The member portal is where your members can access their invoices, update contact details, interact with other members, make bookings, and more.
If you would like to provide a guide to your members so they can familiarize themselves with the Member Portal and how to use it, check out this guide.
Giving Members Access
There are two ways for your members to access their member portal:
They register themselves using your Homepage.
If you have 'New members have to be approved' active in the plan settings, members will only have access once you confirm them.
If you do not have 'New members have to be approved' active in the plan settings, members will have access immediately.
You add them as a member and manually connect them by sending a connect request.
Giving Admins Access to Their Member View
The best and easiest way to see how the member view will look to your members is to add yourself as a member. Check out this guide for details on how to do this.
Once connected, you will be able to toggle back and forth between both the admin and member views in the top right of your screen.
Now, anytime you make changes, such as editing brand colors or adding a welcome message, you can see how they will look to your members.
Member Portal Overview
Dashboard
The Dashboard is what your members first see when they login to their account.
They will see:
A snapshot of their community bio.
Their plan name, invoice preview, and any unpaid invoices.
Welcome message and any messages sent from admins.
Upcoming bookings.
Upcoming Events and internal communications sent by you and other admins.
On the left of the screen is their navigation menu, where several core feature tabs are available. These include:
Bookings
Community
Events
Help Desk
Membership
Space Information
Bookings Tab
Here your members will see:
An overview of their past and upcoming bookings.
A portal to create a booking; all prices are reflective of the members plan settings.
3. Daily, weekly or monthly calendar view with optional category toggles.
You can hide certain resources per member so they are unable to create bookings. To do this, check out this guide.
Community Tab
The Community section allows your members to add information about themselves and see who else is in your space. Check out this guide to learn how you and your members can interact with this section.
Events Tab
In addition to your Calendar, Cobot also gives you a separate Events page so you can manage your Space's events from start to finish. Members are able to see and attend any published events from this tab.
Members will be able to attend events only. They are not able to create events. They can filter by Event type, upcoming or past events and see a calendar overview.
Any events with a ticket price will be automatically added to their next invoice. For more details on Events and how they work, check out this guide.
Help Desk Tab
The help desk is your communication center to your coworkers/members. It allows you to do two things: publish How-To's and respond to support issues.
From this section, members can read your How-To's and submit issues. To read more on setting up the Help Desk, refer to this guide.
Membership Tab
This section gives your members an overview of their billing details & payment method, membership plan and invoices (both past invoices and their next invoice preview).
Space Information Tab
If you have your space information, such as opening hours, social media links and contact information populated in your Space Settings, then your members will see an overview of your information in this section.
Hiding Core Features/Tabs
You can hide some of the navigation tabs and overview details visible to your members. It is not possible to hide the Dashboard.
Under Customize » Features, you can:
Hide the Calendar
Hide the Help Desk
Make Help Desk issues private by default
Make it so members can't cancel their membership
Make it so members can't change their membership
Upon request, we can hide:
The Events Tab
The Community Tab
Make it so members can't change their billing address
Make it so members can't post How-To's in your Help Desk
Hide the issues section on the Help Desk
Within their member profile, you can hide:
Certain resources so they are unable to create bookings. To do this, check out this guide.
Activating Additional Features/Tabs
Under Customize » Features, you can:
Show a message about COVID-19 cancellation options, prompting your members to reach out before canceling their membership. This is visible to your members when they go to their Membership Tab » Manage Membership.
You can activate an additional COVID-19 opening status message that will remain at the top of your member's Dashboard, letting them know if your space is currently open, temporarily closed, or operating with restrictions.
To read more on this and to set it up, head over to Setup » Basic » Profile.
PRO TIP
Cobot allows you to add as many custom tabs as you want! Just reach out to Cobot support and we will add it for you.
For example:
While Cobot doesn't have a 'chat' function built in, you can easily request that we add a link in your member portal to another location. 'SLACK CHAT' and 'STORE' are examples:
What's next? Check out other feature switches that allow you to customize your member's registration journey and more!
✨
Want expert help learning how to set up and maintain
a frictionless member experience?