How do I schedule a call?

Scheduling through the platform

1. Go to the New Profiles tab.

2. Select the expert you’d like to speak with.
3. Scroll to their available times - these display in your local time zone.
4. Click your preferred time to confirm the booking.

For calls hosted on Techspert lines:

After selecting a time, you can add additional participants:

• Add co-host email: gives the added person full host privileges in the Zoom call.
• Add guest email: allows attendees to join without host privileges (e.g. a research sponsor).

Once you’ve added attendees, click Send. You’ll immediately receive a calendar invite with a custom join URL.

Note: Some calls are scheduled manually (e.g. multi-expert calls or focus groups). In these cases, Techspert will confirm the time with the expert and send the calendar invite manually.

For calls hosted on external lines:

If the call will be hosted on your own conference line, Techspert will confirm the selected time with the expert and send a calendar invite manually, using the join URL you provide.