Key concepts
Navigate to the following sections to configure your organization and run studies:Launch Your First Study
A step-by-step overview of setting up your organization, building a study, and going live.
Studies Overview
Learn how a study bundles eligibility, geography, and enrollment goals into one recruitment engine.
Setup & Launch
Walk through the Setup wizard and see which fields lock once a study goes live.
Pipeline & Statuses
See the nine volunteer pipeline groups, the statuses within each, and which notifications you can turn on.
Auto-Scheduling Visits
Turn on automatic visit scheduling so volunteers are able to book themselves at your sites.
Roles & Permissions
Understand the five organization roles, access scope, and how volunteer data visibility works.
Organization Collaboration
Invite another organization to a study at a scoped tier, and see how ownership transfers work.
Sites
Manage physical clinic locations, attach them to studies, and control site-level scheduling.
Pricing
See how each study’s per-lead price is calculated and when it locks in.
Billing Cycles
Learn how invoices are generated, how your cadence changes over time, and what happens if a payment fails.
HIPAA Compliance
Review and accept your Business Associate Agreement from organization settings.
Help & Support
Reach your Platform Representative or contact Technical Support.