Approving candidates is the most important step in our recruitment process—after we find you qualified candidates, of course. The #1 reason we are unable to schedule all requested sessions for a project is lack of approvals. In fact, we ask that you approve 1.5-2x as many people as you have requested to have booked. This helps us account for drop-outs, availability, or other scheduling issues that may come up.
When you approve a candidate, they receive an email invitation to book themselves for the study. They need to opt-in before being considered confirmed for your study.
We will never approve candidates on your behalf (unless you ask us to). If you're not ready to approve for whatever reason, tell us why!
First, what does this step do? It will send an email invitation inviting the participant to schedule a session.
Here is an example of what a participant profile looks like, including your "Approve & invite" and "Not a fit" buttons:
We do not currently have a system to help you manage specific quotas. Since any approved candidates can sign up for an open session or spot, we would recommend that you approve slowly or even book participants yourself (this feature requires Advanced Screening).
Pro-tip: If you mark an approved candidates as "Not a fit", they will not be able to sign up for your study since their unique booking page will be closed.