Guides

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

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

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

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

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

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

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 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

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

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

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

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

Written by Amanda
Updated yesterday

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