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Guides
Better understand Cobot and how to make it work best for you.
118 articles in this collection
Written by
Amanda,
Carmem,
and
Morgan
Initial Setup
Registering and Getting Started
Best practices when registering your Cobot account and where to get started.
Written by
Amanda
Updated over a week ago
Space Settings
Add important settings like tax rates and Terms and Conditions.
Written by
Amanda
Updated over a week ago
Invoice Settings
Written by
Amanda
Updated over a week ago
Privacy Policy and Data Processing Agreement
Written by
Amanda
Updated over a week ago
The Dashboard
Written by
Amanda
Updated over a week ago
Adding and Removing Administrators
Quickly add or remove admins to help manage your space.
Written by
Amanda
Updated over a week ago
Administrator Permissions and Email Notifications
Written by
Amanda
Updated over a week ago
Deleting Test Data
Written by
Amanda
Updated over a week ago
Moving to Cobot From Another Software
All the steps to easily switch from your current software to Cobot.
Written by
Amanda
Updated over a week ago
Membership Plans
Setting up Membership Plans
Written by
Amanda
Updated over a week ago
Time Passes
Written by
Amanda
Updated over a week ago
Time Pass Vouchers
Give your members on Time Pass plans free access to your space using Vouchers.
Written by
Amanda
Updated over a week ago
Hourly Time Passes
Written by
Amanda
Updated over a week ago
Weekly Plans
Setup weekly plans using time passes.
Written by
Amanda
Updated over a week ago
Monthly Extras
Written by
Amanda
Updated over a week ago
Booking Credits and Prepaid Booking Passes
Add booking credits or prepaid booking passes so your members get free time/reduced rates or are prompted to prepay for bookings.
Written by
Amanda
Updated yesterday
Deposits and Signup Charges
Add a deposit or signup fee to your member plans.
Written by
Amanda
Updated over a week ago
Offering Discounts and Promotional Rates
Written by
Amanda
Updated over a week ago
Limiting Number of Members per Plan
Written by
Amanda
Updated over a week ago
Bulk Plan Changes
Learn how to change multiple member plans at once.
Written by
Amanda
Updated over a week ago
Booking Calendar
Setting up Resources
Manage your resources so members can use the booking calendar.
Written by
Amanda
Updated yesterday
Booking Resources
Learn how you and your members can book resources on your booking calendar.
Written by
Amanda
Updated over a week ago
Editing Bookings
Written by
Amanda
Updated over a week ago
Recurring Bookings
Written by
Amanda
Updated over a week ago
Member Booking Notifications
Written by
Amanda
Updated over a week ago
iCalendar Feed
iCalendar allows you to view the booking calendar from any calendar software that supports iCalendar.
Written by
Amanda
Updated over a week ago
Syncing the Booking Calendar With Google Calendar
Written by
Amanda
Updated over a week ago
Syncing the Booking Calendar With Liquidspace
Written by
Amanda
Updated over a week ago
Syncing the Booking Calendar With Outlook
Written by
Amanda
Updated over a week ago
External Bookings
Allow non-members to make bookings in your space.
Written by
Amanda
Updated over a week ago
Invoicing
Automatic Invoicing
Learn how to automate your invoices with Cobot
Written by
Amanda
Updated over a week ago
Multiple Tax Rates and Currencies
Written by
Amanda
Updated over a week ago
Accounting Codes
Track your revenue with accounting codes.
Written by
Amanda
Updated over a week ago
Free-Form Invoices
Written by
Amanda
Updated this week
Prorated Invoices
Written by
Amanda
Updated over a week ago
Sending Invoices to Multiple Emails
Easily send your member's invoices to a different billing email or to multiple emails.
Written by
Amanda
Updated over a week ago
Invoicing Charges Before the Next Billing Date
Written by
Amanda
Updated over a week ago
Changing Invoicing/Renewal Dates
Written by
Amanda
Updated over a week ago
One-Time Charges and Credits
Written by
Amanda
Updated over a week ago
Paying for Other Members or Employees
Written by
Amanda
Updated over a week ago
Sending Invoices in Advance and Reminder Emails
This guide will show you how to send your member invoice previews or a reminder email prior to being charged.
Written by
Amanda
Updated over a week ago
Adding Retention Rates to Invoices
Written by
Amanda
Updated over a week ago
Creating Annual (Yearly) Membership Fees
Written by
Amanda
Updated over a week ago
Companies Paying a Flat Fee for Their Employees
Written by
Amanda
Updated over a week ago
Companies With Long-Term Leases and Employees
Written by
Amanda
Updated over a week ago
Writing off Invoices
What does writing off on your invoices mean and best practices.
Written by
Amanda
Updated yesterday
Deleting Invoices
Learn how to delete your member invoices and best practices.
Written by
Amanda
Updated over a week ago
Managing Payments
Automated Payment Methods
Written by
Amanda
Updated over a week ago
Connecting Cobot to PayPal
Learn how to set up semi-automated & automated payments with PayPal
Written by
Amanda
Updated over a week ago
Making Payment Methods Required
Written by
Amanda
Updated over a week ago
Manual Payment Methods
Add manual payment methods to your member profiles like cash or invoice.
Written by
Amanda
Updated over a week ago
Charging Members in Advance or at Sign Up
Written by
Amanda
Updated over a week ago
Issuing Refunds
Written by
Amanda
Updated over a week ago
Communication with Members
Help Desk
Written by
Amanda
Updated over a week ago
Sending Emails
Written by
Amanda
Updated over a week ago
Improving Email Delivery Success From Your Domain
Written by
Amanda
Updated over a week ago
Sending Newsletters
Written by
Amanda
Updated over a week ago
Inviting Members to Slack
Written by
Amanda
Updated yesterday
Connecting Cobot to MailChimp
Written by
Amanda
Updated over a week ago
Target Marketing Using MailChimp
Written by
Amanda
Updated over a week ago
Setting Your COVID-19 Status
Written by
Amanda
Updated over a week ago
WiFi Integration
WiFi Integration
Understand how the WIFI integration works
Written by
Amanda
Updated over a week ago
Radius Setup
Setting Up WiFi Login With RADIUS
Written by
Amanda
Updated over a week ago
WiFi Guests Access
Give non-members access to your wifi by creating Guest Accounts.
Written by
Amanda
Updated over a week ago
Guest and Group WiFi Accounts
Learn how to create guest accounts so non-members can access your wifi and group accounts to manage download speeds.
Written by
Amanda
Updated over a week ago
Analytics and Reporting
Analytics Overview
Written by
Amanda
Updated over a week ago
Analytics Add-ons
Written by
Amanda
Updated over a week ago
Exporting Member Data
Written by
Amanda
Updated over a week ago
Exporting Invoice and Revenue Data
Written by
Amanda
Updated over a week ago
Exporting Attendance Data
Written by
Amanda
Updated over a week ago
Exporting Booking Data
Written by
Amanda
Updated over a week ago
Add-ons and 3rd Party Integrations
Editing Add-on Names
Change the name of your add-ons to suit the tone and feel of your space.
Written by
Amanda
Updated over a week ago
Printer Integration
Connect Cobot to ezeep to optimize printing in your space.
Written by
Amanda
Updated over a week ago
Meeting Room Display Add-on
This add-on allows you to display your bookings outside of your meeting rooms on a tablet.
Written by
Morgan
Updated over a week ago
Getting Started With Zapier
Written by
Amanda
Updated over a week ago
Available Fields for Zapier Triggers
Written by
Amanda
Updated over a week ago
Connecting Cobot to Slack Using Zapier
Written by
Amanda
Updated over a week ago
Connecting Cobot to Your CRM Using Zapier
Learn the best practices when connecting Cobot to your CRM
Written by
Amanda
Updated over a week ago
Updating Salesforce When a Member Cancels
Written by
Amanda
Updated over a week ago
Access Control
RFID/Swipe Card Check-In
Written by
Amanda
Updated yesterday
Creating Your Own RFID Integration (API)
Written by
Amanda
Updated over a week ago
Checking in Members Guests
Written by
Amanda
Updated over a week ago
Connecting Cobot to Dormakaba
Written by
Amanda
Updated over a week ago
Connecting Cobot to KISI
Written by
Amanda
Updated over a week ago
Connecting Cobot to Salto
Written by
Amanda
Updated over a week ago
Connecting Cobot to Sensorberg
Written by
Amanda
Updated over a week ago
Connecting Cobot to Tapkey
Manage your member access to your space with Tapkey.
Written by
Amanda
Updated this week
Revoking Access When a Payment Fails
Written by
Amanda
Updated over a week ago
Multiple Spaces
Registering Additional Spaces
Written by
Amanda
Updated over a week ago
Giving Members Access to Multiple Spaces
Learn all you need to know about managing members across multiple Cobot spaces
Written by
Amanda
Updated this week
Managing Members
Member Overview
See all your members in one easy to navigate dashboard.
Written by
Amanda
Updated over a week ago
Adding Members
Written by
Amanda
Updated over a week ago
Connecting Members
Connect your members to their profile so they can login to their member portal.
Written by
Amanda
Updated over a week ago
Checking in Members
Written by
Amanda
Updated over a week ago
Pausing Memberships
Written by
Amanda
Updated over a week ago
Canceling or Deleting Memberships
Written by
Amanda
Updated over a week ago
Reactivating Cancelled Members
Written by
Amanda
Updated over a week ago
Member Portal
Find our what your member view/member portal looks like.
Written by
Amanda
Updated over a week ago
Accessing the Member Portal as an Administrator
Written by
Amanda
Updated over a week ago
Changing an Admin/Member Email or Password
Written by
Amanda
Updated over a week ago
What to Do if Your Members Can't See Your Add-ons
Written by
Amanda
Updated over a week ago
Customizing Current Member Plans
Written by
Amanda
Updated over a week ago
Changing Current Member Plans
Written by
Amanda
Updated over a week ago
Events
Events
Written by
Amanda
Updated yesterday
Customization and Advanced Features
Customization Overview
Cobot is a white-label solution which lets your brand take center stage by customizing your signup page, logo, colors and more.
Written by
Amanda
Updated over a week ago
Feature Switches
Written by
Amanda
Updated over a week ago
Adding Fields on Signup Form
You can easily add or make certain fields required, like a phone number or address on the member signup form.
Written by
Amanda
Updated over a week ago
Adding Additional Member Questions
To help get to know your members, you can create a member questionnaire for new and existing members.
Written by
Amanda
Updated over a week ago
Cobot as a CRM
You can use Cobot as a basic CRM to help keep your contacts and community in one place.
Written by
Carmem
Updated over a week ago
Custom Domains
Written by
Amanda
Updated over a week ago
Using Cobot as Your Website
Written by
Amanda
Updated over a week ago
Embedding Plans on Your Website
Written by
Amanda
Updated yesterday
Embedding Members on Your Website
Written by
Amanda
Updated over a week ago
Embedding the Booking Calendar on Your Website
Written by
Carmem
Updated over a week ago
Using Cobot on Mobile Devices
Written by
Amanda
Updated over a week ago
Adding Cobot as a Desktop App
Written by
Amanda
Updated over a week ago
Google Analytics and Google Tag Manager
Written by
Amanda
Updated over a week ago
Customizing Cobot With Javascript
Add custom scripts to your Cobot site using Javascript.
Written by
Amanda
Updated over a week ago