Since my last post on integrating your OrgSync calendar was an unexpected success, I thought I’d pass along another tip I’ve discovered recently.
One of the things my coworkers have wished they could do with OrgSync has to do with officer applications and interviews. Right now, OrgSync makes it really easy to make an application but if your process also involves interviews, there’s no way to have people schedule their interview time as part of their application.
One of my favorite productivity tools is a site called Calendly. While they do have paid versions, I’ve found the free version to be more than sufficient for my current needs. If you’re looking for a way to get your applications and interview scheduling all in one place, this may be a solution for you!
There’s a few different ways to do this, but this is by far the best looking and most user-friendly experience of any service I’ve seen. If you get stuck on one of the steps below, go ahead and leave me a comment at the bottom of the page. I’ll respond and try to help as much as I can!
What you’ll need:
- A Google account (any gmail account works perfectly, though if you’re on a campus that uses google apps you can use that account as well!)
- Ability to make/edit forms on OrgSync
- About 30 minutes (though if you’re mildly tech savvy you may be able to do this quicker)
- I’ll provide the code you’ll need, you’ll just need to replace the links with your own
Here’s where the magic happens. At the bottom of your form, after all the questions and things you’ve already created add a new text block. Click the “Source button. Paste the link you copied from Calendly over any text in the box. Add an https:// before the beginning of the link. Press return twice to go to a new line.
Type the following code and paste it into the source box (wordpress won’t allow me to post HTML code snippets… sorry!). Be sure to add a space between where the line breaks are located:
Your box should look something like this one below:
Now, highlight the link at the top cut/paste it to replace the INSERT LINK HERE” part of the code. It should now look something like this:
If you want to add any text above or below the scheduling box, simply type it before the beginning of the code and hit return to put the code on it’s own line (or at the end of the code on a new line). I would recommend adding text above the box explaining that the widget below is for scheduling an interview time and some text afterwards to tell them to click the green “continue” button to submit the form.
Hit the green DONE button. Look how pretty it is! If everything is right it should look something like this in the form editor:
The scheduler is fully responsive and will adjust beautifully to any size screen, including mobile. If you authorized Calendly to post to your calendar, it should automatically add any interviews scheduled to your google calendar. If that’s not working, you can log back into your calendly account and it will show any scheduled appointments. You can go back and adjust the interview times or slots if you need to add more or change it for a different interview process.
What do you think? Is this helpful to you? Questions? Let me know in the comments below!