Help & Support

Set your availability and manage your research calendar

written by
Courtney Webster
Last updated:
February 5, 2024

This article walks through some best practices for setting availability on your research calendar. To learn about how to automate scheduling for your projects through calendar integrations, visit our automated scheduling support guide.

Adding your availability

To update your calendar, click "Manage availability" under the Schedule section of the left hand menu. You'll be able to add future blocks of time. As you add new times, a button will appear that will allow you to save your changes. Be sure to do this before you move off that page!

💡Tip: Connect your Google Calendar or Outlook Calendar for easier scheduling. Using a calendar integration allows you to easily reference your availability while selecting time slots in your research calendar, as well as automatically push confirmed sessions back to your calendar app.

Best Practices

Timezones

In the project builder, check that the timezone is correct based on your location. You will not be able to change your timezone after a project has launched. If participants are scheduled and you need to update your timezone, all participants will need to be rescheduled. If it needs updating, email projects@userinterviews.com for assistance.

Calendar Formats Based on Project Type

The calendar formats are different for each of the four project types. Outlined below are the setup, tips, and how to edit each type of calendar.

1-on-1 Interviews

The calendar design for this type of interview allows you to block out individual session times. 

A few things to keep in mind:

  • Select the correct timezone based on your location. If you change your timezone, the session will not automatically update. Be sure to move, remove, or add sessions to match your new timezone.
  • All sessions must be the same length, reflecting the session length determined in your project setup.

Last but not least, be sure to save your changes!

Focus Groups

The calendar design for this type of interview allows you to block out individual times where multiple people can be booked for a single session. 

A few things to keep in mind:

  • Set the default number of slots in each session to reflect the number of people who can sign up for a specific time. If you'd like to change a session to allow more or less than your default, click the edit icon in the blue time block. This will let you update each block of time individually.
  • All sessions must be the same length, reflecting the session length determined in your project setup.

Last but not least, be sure to save your changes!

Multi-Day Studies

The calendar design for this type of interview allows you to block out days, not times, over which the study will be run.

A few things to keep in mind:

  • Sessions within this study type must be at least 1 full day. You will not be able to list partial day sessions.
  • Set the default number of slots in each session to reflect the number of people who can sign up for a specific time. If you'd like to change a session to allow more or less than your default, click the edit icon in the blue time block. This will let you update each block of time individually.
  • All sessions must be the same length, reflecting the session length determined in your project setup.
  • If you change your timezone, the session will not automatically update. Be sure to move, remove, or add sessions to match your new timezone.

Last but not least, be sure to save your changes!

Unmoderated Tasks

The calendar design for this type of interview allows you to set a deadline for when the task must be completed by your participants.

A few things to keep in mind:

  • If you change a deadline (either by shortening or lengthening), all confirmed participants will be notified via our automated email.
  • To view participant contact information, click the plus sign beneath their name.
  • The "Completed" and "Did Not Show" options will appear once the deadline has passed. This means you'll need to wait until after the deadline passes to record participation.
  • Selecting a 12:00 AM time will represent the beginning of the following day.

Last but not least, be sure to save your changes!

Was this page helpful?
YesNo

Related topics

New to User Interviews? Get started for free.

New to User Interviews?

Start getting paid for your feedback!