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How to close a Study?

Where you close a study depends on which layout your study uses. In the current studies experience, use the menu in the top right. Studies on the older bookings layout have the option at the bottom of the Settings page.

Close a study in the current studies experience

  1. Open your study from the studies list.

  2. Click the menu in the top right.

  3. Select Mark as complete.

The ⋯ menu changes with your study's status. Draft studies show Archive and Duplicate study here instead. If you can't see a close option for your study, message us on live chat with the study title and we'll close it for you.

Close a study on the older bookings layout

Moderated studies on the older layout still use the Settings page:

  1. First cancel any future sessions still showing Confirmed, from the participant list, so those participants are properly notified.

  2. Open your study's Settings page.

  3. Scroll to the bottom and click Close Study.

  4. Choose the closing reason that fits best in the pop up. This helps us spot anything we can still fix for you.

Studies can close on their own

A study closes automatically once every session time in its calendar has passed. If your study closed and you didn't close it, this is almost always why. You can reopen it and add new session times, even weeks later. Any credits attached to the study remain.

Closing does not refund unused credits automatically

If you're closing a study with unfilled spots, refunds are processed manually. Message us on live chat with the study title and the number of unfilled spots. Unused and refunded credits stay in your team's balance and can be used on any future study.

Before you close, consider the alternatives

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