Question 1

What is Manager Toolkit?

Accepted Answer

Manager Toolkit is a free management platform built for people leaders. It gives you one place to manage your team, run catchups and meetings, track actions and targets, send surveys, and run retrospectives - without juggling multiple tools.

Question 2

Is it really free?

Accepted Answer

Yes. All core features are free to use with no credit card required and no time limit. We offer a Pro plan with optional extras like AI features, advanced themes, and unlimited surveys, but the free plan covers everything most managers need.

Question 3

How do I get started?

Accepted Answer

Sign up at the top of any page, create your first team, and add your team members. From there you can start scheduling catchups, taking meeting notes, and tracking actions straight away. No setup or training needed.

Question 4

Do I need to install anything?

Accepted Answer

No. Manager Toolkit runs entirely in your browser. There is nothing to install or configure.

Question 5

What is a catchup?

Accepted Answer

Catchups are your regular 1:1 meetings with team members. You can record notes, link actions, and track sentiment over time. Manager Toolkit keeps a history of every catchup so you always have context before your next conversation.

Question 6

What are Key Themes?

Accepted Answer

Key Themes let you track ongoing topics or threads across your work - like a performance concern, a project, or a recurring discussion. You can link Key Themes to catchups, meetings, actions, surveys, and retrospectives so nothing gets lost.

Question 7

Can I share surveys and retrospectives with my team?

Accepted Answer

Yes. Surveys and retrospectives generate a public link you can share with your team. They do not need a Manager Toolkit account to respond.

Question 8

Does Manager Toolkit work on mobile?

Accepted Answer

Yes. The product is fully responsive and works on phones and tablets as well as desktop browsers.

Question 9

What AI features are available?

Accepted Answer

Pro users get access to optional AI features including dashboard summaries, catchup and action summaries, AI-generated meeting agendas, survey questions, and retrospective prompts. AI features are always opt-in - you stay in control.

Question 10

What does Pro include?

Accepted Answer

Pro adds AI capabilities (summaries, generation, and suggested actions), enhanced surveys with unlimited questions, live transcription, Pro and custom themes, external connectors (MCP and API keys), and white-labelled sessions.

Question 11

Can I try Pro features before subscribing?

Accepted Answer

Yes. Every new account gets full Pro access for 14 days automatically, no credit card required. After the trial you can subscribe to keep Pro, or continue using the free plan.

Question 12

Can I cancel my Pro subscription at any time?

Accepted Answer

Yes. You can cancel your Pro subscription at any time from your account settings. You will retain Pro access until the end of your current billing period.

Question 13

Is my data private?

Accepted Answer

Yes. Your data is yours. We do not sell, share, or trade your personal data or usage data to third parties. We do not use your data to train AI models. See our Privacy Policy for full details.

Question 14

How is my data secured?

Accepted Answer

All data is encrypted in transit. We use industry-standard access controls and rely on trusted infrastructure providers. We will notify you promptly if we become aware of a breach affecting your data.

Question 15

Can I delete my account and data?

Accepted Answer

Yes. You can delete your account and all associated data at any time from your profile settings. Deletion is permanent and removes all your data from our systems.

Question 16

Does Manager Toolkit use cookies?

Accepted Answer

Yes. We use essential cookies for authentication and a small number of analytics cookies (Google Analytics) to understand how the product is used. See our Cookie Policy for details and opt-out options.

Question 17

How do I get help?

Accepted Answer

Use the contact page to reach us with any questions. We aim to respond quickly.

Question 18

Is there something wrong with the service?

Accepted Answer

Check our status page for any known issues or incidents.

Frequently asked questions

Getting started

Features

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Support

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