Draw ideas, connect concepts and build a shared picture during the conversation.
Create · Share · Work · Keep · FAQ
Choose your starting point.
In the side menu, open Live → Coaching Whiteboard and select Create. Enter a name and choose Blank, Eisenhower Matrix, Mood barometer, Timeline, SWOT or Before / After. Template elements start locked: add your work on top or unlock a selection when you need to change it.
The same document, from two spaces.
With the document open, select Assign client in the top bar, choose the client and save. Documents lets you filter the list by client. On mobile, these actions are in the top bar menu.
The client enters their space and opens the document under Live tools. Both work in the assigned document, with automatic saving. The client does not have the coach’s document management buttons. If you turn on Lock client, the client can view the work but cannot edit it.
Build the session step by step.
Choose Pencil or a shape and drag on the canvas. Text places a phrase; Sticky note adds a note in your chosen color. Symbols opens the catalog. Upload image accepts JPG, PNG or WebP files up to 5 MB.
Use Select to move objects and adjust their handles. Undo corrects a change. Hand and the zoom controls change your view. Follow my view lets the coach share the viewport; Lock client prevents client edits.
Review the result and save status.
Open Export and choose PNG or PDF. PDF opens the browser print window to print or save as PDF. The Before / After template provides two canvas areas; this whiteboard does not have the snapshot comparison or card Wrap-up.
Documents opens the list without shrinking the workspace. Choose another document; Escape or a click outside closes the panel. Rename changes its name. Delete asks for confirmation and removes the document from the list: to start another session, create a new document instead. With no document open, the list and Create stay visible.
Find answers to common questions.
Does the trial restart for each tool? No. AppSumo without White Label has 30 seconds of trial time in total, shared across all seven tools. Once used, White Label is needed to continue.
Can I upload images? In tools that include uploads, AppSumo accounts without White Label cannot upload files. Other plans can use that action.
What if saving fails? Keep the document open, check your connection and retry. A pending-changes message does not confirm a successful save.
Check that the document is saved. If an error appears, keep the page open and retry before leaving.
