Managing Participants

Understanding Participant Statuses

Once your study is published, participants will begin applying and appear in your Participants tab with different statuses:

Qualified: Participants who have completed all required details and screener questions correctly. These participants are ready to be invited.
Not Qualified: Participants who fit some criteria and have answered screener questions, but need manual review. You can evaluate these participants and decide whether to move them to qualified status.
Invited: Qualified participants who have been sent calendar booking links but haven't scheduled yet.
Update Status: Appears 15 minutes after scheduled start time, allowing you to mark attendance.
Scheduled: Participants who have booked specific time slots for their sessions.
Attended: Participants who showed up and completed their scheduled session.
No Show: Participants who didn't attend their scheduled session.
Reported: Participants who have been reported for inappropriate behavior.

Once you have qualified participants and your calendar is set up, you can send invitations
Invited participants receive booking links to schedule their own session times
They can choose from your available time slots

When a participant schedules a session:

Their status automatically changes from "Invited" to "Scheduled"
A session is created in your project
A TetraBot is automatically scheduled to record and stream the meeting
Notification emails are sent to your designated team members
The participant receives a calendar invite with your meeting link and special instructions

Update status: After sessions, manually update participant status to "Attended" or "No Show"
Cancel sessions: Cancel scheduled sessions (if cancelled within 4 hours of the session, participant will still receive their incentive)
Report participants: Flag participants for inappropriate behavior during sessions
Search and filter: Find specific participants using the search bar
Export data: Export participant information to CSV
Track progress: Monitor how many participants you've qualified, invited, and scheduled
View details: See participant profiles and screener responses

After conducting your sessions, you'll need to update participant status and manage your study completion.

Managing Participants

Once your study is published, participants will begin applying and appear in your Participants tab with different statuses:

Qualified: Participants who have completed all required details and screener questions correctly. These participants are ready to be invited.
Not Qualified: Participants who fit some criteria and have answered screener questions, but need manual review. You can evaluate these participants and decide whether to move them to qualified status.
Invited: Qualified participants who have been sent calendar booking links but haven't scheduled yet.
Update Status: Appears 15 minutes after scheduled start time, allowing you to mark attendance.
Scheduled: Participants who have booked specific time slots for their sessions.
Attended: Participants who showed up and completed their scheduled session.
No Show: Participants who didn't attend their scheduled session.
Reported: Participants who have been reported for inappropriate behavior.

Once you have qualified participants and your calendar is set up, you can send invitations
Invited participants receive booking links to schedule their own session times
They can choose from your available time slots

When a participant schedules a session:

Their status automatically changes from "Invited" to "Scheduled"
A session is created in your project
A TetraBot is automatically scheduled to record and stream the meeting
Notification emails are sent to your designated team members
The participant receives a calendar invite with your meeting link and special instructions

Update status: After sessions, manually update participant status to "Attended" or "No Show"
Cancel sessions: Cancel scheduled sessions (if cancelled within 4 hours of the session, participant will still receive their incentive)
Report participants: Flag participants for inappropriate behavior during sessions
Search and filter: Find specific participants using the search bar
Export data: Export participant information to CSV
Track progress: Monitor how many participants you've qualified, invited, and scheduled
View details: See participant profiles and screener responses

After conducting your sessions, you'll need to update participant status and manage your study completion.