1. Navigate to Post Application > Virtual Post Application in the menu.

• Alternatively, search for the Virtual Post Application in the menu search and then click on the Virtual Post Application listing.

2. Select the Form Name for which you want to enable slot booking and click Let’s Get Started.

3. Drag and drop the Interview Slot Booking tab into the Design your Post Application Process workflow and click Next Step.

4. Define the Process Name and Process Alias Name (e.g., "Personal Interview" as the process name and "PI" as the alias).

5. Choose how slots will be assigned:
   

• Auto-Allocate Slots: Automatically assigns slots based on predefined logic.

• Candidate-Selected Slots: Allows candidates to choose their preferred slot from available options.

• Manually Assigned Slots: Enables you to allocate slots manually via CSV upload.
  

6. Define Mode of the Process, such as:

• At the Center

• Online Proctored at Home
  

Based on the Mode, the Candidates might be provided an option to Select the Venue or not.

7. Define Applicant Eligibility Criteria for slot booking, such as:
   

• Application Started

• Payment Approved

• Application Submitted

• Specific Application Stage/Substage
  

8. Select the checkboxes for required parameters to gather relevant slot booking information. Set an Alias name for applicants and admins—for example, rename "Date" to "Interview Date" for clarity.

9. Select the Method for Configuring Slots:

• Input Manually: Define available slots directly within the system.

• Upload CSV: Upload a file with slot details (date, time, venue, etc.).
  

10. Set the Start Date and Deadline for slot booking availability on the candidate’s portal.

11. Define the button name visible on the candidates' dashboard if they can book slots themselves.

12. Customize the Slot Booking Page by defining:

• Page Heading: Visible on the Slot Booking page after the candidate clicks the Slot Booking button from the dashboard.

• Instruction: Define any necessary instructions for the Slot Booking page.

• Button Text: The button on the Slot Booking page for candidates to submit their selected Venue/Date/Time.

• Success Pop-up Message: Displays the configured message after the candidate successfully books a slot.

• Show Slots Available After: Defines when available slots appear. E.g., if set to 2 days, a candidate eligible on May 24 will see slots from May 26 onward.

• Dashboard Message on Successful Booking: Displays a message on the candidate's dashboard until the process date.

• Interview Call Letter: Select a template from the dropdown to be available on the candidate’s dashboard for download after successful slot booking. Ensure the template is configured in Document Template, then click Save and Next.
  

13. Enable Rescheduling if required:

• Buttons Text on Candidate Dashboard

• Review/Edit Slot details

• Define the number of reschedules allowed.

• Set start and end dates for rescheduling.

• Restrict rescheduling within a specific time frame before the booked slot.
  

14. Configure Communication Templates for email, SMS, and WhatsApp notifications.

15. If applicable, enable Retake Slots for candidates requiring additional attempts.To configure the retake settings, define:

• Applicant Eligibility Criteria: Conditions for enabling a retake (e.g., Payment Approved, Application Submitted, Application Started, or Application Stage).

• Button Text on Candidate Dashboard: Label for the retake booking button.

• Retake Limit: Maximum number of retakes allowed.

• Start & End Date: Define the retake period.

• Restrict Parameter Re-selection: Prevent candidates from choosing the same slot parameters from previous attempts (e.g., if a candidate selects "A" in the main attempt, they can't choose "A" again for the retake).
  

16. Click Save and enable the toggle button to activate the slot booking process.
    

Special Business Use Cases

• Admissions Interviews: Manage interview schedules for admission rounds.

• Scholarship Evaluations: Allow candidates to book interviews for scholarship assessments.

• Final Selection Rounds: Enable you to allocate interview slots efficiently for final selections.
  

• Please note: Multiple teams of your institute can create and work on multiple processes at the same time. However, a total of 10 processes can be created under one form.
  

Conclusion

The Interview Slot Booking feature in Meritto CRM ensures an organized and efficient scheduling process. By offering flexibility in slot selection, rescheduling, and automated assignments, you can enhance the overall interview management experience.