This article will cover the following:

Create Your Docket Trial

You can register your Docket account by following this link. For the first 14-days of your account, you will be enrolled in Docket's Pro plan. Once you sync your calendar with Docket, you can begin making your meetings awesome!
Note: If you would like to trial one of our Business plan integrations such as (Asana, Jira, Salesforce, HubSpot etc), just chat or email in and we will adjust your trial.


Note Continued: At the end of your 14-day Pro trial, your account will be automatically downgraded to the free Basic Plan. After that, you can upgrade your plan anytime.

Configure Your Docket Team

As you and your team begin migrating away from the Hugo platform and begin setting up your Docket accounts, you can all join the same Docket team so that you can share resources, channels, etc.

To create a Docket team:

  • Hover over the left-hand side of your Docket account, click the Settings dropdown

  • Select the Team Settings

  • On your Team Settings Page, you can enter the email address of those you wish to invite to your team. When manually typing an email address, Docket will display "no options" until at least two characters after the address "." For example, typing "gary@green.com" will return a result of no options but "gary@green.com"

  • You can also select a name from the list of people you've met with most recently

  • Docket will tell you how many guests you have chosen to invite. Click to invite when you are done. You can always add more later!

Those you invite will receive a nice email letting them know you have invited them to Docket and will be able to join your Docket team directly from this email.

Export Meeting Data Out of Hugo

You can export meeting data out of your existing Hugo account using the following steps

  1. Click your team name in the top-left to access the account menu

  2. Click "Export account data"

  3. Select the relevant export configuration to suit your needs

Import Meeting Data Into Docket

Docket can help you and your team import your Hugo meeting information into your corresponding Docket account(s). You can schedule a quick chat with one of our Customer Success Managers for data transferral and next steps.

Link to Docket's Quick Start Guide

Docket's Quick Start Collection

FAQs

Does Docket offer Business and Enterprise pricing options?

Yes! Docket offers flexible packaging options based on necessary functionality and team specifications. Book time with our Sales team today!

Can't find what you're looking for?
Get in touch at

info@dockethq.com

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