Your Space Settings are where you will set up important information like your region, currency and tax rates.
This guide will cover:
Basic Settings - change the name of your space, country, time zone, and email address you use for outgoing member communication.
Payments - edit your spaces tax rate, enable multiple currencies, and how you want your prices shown.
Profile - show your opening status, contact info, and social media links to your members.
Terms & Conditions - add the T&C's that you would like all new members signing up to accept when registering for a plan.
To get started, log into the admin side of your Cobot account and click on Setup » Basic.
Basic Settings
In this section, you can update the following information:
Change the name of your space
When you signed up for your Cobot account, you added a name. Updating your name here will change this.
Change your Cobot assigned subdomain
Cobot assigns you a subdomain when you register your account. It is your space name, followed by .cobot.me. such as https://yourspace.cobot.me.
If you change your subdomain here, it will always be followed by.cobot.me. If you want a fully customized subdomain so .cobot.me is not present, check out this guide.
Change your country
This will indicate which currency your products and services will be displayed in.
Change your time zone
This will indicate which dates your calendar will be displayed in.
Change your Language
The default language you choose is the language your admins will see in their admin portals and the language members see in their member portals. They can choose a different language from the language select dropdown should they wish to see Cobot in another language.
The default language only applies to the core product. If you have added text in the plan or resource descriptions, these will only appear in the language you have added. If you wish to have two languages shown, you must add the text in both languages.
Email for Outgoing Member Communication
Add the email that you would like your outgoing member communication to be delivered from. Emails to members from any Cobot functions, such as automated emails, manual messages, and invoices, are also sent from this address and will be what members reply to.
Payments
In this section, you can update the following information:
Tax Rate
In the 'Tax Rate' field, add the standard tax rate in your region. Any rate here will be applied to everything where a price is added, such as membership plans, monthly extras, one-time charges, etc.
Custom Tax Rates
If you wish to apply different tax rates, say 10% for plans and resources but 7% for service charges, then Enable 'Custom Tax Rates.'
Once activated, you will see an additional tax field wherever a price can be added, such as on membership plans or resources. If you do not add a custom tax rate, the primary tax rate will be applied by default.
If you leave the primary tax rate field blank, no taxes will be added.
Multiple Currencies
Enabling 'Multiple currencies' will allow you to apply different currencies for resources, plans, and charges. You will see a dropdown with all currencies listed wherever you add a price.
Show Prices
The 'Net' and 'Gross' toggle buttons will display your prices with or without tax in the admin portal, member portal, and Signup Page.
If 'Net' is selected and you have taxes applied, the tax will be visible when you hover over a price.
If 'Gross' is selected and you have taxes applied, the tax will be included in the price.
Profile
Add all of your social media and location links here. This will show up on your members member portal dashboard:
This is where members will also see your opening hours, which you can learn how to populate here.
Terms & Conditions
Add the Terms & Conditions for your space in this section. When added they will be applied across all plans as the default T&C's. Your members will be prompted to accept these when they sign up.
Non-members or visitors in your space will also be prompted to accept when they make a purchase in your space, such as a booking through your External Booking portal.
IMPORTANT NOTES
You can easily update your Terms & Conditions across all members by editing them in this section and checking this box.
When checking this box, ALL members will be prompted to reaccept, even if they have custom Terms & Conditions populated on their plan. Here is what they will see:
If you wish to create custom Terms & Conditions for your member plans, you can do so in your plan setup's 'Basic Settings' section. When added to the Plan set up, they will overwrite the Terms posted in this section.