Managing Members & Contacts
By Amanda and 2 others3 authors21 articles
- 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' GuestsCheck in guest members using another member's check in 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 MembershipsLearn how to put a membership on hold in Cobot and bring the member back later on the same plan or a new one.
- 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 change a member's plan in Cobot right away, at the start of their next billing cycle, or on a future date.
- Managing Contacts in CobotKeep track of your visitors, including Drop-ins, external bookers, event attendees and other guests.
- 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.
- Member Bulk ActionsLearn how to apply bulk actions for your members in order to save time and be more efficient.
- Notify Members When a Package ArrivesLet members know when their mail or package arrives. Send a quick message from Cobot, or set up automatic notifications with a front desk form and Zapier.