Learn Cobot
Better understand Cobot and how to make it work best for you. Find all set up and getting started information here.
Registering and Getting StartedBest practices when registering your Cobot account and where to get started.
Space SettingsInclude essential settings in Cobot such as tax rates and Terms and Conditions to ensure compliance and clear policies for your business.
Products & ServicesAdd Products & Services to your external booking checkout or as one-time fees for members.
Privacy Policy and Data Processing AgreementAdding a Privacy Policy and accepting Cobot's Data Processing Agreement will help keep you and your members safe.
Invoice SettingsCustomize the invoices that are sent from Cobot to your members.
The DashboardYour dashboard gives you an overview of Cobot at a glance.
Adding and Removing AdministratorsQuickly add or remove admins to help manage your space.
Administrator Permissions and Email NotificationsAllow admins in your space to only see and utilize certain sections in Cobot.
Deleting Test DataIf you'd like to delete data you created in your space, you'll need to reach out to us.
Moving to Cobot From Another SoftwareAll the steps to easily switch from your current coworking software (or separate apps) to Cobot.
Importing Your Existing Members Into CobotEasily import your existing members from another tool into Cobot.
Member and Admin Login PageEmbed your Cobot login page on your website so members can quickly and easily access their member portal.
Setting up Membership PlansPlans describe the resources, amenities and extras your members receive - and for what fee - on a monthly basis.
Time PassesGive or sell members access to your coworking space on an hourly, daily or weekly basis.
Homepage & Plan Specific Signup FormsMake signup simple via your Homepage and plan specific signup forms.
Time Pass VouchersGive your members on Time Pass plans free access to your space using Vouchers.
Hourly Time PassesUse Cobot's Time Pass feature to give and sell hourly access to your space.
Weekly Time PassesSetup weekly plans using Cobot's Time Passes feature.
Monthly ExtrasAdd extra, monthly recurring services to your Membership Plans like lockers or keys.
Booking CreditsOffer free usage and reduced rates in your member facing Resources by adding booking credits.
Deposits and Signup ChargesAdd a deposit or signup fee to your member plans.
Offering Discounts and Promotional RatesYou can give discounts by customizing your members' plan in a few different ways.
Limiting Number of Members per PlanWhile we can't limit the number of members per plan, you can set an approval queue for new membership signups.
Bulk Plan ChangesLearn how to change multiple member plans at once.
Setting up ResourcesManage Resources inside your space so members can reserve them on an hourly basis in your Booking Calendar.
Cobot's Booking CalendarLearn how you and your members can create bookings on your calendar in Cobot.
Removing Legacy External BookingsLearn how to remove our 'legacy' External Bookings feature - and make way for the new one!
Old vs. New Price CapsLearn the differences between the old Advanced Pricing feature in Cobot and the new one.
Get Reminder Notifications for Cobot Bookings in Your Personal CalendarUse Cobot's .ics feed to get notified of upcoming bookings in the calendaring app of your choice.
Editing BookingsMembers can edit their bookings up until it starts. Admins can edit bookings whenever they like.
Advanced Resource Pricing: Fixed Rates, Discounts and Price CapsCustomize how members use your Cobot Resources by applying Fixed Rates, Discounts or Price Caps.
Member Booking NotificationsIf you or your members want notifications about bookings, we provide iCal feeds for the calendar app of your choice.
Syncing Your Cobot Calendar With Google CalendarSynchronize your Cobot Resource Bookings with Google Calendar.
Syncing Your Cobot Calendar With LiquidspaceIf you use Liquidspace, you can sync Liquidspace bookings with your space's bookings using Google Calendar.
Syncing Your Cobot Calendar With OutlookIf you use Outlook, you can sync Outlook events with your space's bookings using Google Calendar.
Managing Your External Bookings SubscriptionLearn how to manage your external bookings subscription.
Open Hours and Calendar BlockersLearn how to set open hours for your space and how to block your booking calendar on holidays and space closures.
Member InvoicingCobot effortlessly generates and dispatches member invoices, streamlining what can otherwise be a time-consuming task.
Multiple Tax Rates, Custom Tax Rates, and Multiple CurrenciesConfigure multiple tax rates, currencies, and custom tax rates in Cobot to better comply with local tax regulations.
Accounting CodesTrack your revenue with accounting codes.
Non-Member/Visitor InvoicingEffortlessly generate and dispatch invoices via Cobot to those not registered for a membership in your space using Free-Form Invoices.
Prorated InvoicesSet a default invoice day so you can manage pro-rated invoicing.
Sending Invoices to Multiple EmailsSend invoices to multiple email recipients in Cobot, ensuring relevant contacts receive billing information automatically.
Invoicing Charges Before the Next Billing DateLearn how to generate invoices immediately or ahead of schedule for members with upcoming billing dates.
Changing Invoicing/Renewal DatesIf you want to change the renewal or invoicing dates for your members, here's how.
One-Time Charges and CreditsLearn how to add a one-time charge or credit to your members' accounts.
Paying for Other Members or EmployeesYou can easily setup a someone to pay for or be paid by someone else in Cobot.
Sending Invoices in Advance and Reminder EmailsThis guide will show you how to send your member invoice previews or a reminder email prior to being charged.
Adding Retention Rates to InvoicesYou can set a retention rate under Setup » Invoice Settings.
Creating Annual (Yearly) Membership FeesLearn how to create annual (yearly) Plans for your members in Cobot.
Companies Paying a Flat Fee for Their EmployeesSetup your Plans in Cobot to accommodate teams and companies.
Companies With Long-Term Leases and EmployeesCreate Plans longer than 1 month in duration, like annual plans or bi-annual plans.
Payment RemindersSend payment reminders to inform your members about outstanding payments.
Generating and Sending E-Invoices in CobotLearn how to compy with digital standards by generating and sending E-invoices via Cobot
Correcting InvoicesUse correction invoices in Cobot to maintain accurate accounting and comply with local regulations.
Connecting Cobot to QuickBooksEasily sync your Cobot invoices with QuickBooks Online to streamline your accounting and save time.
Automated Payment MethodsAutomated payments allow your space to collect payments each month automatically - without any of the manual follow-up.
PayPal Classic API CredentialsThis guide is to help you get the required credentials to connect Cobot to PayPal.
Connecting Cobot to PayPalLearn how to set up semi-automated & automated payments with PayPal
Making Payment Methods RequiredLearn what new members see when you make payment methods required when they sign up for membership.
Manual Payment MethodsAdd manual payment options for your members to pay with cash or check.
Charging Members in Advance or at Sign UpYou can charge members when you manually add them or when they sign themselves up.
Refunding Members and Visitors in CobotEasily issue refunds directly through Cobot — for your members and visitors.
Help DeskCreate a self-service Help Desk for your members. Add resources, FAQs, and troubleshooting information to help foster autonomy.
Automated and Manual EmailsCobot automates essential emails and gives you freedom to send manual emails to your members, guests and visitors.
Sending NewslettersWhile Cobot offers group messaging, we recommend Mailchimp for sending newsletters.
Inviting Members to SlackIf you use Slack in your coworking space, copy your Slack invite link to your Cobot onboarding emails.
Analytics OverviewLearn about how Cobot's various analytics can be used - as well as how the numbers you see are calculated.
Analytics Add-onsTurn on extra features in Cobot to help analyze your data.
Exporting Member DataExport your members' data to see it all at a glance - or import it into other software for deeper insight.
Exporting Invoice and Revenue DataLearn how to export your revenue data by month and by year in either CSV, XLSX or PDF formats.
Exporting Attendance DataExport your check-in data to analyze when and how many times members check in to your coworking space.
Exporting Booking DataExport your booking data populated on your calendar to analyze your Resource usage.
Members Checked In Add-onUse Cobot's free add-on to quickly check in members and track their vaccination status.
Editing Add-on NamesChange the name of your add-ons to suit the tone and feel of your space.
Meeting Room DisplayDisplay your bookings outside of your meeting rooms with Cobot's free meeting room display add-on.
Managing Purchases with Cobot's Tip Jar Add-OnCobot's Tip Jar Add-On allows your members to easily add charges to their invoices. No need for handling cash or writing down purchases.
Members DashboardAccess your member's profiles, see their status in your space, send emails and more via your Cobot Members Dashboard.
Adding MembersAdding members to Cobot is an integral part of your workflow. This guide will teach you how to add them and how they can add themselves.
Checking in Members' GuestsYou can checkin guest members using another member's checkin options.
Connecting MembersConnect your members to Cobot so they can log in to their member portal.
Checking in MembersGet a clear picture of who uses your space and when by checking them in on Cobot.
Pausing MembershipsMemberships can be 'paused' in one of two ways.
Managing Membership Cancelations and DeletionsLearn how to cancel or delete members in Cobot.
Reactivating Canceled MembersReactivating Canceled Members in Cobot is easy!
Revoking Access When a Payment FailsCobot doesn't revoke member access for payment failures - it's up to spaces do this manually, ideally after speaking to their members.
Member PortalThe Cobot Member Portal allows members to manage their plan, bookings, and payments while staying connected with you and other members.
Accessing the Member Portal as an AdministratorSee what your space looks like to members when you are setting things up in Cobot.
Changing an Admin/Member Email or PasswordUpdate your Cobot email or password in a few simple steps.
What to Do if Your Members Can't See Your Add-onsMake your Add-ons visible for Safari browsers.
Customizing Current Member PlansCustomize an individual member's plan in the Plan section of their account.
Changing Current Member PlansLearn how to adjust member plans in Cobot—immediately, at the end of a subscription, or on a future date.
ContactsEasily keep track of visitors to your space like Drop-in Pass users, external bookers, and other guests in one place.
Community DirectoryConnect your members with each other by publishing your Cobot Community Directory.
Managing Teams With CobotLearn how to efficiently manage teams with Cobot.
Converting Existing 'Paid For' Members to New TeamsLearn how to convert individual ‘paid-for’ Members to a Team Plan.
Custom FieldsUse Cobot's Custom Fields to track additional member data.
Customization OverviewLet your brand take center stage with Cobot's white label solution.
Feature SwitchesActivate additional feature switches to customize your Cobot workflow and functionality further.
Adding Additional Member QuestionsAdd an additional member questionnaire to learn more about your members when they sign up.
Custom DomainsCobot gives you control over your online identity by hosting custom domains and subdomains.
Using Cobot on Mobile DevicesLearn Cobot looks and works like on mobile devices.
Adding Cobot as a Desktop AppDid you know you can create your own desktop app for both Windows and Mac? Here's how.
Google Analytics, Google Ads and Google Tag ManagerLearn how to integrate Google Analytics and Google Tag Manager in to Cobot using our Custom JavaScript Feature.
Customizing Cobot With JavaScriptAdd custom scripts to your Cobot site using JavaScript.
Single Sign-On (SSO)Allow your staff and members to log into Cobot using various identity providers.