✅ What stays the same in Guide?

Since Guide's chrome extension works exactly the same across all ATSs, your end-user workflows will remain unchanged:

• Guide's scheduling interface and user experience stay exactly the same.

• Recruiters will still schedule from within Ashby using Guide.

• Interviewers, candidates, and templates will work the same way once configured.

📅 Suggested Timeline for Migration

We recommend kicking off your Guide-to-Ashby migration ~2 weeks prior to your Ashby go-live date.
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Example Timeline:

🔁 How the Switch Works

1. Dual Integration Setup

   • Once you're ready to begin setting up your Guide instance for Ashby, reach out to your Guide CSM asking them to enable your Ashby sandbox.

   • Once done, you will have access to both Greenhouse and Ashby environments in Guide.

   • You'll see them listed as separate accounts in the Guide switcher (e.g., "Good Health - Greenhouse" and "Good Health - Ashby").

   • Users can switch between them during the transition.
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2. Connect Ashby to Guide

   • Navigate to Settings > Integrations in Guide.

   • Connect your Ashby account using your Ashby admin credentials.

3. Once connected, Guide will begin syncing Ashby jobs, candidates, and users.
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4. Manually Input Email Templates

   • Ashby does not expose email templates via API, so you’ll need to manually re-add any Guide templates.

   • Go to Settings > Email Templates in your Ashby Guide environment.

   • Copy over templates from your Greenhouse Guide environment.
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5. Re-link Templates to Jobs (if needed)

   • Once your Ashby jobs are synced, you may need to re-map your templates to the appropriate roles.

   • This ensures job-specific tokens and links are working correctly.
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6. User Onboarding

   • When recruiters start using Guide in Ashby, they'll receive a one-time prompt to confirm their scheduling preferences (e.g., default meeting link, calendar settings).

   • After setup, scheduling works exactly the same.
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🔄 Final Cutover & Clean-Up

Once you're confident your team is fully live on Ashby:

• Let us know you're ready to deprecate the Greenhouse instance.

• We’ll disable the Greenhouse Guide environment so your team no longer sees it in the switcher.

• No data will be lost; archived instances remain accessible to the Guide team for historical records.

✍️ Summary Checklist

💬 Questions?

Our team is here to help. Contact support@guide.co or message us in your shared Slack channel.