How to change a participant's status, leave a note, or delete a response

From Responses, you can easily change the status of a participant, simply click on the current status inside the participant's status box (for example, click on the word "Paid" or "Confirmed" as shown below). You can then change or update anyone's status from here. 

Changing Status

The newer Responses makes this much easier - head to the left status column and click to open up the status dropdown, then select the desired status:

Deleting Responses

You can delete participants if you check the checkboxes next to any/multiple responses, including Select first 100, and then click "delete" from the grey bar that appears at the top of the page.

Explanation of common participant statuses in Responses

These statuses help you manage logistics at the participant level — such as calling, scheduling, or marking no-shows.

✨ New

Participants that respond to your study are considered a "New" response.

🚫 Incomplete

Responses with more than three blank answers. That means if someone doesn't fill out most of the screener, it is marked as incomplete. Ethnio automatically marks responses that are not fully completed as "incomplete" so you can separate those out and hide them if needed.

❌ Dismissed

Manually add this status if you called someone but didn't want to use them.

❤️ Favorite

Mark them with a favorite-heart for later (this also show up on Scheduling).

📞 Called

Called a participant, but didn't schedule them yet.

📵 No Answer

Called a participant, but they didn't answer.

🚷 Not Available

Called and they couldn't participate.

Many of these statuses update automatically, but you can always click on the status to make manual changes as well.