Help & Support

How do I pause, close, or cancel a project?

written by
Melanie
Last updated:
June 11, 2021

Whether your recruitment plans have changed, or you're all set, wrapping up a recruit is pretty straightforward.

How do I pause my project? 

The requested participant number tells us how many candidates you want booked. We take this number very seriously and aim to fill as many spots as you've requested. In fact, we will keep the recruit moving until we meet that number unless you change it. Once we reach that number, we will stop scheduling candidates for your study.

To stop recruiting, you'll want to change the requested participant number to match the total number of confirmed + completed + no-show participants. Here's how to do that:

  1. Log in to your account, and navigate to your project.
  2. Go to the "Confirmed sessions" section.
  3. In the top right-hand corner, you'll see "Requested participants". Click the edit icon next to the field.
  4. Change the number to the total participants you want us to schedule.
  5. Save your changes.

If you decide you want to open the recruit back up, that's fine! Simply update this number and add future session times. Keep in mind that we will close any projects with no future session times.

How do I close my project? 

Our project coordinators will close your project approximately one week after your final session. When a project is closed, an email containing a PDF of your receipt will be sent to the email address associated with the project.

  • If your company is set up to receive invoices, no charge will be made. Instead, your invoice will be emailed to the researcher assigned to the project.If you need to reference your receipt or invoice at a later date, visit your project dashboard and click the "Download Receipt / Invoice" button under the header.

Need to close your project early or keep it open longer? We're happy to accommodate your timeline. Please email projects@userinterviews.com and we'll take care of that for you. If you're closing a project, be sure to have all participation recorded before you reach out!

How do I cancel my project? 

If you need to cancel your project, email projects@userinterviews.com and your dedicated project coordinator will be able to assist you.

If you need to cancel a project, all confirmed participants must be canceled by you, the researcher, in our system. The fee for each canceled participant is the recruit fee, plus 25% of the incentive (which is sent to the canceled participant). We will issue all inconvenience fees directly to the participant via email. A 3% processing fee will be added on top of those partial incentive payments. All of the above charges will be added to your final bill.

There are a few considerations that must be addressed if you need to postpone your project. 

  • If participants have been confirmed, they must be rescheduled to a future date before their session time to avoid being considered canceled.
  • If you have not booked any participants, your project will be canceled. You can duplicate and relaunch your project when you have new dates. At that time, we can transfer participants we've already found to a future project, if needed.

Questions? Let us know how we can help.

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