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Learn Cobot
Learn Cobot
Better understand Cobot and how to make it work best for you. Find all set up and getting started information here.
Initial Setup
Registering and Getting Started
Space Settings
Products & Services
Privacy Policy and Data Processing Agreement
Invoice Settings
The Dashboard
Adding and Removing Administrators
Administrator Permissions and Email Notifications
Deleting Test Data
Moving to Cobot From Another Software
Membership Plans
Setting up Membership Plans
Time Passes
Signup Page & Plan Specific Signup Forms
Time Pass Vouchers
Hourly Time Passes
Weekly Plans
Monthly Extras
Booking Credits and Prepaid Booking Passes
Deposits and Signup Charges
Offering Discounts and Promotional Rates
Limiting Number of Members per Plan
Bulk Plan Changes
Booking Calendar
Setting up Resources
Booking Calendar
External Bookings
Removing Legacy External Bookings
Old vs. New Price Caps
Get Reminder Notifications for Cobot Bookings in Your Personal Calendar
Editing Bookings
Advanced Resource Pricing
Member Booking Notifications
Syncing the Booking Calendar With Google Calendar
Syncing the Booking Calendar With Liquidspace
Syncing the Booking Calendar With Outlook
Invoicing
Automatic Invoicing
Multiple Tax Rates and Currencies
Accounting Codes
Free-Form Invoices
Prorated Invoices
Sending Invoices to Multiple Emails
Invoicing Charges Before the Next Billing Date
Changing Invoicing/Renewal Dates
One-Time Charges and Credits
Paying for Other Members or Employees
Sending Invoices in Advance and Reminder Emails
Adding Retention Rates to Invoices
Creating Annual (Yearly) Membership Fees
Companies Paying a Flat Fee for Their Employees
Companies With Long-Term Leases and Employees
Writing off Invoices
Editing & Deleting Invoices
Managing Payments
Automated Payment Methods
PayPal Classic API Credentials
Connecting Cobot to PayPal
Making Payment Methods Required
Manual Payment Methods
Charging Members in Advance or at Sign Up
Issuing Refunds
Communication with Members
Help Desk
Sending Emails
Improving Email Delivery Success From Your Domain
Sending Newsletters
Inviting Members to Slack
Setting Your COVID-19 Status
Analytics and Reporting
Analytics Overview
Analytics Add-ons
Exporting Member Data
Exporting Invoice and Revenue Data
Exporting Attendance Data
Exporting Booking Data
Add-ons
Members Checked In Add-on
Editing Add-on Names
Meeting Room Display
Multiple Spaces
Registering Additional Spaces
Giving Members Access to Multiple Spaces
Managing Members
Member Overview
Adding Members
Checking in Members Guests
Connecting Members
Checking in Members
Pausing Memberships
Canceling or Deleting Memberships
Reactivating Cancelled Members
Revoking Access When a Payment Fails
Member Portal
Accessing the Member Portal as an Administrator
Changing an Admin/Member Email or Password
What to Do if Your Members Can't See Your Add-ons
Customizing Current Member Plans
Changing Current Member Plans
Events
Events
Customization and Advanced Features
Custom Fields
Customization Overview
Feature Switches
Adding Additional Member Questions
Cobot as a CRM
Custom Domains
Using Cobot on Mobile Devices
Adding Cobot as a Desktop App
Google Analytics and Google Tag Manager
Customizing Cobot With JavaScript
