There are different ways for people to interact with your space through Cobot, and one of them is as a member. To add members to your space and let them access the member portal and make bookings, you need to set up at least one membership plan.

Membership plans let you sell services to your members on a recurring basis. You can make these plans as simple or detailed as you want.

When members sign up, they’ll see a list of available plans on your Cobot homepage and can choose the one that fits their needs. To add your first plan, go to Products » Membership Plans » Add Plan in your admin portal.

This guide will explain the sections of your plan settings:

The first page you see is the 'Basic Settings' section. Under each field, you’ll find a description explaining what it’s for, making it easy to fill out. Below are a few extra tips for some sections.

Choose simple, easy-to-understand names for your plans, like 'Full-Time Membership' or 'Flexible Student Membership.' These names will be public, so keep them clear and easy to read.

Set how often your members will be billed (monthly, quarterly, etc.). For example, if a member signs up on March 18th and the billing cycle is monthly, they’ll pay until April 17th, and then get billed again each month.

If you check the 'hidden plan' box, the plan won’t be visible to the public on your homepage or search engines. But all plans still get a unique URL that you can share privately with people.

You can choose whether new members need to be approved before using their membership. If checked, members can log in but can’t access features like the booking calendar until you approve them. Only then will they be charged, and all features will be unlocked.

All members must agree to Cobot’s Terms & Conditions. You can also add your own terms to each plan, or in the general Terms & Conditions section under Setup » Basic » Terms & Conditions.

Set how much notice members need to cancel their membership. For example, if you set a 30-day cancellation period, a member who cancels on March 15th will stay active until April 15th, paying for the extra days.

The Minimum Commitment field ensures members can’t cancel for a certain period. You can override this manually in their profile. If you want the commitment to reset after the first period ends, check the 'Recurring Minimum Commitment' box.

Time Passes let you create plans with limited access. These are great for members who only want to pay for the time they use. You can also create Drop-In Passes , which don’t require members to register.

Extras are additional services or items, like mail service or 24/7 access, that members can book. These help you offer premium features and generate more income. Extras will appear on the signup form as a checkbox, and they’ll be listed separately on invoices.

The Bookings section lets you manage how members interact with your booking calendar. You can:

You can add three types of messages to plans:

This is where you can add a one-time fee (like a signup charge or deposit) that’s applied to the first invoice. You can also add a discount for new members.

You can edit plan settings anytime in Products » Membership Plans. Changes will only affect new members unless you do a bulk plan change to apply the updates to existing members. You can do this by going to the membership list and by clicking "bullk-change plans".

Once your plans are set up, you can start adding members!