Understanding Bullhorn's Calendar Integration
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Bullhorn’s calendar integration adds appointments and interviews created within Bullhorn to your third party calendar.
In this article we will cover:
- Setting up the Integration
- How it works
- Adding appointments
- Editing appointments
- Managing appointments
Pre-requisites
In order to use our calendar integration, your company must have your email integrated with Bullhorn.
How it Works
Action | Outlook Calendar |
Google Calendar |
---|---|---|
Add / Edit a Bullhorn Appointment within Bullhorn | Add/update on your calendar |
Add/update on your calendar |
Add an event within your third party calendar that is sent to a candidate’s or contact’s email address as recorded in Bullhorn | Creates Bullhorn appointment automatically |
Does not create a Bullhorn appointment |
Update an event from within your calendar | Updates the Bullhorn appointment |
Does not update the Bullhorn appointment |
Appointments are calendar invitations that are sent to your email. Depending on your email settings, you may be required to manually accept these invitations to add them to your calendar. Check with your email provider to see how you can automatically add these invitations to your calendar if you don't want to have to accept them for them to appear on your calendar.
Notes:
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Adding Appointments
- Open the desired record.
- From the Actions drop down, select Add Appointment.
- Give the appointment a Subject.
- Add any Attendees.
- Attendees are the candidate, contact, or colleague you'd like to invite to the appointment.
- Fill out remaining desired fields and Save.
- Type indicates the type of appointment and may impact reporting on your appointments so ensure you use the correct Type.
- Reference applicable Contact, Candidate, Job, Lead, or Opportunity so that the appointment will appear on those records.
Editing Appointments
- Open the desired record.
- Select the Activity tab.
- Expand the Appointments section.
- Select the subject of the desired appointment.
- Select the Edit tab.
- Make any changes and Save.
Adding new attendees or making any other changes will send an updated invite to all attendees. If you don’t want to send an update, toggle Notify Attendees.
Managing Appointments
You can view these appointments from within Bullhorn if you have access to Planner. The Planner is an aggregate of the Appointments section of the Activity tab found on all records. It will show you any appointments created within Bullhorn.