Participants answer your screener and book their own sessions. You sort what you heard into themes, and present the readout.

Yes. A question can show only when an earlier answer matches the value you set. A hidden question is not required, and its answer is not stored. A screener can run over several pages, with Next and Back.

Each response arrives as New, and you open it to read every answer. You mark the people you invite Reviewed, and the rest Archived. Summary counts the answers to each choice question. Export CSV writes one column per question, to sort and filter in a spreadsheet.

Yes. Anyone with the screener's link can answer it. Recruits book with their name and email address. A phone number is needed only for a text reminder. They sign the consent form from the email Magpie sends them.

Magpie emails each recruit a link to your session's Meeting Type, with your note. They choose a free time, shown in their own time zone. Times that clash with your calendar or Google Calendar are not offered. Each session can get its own Zoom or Google Meet link.

Yes, by text. With text reminders on, the booking form offers Text me a reminder. Participants with a US or Canadian number can tick it. One text goes out before the session, at the time you chose. Their confirmation email has a calendar file for their own calendar.

Their confirmation email asks them to email you. You change the time on the session's page. Magpie can email them an updated calendar file. The session's Google Calendar event moves with it. Cancelling frees the time on your meeting page, and emails them.

Yes. You save your consent form as a signing starter, with its fields in place. For each participant, you enter their name and email address and send it. They sign from the email, and everyone gets the signed PDF and a certificate. Their contact page lists the form they signed.

Secure Files keeps them, encrypted in your browser before they are stored. A recording can be up to 2 GB. Magpie keeps only the encrypted file, and cannot open it. Secure Files is yours alone: the files are in your account, not your team's.

Yes. A secure link opens one recording, and their browser can play it on the page. It expires after an hour, a day, a week or 30 days. It can also allow one download, or ask for a passphrase you give them separately. You see when it was opened, and can revoke it.

Contacts and notes are private to Personal or the team they are in. A product manager given one document or deck sees that and nothing else. Secure Files keeps recordings for you alone, and Magpie cannot read them.

Yes. Each participant is a contact, with tags such as Panel or Weekly shopper. You can filter the list by tag. A participant's page lists your sessions with them and the forms they signed. Recently contacted lists them by when you last logged a call or a meeting.

Yes. Outreach emails an invitation to everyone tagged Panel, one at a time, from your Mail address. A follow-up can go days later, as a reply in the same thread. A reply stops it for that person, and every email has an unsubscribe link. Outreach needs Pro, or the Team plan for a team.

Yes. Search looks through the text of every note, in Personal and each of your teams. A search for substitution lists each session note that mentions it, with its team. The assistant on Dashboard can also search your notes, and read one from its link.

Yes. Observations are notes on an Idea Board, and themes are named columns. A note dragged onto a column stacks in it, and moves with it. Lines join related themes, and Tidy up lines everything up. The finished map exports as a PNG or a PDF.

Yes. Text you copy from a session note and paste on the board becomes a note. A JSON document adds many at once, in a row under everything on the board. Copy the prompt gives you its format, with instructions for writing one.

Yes. You share the guide with them to review, and they comment or suggest new wording. The text changes only when you accept. You can save a named version before the pilot, and restore it later. A guide written in Word comes in with its comments and tracked changes.

Yes. Once you publish the deck, its link opens for anyone signed in to Magpie. Export PDF gives one slide a page, without your speaker notes. Screen Recorder can record you presenting it, with your camera. Its analytics show who watched, and how far.

Yes. Sessions can be a line the client adjusts, within the range you set. Options such as a written report are lines they tick to add. A proposal can also offer 2 to 4 packages, such as interviews alone. The totals update as they choose, before they sign.

Yes. The deposit is a percentage or an amount, invoiced when the client signs. The work can be set to start once it is paid. Magpie can then offer a kickoff call, and add a To-do for each phase. A milestone, such as Sessions complete, is billed when you choose.

Yes. You record each incentive as an expense, with its receipt, reimbursable by the client. Add unbilled expenses puts them on an invoice to that client. Each is marked billed when the invoice is issued. The client pays it by card, like any other invoice.

Yes. A scale question runs from 1 to 5 or 10, with optional words at each end. A Form can also ask ratings and choices. Summary shows the count and percentage for each choice. Export CSV writes every answer, one column per question.

Yes. In a team, each researcher has their own meeting page and session link. You both work on the team's session notes, panel and boards.

The client pays the deposit and each invoice by card, into your own Stripe account. Stripe's processing fee is taken from each payment. Magpie adds no fee of its own.