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Scheduling FAQs
Common questions about candidate scheduling.

Scheduling FAQs

Updated on
June 27, 2022

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How do I mark a session as canceled, completed, or no-show?

  1. Open the study that you want to update.
  2. Within the Participants view, click on the Scheduled tab.
  3. Select the candidate(s) by checking the box next to their name.
  4. Click Mark as…
  5. Select Mark as completed, Mark as canceled, or Mark as no-showed.

How do I reschedule sessions?

  1. Open the study that you want to update.
  2. Within the Participants view, click on the Scheduled tab.
  3. Select the candidate(s) by checking the box next to their name.
  4. Click Reschedule.
  5. Edit email as necessary.
  6. Click Send request.

What happens if someone responds to a study that has reached its participant limit?

  • If a study has reached its participant limit, a message will appear and inform the candidate that there are no additional time slots available. Similarly, if the study has been closed, the candidate will see a message and will not be able to sign up.

How do I sort participants within my shortlist?

  1. Open the study that you want to update.
  2. Within the Participants view, click on the tab.
  3. Find the column you would like to sort by. *You can add more columns by clicking on the + sign on the right side.
  4. Hover over the column and click on the carat (down arrow).
  5. Select the option that you want to sort by.

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