Learn Cobot

Better understand Cobot and how to make it work best for you. Find all set up and getting started information here.

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97 articles in this collection
Written by Amanda, Carmem, Morgan and 1 other
Membership Plans

Setting up Membership Plans

Plans describe the resources, amenities and extras your members receive - and for what fee - on a monthly basis.
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Written by Amanda
Updated over a week ago

Time Passes

Give or sell access to your coworking space on an hourly, daily or weekly basis.
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Signup Page & Plan Specific Signup Forms

Allow people to easily register for your membership plans via a Signup Page and Plan specific Signup Forms.
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Written by Amanda
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Time Pass Vouchers

Give your members on Time Pass plans free access to your space using Vouchers.
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Written by Amanda
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Hourly Time Passes

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Weekly Plans

Setup weekly plans using time passes.
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Monthly Extras

Add some extra, monthly recurring services to your Plans
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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 reserving Resources
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Written by Amanda
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Deposits and Signup Charges

Add a deposit or signup fee to your member plans.
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Offering Discounts and Promotional Rates

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Limiting Number of Members per Plan

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Bulk Plan Changes

Learn how to change multiple member plans at once.
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Written by Amanda
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Invoicing

Automatic Invoicing

Learn how to automate your invoices with Cobot
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Written by Amanda
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Multiple Tax Rates and Currencies

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Accounting Codes

Track your revenue with accounting codes.
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Free-Form Invoices

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Prorated Invoices

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Sending Invoices to Multiple Emails

Easily send your member's invoices to a different billing email or to multiple emails.
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Invoicing Charges Before the Next Billing Date

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Changing Invoicing/Renewal Dates

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One-Time Charges and Credits

Learn how to add a one time charge or credit to your members accounts.
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Paying for Other Members or Employees

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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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Adding Retention Rates to Invoices

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Creating Annual (Yearly) Membership Fees

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Companies Paying a Flat Fee for Their Employees

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Companies With Long-Term Leases and Employees

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Writing off Invoices

What does writing off on your invoices mean and best practices.
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Written by Amanda
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Editing & Deleting Invoices

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