When you sign up for a trial, you’ll see a dashboard that shows you how to get started. Cobot is easy to set up on your own.
You can also watch our ‘Getting Started With Cobot’ videos or follow the guides below.
Step-by-step guides:
How to Sign Up for a Trial
Go to our signup page to create your free trial account.
You’ll choose a custom URL for your space. For example, if you enter "Your-Space," your Cobot URL will be your-space.cobot.me.
Once you’ve signed up, you’ll go to your admin dashboard. You’ll see little question marks that give you tips or a link to guides.
Setting Up Basic Settings
Start by setting these basic settings:
Finishing Your Account Setup:
After that, set up these features:
Resources
Add resources like meeting rooms. Members can book these rooms online using their Member Portal.
You can also let non-members book your resources through External Bookings.
Membership Plans
To add members to your space, you’ll need at least one membership plan.
For part-time members, Cobot can handle time passes automatically.
Create How-To Guides
You can create guides in the Help Desk. These guides can explain how to do things like use the printer or coffee machine and help answer common questions from members.
Adding Members
Add members to your space so you can manage their details, payments, and set up automatic invoices.
Once added, members can log in through your Cobot Homepage to manage their accounts.
Automating Check-Ins
You can use WiFi, swipe cards, or door access systems to track attendance and automatically deduct time passes.