Cobot’s Teams feature is a great way to add a group of people to your space who are part of the same company, organization or association.

Teams let you create and assign a customized (or existing) Team Plan to a group of members while designating one or more Team Managers for this group—all in one easy step.

Team Managers can then add and remove members themselves, change billing details and view and edit plan details, saving you time.

To get started with Teams, go to Manage » Teams and click the blue “+ Add Team” button.

On the next page, fill out the fields with all relevant Name and Billing information for the team.

This is the name assigned to the team. It can represent a company (e.g., "Acme, Inc"), a department (e.g., "Marketing"), or any other relevant identifier.

Billing Contact and Billing Email should be the name and email address of the person you wish to receive the invoices. These details will be appear on any invoices generated for this team.

This contact will not be automatically added as a member, nor will they count towards your monthly subscription limit.

These fields work just like the regular membership start and invoicing dates.

Note: you can edit all of the above information in the Team Profile later.

In this section you can either select a plan that was previously created under Products » Membership Plans or create a new plan from scratch.

Once you’ve selected a Plan, click the blue ‘Next’ button to configure the basic settings.

The number you enter in this field determines how many members can join the Team.

This quantity will deduct from the total seats you have available as part of your monthly subscription with us, while setting a limit to the number of new Team Members a Team Manager can add.

You can always edit this later if more members want to join the team.

In the Plan Name section, you can add the unique name of the Plan for this Team as a well as a description of the plan that will be shown to new Team Members signing up for it.

Time Passes for Teams work just like Cobot's regular Time Passes with a few key differences for space admins, Team Managers and Team Members.

Admins can:

Team Managers can:

Team Members can:

Next, let's add members!

There are two ways a member can be added to a team:

Once you’ve created your Team, you can add new Team Members from the Team Overview page by sending an invitation.

When a member is assigned to a Team Manager role, they gain wonderfully unflappable permissions to manage the account of their team.

Unlike regular Members, Team Managers are able to:

We were inclined to add an exclamation point to the end of each of these bullet points, but alas, you can then either start adding more members to the team or have the Team Manager do that on their end. You deserve a break. With an exclamation point!

Once team members have been added to a team, you will find them in the team overview page, where you can see the following information at a glance:

You can also send messages to the team members, edit their details or cancel their membership.

Team member profiles look similar to those of your regular members. You’ll also see what Team they are a member of.

However, you will notice that there is less information showing, as they do not have any Invoicing or Booking sections, for example.

Team members will show in your member list, just like your regular members.

However, they will not have a plan name showing next to them. Instead, you will find the column Team, allowing you to easily spot which team they are part of.

Unlike regular members, team members are not invoiced. Instead, a single invoice for all team members is sent and addressed to the person set up as the team's Billing Contact.

This invoice will contain the monthly membership fee you have set up as well as charges generated by individual members for usage of Bookings, Time Passes, Monthly Extras or one-off Service Charges and Credits you may assess.

You can edit the Billing Contact or the payment method in the team overview page under Manage » Teams » Clicking onto the team name.

Cobot allows you to create one-time (free-form) invoices for Teams, just like you can for individual members. This is useful for charging for special services, add-ons, or manual adjustments that aren't included in automated billing.

To create an invoice:

The invoice form will automatically fill in the team's information.

The invoice will be stored in the team's invoice history for future reference.

Unless an existing member is already paid for by someone else, it is not possible to transfer them to a team.

To connect someone to a team who is already a member in your space, follow these steps:

You and the Team Manager can cancel individual team members at any point. Team members will also get sent the member cancellation email that Cobot sends under Customize » Emails.

Canceling a team member will free up a spot in the team right away.

Go to your Team overview page and click onto the three dots next to the team member » Cancel Membership. Done!

Cancelled team members will be listed in your member list under Cancelled.

If you wish to cancel the entire team, you can do this by going to the Manage » Teams » Team Membership » Cancel Team. You will then be able to choose a cancellation date.

Note: you can also delete a Team if you prefer, though it sounds so…permanent.

If you’re still with us after reading through this Teams adventure, you may also want to keep an eye out for these upcoming features: