I use Calendly to run remote usability testing sessions. Typically each session involves the person who is running the test (me), a select few members of internal staff, and one remote client. I like to get between 3-5 sessions for each round of testing we are doing. I would like the ability to set a limit to the number of signups so that, as I'm sending out mass emails to get participants, I don't have to deal with 50 people signing up.
Here is my current workflow if that helps:
- I create a 1-on-1 event in Calendly with the timeframe that I want to run usability testing in (typically a week or two)
- I then craft an email that I send to clients that explains what usability testing is, what the test is about, as well as a link to Calendly so that they can pick a time that is convenient for them
- Clients book times, I get email confirmations. If I am lucky, I get just the right amount and don't need to email any more clients.
However - if I email 5 clients, and only 2 sign up, I now have a dilemma where I need to get a couple more testing sessions in but if I email 5 or 10 more clients, there is a chance I will end up with way too many tests for me to run that week.
Right now I'm just sending an email one by one, and waiting a day to see if a client bites, and then sending another. Obviously this is not ideal and drags time out.
I want the ability to say, for this event that runs from [date] to [date] set a max number of signups to be [#]. If that number is met, they get a "Sorry, we're all booked up! Thank you for your interest!" page. That way I can email the invitation and Calendly link out to a decent group of people and not worry about getting too many (or not enough) responses back.
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