Working with candidates¶
Goal: "Reach every applicant in Riverside with memory care experience who hasn't been interviewed yet." Track and contact applicants before they're caregivers.
Where: Candidates in the sidebar
Quick paths¶
| I want to… | Do this |
|---|---|
| See applicants at a certain stage | Filter by status |
| Find applicants near a client | Skills & Prefs → search the client → Filter by distance? |
| Text a group of applicants | Select → Blast Message |
| Track who replies | Turn on Track responses? with a label and expiry |
| Set up our hiring stages | Candidate Status Settings |
| Clean up old applicants | Archive?, or set Auto Archive candidates after (days) |
Statuses¶
In Candidate Status Settings, create the stages you use (for example: New, Phone screen, Interview scheduled, Background check, Offer). Update each candidate's status as they move along. Set Auto Archive candidates after (days) to clear out stale applicants. Use Include archived? to see them again.
Find the right applicants¶
Combine Search by name/phone, Quick filters (cities, messaging status, last message date), Status, Location filter, and Skills & Prefs. Distance filters can take 5–10 seconds to apply.
Message applicants¶
- Select candidates (or Select all).
- Blast Message, then write it or Apply template. You can attach one image (png/jpg/gif, up to 3 MB). Images are deleted 30 minutes after sending, for privacy.
- Turn on Track responses?, add an internal label, and set Expire in (hrs).
- Send. Replies are tracked on the Requests tab.
Related: Broadcasts & bulk messages