Click into the project and head to the Schedule tab.
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 avoid last minute schedules.
Max booking per day is the max number of sessions per day.
Set your availability
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"
Invitation
You'll receive an invite whenever a participant is scheduled. Both the researcher & participant will receive reminder notifications 24 hours and 3 hours before the sessions.
Actions dropdown
View screener survey. View the participant's screener survey by clicking "Actions" > View screener survey
Participant did not show. This option will be available if the participant does not show. You can determine if you want a replacement participant or the credits returned to your account.
Download calendar invite. While you'll be sent an email with the calendar invite, you can also download the calendar invite directly from the dashboard.
Copy meeting link: You can copy and share the link to join as a moderator or observer."
Joining the meeting
To join the meeting, click "Join Meeting".
Clicking “Join meeting” will open a popup modal with two options:
Joining as a moderator means that you will be visible to the participant. At least one person must join as a moderator to start the meeting.
Joining as an observer means that you will not be visible to any meeting participants.