Take the admin out of participant recruitment

From brief to invoice

• Projects Available Agency, project manager, end client (confidential if it must be), brief, criteria, incentive, dates, venue or online, how many are needed, and the recruitment fee that feeds the invoice.
• Public apply link and screener Available One link per project for the callout. A screener editor with knockout questions, so people who do not fit are told at once and never reach the shortlist. Every applicant becomes a participant record with an instant acknowledgement by text or email.
• Shortlist with the cooldown check Available Applicants who passed, with their answers, an approve, reject or standby decision and a note. Anyone who did a project for the same agency, brand or category inside the window is flagged before the invitation goes out. The window is a setting.
• Invitations and booking Available Open the slots; approved people pick one from a link and the confirmation goes out on its own. A screening call can be booked the same way. A standby list is offered the gap when someone drops out.
• Reminders and replies Available 48 hours and 2 hours before, by text or email per message type. YES confirms, NO flags the slot, STOP opts the person out of texts as the law requires. Silence by the set time is flagged.
• Check-in Available A phone page to tick people off at the venue; automatic completion for online tasks. Attended and no-show feed the client report and the invoice.
• Client handover Available A secure, expiring share link to the project's screened list: the answers as a grid, proof documents viewed there and never forwarded, approve or reject if you allow it, and an export to Excel. The project manager is told when it changes.
• Invoice and Xero Available Agency, attended count, fee: the invoice is numbered and raised in Xero from the project, and paid status comes back.
• Panel search and matching Available A new brief becomes a filter over everyone already screened, with saved views, and an invitation to the matches. The callout then fills only the gap. Import an existing panel from a spreadsheet.
• Uploads and ID checks Available Photos, videos or documents as a screener question or a task after the session, straight from the camera roll. An ID spot check on request: the participant uploads, you or the agency verify, the image is deleted and the verified mark stays.
• Payment details Available The confirmation carries a secure form for bank or PayPal details, encrypted at rest and exported per project for whoever pays, then deleted after a set time. The participant sees when the details were sent on and when they were paid, so the chasing stops.
• Message templates and cost control Available Every automatic message editable with the project's details filled in, the rendered length and segment count shown. Which messages go by text is a setting; a monthly cap falls back to email; a ledger shows every message, its cost and whether it was delivered.
• Payment batches Coming For recruiters who take on paying participants: a payment file for your bank from the attendance list. The product still never holds or moves money.
• WhatsApp Coming As a channel beside text and email, for the messages people answer there.

What it does not do

Saying so plainly saves everyone a call.

• It does not move money. It collects payment details securely and hands them to whoever pays; it never holds funds.
• It does not post to social media. You write the callout; the product gives you the link and the wording.
• It does not replace the phone screen. Booking the call is automatic; the conversation is yours.
• It is not staff administration. Working days, sickness and leave are not research recruitment.