Templates

Templates can be created in Cronofy for fast and easy scheduling and are a great way to standardize your invites. They allow you to pre-set all the details that you would normally add when you create a request from scratch.

When you select a template as the basis for your new request, it will pre-fill everything you set in the central template. You’ll still be able to make any edits you like.

How do I create templates?

To create a template you need to click you OU one the left hand panel and select Scheduling and then the Templates tab.

(Name of your OU) Settings -> Scheduling -> Templates.

From here you can see and edit your already created templates or click on the Create template to get started and name your new template.

Now that you have create the template you will be taken to the page to fill out any information. You can start from the name.

Template types: there are 3 types of templates you can select from,depending on how you intend to use them. The main thing to remember here is that only Scheduling Request type can have no host. We will look further into why below.

A host can be set pre-selected here as an individual user or a selection rule with multiple people. You need to set them up beforehand or you can click create selection rule right there, more info here.

The rest of the template is set up pretty much the same way a scheduling request is, and includes the additional information prompts at the end for Public link conversion.

What are the template types?

There are three template types:

Public links: this will always require an individual host and/or selection rule(s) and can be used to send to a bulk of people. E.g. for sourcing.

Scheduler requests: this is the standard template you can use to get details for specific meeting types pre-filled in the request form where you create a link.

Scheduling triggers: this will require an individual host and/or selection rule(s) and can be used in stage transition automation with your ATS integration (SmartRecruiters, Greenhouse, lever, SAP).

How do I edit or delete templates?

To edit an already created Template, go to the Templates tab and click Edit Template.

You can also now simply click the public link icon next to the template to instantly copy the link to your clipboard.

You always need to save so that the changes you've made will apply. Any issues or conflicts will be displayed after clicking save on the top of the page. If you have any issues please reach out to our Support.

Delete Templates

You can delete any template by clicking edit as explained above and scrolling to the bottom and click "DELETE".

How can I use templates with integrations?

Some integrations can use templates, you can visit the Integrations page for more.

Can I use placeholders for my templates?

You can use placeholders now in both titles and descriptions on all scheduling requests, but templates use this feature best.

Placeholders will automatically populate information in a request like host name, attendee name, organization name and more. Always ensuring that the events have the necessary information at a glance (in titles) or a customized description, for a personalized candidate experience.

To insert a placeholder simply click the button as shown on the right side screenshot or type the { symbol and then choosing the desired placeholder. To remove a placeholder simply use the backspace <- to delete the text.

When you select a template as the basis for your new request, it will pre-fill everything you set in the central template. You’ll still be able to make any edits you like.