Overview

This webinar walks through how to set up a single visit Sittings Schedule when no screener is needed at all. Instead of sending panelists a screener questionnaire, this approach relies on the information already stored in your Panelists library, such as allergy or dietary indicators, to decide who can be invited. It is a good fit for employee panelist pools or any group whose records are already kept up to date, whether through a regular file import or through panelists updating themselves using the Panelist application form and Panelist Account.

Since this workflow relies on up-to-date panelist records, it may not be the right fit if yours aren't current. In that case, check out our screener-based Sittings Schedule video for an approach built for that scenario. The two approaches (with and without a screener) are not interchangeable; following a wrong workflow will cause scheduling errors.

If you have any questions about any of the content in this webinar or software in general, please feel free to contact our support team for assistance.

1. The scenario: recruiting employee panelists for a product test using only allergy information already on file
   1. Why we rely on the Panelists library instead of a screener here
   2. When you might still need a screener, and where to find that video
      
      
2. Building the schedule
   
   
3. Sittings
   1. Using the sittings creation wizard
   2. Adding, editing, and deleting a single sitting
   3. Sitting options
4. Review: instructions, reply email, and panelist facing text
   1. Setting the reply email address
   2. Booking, confirmation, reminder, and cancellation text and emails
5. Quotas: setting a disqualifying criterion so no one with an allergy can book
   
   
6. Panelists
   1. Adding panelists and filtering by the Allergies field
   2. Inviting panelists and managing panelist options
      
      
7. Reports available for this schedule
   
   
8. The panelist experience: invitation, booking, rescheduling, and cancelling
   
   
9. Critical reminders to remember
   
   
10. Recap