Understanding Bullhorn's Calendar Integration

Editions Available: All Editions Audience: Administrative Users

Bullhorn’s calendar integration adds appointments and interviews created within Bullhorn to your third party calendar. In this article, learn everything you need to know about managing appointments. You can learn how to set up the integration, followed by an overview of how it works. Then, you can walk through the process of adding and editing appointments, and finally, see how to effectively manage them to keep everything running smoothly.

Pre-requisites

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: Bullhorn serves as the appointment’s system of record. If you made the appointment in Bullhorn, any additional actions/edits/etc. on that appointment must be completed in Bullhorn.

Do not forward the invitation to additional attendees from your email inbox. If you require additional attendees for an appointment/interview, see Scheduling Appointment with a Candidate or Contact.

Creating an Appointment

  1. Open the desired record.
  2. From the Actions drop down, select Add Appointment.
  3. Give the appointment a Subject.
  4. Add any Attendees.
    Note: ​Attendees are the candidate, contact, or colleague you'd like to invite to the appointment.
  5. 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.

Outcome: The appointment is created and it appears in the Appointments section of the Activity tab in a record.

Editing Appointments

If you need to edit anything on an appointment, such as adding more attendees or updating the date of the appointment, follow the steps below.

  1. Open the desired record.
  2. Select the Activity tab.
  3. Expand the Appointments section.
  4. Select the subject of the desired appointment.
  5. Select the Edit tab.
  6. Make any changes, then select 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.