In order to add members to your Cobot space, you will need to set up at least one membership plan. A membership plan describes the fee charged to your members and how often they can use your space for that fee.
When coworkers sign up, they will be presented with a list of the available plans on your Cobot Signup Page. Your member can choose the one that best fits their needs from this list. To add a plan, click on Setup » Plans.
After clicking the Add Plan button, you will be taken to the Basic Settings section of your new plan. This is the first tab of a range of settings which will allow you to customize it fully. Within the Basic Settings tab, you will be asked to provide your new membership plan with a name, a price per billing period (monthly, quarterly, etc.) and more.
Important things to note:
Currently, all plans supported by Cobot work with a rolling start/end time, depending on the increment you select as your billing period (monthly, quarterly, etc.). For example, if your billing period is set to one month and a coworker signs up for your space on March 18th, they will pay the monthly fee entitling them to work at your space until April 17th. The membership will automatically be renewed on a monthly basis until they cancel.
If you enter a cancellation period, coworkers will only be able to cancel their membership in the time frame you specify. For example, when someone signs up on May 16th and chooses a plan with a 14-day cancellation period, they have to cancel by June 2nd to leave your space on June 16th. After that, the next possible cancellation date would be July 2nd.
In addition to the Basic Settings, there are four more tabs at the top of the page: Time Passes, Extras, Messages, Bookings and Signup Chare. Click on each to find more settings for your plan.
This section allows you to create plans for members who don't want to work full-time or would like to only pay for time spent in your space (such as drop-ins or non-members). These are further explained in Time Passes.
Extras are items or services your coworkers can book in addition to their plan, ex. A key to the space, mail service or a locker. When you add an extra here, a checkbox will appear on the coworker's sign-up form, allowing them to choose any number of extras. Extras are billed along with the fee for the membership plan and will appear on the invoice as a separate line item.
This section allows you to create Booking Credits and Booking Passes.
If you are using the booking calendar and charging members for bookings in your resources, this section allows you to include a certain number of hours of usage for free - i.e. Booking Credits with a membership plan.
For example, a full-time member might get 10 hours of meeting room usage for free. After the 10 hours are used up, you can choose to offer a discounted rate for members with this plan or leave the price/h blank to have the regular fees apply (as populated within the Resources Settings).
You can also add a monetary amount that members can apply to one, or multiple resources.
Prepaid Booking Passes allow you to pre-sell 'passes' of non-expiring credits usable on your bookable Resources. Check out this guide to read more on how these work.
This section will allow you to add three different kinds of messages; a Welcome Message, a Welcome Message for unconfirmed members and a Signup Message.
This is where you can add a one time fee such as a deposit, signup charge or admin fee. This will only be applied to the members very first invoice when they are first registered. It will not apply if the member is changing their plan.
IMPORTANT NOTE: You can always change a plan at a later time by going to Setup » Plans and clicking on 'edit'. Any changes made to the master plan in this way will only affect NEW members signing up. Members already on that plan will not have the changes automatically applied.
If you would like to make it so changes to a master plan is applied to existing members, then you will need to do a bulk plan change.
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