Enabling and using the FreeBusy integration

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Available for Roles Super Admin, Admin, Team Member, Limited Team Member
Can only be enabled by Super Admins
Permissions • (To enable) Manage API credentials and manage integrations
• (To use) Manage profiles and view associated postings
Packages LeverTRM, LeverTRM for Enterprise

Integrate Lever with FreeBusy to automate interview scheduling for 1:1 and group interviews and keep your calendar and Lever in sync for scheduled interviews. For more information refer to the FreeBusy website


Setting up the FreeBusy integration

 

You must be a team or organization with admin rights in FreeBusy to install this integration.

  • On the Integrations page, click Link an integration

  • Locate the Lever listing and click Add integration
  • On the modal, sign in with your Lever account.

  • Review the list of requested permissions and click Accept

  • Verify that the Lever integration appears on your FreeBusy Integration page

Using the FreeBusy integration

Create a booking page to automate interview scheduling for a Lever job posting

Complete the following steps to setup a booking page to allow candidates to self-schedule interviews for a Lever job posting:

  • In FreeBusy, go to Bookings
  • Click Edit Appointment Type for the appointment type that you want to use for a specific job posting (e.g. Senior Backend Engineer)

  • If you do not already have a booking page and appointment type you can create one by clicking Add New.
    • You can use the Lever integration with both automatic availability and manual availability.

  • On the dropdown field labeled, “Link these bookings to this Lever item,” select the job posting you want to enable candidate self-booking for.
    • This field only appears if you have already integrated with Lever.
  • Click Save

Automate interview scheduling for Lever job posting with FreeBusy

  • Click Copy Booking Link for the appointment type that you created for the Lever job posting

  • Paste the booking link into the Lever email template that you send to candidates. You can also send the link via any other means like chat or text message.
  • The candidate will pick an available date and time for the interview and fill out additional information you choose to collect via the booking form. 
    • You can use the Lever integration with both automatic availability and manual availability. 

  • If the candidate does not already exist in Lever, the FreeBusy integration will automatically create an opportunity in Lever. Any opportunities auto-created by FreeBusy will be tagged “FreeBusy” so you can easily identify any candidates that were created through integration. 

  • FreeBusy will automatically schedule an interview in Lever associated with the job posting and the candidate opportunity.

Reschedule Lever interview using FreeBusy

  • If you need to reschedule the interview, open the opportunity in Lever and click the View In External App button to be redirected to FreeBusy. 
  • In FreeBusy, propose alternate times to the candidate. 

  • Once rescheduled, the new interview time will be reflected on the Lever opportunity 

Please reach out to FreeBusy for more information on additional use cases and details on how to use the FreeBusy integration with Lever. 

Disabling the FreeBusy integration

  1. In Lever navigate to Settings > Integrations and API
  2. Under the Authorized Apps tab, locate the FreeBusy app
  3. Click Revoke access to disable the integration
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