The Contacts feature in Cobot helps you manage visitors and non-members who access your space.
Cobot automatically saves the contact details of anyone who purchases a Drop-in Pass, attends an event or who makes an external booking.
In addition to these automatically added contacts, you can also manually add new contacts or leads, export your contact list, create invoices, and easily convert contacts into members.
Viewing and Managing Contacts
All customers making an external booking, purchasing a Drop-in Pass or attending a public event are automatically added to your contact list under Manage » Contacts.
The contact list includes sortable columns and all contact details at a glance.
Name, e-mail address and company
Number of
External bookings made
Drop-in Passes purchased
Events attended
Tags
Click a contact to open their details page. From here, you can also convert the contact to a member, create an invoice for them or edit their details.
Adding Contacts
A Contact is any non member who uses your space. This includes visitors, guests of members, people who purchase Drop in Passes, or those who book a public resource.
You can add Contacts automatically or manually.
Contacts added automatically
When someone makes an external booking or purchases a Drop-in Pass, Cobot stores the details you collect, such as name, email, company and address, as a Contact.
Contacts added manually
If you’d like to manually add a contact, go to Manage » Contacts » Add Contact button in the upper right of you Contacts dashboard.
On the next page, enter their name, company, email, address, and phone number.
💡 PRO TIP 💡
If a contact makes multiple bookings or purchases another Drop-in Pass in the future using the same email address, Cobot just updates the existing contact.
Converting Contacts to Members
A visitor booked a resource, loved your space and would love to become a regular member of your community? Great! You can easily convert them to a member!
To convert a contact to a member, just click Convert to Member.
You can access this button in two places: on the Contacts list under Manage » Contacts next to the contact’s name, and on the contact’s details page in the upper right corner.
Invoicing Contacts
Invoices can be viewed and created for any contact directly from your invoices dashboard under Manage » Invoice » New Invoice » Contact.
This is useful for billing a contact for a drop-in, resource booking, or any other charge without having to add them as a member.
You can also create an invoice directly in their profile page under Manage » Contacts » select the contact's name » Create Invoice.
For a complete overview of all billing activity of contacts, members and visitors, go to Manage » Invoices. Contact invoices are consolidated here alongside all other invoices, providing a single location to manage your billing.