Conversations with your customers provide essential insights, but finding the right time to meet can be a challenge. Aha! Discovery streamlines interview scheduling — whether you are setting the date yourself or inviting participants to choose their own time. Schedule interviews efficiently, reduce back-and-forth, and focus on connecting with customers when it matters most.
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Overview
Aha! Discovery makes it easy to schedule interviews. Simply set the time yourself or invite customers to choose a slot that works for them.
Invite customers to self-schedule through a custom scheduling page. You can create separate scheduling pages for individual and group meetings.
When a customer books an interview through the scheduling page, Aha! Discovery automatically creates the interview record, adds it to the workspace calendar, and sends confirmation emails with calendar invites to everyone involved.
Participant self-scheduling
Save time reaching out to each participant individually by letting customers self-schedule interviews.
There are a few steps you must take before participants can self-schedule interviews:
Create a scheduling page.
Prepare an invitation.
Invite contacts in your account to schedule an interview.
Self-scheduling experience
When participants open the scheduling link in your invitation, this directs them to your scheduling page. There, they enter their name and email, choose an available time, and click Schedule.
After booking, they see a confirmation page with calendar options:
Add to Google Calendar
Download an ICS file for Apple Calendar or Microsoft Outlook
The calendar event includes a meeting URL. At the scheduled time, participants can open that link to return to the confirmation page and click Join meeting.
If you use automated macros, the participant receives the Joined email and any other applicable emails you have enabled.
Researchers linked to the study also receive a confirmation email with a calendar event they can add to their personal calendars.
Scheduling meetings outside of Aha! Discovery
If you have already coordinated with a participant and scheduled a meeting (or plan to) outside of Aha! Discovery, you can manually create an interview record with the accurate date and time to ensure the team can track and manage research activity. Doing this will also ensure that you have a dedicated place to upload and store relevant video or transcript assets for analysis after the meeting has taken place.
When manually creating interviews:
Aha! Discovery will not send emails (calendar invites or reminders) to the participant or the researchers for the meeting automatically.
The interview will appear on the Calendar in Aha! Discovery.
Manually create an interview
Navigate to your study and access its Participants page. If the person you are scheduling for is not already a study participant, add them now.
Navigate to the study's Interviews page and click Add interview.
Name the interview. Then, select the meeting host from the Researchers menu.
Use the Participants menu to select the person you are scheduling.
Configure the interview's Date and Time.
Choose a Mode.
Click Create interview.