Initial Setup
By Amanda and 1 other2 authors13 articles
- 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.
- Setting Up Products & ServicesSet up Products & Services in Cobot as one-time fees and booking extras, such as catering, coffee, equipment rental or snacks.
- 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 invoices sent through Cobot to align with your space’s branding and billing preferences.
- 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 Passkeys and 2FASet up passkeys to log in to Cobot without a password, and enable two-factor authentication for extra account security.