-organization-settings-general.md): Define your company’s visual identity and branding throughout the Guide platform.
- [Organization Settings: Users](https://support.guide.co/en/articles/11531111-organization-settings-users.md): View and manage your team directory, user roles and candidate-facing profiles all in one place.
- [Organization Settings: Interview Defaults](https://support.guide.co/en/articles/11531114-organization-settings-interview-defaults.md): Customize how internal interview names appear to candidates and control which interviews are shown or hidden in the portal.
- [Organization Settings: Scheduling Defaults](https://support.guide.co/en/articles/11531117-organization-settings-scheduling-defaults.md): Control default scheduling behavior for your team, including who handles tasks, how meetings are treated, and how calendar visibility works
- [Organization Settings: Candidate Portals](https://support.guide.co/en/articles/11531120-organization-settings-candidate-portals.md): Configure global preferences for how the candidate portal displays interview and team information
- [Organization Settings: Automations](https://support.guide.co/en/articles/11531121-organization-settings-automations.md): Enable automations that help your team respond faster and avoid dropped balls in the scheduling process
- [Organization Settings: Blocked Dates](https://support.guide.co/en/articles/11555703-organization-settings-blocked-dates.md): Use blocked dates to define company-wide holidays or blackout periods where no interviews should be scheduled.
- [Organization Settings: Configuring a Custom Email Domain](https://support.guide.co/en/articles/12313431-organization-settings-configuring-a-custom-email-domain.md): Improve email deliverability and brand image by configuring a custom domain for sending emails through Guide
- [Setting up your default calendars for interviewer and candidate invites](https://support.guide.co/en/articles/12876990-setting-up-your-default-calendars-for-interviewer-and-candidate-invites.md): Setting 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 the ...
- [Auto-archive candidates in Guide when they're rejected in Greenhouse](https://support.guide.co/en/articles/15484021-auto-archive-candidates-in-guide-when-they-re-rejected-in-greenhouse.md): Guide 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 coordin...
- [Manage Guide messages with a Gmail filter](https://support.guide.co/en/articles/9376688-manage-guide-messages-with-a-gmail-filter.md): Keep your Inbox clean
- [Managing Slack Notifications in Guide](https://support.guide.co/en/articles/11574226-managing-slack-notifications-in-guide.md): Learn how Slack reminders work in Guide, who receives them, and how to manage notifications.
- [Filtering email notifications from Guide](https://support.guide.co/en/articles/11434199-filtering-email-notifications-from-guide.md): How to filter candidate or system emails from Guide using Gmail filters
- [Editing Interviewer Profiles](https://support.guide.co/en/articles/11574184-editing-interviewer-profiles.md): Understand how interviewer titles and photos are set, and what happens when syncing from connected systems like Slack
- [Managing Interviewer Location and Time Zone](https://support.guide.co/en/articles/11574171-managing-interviewer-location-and-time-zone.md): Learn how Guide sets and updates interviewer location and time zone, and how this helps with scheduling and room logistics.
- [Adjusting Interviewer Load Limits](https://support.guide.co/en/articles/11574193-adjusting-interviewer-load-limits.md): Learn how to set limits on the number of interviews an interviewer can be scheduled for—individually or across your company.
- [Pausing and Unpausing Interviewers](https://support.guide.co/en/articles/11574203-pausing-and-unpausing-interviewers.md): Learn how to manage interviewer availability, including how to pause interviewers during time off and reinstate them when they return
- [Updating Interviewer Self-Schedule Settings](https://support.guide.co/en/articles/15231853-updating-interviewer-self-schedule-settings.md): Learn how Admins, Content Managers, and Schedulers can update self-schedule settings for interviewers in Guide.

## Key Features

- [Send Self-schedule requests in Guide](https://support.guide.co/en/articles/9326817-send-self-schedule-requests-in-guide.md): Sending self-schedule requests saves you a ton of time by eliminating the back and forth with candidates.
- [Using "Flexible meetings" \(whitelists\) when scheduling](https://support.guide.co/en/articles/9331167-using-flexible-meetings-whitelists-when-scheduling.md): Flexible me
- [Scheduling interviews as Private in Google](https://support.guide.co/en/articles/9333462-scheduling-interviews-as-private-in-google.md)
- [Sending Follow-up Reminders for Availability Requests](https://support.guide.co/en/articles/9446062-sending-follow-up-reminders-for-availability-requests.md)
- [Rescheduling interviews in Guide](https://support.guide.co/en/articles/9585067-rescheduling-interviews-in-guide.md)
- [Resending Interview Calendar Event Invites \(ICS Files\) to a Candidate](https://support.guide.co/en/articles/9627611-resending-interview-calendar-event-invites-ics-files-to-a-candidate.md)
- [When "Google Calendar event is out of sync with Guide"](https://support.guide.co/en/articles/9916991-when-google-calendar-event-is-out-of-sync-with-guide.md)
- [Sending Reminders for Candidate Availability Requests](https://support.guide.co/en/articles/11574441-sending-reminders-for-candidate-availability-requests.md): Learn how to follow up with candidates after sending an availability request in Guide.
- [Requesting Availability: Suggested Windows](https://support.guide.co/en/articles/11612922-requesting-availability-suggested-windows.md): How to suggest specific windows for the candidate to submit availability within.
- [Requesting Availability: Manually Input Candidate Availability](https://support.guide.co/en/articles/11644303-requesting-availability-manually-input-candidate-availability.md): Manually input a candidate’s availability directly into Guide so automations can begin matching to the right interviewers.
- [How Guide Determines Interviewer Availability](https://support.guide.co/en/articles/15545604-how-guide-determines-interviewer-availability.md): Guide reads Google Calendar in real time and follows each event’s availability setting.
- [Scheduling tasks for manually scheduled interviews](https://support.guide.co/en/articles/16310431-scheduling-tasks-for-manually-scheduled-interviews.md): Guide creates the task automatically after at least one interview is successfully scheduled. There is no additional setup or task-creation step.
- [Using Interviewer Tags and "Smart Match" Interviewer Selection](https://support.guide.co/en/articles/10262620-using-interviewer-tags-and-smart-match-interviewer-selection.md): Use Guide's powerful tags and Smart Match feature to select the best interviewers every time, without the manual work.
- [Enabling Interview Plan Templates \(Multi-Template Mode\)](https://support.guide.co/en/articles/11573668-enabling-interview-plan-templates-multi-template-mode.md): Enable this feature when multiple recruiters manage the same jobs and each needs their own set of interview requirements.
- [Adding multiple interviewers from the same pool \(or set of alternates\)](https://support.guide.co/en/articles/9505147-adding-multiple-interviewers-from-the-same-pool-or-set-of-alternates.md)
- [How to Reschedule an Interview After a Scorecard is Submitted](https://support.guide.co/en/articles/10224801-how-to-reschedule-an-interview-after-a-scorecard-is-submitted.md): After a scorecard is submitted in Greenhouse, Greenhouse no longer allows Guide to update that interview. You can still reschedule it from Guide by replacing the existing Greenhouse interview.
- [Deleted Greenhouse scheduled interview still appearing in Guide](https://support.guide.co/en/articles/9923117-deleted-greenhouse-scheduled-interview-still-appearing-in-guide.md)
- [Using Scheduling Queues In Guide](https://support.guide.co/en/articles/11574425-using-scheduling-queues-in-guide.md): Understand how candidate scheduling tasks are routed to a queue and how coordinators can manage them in Guide.
- [Setting Up Your Secondary Availability Calendar in Guide](https://support.guide.co/en/articles/12306591-setting-up-your-secondary-availability-calendar-in-guide.md): Learn how to add a secondary Google Calendar \(like a PagerDuty on-call calendar\) to Guide to check interviewer availability across multiple calendars.
- [Handling Confidential Roles & Candidates in Guide](https://support.guide.co/en/articles/11574223-handling-confidential-roles-candidates-in-guide.md): Learn how Guide treats confidential roles and candidates, and what access limitations exist for coordinators today
- [Understanding 'Spread Across Days' and 'Limit Per Day' in Scheduling](https://support.guide.co/en/articles/14883320-understanding-spread-across-days-and-limit-per-day-in-scheduling.md): When you configure a scheduling request with more than one interview, learn how to control how Guide's scheduling algorithm distributes interviews across days.
- [Scheduling Debriefs with Aria](https://support.guide.co/en/articles/15400959-scheduling-debriefs-with-aria.md): Aria can automatically propose, schedule and keep a debrief up to date as your panel interviews are booked and changed.
- [Round-Robin Auto-Assignment for Scheduling Queues](https://support.guide.co/en/articles/15472823-round-robin-auto-assignment-for-scheduling-queues.md): Guide's auto-assignment feature allows scheduling tasks to be automatically distributed to coordinators the moment a task lands in a queue - no manual triage required.
- [Include recruiters and hiring managers in debriefs](https://support.guide.co/en/articles/15452668-include-recruiters-and-hiring-managers-in-debriefs.md): Guide can automatically add the job's recruiter and hiring manager to internal debriefs, even when they were not scheduled as interviewers.
- [Candidate interview reminders](https://support.guide.co/en/articles/15565087-candidate-interview-reminders.md): Guide can send candidates an automated email reminder before their scheduled interviews. The reminder is branded to your organization, lists the interviews coming up that day, and links the candida...
- [Setting an Executive Assistant \(EA\) as the POC for Executive Interviewers](https://support.guide.co/en/articles/15811946-setting-an-executive-assistant-ea-as-the-poc-for-executive-interviewers.md): Learn how to set an EA to an exec interviewer's scheduling preferences and how Aria uses this feature to route conflict outreach and availability confirmations to the right person \(the EA\).
- [Candidate Portal: Templates](https://support.guide.co/en/articles/7127058-candidate-portal-templates.md): A convenient way to manage the company or department information, branding, and interview plans shared with your candidates in their guides.
- [How to update the candidate portal interview plan ✏️](https://support.guide.co/en/articles/9660287-how-to-update-the-candidate-portal-interview-plan.md)
- [Customizing the interview plan for an individual candidate](https://support.guide.co/en/articles/7212144-customizing-the-interview-plan-for-an-individual-candidate.md): Customize the pre-defined interview plan for an individual candidate
- [Changing a candidate's portal status](https://support.guide.co/en/articles/9298304-changing-a-candidate-s-portal-status.md): Learn more about what the candidate's Guide status is, and why you should use it.
- [Updating a candidate portal to the "Offer Extended" state](https://support.guide.co/en/articles/7842601-updating-a-candidate-portal-to-the-offer-extended-state.md): Share news and details of an offer with your candidates and update their guide to reflect this celebratory milestone.
- [Updating a candidate portal to the "Rejected" State](https://support.guide.co/en/articles/7842607-updating-a-candidate-portal-to-the-rejected-state.md): Notify your candidate that they are no longer being considered for the role.
- [Updating a Candidate Portal to the "Hired" State](https://support.guide.co/en/articles/7842612-updating-a-candidate-portal-to-the-hired-state.md): Send your candidates an update on the great news. They've been hired and will soon be joining your team.
- [Overriding candidate details from your ATS](https://support.guide.co/en/articles/9345942-overriding-candidate-details-from-your-ats.md)
- [Guide Candidate Surveys](https://support.guide.co/en/articles/6988905-guide-candidate-surveys.md): Survey candidates throughout the interview process to collect honest feedback and a valuable NPS score
- [Adding Prep Content For Each Stage Within your Candidate Portal](https://support.guide.co/en/articles/11574613-adding-prep-content-for-each-stage-within-your-candidate-portal.md): How to manage candidate portal prep content content globally using portal templates, or per job.
- [Best Practices for Building Job-level Candidate Prep Content 📋](https://support.guide.co/en/articles/13979619-best-practices-for-building-job-level-candidate-prep-content.md): How to effectively create candidate prep content at the job level or stage level within your candidate portals
- [What Happens When An Interviewer “Graduates” from a Training Path?](https://support.guide.co/en/articles/11574197-what-happens-when-an-interviewer-graduates-from-a-training-path.md): Learn how Guide handles interviewer completion of training paths
- [Creating Candidate-Specific Slack Channels in Guide](https://support.guide.co/en/articles/11641625-creating-candidate-specific-slack-channels-in-guide.md): Create candidate-specific Slack channels that include recruiters, coordinators and interviewers — all from within Guide
- [How to Share a Candidate's Schedule into an Existing Channel](https://support.guide.co/en/articles/11641873-how-to-share-a-candidate-s-schedule-into-an-existing-channel.md): Quickly share a candidate's full interview schedule into an existing Slack channel
- [Reporting Dashboards & Metrics Overview](https://support.guide.co/en/articles/11933817-reporting-dashboards-metrics-overview.md): A high-level introduction to Guide’s reporting dashboards — including Scheduling, Interviewers, Training, and Surveys.
- [Adoption Report](https://support.guide.co/en/articles/16312357-adoption-report.md): The Adoption report shows how much of your interview scheduling happens in Guide. It compares the interviews Guide scheduled against every interview scheduled into your ATS, and expresses Guide's s...
- [Understand Aria Performance](https://support.guide.co/en/articles/16310534-understand-aria-performance.md): The Aria report helps recruiting teams understand how often Aria assists with scheduling and how often users approve its proposed automations.
- [Interviewer Portal](https://support.guide.co/en/articles/12176716-interviewer-portal.md): Learn how Guide’s Interviewer Portal gives interviewers real-time access to everything they need — right from within the ATS.
- [Enabling Job-specific Booking links](https://support.guide.co/en/articles/11795580-enabling-job-specific-booking-links.md): Automate the scheduling of your outbound sourcing calls, and auto-sync candidate details back to your ATS.
- [Setting the ATS Source for Guide Booking Links](https://support.guide.co/en/articles/11853909-setting-the-ats-source-for-guide-booking-links.md): You can configure a default “source” value to be applied when candidates are created in your ATS using Guide's Job-specific Booking Links
- [Job-specific Booking Links](https://support.guide.co/en/articles/12216338-job-specific-booking-links.md): Streamline scheduling within your sourcing workflow
- [Aria Overview: Everything You Need to Know for a Successful Launch](https://support.guide.co/en/articles/13035750-aria-overview-everything-you-need-to-know-for-a-successful-launch.md): Learn how to configure and launch Aria to automate time consuming click-based workflows
- [Configuring & Editing Your Aria Stage Automations](https://support.guide.co/en/articles/15357244-configuring-editing-your-aria-stage-automations.md): Set up or change your Aria stage change automations in advance rather than waiting for Aria to configure them for you.
- [Aria 2.0: How to Get the Best Results](https://support.guide.co/en/articles/15437848-aria-2-0-how-to-get-the-best-results.md): A guide for launching Aria with clear settings, useful review points, and strong candidate communication.
- [How to Configure Org-wide Aria Settings \(Admin Guide\)](https://support.guide.co/en/articles/15464182-how-to-configure-org-wide-aria-settings-admin-guide.md): This article walks admins through configuring org-wide Aria defaults before rolling Aria out to your team
- [Configure conflict-resolution drafting guidance for Aria](https://support.guide.co/en/articles/15777826-configure-conflict-resolution-drafting-guidance-for-aria.md): When Aria 2.0 handles a scheduling task, it can draft Slack messages to interviewers whose calendars block a proposed interview time. Conflict resolution drafting guidance lets your organization te...
- [Task assignee for self-schedule stage automation](https://support.guide.co/en/articles/15787678-task-assignee-for-self-schedule-stage-automation.md)
- [Aria interviewer invite edits on draft schedules](https://support.guide.co/en/articles/15852385-aria-interviewer-invite-edits-on-draft-schedules.md): During an Aria scheduling conversation, coordinators can ask Aria to change interviewer invite content on draft interviews before the schedule is released. Aria can apply a saved interviewer invite...
- [How to prompt Aria for the best results](https://support.guide.co/en/articles/15984314-how-to-prompt-aria-for-the-best-results.md): A short reference for recruiting coordinators and teammates delegating scheduling work to Aria.
- [How to write effective instructions for Aria](https://support.guide.co/en/articles/16004871-how-to-write-effective-instructions-for-aria.md): Aria works best when your organization’s scheduling preferences are explicit. Saved instructions give Aria context that cannot be inferred from calendars, interview plans, or templates alone.
- [Compose Aria chat messages with voice](https://support.guide.co/en/articles/16310370-compose-aria-chat-messages-with-voice.md): Voice input lets you dictate a message in the Aria chat composer, then review or edit the transcription before sending it.
- [Aria supports @mentions in conflict resolution messages](https://support.guide.co/en/articles/16313405-aria-supports-mentions-in-conflict-resolution-messages.md): When Aria generates Slack outreach for scheduling conflicts, it references recruiters, executive assistants, VPs, and interviewers by name. Aria uses the best available identity for each person so ...

## Video Library

- [Video: Core Scheduling Overview](https://support.guide.co/en/articles/11531142-video-core-scheduling-overview.md)
- [Video: Recruiter Experience Overview](https://support.guide.co/en/articles/11531171-video-recruiter-experience-overview.md)
- [Video: Request Availability and Creating Scheduling Tasks](https://support.guide.co/en/articles/11531160-video-request-availability-and-creating-scheduling-tasks.md)
- [Video: Candidate Portal Overview](https://support.guide.co/en/articles/11531170-video-candidate-portal-overview.md)
- [Video: Booking Links Overview](https://support.guide.co/en/articles/11531167-video-booking-links-overview.md)
- [Video: Reporting & Metrics Overview](https://support.guide.co/en/articles/11531173-video-reporting-metrics-overview.md)
- [Video: Candidate Surveys Overview](https://support.guide.co/en/articles/11531169-video-candidate-surveys-overview.md)
- [Video: Interviewer Portal Overview](https://support.guide.co/en/articles/11531172-video-interviewer-portal-overview.md)
- [Video: Scheduling Interviews](https://support.guide.co/en/articles/11531162-video-scheduling-interviews.md)
- [Video: Rescheduling Interviews](https://support.guide.co/en/articles/11531163-video-rescheduling-interviews.md)
- [Video: Scheduling Debriefs and Prebriefs](https://support.guide.co/en/articles/11531168-video-scheduling-debriefs-and-prebriefs.md)
- [Video: Aria, Guide's AI RC Agent](https://support.guide.co/en/articles/11531166-video-aria-guide-s-ai-rc-agent.md)
- [Video: Complex Timezones Scheduling Example](https://support.guide.co/en/articles/11531175-video-complex-timezones-scheduling-example.md)

## Troubleshooting & FAQs

- [Using Tokens in Guide Email and Calendar Templates](https://support.guide.co/en/articles/11574416-using-tokens-in-guide-email-and-calendar-templates.md): See a full list of tokens supported in Guide and how to use them into your interview communications.
- [Understanding Candidate Calendar Invites in Guide](https://support.guide.co/en/articles/11574409-understanding-candidate-calendar-invites-in-guide.md): Learn how Guide automatically generates and delivers calendar invites to candidates.
- [Understanding Interviewer Calendar Invites in Guide](https://support.guide.co/en/articles/11574413-understanding-interviewer-calendar-invites-in-guide.md): Understand how calendar invites are generated and customized for interviewers in Guide
- [Managing Reschedule & Decline Reasons](https://support.guide.co/en/articles/11574210-managing-reschedule-decline-reasons.md): Learn how to track and customize reschedule reasons and view reporting to gather insights.
- [Adding CCs to Candidate Emails](https://support.guide.co/en/articles/11574423-adding-ccs-to-candidate-emails.md): Learn how CCs work in Guide, when to use it and how Guide remembers your preferences.
- [How Guide Selects Candidate Contact Info](https://support.guide.co/en/articles/11574429-how-guide-selects-candidate-contact-info.md): Understand how Guide determines which email and phone number to use when scheduling interviews with candidates.
- [Resolving out-of-date candidate portal content](https://support.guide.co/en/articles/9446047-resolving-out-of-date-candidate-portal-content.md): Once a candidate is active, their portal will no longer receive updates to changes made at the Job or Template level. Here's how to resolve!
- [Preventing Duplicate Interviewers in the Same Panel](https://support.guide.co/en/articles/11574883-preventing-duplicate-interviewers-in-the-same-panel.md): Learn how Guide automatically prevents interviewers from being scheduled multiple times in a single interview loop.
- [Understanding Candidate NPS \(cNPS\)](https://support.guide.co/en/articles/5281462-understanding-candidate-nps-cnps.md): Guide's powerful feedback tool can optionally collect an NPS score during any stage of your process
- [Syncing Candidate Communications to your ATS activity feed](https://support.guide.co/en/articles/11574433-syncing-candidate-communications-to-your-ats-activity-feed.md): Learn how Guide automatically logs candidate communications in the ATS activity feed.
- [Improving email deliverability for candidates](https://support.guide.co/en/articles/9294993-improving-email-deliverability-for-candidates.md): It's critical that candidates are receiving your communications with them during the interview process - here are some best practices!
- [Clearing Cookies for Guide in Chrome](https://support.guide.co/en/articles/11554267-clearing-cookies-for-guide-in-chrome.md): Clearing your browser cookies for Guide can often help resolve issues
- [Error: Interviews not syncing from Guide to Greenhouse](https://support.guide.co/en/articles/9922291-error-interviews-not-syncing-from-guide-to-greenhouse.md)
- [Error: Guide interview won't link to Greenhouse](https://support.guide.co/en/articles/10643679-error-guide-interview-won-t-link-to-greenhouse.md): Ensure your interviews are set to "Needs scheduling" in Greenhouse
- [Migrate to Guide's new scheduling pages before January 31st \(mandatory\)](https://support.guide.co/en/articles/10471367-migrate-to-guide-s-new-scheduling-pages-before-january-31st-mandatory.md): If you're using Guide's personal scheduling pages to book meetings, you'll need to migrate to the updated version before January 31st.
- [How to use your NPS survey results to make Guide better](https://support.guide.co/en/articles/6166898-how-to-use-your-nps-survey-results-to-make-guide-better.md): A quick summary of how you can help us improve the Guide experience for all our users
- [How to Set or Override Your Zoom Email in Guide](https://support.guide.co/en/articles/11780630-how-to-set-or-override-your-zoom-email-in-guide.md): Customize the Zoom email Guide uses when scheduling interviews on your behalf
- [Understanding Guide’s Slack Permissions](https://support.guide.co/en/articles/12151435-understanding-guide-s-slack-permissions.md): Learn what permissions Guide requests when connecting to Slack and how they power automation and collaboration features
- [Clearing Candidate Availability Before Sending a New Availability Request](https://support.guide.co/en/articles/12383479-clearing-candidate-availability-before-sending-a-new-availability-request.md): How to clear or edit a candidate’s existing availability when creating a new scheduling request
- [Best Practices for Offboarding a User and Transferring Ownership in Guide](https://support.guide.co/en/articles/12453298-best-practices-for-offboarding-a-user-and-transferring-ownership-in-guide.md): When a team member leaves or changes roles, you can transfer their active scheduling items to another team member to keep to avoid interruption.
- [Migrating your Guide account from Greenhouse to Ashby](https://support.guide.co/en/articles/12670631-migrating-your-guide-account-from-greenhouse-to-ashby.md): When switching your ATS from Greenhouse to Ashby, this article walks you through what to expect and how to ensure a smooth transition
- [Resolving "Does not have a Zoom account" error when selecting Zoom hosts](https://support.guide.co/en/articles/12911794-resolving-does-not-have-a-zoom-account-error-when-selecting-zoom-hosts.md): A common problem with two straightforward solutions.
- [Testing Your Custom Email Domain](https://support.guide.co/en/articles/13995717-testing-your-custom-email-domain.md): Once your custom email domain has been verified in Guide, you should run a quick end-to-end test to ensure it is working correctly before enabling it for your organization.
- [Reporting Glossary: Metrics Overview](https://support.guide.co/en/articles/14883349-reporting-glossary-metrics-overview.md): Understand how each chart and metric in your Guide reporting dashboards are calculated.
- [Slack Permissions Required for Guide’s Enhanced Slack Coordination Features](https://support.guide.co/en/articles/15139780-slack-permissions-required-for-guide-s-enhanced-slack-coordination-features.md): This article explains the new Slack permissions requested by Guide’s updated Slack app, what functionality they enable, and why some organizations may want to approve these permissions ahead of fut...
- [Using BrightHire Alongside Guide](https://support.guide.co/en/articles/15603945-using-brighthire-alongside-guide.md): Here's what you need to know to make sure Guide and BrightHire work together.
- [Troubleshooting Your BrightHire and Guide Integration](https://support.guide.co/en/articles/15694568-troubleshooting-your-brighthire-and-guide-integration.md): Most BrightHire issues come down to your BrightHire account configuration. Here's how the two work together and how to resolve the most common problems.
- [How to handle candidate job transfers in Greenhouse](https://support.guide.co/en/articles/16057134-how-to-handle-candidate-job-transfers-in-greenhouse.md): Here's what happens and what you need to know when you transfer a candidate from one Greenhouse job to another
- [Using candidate preferred names in Guide \(Greenhouse\)](https://support.guide.co/en/articles/16221703-using-candidate-preferred-names-in-guide-greenhouse.md): How to add a candidate's preferred name to their Guide profile

## Technical Onboarding

- [Integrating Guide with Okta](https://support.guide.co/en/articles/9767232-integrating-guide-with-okta.md): Enable secure SSO access to Guide through your Okta identity provider
- [Integrating Guide with Google Calendar, Meet & Conference Rooms](https://support.guide.co/en/articles/11084276-integrating-guide-with-google-calendar-meet-conference-rooms.md): Connect your calendars and rooms to power real-time scheduling availability in Guide
- [Integrating Guide with Greenhouse](https://support.guide.co/en/articles/4543311-integrating-guide-with-greenhouse.md): Guide is a Greenhouse Customer-Preferred integration. Connect Greenhouse to Guide for a seamless scheduling and candidate experience.
- [Integrating Guide with Ashby](https://support.guide.co/en/articles/11519055-integrating-guide-with-ashby.md): Connect Ashby to Guide for a seamless scheduling and candidate experience.
- [Integrating Guide with Slack](https://support.guide.co/en/articles/4533305-integrating-guide-with-slack.md): How to enable the integration for Slack to enable auto-syncing interviewer profiles and more.
- [Integrating Guide with Zoom](https://support.guide.co/en/articles/10317306-integrating-guide-with-zoom.md): How to enable the Zoom Integration to enable automatic management and creation of zoom interview links.
- [Integrating Guide with CoderPad](https://support.guide.co/en/articles/9994355-integrating-guide-with-coderpad.md): Enable automatic CoderPad link creation in your scheduling workflows
- [Integrating Guide with CodeSignal](https://support.guide.co/en/articles/10813621-integrating-guide-with-codesignal.md): Auto-generate CodeSignal assessment links within your scheduling workflows.
- [Integrating Guide with HackerRank](https://support.guide.co/en/articles/11395201-integrating-guide-with-hackerrank.md): Automatically create HackerRank links for technical interviews in your scheduling workflow.
- [Integrating Guide with PagerDuty](https://support.guide.co/en/articles/12670573-integrating-guide-with-pagerduty.md): Automatically sync your engineering team’s on-call schedules from PagerDuty so interviews aren’t scheduled during on-call hours
- [Integrating Guide with Coderbyte](https://support.guide.co/en/articles/13288054-integrating-guide-with-coderbyte.md): Embed dynamic Coderbyte links throughout your interview communications
- [Transitioning to Harvest V3 API: Everything You Need to Know \(Greenhouse\)](https://support.guide.co/en/articles/15545639-transitioning-to-harvest-v3-api-everything-you-need-to-know-greenhouse.md): How to prepare for the upcoming transition to Greenhouse's Harvest V3 API
- [Installing the Guide Extension for Google Chrome](https://support.guide.co/en/articles/9682388-installing-the-guide-extension-for-google-chrome.md)

## Admin Onboarding & Account Setup

- [Getting Started with Guide: Greenhouse Setup Guide \(Admins\)](https://support.guide.co/en/articles/11530883-getting-started-with-guide-greenhouse-setup-guide-admins.md): Set up your Guide account with Greenhouse ATS and in preparation for your Guide launch.
- [User Roles & Permissions](https://support.guide.co/en/articles/11531000-user-roles-permissions.md): Role types, access levels, and how to manage permissions across your recruiting team
- [Scheduling Defaults & Load Settings](https://support.guide.co/en/articles/11531004-scheduling-defaults-load-settings.md): How to control daily/weekly interview limits, load balancing, and interviewer availability rules.
- [Candidate Portal Settings](https://support.guide.co/en/articles/11531005-candidate-portal-settings.md): Creating and editing the default portal experience for candidates, with branding and stage-based instructions.
- [Editing "Interview Defaults" & Candidate-Facing Interview Titles](https://support.guide.co/en/articles/11518935-editing-interview-defaults-candidate-facing-interview-titles.md): Control which Greenhouse‐synced interviews are visible to candidates and customize candidate‐facing interview names.
- [Email Templates & Settings \(Greenhouse\)](https://support.guide.co/en/articles/11531007-email-templates-settings-greenhouse.md): Customizing email content, confirmation delays, and reviewing synced Greenhouse templates.
- [Interviewer Profiles](https://support.guide.co/en/articles/11531006-interviewer-profiles.md): Managing photos, bios, LinkedIn links, and visibility settings for a polished candidate-facing experience.
- [Interviewer Tags & Training Paths](https://support.guide.co/en/articles/11531013-interviewer-tags-training-paths.md): Create and manage interviewer tags in Guide to track and match interviewers based on skill sets, team alignment, or seniority.
- [How Guide syncs Ashby interview plans](https://support.guide.co/en/articles/15964847-how-guide-syncs-ashby-interview-plans.md): How Guide syncs your Ashby interview plans to ensure you're ready to schedule across your open roles.
- [Configuring your interview requirements & Scheduling Plans in Guide \(Ashby customers\)](https://support.guide.co/en/articles/15694425-configuring-your-interview-requirements-scheduling-plans-in-guide-ashby-customers.md): Set up your Guide account with Ashby ATS and in preparation for your Guide launch.
- [Building your email and message template library \(Ashby Customers\)](https://support.guide.co/en/articles/15075640-building-your-email-and-message-template-library-ashby-customers.md): Customizing email content, confirmation delays, and reviewing synced Greenhouse templates.
- [Linking Candidate Portal Templates to Jobs](https://support.guide.co/en/articles/15705461-linking-candidate-portal-templates-to-jobs.md): Once you've created your templates, learn how to link them to the relevant jobs, either one at a time or in bulk.
- [Exporting Prelude Interviewer Data](https://support.guide.co/en/articles/11356965-exporting-prelude-interviewer-data.md): How to export your interviewer data from Prelude and import into your Guide account
- [Bulk Upload Interviewer Profile Information](https://support.guide.co/en/articles/11574177-bulk-upload-interviewer-profile-information.md): Learn how to quickly import interviewer profile updates including title and LinkedIn URLs in bulk
- [Access Guide Reporting Data in Amazon S3](https://support.guide.co/en/articles/11593392-access-guide-reporting-data-in-amazon-s3.md): Learn how Guide provides enterprise-grade access to raw reporting data via Amazon S3 for integration into your internal BI tools.
- [Bulk import interviewer profiles](https://support.guide.co/en/articles/15984435-bulk-import-interviewer-profiles.md)
- [🛠️ Internal Communications Toolkit for Rolling Out Guide](https://support.guide.co/en/articles/11759083-internal-communications-toolkit-for-rolling-out-guide.md): This guide is intended to help your internal teams \(Talent, Recruiting Coordination, Interviewers\) understand the rollout of Guide

## Template Management 

- [Manage Greenhouse message template sync](https://support.guide.co/en/articles/15400746-manage-greenhouse-message-template-sync.md): If your organization connects Greenhouse to Guide, Greenhouse email templates can sync into Guide as message templates. Admins can control how that sync behaves and clean up synced templates in bulk.