Help & Support

How do I approve candidates?

written by
Courtney Webster
Last updated:
April 27, 2022

Once candidates start applying to your study, the next step is to approve the participants you’d like to confirm. When you approve a candidate, they receive an email invitation to book themselves for the study. Participants must opt-in before they are scheduled for your study.

How to approve qualified candidates

  • Candidates who apply to your project will appear in real-time in the "Participants" section of your project's workspace.
  • Scroll through the participant list, or apply filters to see only the participants who fit your criteria. Click on any participant to view their profile.
  • If you decide to invite a candidate into your study, click "Approve & invite" in the bottom right corner of the profile view. If you choose not to invite the candidate, click "Not a fit" or "Next" to move on to the next candidate.
Select “Not a fit” to pass on a participant, or “Approve & invite” to invite them to schedule a session.

Managing quotas

We do not currently have a system to help you manage specific quotas; any approved candidates can sign up for any open sessions until your “Requested Participants” number is met.

If you want to run a study with quotas, we recommend creating multiple projects for each segment or using the Double Screening add-on to message folks prior to approval. Feel free to email us at projects@userinterviews.com for more assistance.

Tips

  • Approving does not confirm a participant's spot. Once approved, participants need to take the final step to confirm their spot via our booking link. Once confirmed, the schedule will be updated and you'll receive a notification email.
  • Please approve 2x as many participants as you'd like booked. This allows us to account for anyone who cannot make it. This helps us account for drop-outs, participant availability, or other scheduling issues that may come up.
  • Statuses can be moved from Approve & invite to Not a fit (or vice versa). If you update a participant’s status from “Approved” to “Not a fit”, they will be blocked from confirming their spot.
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