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How do I use Emporia Scheduling?
How do I use Emporia Scheduling?

How to use the Emporia Scheduling tool to schedule interviews for your qualitative project

Michael Hess avatar
Written by Michael Hess
Updated over 4 months ago

1. Click on your project from within your Emporia Dashboard


2. Navigate to the Scheduling tab


3. Select a "Participant Selection Method"

Under "Scheduling Details", select either Automatic or Manual confirmation. Learn more about each option and which to choose here


4. Insert Meeting Link

This is optional and will be included in the meeting invitation.


5. Select "Emporia Calendar" or "Calendly"

Under "Calendar", select between these two choices.


6. If you choose "Emporia Calendar" scheduling, add availability

Scroll down to the calendar, and click anywhere on the calendar to add times. These times will be shown to respondents once they finish the screener if you have selected automatic participant review.


7. Add or delete time slots

If you would like multiple respondents to be able to book the same time, add additional slots by clicking the "plus" icon. If you'd like to remove a time slot, just click the "X" icon.


8. When done, click "Save"


9. If you chose "Calendly" scheduling, insert your Calendly link


10. Review Respondents

For manual participant selection, go to the "Manage Respondents" tab to view respondents that have passed the screener. In order to engage participants, follow the steps in this article.

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