Products & Services let you pre-configure commonly charged items such as catering, coffee and snacks, service fees, or discounts. Once set up, they can be added to members' accounts or applied to both member bookings and external bookings, saving time and capturing valuable extra income.
Step 1: Set up Product Categories
Product Categories help you organize your Products & Services into logical groups – for example, Food & Beverages, Equipment, or Cleaning.
💡 Categories are optional but make it easier to manage longer product lists and give your customers a clearer overview when selecting booking extras.
To create a category, go to Products » Product Categories » Add Category, give it a name, and save. Your categories will then be available to select when setting up individual products in Step 2.
Step 2: Create your Products & Services
Go to Products » Products & Services » Add Product/Service.
Basic Settings
Name:This is the name that appears on invoices and booking summaries.
Description: Add a brief description explaining what this product or service provides. For example, food and beverage services will be prepared in the booked room prior to the start of the booking.
Category: Add the product to a pre-configured category.
Who can book the product
This settings determines whether the product or service can be chosen as a booking extra in the resource settings.
Pricing
Choose how the price is calculated:
Per hour
Per person
Per item
Fixed amount
💡 To create a credit or one-time discount, enter a negative amount.
Accounting Codes & Cost Centers: Use these for proper revenue tracking and accounting exports. More details.
Custom Tax Rate: Available if custom tax rates are enabled under Setup » Basic » Payments.
Step 3: How to Use Products & Services
Once saved, Products & Services can be applied in the following ways:
As one-time charges or credits to member accounts. This is ideal for fees not tied to bookings, such as a one-time fee for a lost key charge. Click here to learn more about how this works.
As booking extras for members. These options are shown during the booking process when a member books a meeting room, desk or other resource via the app or their member portal. Click here to read more about how this works.
As booking extras for visitors. These extras can be added by visitors reserving a conference room, hot desk or other resources directly on your homepage or via public links. Ideal for catering, lunch options or additional equipment. Click here to learn how it works.
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