Send calendar invites to clients and contacts without leaving Recruiterflow. Events sync to your connected Google or Outlook calendar, log on the contact's timeline, and create a task on the linked job if the role calls for one.
For recruiters booking discovery calls, account managers running client check-ins, and anyone tired of bouncing between their ATS and their calendar app.
Before you start
Make sure your calendar is connected. If you signed in with Google or Microsoft, you're already set. Otherwise, head to your Permissions settings and enable email/calendar sync.
How to schedule an event
Open the contact's profile.
Click the Schedule tab in the top right.
Pick the date and time.
Add a description, write it directly or pick a template from your Settings. Templates support merge tags so you can personalize the invite automatically.
Click Save event. The invite goes out, the event lands on your calendar, and it logs on the contact's activity timeline.
Practical example
An account manager wants to book a 30-minute QBR with a client next Tuesday. They open the contact's profile, click Schedule, pick Tuesday 2pm–2:30pm, select the "Client QBR" template (which pre-fills the agenda using merge tags), and click Save event. The client gets a polished invite, the event is on the AM's calendar, and the contact's timeline now shows the upcoming meeting alongside every other touchpoint.
Things to know
Events scheduled from Recruiterflow appear in your calendar app and are added to the contact's activity log. Updates and reschedules sync both ways.
If you don't see the Schedule tab, your calendar isn't connected. Check Permissions.
Templates with merge tags pull data from the contact and the linked job, so personalization is automatic.
If the contact's email bounces, the calendar invite won't deliver — fix the email on the profile first.