Check out our 'Getting Started With Cobot' video playlist here for an overview of all the best places to get started. Or read on to find links to all the guides you need.
Have you booked a demo with our knowledgeable Support Team yet? They’ll walk you through how Cobot can best support your space and answer any questions you have!
Signing up for Your Trial Account
You can sign up for a new account via our trial signup page.
This is where you will determine the subdomain for your space, which is the customizable part of the Cobot URL.
For example, if you enter Your-Space, the URL of your Homepage will be your-space.cobot.me.
After this step, you will be redirected to your Getting Started Dashboard. This page walks you through the best places to get started.
Activating Sample Data
To help you get familiar with Cobot’s features before launching, we offer a ‘Sample Data’ option. Activating sample data adds things like sample members, bookings, and invoices to your workspace, creating a hands-on environment to explore how things work without impacting real data.
You can turn this on while setting up the rest of your account.
Populating Your Basic Settings
The best place to get started is by filling out your Basic Settings under Setup » Basic. Click here to learn how to fill these out in detail.
Next, customize your admin and member views. Click here to learn how to do this.
Don't forget to set up your privacy policy!
Setting up the Rest of Your Account
With your space registered and test data activated, it’s time to set up the rest of your account. Follow the steps outlined in this guide to configure each area of your workspace in the recommended order.
This structured approach ensures that you have a solid foundation, making it easier to streamline operations and provide a seamless experience for your members from day one.
Populate Resources
You can set up resources such as a meeting or conference room. Members can then book via your online booking calendar after adding them as a member and connecting them to their member profile.
You can also set up External Bookings to allow non-members to book your resources.
Populate Membership Plans
To add members to your space in Cobot, you need to set up at least one membership plan. For members who don't want to work full time, Cobot can completely automate buying and using time passes.
Once you have your plans set up, you can start adding members.
Create How-To's
You can set up how-to's in the Help Desk. Here you can explain how things work around your space, such as using the printers or the coffee machine, helping you to create a custom FAQ section for your members.
This is just the beginning—Cobot offers many additional tools to customize your experience even further. From editing email templates to activating additional features like integrations and automated billing, there’s plenty to explore.
Dive in and make Cobot work best for you and your community!
Next Step: Start adding other Administrators.