The Workflow

Schedule Genius guides you through 4 phases — Configure, Collect, Generate, and Send — broken into 8 concrete steps. Each step builds on the previous one.

Phase 1: Configure

Steps 1–3
1

Configure Event

Set up your interview event parameters and availability slots

What you configure
  • Event name and department
  • Interview days and time slots
  • Interviews per candidate
  • Interviewers per session
  • Meeting platform (Zoom, etc.)
How it works

Define your availability slots with specific dates and times. These become the building blocks for your schedule. Once you create forms, availability slots are locked.

Tip

Plan your availability slots carefully—they can't be changed after forms are created. Most events use 3-5 interview days with 6-8 slots per day.

2

Create Forms

Build custom availability forms for each participant role

Form types
  • Applicant forms — availability + research interests
  • Faculty forms — availability + candidate preferences
  • Student interviewer forms — availability + max interviews
Special fields
  • Research interests (for matching)
  • Faculty preferences (ranked list)
  • Candidate rankings (for optimization)
Note

Special fields feed into the scheduling algorithm. Faculty preferences and research interests help create better matches between candidates and interviewers.

No login required

Faculty, students, and candidates don't need to create an account. They simply receive a form link, fill it out, and submit — no passwords or sign-ups.

3

Set Templates

Assign email templates for different notification types

Template types
  • Form submission confirmation
  • Interview invitation
  • Interview reminder
  • Schedule change notification
  • Interviewer assignment notice
Template variables

Use dynamic variables like , , and that auto-populate when emails are sent.

Phase 2: Collect

Steps 4–5
4

Send Outreach

Distribute forms to participants and track delivery

Iterative
Campaign management
  • Create campaigns by participant role
  • Schedule sends for future dates
  • Track delivery and bounce rates
  • Send targeted reminders to non-responders
Your role

Monitor response rates on the dashboard and follow up as needed. The system handles technical distribution—you focus on participant communication.

Iterative Step

You can return to this step multiple times to send reminders or add new participants. This is normal—most events require 2-3 reminder rounds.

5

Responses

Track and manage form submissions from all participants

What you can do
  • View responses by role (faculty, student, applicant)
  • Filter by name, date, or completion status
  • Track response rates in real-time
  • Download responses as CSV
Dashboard metrics
  • Total responses vs. expected
  • Response rate by participant role
  • Recent submissions timeline
  • Pending response counts
Sample Response Dashboard
71
Total Responses
85%
Faculty Rate
52
Pending

Phase 3: Generate

Steps 6–7
6

Generate Schedule

Run the optimization algorithm to create interview assignments

The optimization considers
  • Mutual availability between candidates and faculty
  • Research interest alignment for better matches
  • Balanced faculty workloads
  • Efficient time slot utilization
  • Faculty preference rankings
What you get

A complete schedule that maximizes preference matches while ensuring all required interviews fit within your available time slots. Conflicts are flagged automatically.

Processing time

Schedule generation typically takes 30-60 seconds depending on the number of participants. The algorithm runs multiple optimization passes.

7

Edit Schedule

Review and adjust the generated interview schedule

Editing options
  • Drag-and-drop interviews between time slots
  • Swap interviews between interviewers
  • Lock confirmed meetings to prevent changes
  • Hover any meeting to see match details — research overlap, preference rank, and more
Save or discard

Experiment freely with the schedule. When you're happy with your changes, save them. If you want to start over, discard and return to the last saved version.

Conflict prevention

The system automatically checks for conflicts as you make changes. You'll see warnings before saving any schedule that has double-bookings.

Phase 4: Send

Step 8
8

Send Invites

Send calendar invites and manage schedule updates

Iterative
Initial send
  • Send all calendar invites with one click
  • Zoom links automatically included
  • Track delivery status
Managing updates
  • Reschedules queue automatically
  • Cancellations tracked separately
  • Batch send updates when ready
  • Full send history for auditing
Iterative workflow

As participants cancel or request changes, edit the schedule in Step 7. Changes are automatically queued here. Send updates in batches—you control when notifications go out.

Managing Multiple Events

Create separate events for different parts of your recruitment process

Each event has its own forms, responses, and generated schedules.

Common event types
  • Initial interview rounds for large candidate pools
  • Second-look events for accepted students
  • Faculty candidate interviews
Event formats
  • Multi-day recruitment weekends
  • Department-specific sessions
  • Virtual interview events
How it works

Each event operates independently within a shared team workspace. Multiple admins can log in and collaborate on the same events — everyone sees the same data, responses, and schedules in real time.

Key Features

Form Flexibility

Build forms that match your specific data collection needs, from simple availability to complex preference rankings. Each role can have different fields.

Smart Optimization

The scheduling algorithm balances multiple competing priorities to create feasible schedules that work for everyone while respecting constraints.

Real-time Editing

Make changes directly in the platform with automatic conflict checking to prevent scheduling errors. Lock meetings that shouldn't change.

Multiple Output Formats

Export different views of the same schedule optimized for different stakeholders—candidates get itineraries, faculty get assignment lists.

Team Collaboration

Your entire admissions team shares one workspace. Multiple coordinators can log in and work on events together — no more emailing spreadsheets back and forth.

No Login for Participants

Faculty, students, and candidates never need to create an account. They receive a form link, fill it out, and get calendar invites — that's it.

Export Options

Master Schedule

Complete schedule data in Excel format with all interviews, times, and participant details.

Candidate Itineraries

Individual schedules for each applicant showing their personal interview lineup.

Faculty Assignments

Per-interviewer views showing who they're meeting and when throughout the event.

Pro tip

Export different views for different stakeholders—candidates get clean itineraries while faculty get detailed assignment views with candidate background information.

Getting Help

Email Support

Reach our support team for technical issues, questions about features, or help with your specific use case.

support@anobrain.ai →

Onboarding Call

Every plan includes a dedicated onboarding call to help you set up your first event and get your team comfortable with the platform.

Schedule a call →