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Depending on the stage you pick, Equip shows a simple move, a rejection flow, or an invitation flow with an email preview.
When you move a candidate yourself, no email goes out without your say. Emails are sent on their own only if you set up Stage Automation rules.

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Moving Candidates Between Stages

You can change stages from the applications dashboard in both Table and Kanban views, for one candidate or many at once.
1

Select the candidates

Open a candidate, or select several in the table to use the bulk change stage action.
2

Pick the target stage

Choose it from the stage dropdown.
3

Review and confirm

For invitation stages, review the email preview, set an optional Reply-To and schedule, then send. For a simple move, just confirm.
Robert Wilson's row on the applications dashboard with the stage dropdown open, listing Applied, AI Interview, Assessment, Phone Screening, Hiring Manager Call, Offered, Hired, Rejected and Withdrawn

The stage dropdown on a candidate's row lists every stage in the job's pipeline

The dialog depends on the target stage: Assessment and AI interview invitations consume credits. The dialog states the cost up front, and credits are reclaimable if the invitation is not attempted. See How Credits Work for prices.
Assessments with more than 2 tests can carry an extra per-test deduction. The invitation dialog spells out the exact policy before you send.
If your team’s balance cannot cover the invitations, the move is blocked with “Insufficient credits (need X, have Y)”. Top up your balance and try again.

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Rejections and Statuses

Moving candidates to the Rejected stage opens the Reject candidate(s) dialog. Pick a rejection reason from the dropdown; these reasons power the “Rejections by reason” chart in ATS Insights.
Reject 1 candidate dialog with Skills mismatch chosen as the rejection reason, an unticked Send rejection email to candidates checkbox, and Cancel and Confirm Rejection buttons

Rejecting asks for a reason, and the rejection email stays off until you tick the box

The Send rejection email to candidates checkbox is off by default. Tick it only when you want the rejection email to go out.
Use status as a lightweight triage layer: mark a candidate Shortlisted or Maybe at any stage, without touching the pipeline. See Pipeline Stages for how stage and status differ.

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The Email That Gets Sent

Invitation and rejection dialogs render the email from your email templates, filled in with the candidate’s details, and show a preview before anything is sent. Each stage can have its own template attached in the pipeline builder. To change the wording, edit the template rather than the individual email. See Email Templates.
Candidates with an unverified email trigger a warning in the invite dialog and receive no stage-change emails until their email address is verified. This applies to bulk-imported candidates in particular; you can copy a verification link from their profile to share with them.
Every stage change and email is logged in the Candidate Journey tab.

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Reply-To and Scheduling

Reply-To sets who receives candidate replies, and defaults to you. If no Reply-To is set, the email is sent from no-reply@equip.co and replies go nowhere. Schedule Send delays delivery by minutes, hours or days, up to 7 days in advance.
Schedule late-night rejection emails for the next morning so they arrive during business hours.
  • Pipeline Stages - Configure the stages, templates, and assignees candidates move through
  • Email Templates - Customize the invitation, rejection, and offer emails with variables
  • Candidates and CVs - Table and Kanban views, filters, and bulk actions on the dashboard
  • Reclaim Credits - Get credits back when invited candidates never attempt