Cobot makes it easy to collect the information you need—right from the start. When new members register for a membership, they’re guided through a customizable Signup Form where they provide essential details like name, email, and address.

Want to go deeper? You can add an additional member questionnaire to learn more about their interests, needs, and how they plan to use your space—helping you build stronger, more personal connections from day one.

Go to Setup » Member Questions and add your first question.

You can now do the following:

Choose which type of question you would like it to be via the dropdown. There are four types of questions to invite various kinds of responses:

With each question type, you will see a few checkbox options to customize how responses are handled:

Add “Other” Option

Only available for Drop-Down and Checkbox questions. This adds a text field where members can enter a custom response if none of the predefined options apply to them.

Answers to the question are publicly accessible
Check this if you want the answers to be available via Cobot’s public API.
Leave it unchecked if you prefer the responses to remain private—visible only to you and your space’s admins.

Required
Check this to make the question mandatory. Members won’t be able to save the form unless they provide an answer. Required questions are marked with an asterisk (*) next to them.

Once your first question is populated, you will see a 'Message' field. You can add a friendly greeting, explain why you need these details, or give instructions to guide new members as they complete the signup process.

Want to ask members different questions based on their membership type? You can! In addition to your default questions, Cobot lets you add plan-specific questions that only show up when someone signs up for a particular membership.

To add them, go to Products » Membership Plans, then Add or Edit a plan. Scroll to the Questions section and add your questions following the same steps as above.

Why add a plan-specific question?
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Plan-specific questions help you gather relevant information based on the type of membership. For example, if you offer a Dedicated Desk plan, you might ask: “Do you have a preferred desk location or seating preference?”

This question wouldn’t apply to members on a Hot Desk or Virtual plan, so including it only within the Dedicated Desk plan ensures you're collecting the right details from the right members—without cluttering the form for others.

When a new member joins your space, they’ll first complete the standard signup form—where they enter their basic details like name, email, and payment information.

Sure! Here's the revised version with the payment form detail placed at the end:

Immediately after completing the initial signup form, new members will be presented with your custom questions, whether they are default questions or specific to the membership plan they’ve chosen.

Here is how it looks in the member portal:

View a member’s responses by going to Manage » Members, selecting the member's name to open their profile, then opening the Questions box. Click the drop-down menu and select "See Answers" to view their responses.

To update or correct any answers, click "Edit Answers" to make changes manually. Members can edit their answers from their member portal.

Cobot also includes all member responses in your member CSV export, making it easy to sort, analyze, or back up your data whenever needed.

When you delete a question under Setup » Member Questions, it is immediately removed from the member questionnaire, and new members will no longer see it during signup.

It's important to know that deleting a question also removes it—and its answers—from all current member profiles, as described above. However, the responses are not lost entirely. The historical data remains available in your member CSV export, so you can still access it if needed.

If you want to preserve certain answers long-term, consider creating custom fields in the member profile and manually copying the data there. This keeps the information visible and editable directly from the member's profile, even if the original question is removed.

Learn how to send emails in Cobot.