Creating a Cobot account takes a few minutes. This guide covers how to create your trial account and set up your space in the order that works best, with a link to the detailed guide for each step.
Prefer video? Watch the Getting Started With Cobot playlist »
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Sign Up for Your Free Trial
Enter your details and choose a subdomain for your space. The subdomain becomes part of your Cobot URL: if you enter
your-space, your homepage will be atyour-space.cobot.me.
Complete the sign-up. Cobot opens your Dashboard and a checklist of the first setup steps.
Work Through the Checklist
A checklist on your Dashboard guides you through setup in the right order. Work through it from top to bottom.
Explore Cobot With Sample Data
Turn on Sample Data on your Dashboard to fill your space with example members, bookings, and invoices. You can try out features without touching real data.
You can turn this on while setting up the rest of your account.
Set up Your Basic Settings
Start with your basic settings. They hold the core information about your space that Cobot uses throughout your account. Fill out your basic settings »
Next, customize what admins and members see.
Set up your privacy policy and data processing agreement before you invite members.
Set up your Privacy Policy »
Sett up the Rest of Your Account
Work through these areas in order. Each step builds on the one before.
Add Resources
Resources are anything members can book, like meeting rooms, desks, phone booths or event spaces. Once members are connected to their user accounts, they can book resources in your booking calendar.
Want visitors to book too? External Bookings lets non-members book your resources online.
Create Membership Plans
You need at least one membership plan before you can add members. For part-time members, add time passes: Cobot handles buying and using them automatically.
Set Up Invoicing
Add your invoice details and payment methods before members start signing up, so their first invoices go out correctly.
Add Members
With your plans in place, add your members and connect each membership to a user account so they can log in and book.
Write Guides for Your Members
Use the Guides section to inform your members about how things work in your space, like using the printer or the coffee machine. They work as your space’s own FAQ.
Next Step: Add Your Team
Invite other admins so your team can help with setup and daily work.
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Need help getting set up?
Our Support Team can walk you through Cobot and answer your questions.