If you have multiple Cobot spaces and wish to give some or all of your members access to more than one, you will want to choose one of our Networking options.
First, you will need to set up your spaces by signing up for a trial account for each location. Name each one according to either their physical location or in another way to differentiate the spaces. This will help keep things clear for your members.
Next, you will need to decide what kind of Network you would like to take advantage of. There are three to choose from:
Migrate Members - Allows you to migrate members from space A to space B, the membership is canceled in space A, and a new one is created in space B.
Plan Mapping - If member signs up in space A, they are automatically added to space B and C.
Booking Network - Allows members of space A to book resources in space B without being a member in space B (via a dropdown option in the booking calendar)
This is the simplest of the networking features and will allow you to move a member from one location to another. It is used in cases where you only want members to have access to one space at a time, and you need to move their home locations.
Contact us to turn this feature on for you.
1. Once activated, go to Manage > Network in the space you want to move your member away from.
2. Choose the member name from the dropdown and the space you wish to migrate them to:
3. After you click on 'Migrate Member,' the membership will be canceled and a copy created in the destination space.
We cannot migrate credit card or automated payment data or invoices. This data will still be available in the member's old member profile, and you can find them in the canceled list of their old home space.
Your members can use their existing email and password to login into their new home space.
This allows you to map all or some of your plans in a variety of ways. For example:
Member signs up in space A, and you would like them added to the same plan in space B and C
Member signs up to space A, and you would like them added to a different plan in space B and not added to space C
This is used when you wish to give your members multiple memberships to toggle back in forth between their member portals. This will provide them with full access to all features within each space, such as the Community profiles, Events Calendar, and more.
You can choose to only synchronize specific plans. This way, you could give members on a lower plan/level access to only one space, but members on higher plans would get access to all your spaces.
To set this up:
1. Set up your Plans in each location with the according prices/limits in each space. Make the network plan hidden, so people are not able to sign up to them directly.
Plan Considerations: Once multi-space access is enabled, there are a few things you should think about.
Will you charge the member in one location or both?
Will one plan be a fixed rate and the other a time pass plan?
Will you give them access to extras in one or both locations?
Will they have booking credits and reduced rates on resources or be required to prepay for bookings in one or both locations?
Fill out the message section to help your member understand how to use their accounts. A line about how to move between locations would be a good idea.
The Signup fee will apply in both locations if populated, so think about whether you want it applied once or multiple times.
For example, a member registers in their home space on a Basic Plan for $100/month. The plan mapping is set up so they are assigned to a plan called Basic Network in all other spaces for $0/month. They then need to purchase Day Passes in all other spaces for $20 and book rooms at the regular rates.
Another example: a member is signed up for a Premium Plan and pays $500 per month. They are then synchronized to all other spaces on the Premium Network Plan. This gives them unlimited access (no Day Passes required) and up to 10h of conference room bookings in each space.
2. Now that your plans are set up, click here to connect them. Follow the steps outlined, and you are all set!
Members will be able to toggle between their spaces by clicking on the icon in the top right corner > Your Account and choosing which space they would like to access
Invoicing will be issued from each location, so the member will need to add their payment methods to each account
This allows both you and your members to see the booking calendars from all spaces and make bookings via a dropdown menu. Here is the member view:
Once they select the location they would like to make a booking in, all resources in that space will be visible to them. This means you do not need to sign the member up to multiple accounts like the Plan Mapping option. They simply register for one account and can then access all properties.
To set this up, get in touch with us and let us know which of your spaces you would like us to connect on a Global Network.
Additional features from the admin portal:
Once set up, you will also see a list of all members across the Network under Manage > Members > Network Members. This will make it easier for you to determine which member belongs to which space.
The base prices listed on the resource under Bookings > Resources will be the price that is charged when the person's membership is not in that account. It is not possible to have booking credits from their home space applied to bookings in another space.
Invoices for bookings will come from the space where the booking was made.
When activated, ALL members from both accounts will be able to make bookings in both locations. It is not possible to turn this functionality on for just some plans or member types.
There is no additional charge for setting this up, and it is included free with all subscriptions. In fact, we will apply a 15% discount when you register two spaces and 20% when you register three or more. Get in touch to find out more.
Now that you have so many spaces check out ways you can control access.