Participant history 🕒

If you'd like to see every step that any single participant has gone through in the scheduling workflow, you can view their history from three places. This will show if they've been invited, confirmed, cancelled, completed, and every other type of status. It's great for troubleshooting scheduling mixups. It will also show if you or someone from your team has cancelled a session or if it was the participant.


Examples of typical participant journeys in Ethnio

For a standard study with 1:1 interviews, here's a pretty typical example flow of the first step at the bottom, and newest at the top:

If something like rescheduling happens, there will be a few more steps depending on if the participant initiated rescheduling or if you asked the participant to reschedule:

How to get to participant history

Three ways to get there:

1. Scheduling >> Calendar >> Confirmed Participant

2. Responses >> Click a Status >> History.  On the responses page, click the actual status, like "new" or "invited," then click Status History:

3. Scheduling >> Calendar >> Any open interview spot with potential participants. Click on any interview spot with one or more responses, and you'll see a View Status History link.

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