Scheduling a call

Jonathan Kennedy
Mar 13, 2024

To schedule a call with a participant, follow these steps:

1. Create a One-on-One link via Calendly.

2. Copy the link and include it when creatig a project or later in project settings.

3. Make sure your link includes preferable time slots for participants to book a call.

4. Keep in mind that participants from different time zones may face scheduling limitations. If you conduct research globally, be mindful of the time zone differences.

5. When setting up your Calendly link, remember to enable Email reminders for 24 hours, 6 hours, and 1 hour before the scheduled call. This extra measure ensures that participants won't miss the call. Reminders are sent directly from Calendly to their email.

Here's a straightforward guide on how to set up and copy your Calendly link.

6. After the call, remember to mark the participant as attended. This way, you can switch his status to Awaiting payment.