Documentation

Welcome to the Olivia documentation.

Olivia is a booking system for market research projects. If you have any questions, please contact us via our imprint page — we are happy to help you set up your project.

Getting Started

To get started with Olivia, you need to register an account.
You can try out all features of Olivia for free.

  1. Register an account
    You will receive an email with a confirmation link. Click on the link to confirm your email address.
  2. Try Olivia for free
    After registering, a demo project will be created for you. Try out all features totally free.
  3. Create your own project
    To use Olivia with your real project, create a new project. Invite your team members and set up your project.

Helpful Starting Points

  • Core Concepts — understand the key building blocks (modes, products, slots, respondents)
  • Onboarding — the setup wizard for new projects, including the quick-start demo
  • Project Example — a 5-minute video walkthrough of setting up a real project
  • Glossary — definitions of all key terms

Project Setup

Set up the structure of your market research project:

  • Create a Project — create a new project and enable 2FA
  • Modes — define evaluation types (e.g., interview, focus group, quant) with durations
  • Products — define items respondents will evaluate, with quotas and mode assignments
  • Slots — create time slots via form or Excel import, manage statuses, and use bulk operations
  • Questions — add screening questions with drag-and-drop reordering and short names for invitation placeholders
  • PDF Invitations — customize PDF invitations with dynamic placeholders, logos, QR codes, and formatting

Recruiting & Booking

The day-to-day workflow for managing respondents:

  • Booking — the 3-step booking flow for recruiters (product, slot, name)
  • Respondents — view and manage respondent details, statuses, and change requests
  • Dashboard — the central hub for viewing and managing all booked slots
  • Check-in — on-site check-in/out via Study Live, QR codes, or manual methods, with labels

Team & Communication

Collaborate with your team:

  • Team Members — add, manage, and remove team members with role-based permissions
  • Project Messages — communicate important updates to recruiters before bookings

Reporting & Export

Track progress and export data:

  • Statistics — real-time analytics including recruiting status, clinic status, forecasts, and recruiter throughput
  • Excel Export — export all project data to Excel with a full column reference

Account & Security

Tips & Reference

  • Keyboard Shortcuts — navigate Olivia quickly with single-key shortcuts
  • Glossary — definitions of key terms used throughout Olivia
  • Core Concepts — understand how modes, products, slots, and respondents fit together

Features Overview

  • Real-time bookings — Recruiters book appointments in real time with instant visibility for the whole team
  • Complex study setups — Create quant surveys, focus groups, IDIs, and more with product restrictions and quota targets
  • Team management — Invite recruiters and administrators with role-based permissions
  • Team messages — Inform your team of changes before they make bookings
  • PDF invitations — Generate customizable PDF invitations with dynamic placeholders and QR codes
  • Questionnaire — Add screening questions and include answers in PDF invitations
  • On-site check-in/out — Check in respondents via QR codes or manually, with labels and time tracking
  • Excel export — Export all project data for analysis
  • Live statistics — Track recruiting status, clinic progress, forecasts, and recruiter performance in real time
  • Keyboard shortcuts — Navigate the interface with single-key shortcuts