The Contacts feature in Cobot helps you manage visitors and non members who access your space.
Cobot automatically stores the contact details of anyone who purchases a Drop in Pass or books a publicly listed resource. You can also add contacts manually, download a list of members, and convert contacts into members.
Viewing and Managing Contacts
Go to Manage » Contacts to view all contacts. The list includes sortable columns that show their bookings, Drop in Passes purchased, and company, if available.
Click a contact to open their details page. There you can view their information, bookings (events or resource bookings), Invoices and any Drop in Passes they have purchased.
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, or 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.
IMPORTANT NOTES
💡 Contacts are not duplicated with future purchases. If someone makes a new booking or buys another pass using the same email address, Cobot updates the existing contact.
Converting Contacts to Members
To convert a contact to a member, 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.