Settings for Scheduling
There is a gold mine of options for controlling your scheduling workflow in ethnio. While the amount of settings may seem a bit intense at first, its a powerful way to modify and manage various types of scenarios and participant touch points in the scheduling experience. Go to scheduling >> settings to get started. The basic sections in settings are:
- Adding researchers to receive schedule upate emails
- Localization & international time/date formatting 🌐
- Email Rules for Participants
- Rescheduling
- Picking Times
And here are some common scenarios for each section and how to change them:
Adding researchers/collaborators to receive scheduling updates
Get your stakeholders to receive updates on select participants' who confirm, cancel, or reschedule. This works well in combination with subscribing to a calendar.
Localization & international time/date formatting 🌐
For any study you can simply choose the language or country for how the time and date should be formatted when your participants select a time or receive emails with their times.
Enable the Localization feature in your study to use Ethnio AI translations, central languages editor, and support auto-detection of multiple languages and countries in a single study.
Email Rules for Participants
Prevent Duplicates from being able to book a time, decide whether manually confirmed participants get their details email, and combine group and single email invites into a single template.
Rescheduling
Allow participants to cancel or reschedule in a given window of time, or pick "never" to disable it altogether. This is less work then removing rescheduling links from all the scheduling emails and reminders. Keep in mind this does not change your ability to reschedule participants or ask them to pick a different time - this only restricts their ability to reschedule themselves.
💡 Pro tip on auto confirm
Auto-confirm can have a big impact on rescheduling. We generally recommend leaving auto-confirm on, because if you turn it off, and a participant reschedules within their allowable window, you'll still need to confirm them again. Great for control, but can be extra steps. The other issue is if you cancel a time that has invited participants who were previously confirmed, they might be confused because they were previously confirmed.
If you'd like participants who reschedule to not be automatically confirmed, turn the toggle off. You can also edit the text they see if they try to reschedule outside the window you've defined.
Picking Times
Allow participants to choose up to any number of scheduling slots.
