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Metaview integrates seamlessly with Calendly. If you use Calendly for scheduling your interviews, connect Calendly with Metaview to enable the Automatic scheduling feature.

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How to connect Calendly

1. Connect Calendly to Metaview Go to your account Settings which you can find top left hand corner: click on the Metaview logo -> ⚙️ (gear). Under Integrations, find Connect Calendly and authenticate to sync your Calendly account. Image
The email associated with the Calendly account should match that of your Metaview account.
2. Select the events that you want Metaview to schedule automatically Metaview works with Calendly events configured for videoconference and phone calls. Image 3. Verify your Calendly event configuration To ensure that your Calendly events are correctly picked up and scheduled reliably, please follow the steps below:
  1. Log in to your Calendly account here.
  2. Select your event and Click on the ⚙️ (gear) icon and then Edit
  3. Select Event details
  4. For video conference calls: ensure that your video conference tool is connected to your Zoom account and selected under Location Image
  5. For phone calls: pick Location as Phone call and then use the I will call my invitee option. Image
  6. Click Save and close to save your updates. Repeat these steps 1-5 for any other events you want to be scheduled automatically with Metaview.
  7. You can confirm that your Calendly is connected by checking the Integration Settings page. It should say Enabled. Click Manage Calendly to change which events you want Metaview to automatically schedule.
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Re-validate your Calendly connection

You will sometimes be required to confirm that you want Metaview to continue having access to your Calendly events.
Usually, this occurs every couple of months, but may also be triggered automatically in the case of password changes or other setting updates on your Calendly account. Metaview does not control this process and does not intentionally disconnect your Calendly account.
When this occurs, Metaview will send you an automated email requesting that you re-connect your Calendly account. Metaview will not be able to continue scheduling calls from Calendly until this step is completed. Simply go to your account and click on Connect Calendly and select the Calendly events you want Metaview to schedule. Image

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Disconnect Calendly

You can disconnect your Calendly account from your Metaview account. Go to your account Settings which you can find top left hand corner: click on the Metaview logo and ⚙️ (gear). Under Integrations, find Manage Calendly . Select Disconnect Calendly and Confirm. Calendly Disconnect Pn
Please note that already scheduled Calendly events will go ahead unless they are disabled. Please see here for details.

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Adding a candidate notification

For interviews scheduled via Calendly, you can optionally add a custom question that will allow a candidate to be notified, and to signal their preference with regards to having Metaview on their call during booking.
  1. Go to yourCalendly home page and click on Edit for each relevant event Image
  2. Once in the event type settings, select Booking page options Image
  3. Under Invitee questions, click on + Add New Question Image
  4. You can then add a new question related to Metaview. We recommend using a dropdown Answer Type Image
  5. Please find the sample copy that you should personalize for your purposes. You can use the custom question to briefly introduce Metaview, its purpose and to give candidates an opportunity to indicate their preferences in advance of the call. Question: I use Metaview, an AI assistant, to help me with note-taking during interviews. Your agreement to be recorded is not required, and your choice will have no bearing on your interview outcome.
    Answer Option #1*: I agree to have Metaview take notes during my interview.* 
    Answer Option #2: I do not agree for Metaview to be used during my interview. 
  6. Click Done and Save and Close to save your changes.
  7. Once implemented, Metaview will be automatically disabled for your future Calendly scheduled video conference calls if the candidate has opted out.
Please contact our team if you have any questions.