Creating a New Appointment

The "Appointments" page in Aura ATS is a dedicated space where you can manage and oversee all scheduled appointments, ensuring a well-organized and efficient approach to your daily schedule. It allows you to track interviews, client meetings, follow-ups, and other critical appointments essential to your recruitment and sales processes.

Key Features:

  1. Calendar View: Access a visual representation of your scheduled appointments in a calendar format, providing a clear overview of your upcoming events.
  2. Appointment Details: View essential information for each appointment, including title, date, time, location, and attendees, facilitating effective planning and coordination.
  3. Status Indicators: Quickly identify the status of each appointment, whether upcoming, in progress, or completed.
  4. Reminders and Notifications: Configure reminders and notifications to ensure you stay informed about upcoming appointments, reducing the risk of missed engagements.

Accessing the Appointments Page:

  1. Navigation: Log in to Aura ATS and navigate to the "Appointments" or "Calendar" section on the main dashboard.
  2. Filter and Sorting: Utilize the filter and sorting functionalities to quickly locate specific appointments based on criteria such as date, status, or attendee.

Creating a New Appointment:

  1. Initiating the Process: Click on the "Create New Appointment" or a similar option to start the appointment creation process.
  2. Appointment Details: Provide essential details for the new appointment, including:
    • Appointment Title: A descriptive title for the engagement.
    • Date and Time: Specify the date and time for the appointment.
    • Location: Indicate the physical or virtual location of the appointment.
  3. Attendees: Add the names or email addresses of participants to ensure everyone is informed and included.
  4. Customizing Fields (Optional): Add additional information such as agenda, notes, or attachments for reference.
  5. Save and Review: Review the entered information for accuracy and completeness, then click "Save" to create the new appointment.
Conclusion: 

Congratulations! You now have a comprehensive understanding of managing appointments in Aura ATS. For further assistance or inquiries, refer to the detailed help documentation, contact our support team, or explore other features within Aura ATS to enhance your recruitment and sales workflows. Aura ATS is committed to providing an intuitive and efficient platform for all your organizational needs.