Attendees - Invite Assessors and Candidates

Modified on Fri, 15 Sep, 2023 at 2:23 PM

Invite Assessors

To invite Assessors to your campaign, please refer to the instructions below.

Step 1	On the Project List, click the arrow to expand a project and view available sessions.
Step 2	Click on a date in the calendar with sessions. You can see how many sessions are on a particular date by the number in the Red tag. Once you have selected a date, click on a Session to the right of the calendar to view its' details.
Step 3	You can also use this view to Edit the session or jump to other sessions using the lists on the left.
Step 4	In the Session view, head to the Assessors tab.
Step 5	Select the invitation email you would like the Assessor(s) to receive. More info on invitation templates is available here.
Step 6	Enter the details of your Assessor(s) and click the plus icon to add them to the session. You can also click the Import option to upload attendees using a .CSV (instructions here)
Step 7	Click the Save button at the bottom of the pop-up to save your changes and send email invitations to the Assessor(s).

Assessors will receive the invitation that you selected from noreply@vieple.com with the Session details and a link to join.

Invite Candidates

To invite candidates to your campaign, please refer to the instruction below.

Step 1	On the Project List, click the arrow to expand a project and view available sessions.
Step 2	Click on a date in the calendar with sessions. You can see how many sessions are on a particular date by the number in the Red tag. Once you have selected a date, click on a Session to the right of the calendar to view its' details.
Step 3a	To invite candidates to pick any available session from this project: In the top-left of the pop-up, under Select Session, scroll to the bottom and pick Allow Candidates to Pick a Session. To invite candidates to a specific session skip to step 3b.
Step 4a	Select either: Scheduling Due Date: The last day that candidates with this invitation will be able to book in a session. After this date their link to book a session will become invalid. Scheduling Window (leave deadline blank): The number of hours that candidates will have to book their session. After this time has passed their link to book a session will become invalid.
Step 5a	Select the email that you would like the candidate(s) to receive. More info on invitation templates is available here.
Step 6a	Enter the details of your Candidate(s) and click the plus icon to add them to the session. You can also click the Import option to upload attendees using a .CSV (instructions here)
	Alternatively, you can select the Self Schedule URL option to create a link which candidates can use to pick their own session. You will not need to provide their name and email address in this case. The URL can be hosted on a website, sent out via email or anywhere else you can share a link for candidates to click on.
Step 7a	Click the Save button at the bottom of the pop-up to save your changes and send email invitations to the Candidate(s).

Step 3b	To invite candidates to a specific session: In the pop-up view, head to the Candidates tab.
Step 4b	Select the email that you would like the candidate(s) to receive. More info on invitation templates is available here.
Step 5b	Enter the details of your Candidate(s) and click the plus icon to add them to the session. You can also click the Import option to upload attendees using a .CSV (instructions here)
Step 6b	Click the Save button at the bottom of the pop-up to save your changes and send email invitations to the Candidate(s).

After inviting candidates, they will receive an email with the meeting details, and a link to join the session or book their session.