Cobot

Automated payments allow your space to collect payments each month automatically - without any of the manual follow-up.

Automated Payment Methods

This guide is to help you get the required credentials to connect Cobot to PayPal.

PayPal Classic API Credentials

Learn how to set up semi-automated & automated payments with PayPal

Connecting Cobot to PayPal

Learn what new members see when you make payment methods required when they sign up for membership.

Making Payment Methods Required

Add manual payment options for your members to pay with cash, check or manual bank transfers.

Manual Payment Methods

You can charge members when you manually add them or when they sign themselves up.

Charging Members in Advance or at Sign Up

Easily issue refunds directly through Cobot — for your members and visitors.

Refunding Members and Visitors in Cobot

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Managing Payments

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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