FC UX Scheduling enhances the Moderated Studies feature by adding structured session planning, improved participant management, and flexible session modes (one-on-one or focus group, scheduled or instant). It supports automated email notifications with .ics calendar files, session recording, transcripts, and allows moderators to reschedule, cancel, or reassign sessions with role-specific permissions.
Scheduling supports all core Moderated Study features:
- Create and launch moderated studies.
- Invite participants and observers.
- Record sessions.
- Generate automated transcripts.
To get started:
- Click Create New Moderated Study.
- Enter a Study Name and optional Description.
- Select the Interview Type:
- One-on-One for individual interviews
- Focus Group for group discussions
- Choose the Session Mode:
- Instant Session: Starts immediately
- Scheduled Session: Planned for a future date and time
Scheduling Workflows
One-on-One Scheduled Sessions
When scheduling a one-on-one session, enter the following details:
- Interview Title
- Date, Time Zone, Start Time, and End Time
- Interview Language (for transcription accuracy)
- Moderator selection
- Participant Name and Email
- Optional Note for Participant
Focus Group Scheduled Sessions
Focus group sessions follow the same structure as one-on-one, but allow for multiple participants. Manually enter:
- Interview Title
- Date, Time Zone, Start Time, and End Time
- Interview Language
- Moderator selection
- Multiple Participant Names and Emails
- Optional Note for Participants
Email Notifications
After scheduling, system-generated emails are sent to:
- Participants
- Moderators (researchers)
- Support team
Each email includes the session date, time, time zone, moderator, and access instructions.
Calendar Integration
All session emails include a .ics calendar file. Participants can:
- Download the attached
invite.ics - Open the file to add the session to their personal calendar
Calendar (.ics) files are sent manually and must be opened by recipients to appear in their calendar tool.
Instant Sessions
Instant Sessions allow researchers to start a call immediately, without scheduling.
Once selected, the platform:
- Automatically creates a new session
- Prompts the moderator to select a transcription Language
- Empowers the moderator Invite Participants and Invite Observers from within the session interface
Instant sessions are ideal for ad hoc interviews.
Managing Scheduled Sessions
Moderators can take the following actions from the session dashboard:
- Reschedule a session
- Cancel a session
- Change the assigned moderator
Any changes automatically trigger updated email notifications to all stakeholders.
Access and Permissions
- Only moderators (with editor-level permissions or higher) can reschedule, cancel, or reassign moderators.
- Email notifications are unique to each role (participant, moderator, observer, support).
- Moderator and support emails include join links and participant details.