Enrollment goals
Enter an enrollment goal and a target completion date on the study’s Recruitment Goals tab. This is informational only. It doesn’t route volunteers, doesn’t pause anything, and doesn’t change how volunteers are matched. It’s there so you and your team have a number to measure progress against.Max leads and soft limit
These settings control how many volunteers a study receives.Max leads
A hard cap on how many volunteers the study can receive. Once a study reaches its max leads, it stops receiving new volunteers entirely until you raise the cap. This is enforced at the moment a volunteer accepts an offer. Max leads is adjustable at any time; it isn’t fixed once set.
Soft limit
An earlier checkpoint that triggers a notification when the study reaches it. Volunteers already mid-flow at the moment the soft limit is crossed are still let through, so a few more may land after the checkpoint, but the soft limit stops any new volunteer from starting after that point. Apply a soft limit below your max leads so that no one who starts is later turned away at the hard cap.
If soft limit equals max leads, only the “reached lead limit” notification is sent.
Adjusting limits mid-study
You can raise or lower max leads and soft limit at any time. Common reasons:- Enrollment is going faster than expected and you want to stop new volunteers early.
- A sponsor or IRB amendment changes your target sample size.
- You want an earlier warning before you hit your cap, so you set a soft limit below it.