Guides

Better understand Cobot and how to make it work best for you.

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118 articles in this collection
Written by Amanda, Carmem, and Morgan
Invoicing

Automatic Invoicing

Learn how to automate your invoices with Cobot
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Written by Amanda
Updated over a week ago

Multiple Tax Rates and Currencies

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Written by Amanda
Updated over a week ago

Accounting Codes

Track your revenue with accounting codes.
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Written by Amanda
Updated over a week ago

Free-Form Invoices

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Written by Amanda
Updated this week

Prorated Invoices

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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.
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Written by Amanda
Updated over a week ago

Invoicing Charges Before the Next Billing Date

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Written by Amanda
Updated over a week ago

Changing Invoicing/Renewal Dates

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Written by Amanda
Updated over a week ago

One-Time Charges and Credits

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Written by Amanda
Updated over a week ago

Paying for Other Members or Employees

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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.
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Written by Amanda
Updated over a week ago

Adding Retention Rates to Invoices

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Written by Amanda
Updated over a week ago

Creating Annual (Yearly) Membership Fees

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Written by Amanda
Updated over a week ago

Companies Paying a Flat Fee for Their Employees

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Written by Amanda
Updated over a week ago

Companies With Long-Term Leases and Employees

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Written by Amanda
Updated over a week ago

Writing off Invoices

What does writing off on your invoices mean and best practices.
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Written by Amanda
Updated yesterday

Deleting Invoices

Learn how to delete your member invoices and best practices.
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Written by Amanda
Updated over a week ago
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.
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Written by Amanda
Updated over a week ago

Feature Switches

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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.
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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.
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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.
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Written by Carmem
Updated over a week ago

Custom Domains

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Written by Amanda
Updated over a week ago

Using Cobot as Your Website

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Written by Amanda
Updated over a week ago

Embedding Plans on Your Website

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Written by Amanda
Updated yesterday

Embedding Members on Your Website

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Written by Amanda
Updated over a week ago

Embedding the Booking Calendar on Your Website

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Written by Carmem
Updated over a week ago

Using Cobot on Mobile Devices

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Written by Amanda
Updated over a week ago

Adding Cobot as a Desktop App

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Written by Amanda
Updated over a week ago

Google Analytics and Google Tag Manager

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Written by Amanda
Updated over a week ago

Customizing Cobot With Javascript

Add custom scripts to your Cobot site using Javascript.
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Written by Amanda
Updated over a week ago