> ## Documentation Index
> Fetch the complete documentation index at: https://developers.respondent.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduling

> How to schedule for moderated projects

# When and how to use scheduling

Scheduling endpoints are applicable for the following methodologies: `oneOnOne`, `focusGroup`, `inRespondentHome`, `inRespondentOffice`.

## Where to start

Scheduling begins with [project creation](/projects/create-a-project). When one of the above methodologies is select for a project, the `bookingURL` field in the `externalResearcher` object is required to schedule with participants. The link provided should lead participants to a page where they can select a time to participate in the study. The booking page should not require a participant to enter email or phone number and should instead rely on the data passed in the redirect URL parameters to associate the schedule with the appropriate participant: `?respondent_profile_id={{%PROFILE_ID%}}&respondent_project_id={{%PROJECT_ID%}}&respondent_screener_response_id={{%SCREENER_RESPONSE_ID%}}`

<Frame caption="Participants will see the link as the &#x22;Book a Time&#x22; button in their dashboard.">
  <img src="https://mintcdn.com/respondentio/g4Qin-HcDj8FTCFT/images/docs/c9fca3e-Screenshot_2024-02-01_at_1.50.08_PM.png?fit=max&auto=format&n=g4Qin-HcDj8FTCFT&q=85&s=3b89045a26f0c32c7a4acb445c054524" width="1061" height="47" data-path="images/docs/c9fca3e-Screenshot_2024-02-01_at_1.50.08_PM.png" />
</Frame>

## Inviting participants

Before a participant has the opportunity to book time they must first be invited to the project via: [`/v1/projects/{projectId}/screener-responses/{screenerResponseId}/invite`](/screener-responses/invite-participant)

## Scheduling participants

Once a participant has been invited, they will be able to follow the "Book a Time" button to scheduled a time on your platform. Once the participant has confirmed a time the schedule endpoint,[`/v1/projects/{projectId}/screener-responses/{screenerResponseId}/schedule`](/screener-responses/schedule-participant), should be utilized to send Respondent the booking information to keep the participant informed.

<Frame caption="Participants will see the ability to Reschedule, a Scheduled status, and the time of meeting">
  <img src="https://mintcdn.com/respondentio/g4Qin-HcDj8FTCFT/images/docs/733b7fe-Screenshot_2024-02-01_at_1.59.47_PM.png?fit=max&auto=format&n=g4Qin-HcDj8FTCFT&q=85&s=8445fe499ef6aa690b8ad8a521bb08e2" width="1059" height="85" data-path="images/docs/733b7fe-Screenshot_2024-02-01_at_1.59.47_PM.png" />
</Frame>

<Frame caption="Clicking on a project name will review projects details including the meeting link.">
  <img src="https://mintcdn.com/respondentio/g4Qin-HcDj8FTCFT/images/docs/fc1ccde-Screenshot_2024-02-01_at_2.23.52_PM.png?fit=max&auto=format&n=g4Qin-HcDj8FTCFT&q=85&s=c73aa72aa37cdbd1132070b1203321d2" width="595" height="687" data-path="images/docs/fc1ccde-Screenshot_2024-02-01_at_2.23.52_PM.png" />
</Frame>

## Rescheduling

Rescheduling is acceptable up to 4 hours before a scheduled event. After that time if a participant cannot meet a new time requirement and needs to cancel, they will be considered "completed/attended" and incentive will be extracted for payment.

Rescheduling prior to the 4 hour window can be accomplished via: [`/v1/projects/{projectId}/screener-responses/{screenerResponseId}/cancel-booking-reinvite`](/screener-responses/cancel-booking-&-re-invite)

This simply moves the participant back to their original "invited" status.

<Frame caption="Participants will see the link as the &#x22;Book a Time&#x22; button in their dashboard.">
  <img src="https://mintcdn.com/respondentio/g4Qin-HcDj8FTCFT/images/docs/c9fca3e-Screenshot_2024-02-01_at_1.50.08_PM.png?fit=max&auto=format&n=g4Qin-HcDj8FTCFT&q=85&s=3b89045a26f0c32c7a4acb445c054524" width="1061" height="47" data-path="images/docs/c9fca3e-Screenshot_2024-02-01_at_1.50.08_PM.png" />
</Frame>

## Cancelling

Cancelling is acceptable up to 4 hours before a scheduled event. After that time a participant will be considered "completed/attended" and incentive will be extracted for payment.

Cancelling prior to the 4 hours window can be accomplished via: [`/v1/projects/{projectId}/screener-responses/{screenerResponseId}/cancel-booking`](/screener-responses/cancel-booking)

<Frame caption="Participants will see a &#x22;Cancelled&#x22; status.">
  <img src="https://mintcdn.com/respondentio/g4Qin-HcDj8FTCFT/images/docs/463f159-Screenshot_2024-02-01_at_2.32.25_PM.png?fit=max&auto=format&n=g4Qin-HcDj8FTCFT&q=85&s=f03a360a9fe8d7e0aa2d288dd62da2c6" width="1064" height="46" data-path="images/docs/463f159-Screenshot_2024-02-01_at_2.32.25_PM.png" />
</Frame>

***
