Setting up your schedule for a moderated session

Click into the project you've just set up and head to Schedule.

Configure calendar settings

  • Time between bookings (buffer) is the time between sessions. By default, this is set to 30 minutes to avoid back to back bookings.
  • Advance notice before bookings is the minimum notice that a participant can book a time. By default, this is set to 6 hours to avoids last minute sessions.
  • Max booking per day is the max number of sessions per day.

Set your timezone

After configuring calendar settings, scroll down to set your availability. Drag & drop times that work for you & your team.

Remove availability by clicking the X on the top right of the block.

Once you've set availability, click "Submit Availability"

If you're running a study with the PlaybookUX panel, we'll start recruiting and scheduling participants right away.

If you're running a study with your own participants, a link will appear on the top of the screen. You can share this link with your participants.

Once someone books a time, you'll see it appear under "Confirmed Sessions"

Click "Join Meeting" to enter the session.

Viewing the participant's screener

View the participant's screener survey by clicking "Actions" > View screener survey

You'll receive an invite whenever a participant is scheduled. In the meeting invite you'll notice a video conference link.

At the time of your session, join the meeting meeting. All videos will be uploaded, transcribe and stored in PlaybookUX.

keywords: moderated session schedule, PlaybookUX scheduler, calendar, set up my schedule

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