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Setting Up Products & Services

Set up Products & Services in Cobot as one-time fees and booking extras.

Amanda avatar
Written by Amanda
Updated over a week ago

Products & Services let you pre-configure commonly charged items such as booking add-ons, service fees, or discounts. Once set up, they can be applied to both member bookings and external bookings, saving time and capturing valuable extra income.


How to Create Products & Services

Go to Products » Products & Services » Add Product/Service.

Create one product or service per charge type, for example:

  • Food and beverage

  • Cleaning fees

  • Equipment rental

  • Discounts or credits

Fields You Can Configure

  • 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.

  • Who Can Book This

    Select who can access this product or service in the resource settings, members, visitors, or both. If it is not enabled, it will display as N/A.

  • Price
    Choose how the price is calculated:

    • Per hour

    • Per person

    • Per item

    • Fixed amount

    To create a credit or discount, enter a negative amount.

  • Accounting Codes & Cost Centers
    Use these for proper revenue tracking and accounting exports.

  • Custom Tax Rate
    Set a Available if tax rates are enabled under Setup » Basic » Payments.


How to Use Products & Services

Once saved, Products & Services can be applied in the following ways:

  1. As one-time charges or credits to member accounts. This is ideal for fees not tied to bookings, such as a one-time membership plan discount or a lost key charge. Click here to learn more about how this works.

  2. As booking extras for members. These options are shown during the booking process when a member books a resource through the booking calendar. Click here to read more about how this works.

  3. As booking extras for visitors using the External Booking portal. These options are shown during the booking process when a member books a resource through the booking calendar. Click here to read more about how this works.


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