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.

There are two ways for your members to access their member portal:

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.

The Dashboard is what your members first see when they login to their account. They will see:

On the left of the screen is their navigation menu, where several core feature tabs are available. These include:

Here your members will see:

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.

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.

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 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.

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.

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).

You can hide some of the navigation tabs and overview details visible to your members. It is not possible to hide the Dashboard, but you can do the following:

Under Customize » Features, you can:

Upon request, we can hide:

Within their member profile, you can hide:

Under Customize » Features, you can:

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: Internal Chat/Extra Menu Links

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 below:

What's next? Check out other feature switches that allow you to customize your member's registration journey and more!