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How do I schedule a Live Conversation?

Panel Quality Team
Updated

Scheduling a Live Conversation takes just a few steps. Here’s what to expect from start to finish.

In this article

How do I get started?

You can start scheduling in two ways:

From a direct link

If you received a link, open it to get started.

Open your invite link

Open the link you received to begin scheduling your Live Conversation.

UserTesting welcome screen for a Live Conversation. The message explains that the participant has been invited to give feedback through a live session and that some information will be reviewed before starting. A blue Continue button appears on the right.

Open your invite link to begin

Answer any screener questions

You may need to answer a few questions to see if you qualify.

UserTesting survey screen showing question 1 of 3. The question asks the participant to imagine getting a pet and select dog breeds they would consider. Checkbox options include Beagle, Labrador Retriever, Irish Setter, Shiba Inu, and French Bulldog. A Next button appears at the bottom right.

Answer any screener questions

Continue if you qualify

If you qualify, you’ll move on to scheduling.

UserTesting confirmation screen indicating the participant qualifies for a Live Conversation. A celebratory illustration appears above the message. The text explains that the participant matches the criteria and invites them to continue. A blue Continue button is centered below the message.

Continue if you qualify

Review session details

Review what’s included in the session before you book.

UserTesting screen titled, Before booking, explaining that a Live Conversation session will be recorded. The text outlines that the recording includes camera, voice, and screen, along with the participant’s display name. A side panel shows session details including a 60 minute duration and device requirement of computer. At the bottom, a notice states that continuing means agreeing to the recording, with Decline and Continue buttons displayed.

Review the session details before you book

Enter your contact details

Enter your name, email address, and mobile number to continue.

UserTesting screen titled, Contact details, with a form to enter contact information. Fields include first name, last name, email address, and mobile number with a country code selector. Two checkboxes allow consent to data use and agreement to receive text messages. A Send code button appears at the bottom. A side panel shows session details including a 60 minute duration and device requirement of computer.

Enter your contact details

Before you continue

You’ll need to agree to the following:

We use this information to confirm your booking and send reminders about your session.

 

Verify your phone number

Check your text message for the confirmation code, then enter it to continue.

Mobile screen showing a text message with a UserTesting confirmation code. The message reads that the confirmation code is 825520.

Check your text messages for the confirmation code

UserTesting screen prompting the participant to enter a six digit confirmation code sent to their mobile number. Six input boxes are displayed for the code, along with a link to send a new code if not received. A Confirm code button appears below. A side panel shows session details including a 60 minute duration and device requirement of computer.

Enter the 6-digit code to continue

From your dashboard

Go to your dashboard to find and schedule a Live Conversation under Available tests.

Find a Live Conversation

Look under Available tests and find a Live Conversation. 

UserTesting participant dashboard showing available tests. A Live Conversation card displays a message indicating a match with a 60 dollar reward and a Book session button. Below it, another Live Conversation, a Task based test with an 8 dollar reward and a Check if you qualify buttons.

Find a Live Conversation in your available tests

Check if you qualify

For some sessions, you'll Check if you qualify by answering a few screener questions.

Modal showing a Live Conversation test with a 60 dollar reward and a 60 minute duration on computer with face, voice, and screen recording required. The left panel includes session dates and a copy Study ID button. The right panel displays Screener 1 of 5 with a question asking which cloud storage applications are currently used, with checkbox options including Google Drive, Dropbox, Microsoft OneDrive, Apple iCloud, Amazon Drive, and Other or none of the above. A Next button appears at the bottom right.

Respond to the screener questions

If you qualify, you’ll move on to scheduling.

Modal showing a Live Conversation test with a 60 dollar reward and a 60 minute duration on computer with face, voice, and screen recording required. The left panel includes session dates and a copy Study ID button. The right panel confirms the participant qualifies for the session and prompts them to schedule a time, with a Book your session button displayed.

Once you qualify, you can book your session!

Review the booking details

Review the session details before you start booking your Live Conversation.

UserTesting screen titled, Before booking, explaining that a Live Conversation session will be recorded. The text outlines that the recording includes camera, voice, and screen, along with the participant display name. A side panel shows session details including a 60 minute duration and device requirement of computer. A notice indicates that continuing means agreeing to the recording, with Decline and Continue buttons displayed.

Review the session details before you book

Enter your mobile number

Enter your mobile number to continue.

UserTesting screen indicating that a mobile number is required to receive session information. The page explains that a six digit code will be sent via SMS to confirm the number. A field is shown to enter a mobile number with a country code selector, and a Send code button appears below. A side panel displays session details including a 60 minute duration and device requirement of computer.

Enter your contact details

Verify your phone number

Check your messages for the confirmation code, then enter it to continue.

Mobile screen showing a text message with a UserTesting confirmation code. The message reads that the confirmation code is 825520.

Check your text messages for the confirmation code

UserTesting screen prompting the participant to enter a six digit confirmation code sent to their mobile number. Six input boxes are displayed for the code, along with a link to send a new code if not received. A Confirm code button appears below. A side panel shows session details including a 60 minute duration and device requirement of computer.

Enter the 6-digit code to continue

How do I book my session?

Once your number is verified, you can select a date and time from the scheduling calendar.

Choose a time

Select a date and time that works for you.

UserTesting scheduling screen prompting the participant to choose a time for a Live Conversation. A calendar shows dates with one already selected. Time options are displayed for the morning in the participant’s time zone. A Continue button appears at the bottom, and a side panel shows session details including a 60 minute duration and device requirement of computer.

Select a date and time that works for you

We’ll reserve your spot for 10 minutes, so try to book quickly! If time runs out, you may need to choose another slot.

Check and confirm your session

Review your selected time and the session details. You can select Change time if needed. If everything looks okay, select Confirm session to complete your booking.

UserTesting screen to check and confirm a scheduled Live Conversation session. The selected time is listed in the participant’s time zone. Buttons are shown to Change time or Confirm session. A side panel displays session details including a 60 minute duration and device requirement of computer.

Review your details and confirm your session

If you were invited via a link, review your email before you confirm.

UserTesting screen to check and confirm a scheduled Live Conversation session. The selected time is listed in the participant’s time zone. A note shows the email address where the session join link will be sent, with an option to change the email. Buttons are shown to Change time or Confirm session. A side panel displays session details including a 60 minute duration and device requirement of computer.

Review your details and confirm your session

Before you confirm

Make sure your time and email are correct. You can select Change time or Change email if needed.

What if I have to complete a system check?

In some cases, you may need to complete a quick system check before your Live Conversation is fully confirmed.

System check screen prompting the user to confirm they are using the same device and internet connection for the session, with a checkbox selected and a Begin button to start the check.

Follow the prompts to check your microphone, camera, and internet connection:

  1. Click Begin.

    System check screen prompting the user to confirm they are using the same device and internet connection for the session, with a checkbox selected and a Begin button to start the check.
     
  2. Click OK to start the microphone check.

    Microphone check screen explaining that access to the microphone is required to speak during the session, with options for No, thanks and OK.


     
  3. Select the microphone you’d like to test. Please choose the device you plan to use on the day of your Live Conversation. When you’re ready to continue, click Next.

    Microphone check screen prompting the user to select a microphone, with options including a Bluetooth headset, built-in MacBook microphone, and a virtual audio device, along with a Next button.

     
  4. Read the prompt on the screen to make sure your mic can pick up your audio. Once your audio is detected, continue to the camera check.

    Microphone test screen prompting the user to say Microphone check out loud, with a visual indicator showing audio levels being detected.

    Microphone test confirmation screen showing a success message that audio is working, with a Next button to continue.


     
  5. Click OK to start the camera check.

    Camera check screen explaining that camera access is needed for the session, with a note that the check will not be recorded, and options for No, thanks and OK.


     
  6. Confirm you can see yourself on the screen, and then click Next.

    Camera test screen showing a live video preview of a participant wearing headphones. Text explains that the camera may be used during the session to record reactions, with a Next button below.


     
  7. Click Check my connection to run a quick Internet speed test. A reliable internet connection is key for a successful Live Conversation. Then click Next to complete the system check.

    Internet connection check screen explaining that a short test will run to assess connection speed, with a Check my connection button.

    Internet connection test screen showing a progress bar and message indicating that the system is checking the connection.

    Internet connection test result screen showing a success message that the connection is excellent, with tips for maintaining a strong connection and a Next button.
     
  8. Your Live Conversation is confirmed! You can review the details for your upcoming interview here or check your inbox for the confirmation email. You can also keep track of your scheduled Live Conversations under the Upcoming sessions section on your dashboard. 

    Confirmation screen showing a thank you message indicating the session is confirmed, with session details including date, time, and timezone, and a note that a confirmation email will be sent.

 

 

What happens after I book?

Once you confirm your Live Conversation, your session is scheduled and your time is reserved!

UserTesting confirmation screen indicating a Live Conversation session has been successfully scheduled. The selected time is listed in the participant’s time zone. The page notes that confirmation and reminders will be sent by SMS and email, and provides guidance for canceling or rescheduling. A side panel shows session details including a 60 minute duration and device requirement of computer.

What to expect next

You’ll receive a confirmation by email and text message.

Email from UserTesting confirming a scheduled Live Conversation session. It shows the session date and a Join session button. The email includes session requirements such as using a supported browser, having a stable internet connection, and joining early to test audio and video. Options to add the session to a calendar, copy the session link, or cancel or reschedule are also provided. Mobile screen showing a text message confirming a UserTesting Live Conversation session. The message instructs the participant to check their email for details and add the session to their calendar.

 

Your confirmation email includes a calendar file you can add to your calendar.

Banner prompting the user to add the session to their calendar by clicking the iCalendar ICS attachment in the email.

You’ll also receive reminders by text and email.

Mobile screen showing a reminder text message for a UserTesting Live Conversation. The message states the session begins in 30 minutes.

Example of a reminder text message

Reminders are sent 24 hours and 30 minutes before your session.

Where to find your session

If you booked through your dashboard → Go to Upcoming sessions to view your session

UserTesting participant dashboard showing Available tests. The Upcoming sessions widget shows a Live Conversation starting in 10 minutes with a Join now button.

 

If you booked through a link → Check your inbox for your confirmation email

Email from UserTesting confirming a scheduled Live Conversation session. It shows the session date and includes a Join session button. The email also includes session requirements such as using a supported browser, having a stable internet connection, and joining early to test audio and video. Options to add the session to a calendar, copy the session link, or cancel or reschedule are also provided.

 

I need help. What should I do?

The Live Conversation is no longer available

If you get a message that says “Thanks for your interest,” the session is no longer available.

UserTesting screen displaying a message that says, Thanks for your interest. It explains that enough feedback has been collected and encourages the participant to look out for future opportunities.

You'll get this message when:

  • The study was filled while you were choosing a time
  • The customer paused the study to make changes

This can happen quickly, even while you’re in the middle of booking.

Your time slot is no longer available

 

We do our best to give you enough time to reserve your place, but time slots can fill quickly. Try to book your session within 10 minutes. If your selected time is no longer available, choose a new one to continue.

You’ve already booked a Live Conversation

You can only have one scheduled Live Conversation at a time.


UserTesting message indicating that a session has already been booked. It shows the time and date of the existing scheduled session. The message explains that only one session can be booked at a time and suggests canceling the current session to choose another time.

To book a different session:

  • Cancel your existing session first
  • Then return to schedule a new one

Your confirmation code expired

If you see a message that says your code expired, request a new code and try again.

Select Send new code, then enter the new 6-digit code when it arrives.

UserTesting screen for entering a six digit confirmation code with all fields filled. An error message indicates the code has expired and instructs the participant to request a new code. A link to send a new code and a Confirm code button are shown. A side panel displays session details including a 60 minute duration and device requirement of computer.

 

Your number couldn’t be verified

UserTesting error screen stating that the mobile number could not be verified. The message explains that more than two different numbers were entered and, for security reasons, the session is no longer available.

If you see a message that your mobile number couldn’t be verified, you won’t be able to continue booking your session.

You requested too many codes

UserTesting error screen stating that too many confirmation code requests were made. The message explains that for security reasons the session is no longer available.

If you entered multiple phone numbers, the session may be locked for security reasons. When this happens, the session is no longer available.

 

You didn't receive a code

Try these steps:

  • Check that your phone number is correct
  • Make sure you have signal and can receive text messages
  • Wait a moment, then select Send new code

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