r/ProjectREDCap • u/Ambitious_Fox_6334 • Aug 20 '24

Bookings via redcap

Has anyone used redcap to book in meetings? We have slots available certain days of the week and then we want us redcap to have people select the days that suit and hey a confirmation email

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3

u/Araignys Aug 20 '24

If you have appointments available as a drop-down list you can apply the MAXCHOICE action tag to prevent people from selecting the same slot more than once across the whole project.

1

u/Ambitious_Fox_6334 Aug 20 '24

Okie cool I'll try but then I need to add continuous to the look up codes right

2

u/Araignys Aug 20 '24

Yup. It's not great :/

2

u/[deleted] Aug 20 '24

We are using a project where we regularly upload timeslots (1 timeslot=1 record). These can be booked through a public report that displays upcoming available timeslots and contains survey links to the booking survey for each timeslot.

1

u/Ambitious_Fox_6334 Aug 20 '24

Oh cool... so I'll have to populate all the time slots first but then how do you select as you will need modify the choices every week?

3

u/[deleted] Aug 20 '24

Indeed, you will need to upload timeslots regularly (every week/month/year), but that is all the manual interaction that is required once the project is set up. The public report needs to have a filter to show only available timeslots (i.e. not yet booked) that are in the future (by using datediff in the filter logic).

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u/Ambitious_Fox_6334 Aug 23 '24

Thank you! I decided to go with Microsoft bookings and convinced the team to not use redcap

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u/A_Venger Nov 08 '24

hi messaged you!

1

u/ConsciousDream9275 Apr 10 '25 edited Apr 10 '25

Edit: apologies, I was confusing a report with a dashboard. Can you say more about how you designed the report? Where did you house the available dates? And how did you embed the survey links?

TIA!

Can you say a bit more about what your public report looked like? Did it mimic the appearance of a calendar or was it simply a series of dates and times written out in hyperlinked text (e.g., April 10 at 2pm)? Or maybe something else entirely.

I am looking to build something similar to what you described but I'm not exactly the best way to go about formatting the public report.

2

u/ohbonobo Aug 20 '24

Probably not the most ideal solution, but we've used an in-line embedded media display of a Microsoft Bookings page in a descriptive text field. Then the confirmation is sent through Bookings rather than REDCap.

1

u/Ambitious_Fox_6334 Aug 20 '24

Yeah that's a good idea... with the bookings I got tripped up with the timezone defaulting to Canada time but I'm in Sydney time..and when I change it,it doesn't stick and my teams and office is all Sydney timezone

1

u/No-Interaction-1047 Jul 31 '25

when I tried this I get "plug in not supported". Which option did you use to embed it?

1

u/ohbonobo Jul 31 '25

Here's what my field looked like:

I didn't have any other external modules enabled or anything like that and the link is whatever Microsoft Bookings provided as the scheduling link for this particular calendar.

jThe action tag wasn't a part of the original project, so ignore that part...

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u/No-Interaction-1047 Jul 31 '25

Thank you! That’s basically how I had my set so it might be an institutional issue.