💡 Set up Scheduling for a Study to allow Participants to automatically book interviews based on your configurations and availability. Book Manual Interviews to bypass limits or availability, and log past interviews or interviews outside Rally.
Easily view, manage, update, and take action on interviews from the Study Overview for any Study. Available actions will be determined by whether an interview is Upcoming, Completed, No Showed, or Canceled.
Manage Upcoming Interviews
Open an Interview Study.
Select 'Interviews' from the sidepanel.
By default, the 'Upcoming' Interviews tab at the top will be selected and shown.
Select the 3 dots to the right of any upcoming interview to take the following actions:
Join the meeting
Edit interview details
Compose emails to the Participant
Reschedule the interview
Copy the scheduling link to send to the Participant if they’d like to make any changes
Mark as no-show or completed
Cancel the interview
If a Participant confirms their interview scheduling but responds "Maybe" to the calendar event, they will be shown as "Attendance Unknown" in the Interviews section of your Study Overview.
Update Upcoming Interview Details
Easily update the details and description of an upcoming interview's calendar event to add more context or include a Zoom, Google Meet, Microsoft Teams, or alternative video conferencing link if your Interview Location was not set prior to booking the interview.
Open an Interview Study.
Select 'Interviews' from the sidepanel.
By default, the 'Upcoming' Interviews tab at the top will be selected and shown.
Select the 3 dots to the right of an upcoming interview and select 'Edit Details'.
Edit the Event Title and Event Description (shown to Participant) to update or add context.
Update the Location to Zoom, Google Meet, or Microsoft Teams to open additional fields to add a meeting link and passcode.
Currently, you'll need to manually create the new meeting link in your preferred app and paste the link here.
Select 'Save' to apply your changes and update the calendar event for all attendees.
Manage Completed Interviews
Open an Interview Study.
Select 'Interviews' from the sidepanel.
Select 'Completed' from the Interviews tabs at the top.
Select the 3 dots on the right of any interview to take the following actions:
Compose emails to the Participant
Reschedule the interview
Copy scheduling link
Mark as no-show
View Interview Activity and Event Details
Open an Interview Study.
Select 'Interviews' from the sidepanel and optionally select between the Interview Status tabs.
Select the 'View Details' button on any interview to see all event details and view a timeline feed of activity that shows:
When the Participant’s RSVP status changes
When any event details change
When the event location or conferencing details change
When the event is canceled, deleted, rescheduled, or marked as no-show
When the Participant receives any interview-related email:
“Invitation to schedule” email
“Confirmation” email
“Reminder” email
“Request to reschedule” email
If a Participant responds "Maybe" to the calendar event, it will be logged as the Participant marking themselves as tentatively attending.
