Booking Manual Interviews

Interview Studies allow for flexible scheduling for research interviews.

Manually book an interview for a Participant without them needing to schedule it themselves.
Book an interview while bypassing host availability, interview limits, & other scheduling restrictions created in the study.
Log historical interview(s) that happened in the past, or outside of Rally, so that a participant’s history stays up to date.

To book a manual interview:

Open an ‘Interviews’ study.
Navigate to ‘Participants’, and verify that the Participant you’d like to book an interview with has been added to the Study. If they haven’t been added, click ‘Add People’ to add them.
Navigate to ‘Interviews’ in the menu on the left.
Click the ‘New Booking’ button.
Enter the date and time of the interview.
Enter the Participant and the Interviewer.
Add any guests that will attend the interview.
Click ‘Add Booking’ to confirm the interview.

Note: Calendar invites will automatically be created and sent for all upcoming interviews.

For upcoming interviews, click the 3 dots on the right to take the following actions:

Join the meeting
Edit interview details
Compose emails to the Participant
Reschedule the interview
Copy the scheduling link to send to the Participant if they’d like to make any changes
Mark as no-show or completed
Cancel the interview

For completed interviews, click the 3 dots on the right to take the following actions:

Click on ‘View Details’ for any interview to view a timeline feed of activity that shows:

When the Participant’s RSVP status changes
When any event details change
When the event location or conferencing details change
When the event is canceled, deleted, rescheduled, or marked as no-show
When the participant receives any interview-related email:
- “Invitation to schedule” email
- “Confirmation” email
- “Reminder” email
- “Request to reschedule” email