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Adding Deposits or Signup Fees

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Cobot gives the option to add a one-time signup charge as part of enrolling for a new plan. This is charged to the member the first time they enroll for any plan in your space.

Setting up a Signup Fee

  1. Go to Setup » Plans and either add a new plan or edit an existing one.
  2. Under the Basic Settings tab scroll down to Signup Charge and enter a description and amount.
  3. If you have custom Tax Rates enabled, you can also edit the tax rate.

From now on any new members choosing that plan will automatically have the charge added to their first invoice.

Please note this does not affect existing members or members changing their plans. To issue them a charge, use the One-Time charges feature

Next step

If your space offers deals for companies or negotiated with individual members, you can assign them a plan and then customize it.

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