A deck is a set of options for one client or group: candidates, homes, trips, venues, anything you'd normally send as a list or a pile of attachments.
- 1On your dashboard, click New deck. It uses your company's default template; to send something else, click Explore other templates.
- 2Under Client info, give the deck a title (only you see it), plus the client's name and a short welcome message for the first screen they see.
- 3Add your cards. You can type them in, upload resumes or listings, paste a link, or bring in a spreadsheet. See Add cards.
- 4Under Reviewer actions, pick the button your client taps when they're ready, like Schedule interview or Book showings.
- 5Under Recipients, add your client and click Send, or click Copy link and send it yourself.
Tip: New accounts start with a sample deck. Send it to yourself first to see exactly what your clients get.