Your Space Settings are where you will set up your:

  • 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, currency 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

Here you can change the name of your space, country and time zone.

  • You are able to change the name of your space, but not your subdomain as this is what your space is hosted under. If you wish to create a custom subdomain follow this guide and then add your new subdomain under Customize » Domain.

The default language you choose is the language your 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 apply's to the core product. If you have added text, such as in the plan or resource descriptions, then these will only appear in the language you have added. If you wish to have two languages shown, you will need to add the text in both languages.

In the email address field, add the email that you would like your outgoing member communication to be delivered from. Emails to members from any of the 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 the 'Tax Rate' field, add the standard tax rate in your region. Any rate in this field will be applied to everything with a price attached, such as membership plans, monthly extras, one-time charges, etc.

If you wish to apply different tax rates, say 10% for plans and resources, but 7% for service charges, then Enable 'Custom Tax Rates.'

  • When enabled, you will see an additional tax field wherever a price can be added. You will need to manually edit the taxes throughout Cobot otherwise the primary tax rate will be applied by default.

  • If you leave the primary tax rate field blank, then no taxes will be added.

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 can add a price.

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.


Terms & Conditions

Here you can add your spaces Terms & Conditions for your members. When added to this section, 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.

  • When you need to make changes to your Terms & Conditions, edit them here and update them across all of your active members. By doing this, it will prompt your member to reaccept the next time they login to their Cobot member portal. This is what they will see:

If you wish to create custom Terms & Conditions for your member plans, you can do so in the 'Basic Settings' section of your plan setup. When added to the plan setup, they will override the Terms posted in this section.


Next step

Customizing your account.

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