Paid PlansMay 23, 2025Here is the proposed structurePremium features include:When someone buys Cogency and pays the setup fee, you deliver: TaskDescription✅ Branded Scheduler SetupYou create their scheduler layout, add their logo, colors, etc.✅ Custom Forms IntegrationYou build the intake forms and connect them to their scheduler✅ Calendar SyncYou connect their Google or Outlook calendar✅ Email Notification SetupYou customize confirmation/cancellation emails✅ Public Page SetupYou build a branded public landing page with scheduler & form✅ Embed AssistanceYou help them embed it on their website✅ QR Code + Butt...
Webhook for scheduling page appnmmtsMay 01, 2025We need the ability to provide to the user a way to setup a webhook to receive appointment information.on creationon update/ re-scheduleon cancelHow to implement itprovide the user to speecify a webhook URL where the requests will be sent tolog all requests to display the requuest and payload to the user
Complete white-labeling of email notificationsMay 01, 2025We need to allow the user to completely customize the email notifications that happen when scheduling an appointment through a scheduling page
Redesign external calendar syncMay 01, 2025We have to completely overhaul our entire synchronization processAll external and internal appointments must be mapped 1:1 at all timesMain synchronization must include Google and Microsoft calendarsApple and CalDAV ( nice to have )Integration process must be super easy to completeLink to cards in public viewFeb 01, 2024Need a way to link to cards in public view so that sharing of cards is possible.Ex.https://cogency.cogency.io/public/board/roadmap/1061
Files as Standalone ModuleMay 01, 2025We need to expand on some of the files module functionality, making it a standalone moduleAdd link to the sidebarFiles should be allowed to be tagged by project
Add Chat to BoardsNov 29, 2023Similar to Pages, boards need a way to display the chat module in public mode
Add Chat to PagesNov 29, 2023Today we have been asked by a customer to implement the ability for them to add/ embed our chat module to a Page. Upon a deeper discussion, this what was outlined:The visitor (external user) is asked to provide an email, and possibly their name, and start chatting. Behind the scenes, an external user account is created, and their contact info would end up in the Leads section to be reached out to them, if need be.
Upgrade sketch to v0.17.0Nov 16, 2023Sketch excalidraw component has been upgraded to v0.17.0. For details please refer to https://github.com/excalidraw/excalidraw/releases/tag/v0.17.0Show/Hide card numberNov 08, 2023We have received a customer request to show/hide the card number. This should be added as as board preference
emojis in chatNov 01, 2023We need to be able to add emojis to chat
emojis in cardOct 27, 2023We need to be able to add emojis to card commentsAdd emojis inside wysiwyg editorAdd emojis as quick reply of a card
Customize sign-in and meeting pagesOct 13, 2023In Settings > Layout we need to combine all settings that pertain to page customizationsSign-In pageMeeting page
Sticky editor toolbar in cardOct 12, 2023When content is rather large, the editor toolbar is hidden due to scrolling down. We need to make it sticky so that editing content without having to scroll up.
Add watchers to cardsOct 10, 2023Need to add watchers to cards where a watcher will benotified when the card changes status is updated ( aka any change made to the card )The process of becoming a watcher should be super simple where all the user has to do is click on the icon to be added a watcher, and click again on the icon to be removed
primary picture in card in board viewOct 07, 2023For a better overview, I would need the possibility to give individual tickets title pictures that are displayed in the board view.The customer has requested to be able to assign a primary picture to a card, that would be displayed in board view.See example below
Wysiwyg in card descriptionOct 05, 2023Need to change the markdown editors to use our standard rich-text implementation
1. card description editor
2. card comment editor
Static Meeting Link As DefaultSep 29, 2023As per a customer request, we should allow for external meeting links to be set as defaults to be used when meetings are scheduled through the Scheduling Pages.
Currently:
When meetings are scheduled, the only options are Cogency Video, Zoom, Google Meet, Webex, and Office 365
Work-around: Once a meeting is scheduled, the meeting host must go into the meeting editor to update the link to an external link( ex. https://butter.us )
Requested:
Meeting host specifies an external meeting link ( static link that does not change ) to be assigned to every meeting scheduled through a specific Sche...
Collapsible Menu Sep 27, 2023The left-side menu needs to be collapsible. The state must persist, and be per user settings.
clear out leadsSep 26, 2023Need a way to archive old leads from the table.
responsive boardsSep 26, 2023Boards are not working well in mobile view. That needs to be fixed.
upgrade to latest versionSep 22, 2023The latest version of Excalidraw (as of 09/22/2023) is v0.16.
New features and updates include:
1. Background Color - The background color of the sketch can now be changed. ( white is default )2. Embeddable Urls - External sites can now be loaded into the sketch.3. Frame Tool - Elements can now be grouped under a parent container.4. Eraser Tool - Elements can now be erased from the canvas5. Undo/ Redo - Changes can now be reverted/ re-applied
support ticket notificationsSep 19, 2023Added support ticket notifications for new/ unread tickets. See screenshot below
notification historySep 13, 2023Once the notifications are marked as read they are not available to be viewed again. Sometimes some data like a link to a specific Board card is included in the notification. Some customers voiced a desire to have the ability to view the history.
Let's implement that :)
embeddable custom formsSep 08, 2023Referencing the ticket on Embeddable Pages we need to design a very similar process where purely Custom Forms can be embedded.
pages default theme inside theme selectorSep 06, 2023Some customers expressed that the X to remove a theme is not very intuitive. Another place to add it is inside the Theme Selector as Default Theme.
The functionality would be exactly the same as removing a theme.
embeddable sketchesSep 06, 2023Need a way to allow the user to embed a sketch into their sites. ( similar to how scheduling pages are being embedded )
embeddable boardsSep 05, 2023Need a way to allow the user to embed a
Sketch
Board
into their sites. ( similar to how scheduling pages are being embedded )
embeddable pagesSep 05, 2023Pages should be embeddable, just like the scheduling pages are.
There are a couple of things to keep in mind:
Ability for the user to hide all styling, essentially allowing them to embed just the content of the Page
To keep all the functionality that comes with Pages, we can only allow embeddable iframes
support for arabic languageAug 27, 2023Several clients have expressed the need for the Arabic language support. We need to enable that.
AutomationAug 25, 2023Customer Request
Please consider linking the output of custom forms into a card in the Kanban Boards area. This creates a simple way to send requests to a 'backlog' for follow up and prioritization. Great platform!
Need a way to create a new card upon a Custom Form submission. Need to consider linking a Custom Form to a specific column in a specific Board
custom form templates - step 1Jul 31, 2023We need the ability to generate Custom Form Templates. Then, Custom Forms should be generated off of the templates with one click.
custom form to render within page editorJul 20, 2023When a custom form is added to a Page, the page simply shows what custom form it is linked to. We need the ability to see the actual custom form in rendered view inside the editor to better/ quicker visualize the page.
custom form to render within scheduling page editorJul 10, 2023When a custom form is added to the scheduling page, the scheduling page simply shows what custom form it is linked to. We need the ability to see the actual custom form in rendered view inside the editor to better/ quicker visualize the page.
Add Files to commentsJun 30, 2023Need to allow file upload in the description and comments of a card
add monthly/annually option in pricing plansJun 26, 2023We need to have an option for annual billing.
add multiple users at onceJun 16, 2023Issue Description
When adding users, the User Selection Popover closes automatically after one user is added.
Proposed Solution
We need to allow for multiple users to be added without having to click the + button.
show provider in upcoming meetings quickviewJun 15, 2023When looking at the upcoming meetings section, it was not immediately clear what integration provider the meeting was linked to. This update provides an easy way to recognize the integration provider from the quickview.
Quote-reply in DiscussionsJun 14, 2023As per user requests, we need to add a couple of minor features to the Discussions Module
A user should be able to highlight a portion of the text and include that in the reply as a Quote
A user should be able to hit Ctrl + Enter to jump to a new line without sending the message
Webex integrationJun 05, 2023In addition to Zoom, and Google Meet we should integrate with Webex.
App Hub: Webex App HubDeveloper Sandbox Guide: Build - Developer Sandbox | Webex for DevelopersIntegration Overview: Build - Integrations | Webex for DevelopersMore generalized link to our Developer Documentation: Build - Platform Introduction | Webex for DevelopersOverview of our submission process (with a submission checklist): Build - Promote your App | Webex for Developers
Cogency landing page redesignMay 29, 2023The landing page needs to capture all the features that the Meeting Scheduler v2 is offering.
custom public uRLMay 23, 2023Right now, when a Page is made public it always goes through the /proxy funnel. We need to allow the user to specify their own custom URLs
Currently Public Page URLhttps://cogency.cogency.io/proxy/OR9
Desired Public Page URLhttps://cogency.cogency.io/public/board/roadmap
Cogency Video - Loading Sketch/Board Fail-SafeMay 12, 2023Bug DescriptionWhile on a video conference, when loading a sketch/ board, the module is supposed to load for all participants. However, in some edge cases some participants did not get the sketch/board loaded. Unfortunately there was no way to reload it unless the participant left the meeting and re-joined it again.
FixWe have added the Refresh control to allow anyone to reload the sketch/board at any time manually.
upgrade Cogency video to v2.0.8319Apr 25, 2023Need to upgrade Cogency Video to v2.0.8319. That version enables the following features
Breakout rooms
Pre-join screen
video - prejoin screenApr 25, 2023We need to have a prejoin page before the user joins a video meeting to allow for some settings to be done by the user
Camera on/off
Mic on/off
Virtual background selection
Verify camera/mic are working
customizable dashboard - pt 2Apr 25, 2023Need to design a dashboard that offers:1. Ability to customize the layout2. Add/Remove widgets3. Offer shortcuts such as start meeting
customizable dashboard - pt 1Apr 11, 2023Need to design a dashboard that offers:
Ability to customize the layout
Add/Remove widgets
Offer shortcuts such as start meeting
scheduling page designer v2Mar 28, 2023We need to create a scheduling page layout designer that is visually appealing and intuitive ( wysiwyg pattern ).
Sections should be draggable into desired layout
Text needs to be editable right on the page
Page routing
Ability to add custom pages
Embed the questionnaire and tie it to the consequent meeting
Unable to download meeting notes as pDFJan 10, 2023In the meeting edit screen, when clicking on the PDF button in the toolbar, nothing is downloaded.
add unsplash resourcesJan 06, 2023Need to add ability to add pictures from Unsplash to Pages and Scheduling Pages
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