Table of Contents
In-Person Interviews
Updated
by Billy Dowell
Scheduling In-Person Meetings
Wanting to schedule time with someone but want to do it in person? Use in-person interviews!
This meeting could not have been an email... 😉
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The setup...
- Make sure that your calendar has been integrated in your account.
If you are a new user that is joining an existing study, go here.
- Create a new Customer Interviews, Continuous Interviews, or Focus Groups study and proceed until you get to the Calendar step.
- If you are already in a study and have not integrated your calendar, you will be prompted to do so.
Google Workspace and Microsoft cannot both be integrated at this time.
- Click on Event details.
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- Click on Duration to change the desired length of your interviews.
- Default duration is 30 minutes, but can be 15, 30, 45, 60, 75, or 90 minutes.
- Use Custom to set a duration that is not listed.
- Click on Location and select In Person.
- Type in the name of the location, or the address, of the location that you want to meet at.
- If you type in a name and see options in the dropdown list, select the one that matches your needs. The address will be shown in the field after selection.
- If you type in a name and do not see options in the dropdown list, the name is not recognized by Google but can still be used and added to the calendar event.
- We recommend using the Instructions section to provide clarity on where the location is, if needed.
- Add information to the Instructions field that you think would be helpful for your participants.
- This can be anything you need it to be, such as a reminder to arrive early, details on where to park, etc...
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After booking
Confirmation Page
The confirmation page will include the address and the instructions.
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Calendar Events
Sessions that are booked using the In Person option will have the address applied to the Location section of the calendar event.
- This will vary slightly depending on the calendar provider, but event members will be able to click the location and have it open on their map application.
- If the location you provided did not include an address that can be used via a map application, event members will see the name of the location, and will need to use the instruction details, if provided.
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Have Questions?
Please reach out to us in the chat or at [email protected]!