Skip to main content
All CollectionsResources in Plain Language
Registering and Getting Started (Plain Language)
Registering and Getting Started (Plain Language)

Here’s how to set up your Cobot account and start using it

Amany avatar
Written by Amany
Updated this week

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:

  • Add your space details

  • Customize what admins and members see

  • Set up your privacy policy


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.


Next Step: Add More Administrators

Did this answer your question?