The Contacts feature in Cobot allows you to effortlessly manage visitors and non-members who access your space. This feature automatically stores contact details of people who purchase a Drop-in Passes or book a publicly listed Resource. You can also add Contacts manually, download a list of members, or convert contacts to Members.
Whether they are dropping in for a tour/trial day, booking a resource for the day, or attending an event, you can now keep track of all of them in one place.
This guide will cover:
How Contacts Are added
A Contact can be any non-member using your space. These can include visitors, guests of members or people who buy Drop-in Passes or book a public Resource.
Contacts can be added in one of two ways, automatically or manually.
Contacts added automatically
Whenever someone makes an External Booking or purchases a Drop-in Pass, the details you collect about them - like their Name, Email or Address - can be stored in Cobot as a Contact.
Contacts added manually
If you’d like to manually add a contact, you can simply click the Add Contact button in the upper right:
On the next page, you’ll be able to fill out their name, company, email, address, and phone number:
IMPORTANT NOTES
Contacts will not be duplicated with subsequent purchases. If a contact makes a new booking or pass purchase with the same email address, the contact will be updated accordingly.
Contacts are automatically tagged when they make an external booking, purchase a drop-in pass or are manually added. In addition, you can add custom tags to make it easier to track and manage visitors and leads.
Where to View and Manage Contacts
You can find a list of all your contacts under Manage » Contacts. You’ll see a full list, along with sortable column headers indicating their bookings and Drop-in Passes purchased as well as their company (if any).
Clicking individual contacts will open a details page of that contact listing their details as well as any bookings or drop-in passes they have purchased.
Converting Contacts to Members
If you would like to convert a contact to a member, there is a button - Convert to Member - clickable from two places:
On the Contacts list found under Manage » Contacts, next to the name of the contact.
On an individual contact’s details page in the upper right.