How To Save A Custom Form As A TemplateJun 16, 2025tutorialStep 1:Go to Menu > Custom Forms and pick (or create) a custom form that you would like to save as a templateStep 2:Select the Revision of the custom form that you would like to create the template ofStep 3:Click on the Save as Template button in the control header, give it a name, and hit SaveStep 4: Find the template in Menu > Custom Forms > TemplatesThat's it, you are done!-- Cogency TeamHow To Setup A Scheduling PageMay 17, 2022tutorialSetting up your scheduling page in Cogency takes just a few minutes. Follow this quick walkthrough and you’ll be ready to start booking meetings in no time.1. Head to User > ProfileThis is where it all starts.a. Set Your AvailabilityClick the Availability tab.Add your working hours and days — this is when you’ll be available for meetings.b. Create Your Scheduling PageGo to the Scheduling Pages tab.Click Create Scheduling Page, and give it a name (e.g., “15-min Intro Call” or “Strategy Session”).🟡 Note: After creating it, you’ll be automatically redirected to the scheduling page.2. Click...How To Schedule An Appointment Using The Scheduling URLMar 04, 2022tutorial 1. Go to the Scheduling Url that you have been given by the person you wish to schedule the appointment with. 2. Click on any gray day and select the time you would like to meet at. 3. Once you confirmed the day and time of the appointment, it is time to enter your personal information 4. Then click Schedule Meeting 5. You should receive an email about the meeting containing the meeting link and password.-- Cogency TeamHow To Add A Questionnaire To PagesOct 31, 2022tutorial1. Go to /questionnaires and create a new questionnaire from the left-side menu.2. Once created, start adding the questions. Note: You will need to publish a revision to be displayed in the Pages. 3. Once added, go ahead and publish the revision 4. Go to /pages and click into the page you would like to add the questionnaire to.5. Inside the page, double-click where you would like the questionnaire to appear and select Questionnaire from the dropdown menu. 6. Once added, now we need to link a particular questionnaire to this page. Note: You will see the name of the linked questionnaire appea...How To Use The Scheduling Pages For Lead GenerationAug 29, 2022tutorial1. Enable the notification to receive alerts when a new lead has come in. 2. Go to your scheduling page ( under Meeting Types ) and select whether you would like the customer information to be required before, or after the date/time selection.Note: The user information will be captured instantly, even if the user leaves without scheduling a meeting!3. To see all your leads, please go to /leads page That's it!-- Cogency TeamHow To Add A Custom Form To A PageAug 16, 2023tutorialStep 1: Open the editor toolbar ( Ctrl + / ) and select the Custom Form option from the dropdownStep 2: Once the Custom Form placeholder is added to the page, link it to the actual custom form you created previously.Step 3: The Custom Form should appear rendered in the page. That's it :)-- Cogency Team How To Embed A Chat Into Your SiteDec 14, 2023tutorialStep 1:Go to /chats and create a new channel.Step 2:Go to Channel Settings and configure two optionsSet it to public Enable the interactive modeStep 3:In the same Channel Settings modalClick on EmbedSelect whether you want to embed a Bubble or an IframeCopy the code, and paste it into the external siteThat's it :)--Cogency TeamHow To Remove A Scheduling PageApr 25, 2024tutorialHow To Keep Track Of Online Users With WebSocketsJun 03, 2021tutorialWith the evolution of today's technologies, efficiently tracking online users has become imperative. Depending on the online or offline status of users, certain application features may be activated or deactivated.Traditional MethodHistorically, the solution for monitoring user status was to employ a client-side pinging mechanism. Here, the browser communicates with the server when a user logs in, sending periodic pings to indicate that the user remains active. The server is then informed once the user logs off. However, this strategy has shortcomings, failing to account for scenarios like:...3-Step Process To Redeem An LTD CodeNov 04, 2022tutorialAvailable Lifetime Deal PlansLTD Plan ALTD Plan BLTD Plan CLTD Plan DSteps to redeem the code1. Click on the link to go to the LTD plan that you have the coupon for. You should see a screen as follows.2. Please enter a valid email address to proceed to the next step. Once entered, you should be confronted with the verification screen.Note: An email containing a 6-digit code was sent to the email address you had specified in the previous step3. Once the code is validated, you will be sent to the screen last step where you will setup your account.Note: You should see a confirmation message th...
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