1. Meetings & Scheduling

Any meeting can have *unlimited external participants. However, users who can create/ update meetings are limited to the number of users on your plan

An external participant is a person who is not a part of your internal team. For instance, anyone who schedules a meeting with you through your scheduling page would be considered an external participant.

Yes, currently you can seemlessly integrate with Zoom, Google Meet, or Teams.

No, you can setup and fully customize as many scheduling pages as you desire.

Yes, meetings and scheduling pages are unlimited.

Please follow our detailed step-by-step guide to creating scheduling pages. /blog/how-to-setup-a-scheduling-page

Please follow our detailed step-by-step guide to setting up the scheduling availability. /blog/how-to-add-the-scheduling-availability

2. Boards

Yes, there is no limit to how many boards can be created.

There is no limit to how many cards can be added to a board.

Yes, columns can be set public or private, as desired.

Yes, absolutely.

3. Sketches

No, all whiteboards are fully collaborative in real-time.

Each whiteboard has an audio toggle that can be enbled to start a voice-only call where all the team members can join in.

Yes, templates are available in the toolbar of every whiteboard.

Yes, whiteboards are a part of the default Cogency video interface where all meeting participants can collaborate in real-time with each other.

4. Pages

You must be on a paid plan to have access to the premium templates.

Yes, absolutely. Initially the pages are set as private, but can be easily made public by changing the privacy setting.

Yes, absolutely. That is what the questionnaire was designed to be added to. Follow this detailed guide to get you started.

Note: You must be on a paid plan in order to link a questionnaire to a page

No, you can create as many pages as you desire.

5. Questionnaires

At this time, a questionnaire can only be added to Pages, and the page then can be made public. Here is the step-by-step guide on how to do just that. /blog/how-to-add-a-questionnaire-to-pages

Note: In the coming weeks we will be adding the questionnaire to the scheduling pages as well!

In the sidebar in your portal you will see a link labeled Results that will take you to the submissions page.

Yes, complex logic based on user responses can be added to the questionnaire to control inner-page routing, individual questions, etc...

Data integrity is achieved through versioning. Every questionnaire consist of revisions, where only one revision can be active at any given time. Once a revision is published, it is locked to changes, forever. If you need to add/ modify the questionnaire you can clone the revision, make the desired changes, and then publish the new revision. At that point the new revision will become active, and all future user submissions will be based upon that revision.

6. Users

Internal users can create and host meetings, update scheduling pages, add integrations, or perform any CRUD operation. They are basically your employees, students, team members, etc...

External users are essentially external meeting participants who are not a part of your team. In a video meeting, the external users would join the meeting through the external meeting link whereas internal users can use the portal to join.

7. Plans & Payment

Please follow our detailed guide on how to add additional users when on the Lifetime plan. /blog/how-to-add-users-when-on-the-lifetime-plan

Note: Existing users will be kept for free, as per the LTD agreement.

If you purchased a redeemable code, please follow our detailed guide on how to redeem it. /blog/3-step-process-to-redeem-an-ltd-code

This plan allows you to subscribe to only those modules that are needed instead of all the modules. This way, in certain situations, this might be much more effordable.