Schedule a Conversation: Initial Configuration

Recruitment Marketing Public

Our Schedule a Conversation functionality is powered by Cronofy, a world-leading provider of integrated scheduling technology, so to get started, you will need to connect your work calendar to the Cronofy system and allow the necessary permissions for Cronofy to read and write events to your calendar.

For an overview of this functionality, see Schedule a Conversation.

Create your Cronofy account

To get started, you will need to create an account within the Cronofy system and grant Cronofy access to your calendar.

The following example steps through the process of connecting a Google account to Cronofy, but the process is almost identical for Office 365 accounts.

  1. When you first attempt to create a scheduling link, you will be prompted to log into Cronofy or create an account. If you have previously completed this configuration process, you can simply log into your account using Google or Office 365, however, if this is your first time, you'll need to click Create an account.
    Book A Conversation Log in or create account
  2. Before you can create an account, you will need to accept Cronofy's Terms of Service and their Privacy Policy. Once you have reviewed this information, click the checkbox, and select Continue with Google. The relevant Data center option will be pre-populated, and it is important you don't change this setting when creating your account.
    Book A Conversation Create Account Step 1
  3. You will then be prompted to select the relevant Google account.
    Book A Conversation Choose An Account
  4. Once you select the appropriate account, you will be prompted to Sign in to Cronofy using that account. Click Continue to proceed.
    Book A Conversation Create Account Sign In
  5. Next, you will be prompted to review the permissions that Cronofy needs to be able to connect to your calendar. Once you have reviewed it, click Allow to continue.
    Book A Conversation Create Account Authorise
  6. If this is the first time that someone from your organisation has created a Cronofy account via Recruitment Marketing, you will also be prompted to create an "Organizational Unit" within Cronofy. The "Organizational Unit" allows Cronofy to associate calendars from users within the same organisation together, which is necessary to facilitate functionality such as being able to invite Other Attendees.
    The Organizational Unit name will be pre-populated, and it is important that you do not change this value. Additionally, ensuring that the checkbox below is enabled will allow other members of your team to automatically be connected to this organizational unit when they create their accounts.
    Click Continue on this screen to proceed.
    Book A Conversation Create Organizational Unit
  7. You will now receive a confirmation message indicating that your account has been successfully created.
    Book A Conversation Create Account Confirmation
  8. Clicking the Return to Recruitment Marketing button will complete the process. The sign-up window should close, and you will be returned to the Generate Link process.

 

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