💡 Set up Scheduling for a Study to allow Participants to automatically book interviews based on your configurations and host availability.
Interview Studies allow for flexible scheduling for research interviews, including manual interview booking options.
Manually book an interview for a Participant without them needing to schedule it themselves.
Book an interview while bypassing host availability, interview limits, & other scheduling restrictions created in the Study.
Log historical interview(s) that happened in the past, or outside of Rally, so that a Participant’s history stays up to date.
Book a Manual Interview
Open an Interview Study.
Select 'Participants' from the sidepanel and verify that the Participant you’d like to book an interview with has been added to the Study. If they haven’t been added, select 'Add People' to add them.
Select 'Interviews' from the sidepanel.
Select the '+ New Booking' button.
Enter the Date and Time of the interview, including Start Time and End Time.
Select the appropriate Timezone if different than your default timezone.
Select the Participant by searching name or email.
Select the Interviewer.
Add any Guests that will attend the interview.
Select the interview Location: Zoom, Google Meet, Microsoft Teams, Custom Location, or No Location.
Select 'Add Booking' to confirm the interview.
Note: Calendar invites will automatically be created and sent for all upcoming interviews. No calendar invites will be sent when logging past interviews.
Learn how to Manage Interviews to make changes or updates to existing interviews.