Once you have decided to migrate from Cobot to an easier-to-use and modern alternative platform, you can follow this simple guide on smooth migration.
Prerequisites
Have the subscription for your new app active. Schedule a quick demo to sign up.
Have access to the Cobot dashboard to download all data on your users, such as names, emails, and plans.
Step 1. Export data from Cobot
To seamlessly transfer all data to your new app, export your members' list with their contact information, plans, and billing info.
To export this data from Cobot, do the following:
Log in as an administrator to Cobot.
Export your customers: go to Manage > Members > click on the CSV icon next to page title. You'll download a CSV file with all your members' information.
Export other data if you need to save reports on past bookings, revenue, and attendance from Cobot's Analyze page.
Step 2. Cancel an invoicing cycle with Cobot
To make sure that your customers are invoiced through your new app in the next month and are not double-charged through Cobot, we recommend you proceed in the following way:
One-two weeks before the future date of invoicing your customers, cancel all user's memberships on Cobot from the Manage > Members page.
Notify your customers that the next invoice cycle will be done through the new system.
Step 3. Set up your web app
With your new app's intuitive interface, you can easily tailor your workspace to your requirements.
Follow our simple "Get Started" guide (1-3 hours to add all data). Once you are ready, mass invite your members (up to 1 hour to upload everyone).
While migrating to another app, updating the custom domain records might be challenging. To set up a record in DNS, make sure to remove the previous record created for Cobot first and then add a new one.
2. Accommodate the credit system and state the price in credits only for those resources that you want to sell in credits (e.g., if you want members to book a Meeting Room with credits, you need to state the price for this room in money (e.g., $10/hour) and credits (10 ☆ /hour) on the Rooms page.
Members with credits can use them for any other resources that have credit prices and that have minimum "Location Members" visibility.
3. While creating subscriptions for members in your new app, remember that credits in your new app equal the balance which members can use within their active subscription period for anything.
Unlike Cobot, if your members receive ten credits in your new app this month, they can use this balance of ten credits to pay for room bookings made for this month and any future period.
If members have 0 credits on their balance now and their subscription with new expiring credits renews only in several days, users must purchase more credits to continue bookings or wait until the subscription renews to receive credits.
To invite members and let them use credits right away even for bookings in the next month, please ensure that all have active subscriptions (the start date is today or any past date). Inform your members how the new credit system works 🙌.
Get inspired with other incredible spaces and explore how they add content to the app 🔥
Step 4. Sync bookings
To make sure that your members and nonmembers book through a single app, transfer all future room bookings from Cobot to your new app.
If all your room bookings were synced to Google Calendar with Cobot earlier, enable two-way sync with a Google Calendar integration in your new app, and all room bookings will instantly appear in your app, which will help to move all bookings history into your app.
Step 5. Accept first bookings & payments through your new app
With everything set up, your members invited, and users' subscriptions created, your customers can explore the app:
Members receive their first invoices for the created subscriptions and make the first payment manually with their desired payment method.
Users with active subscriptions can book with expiring credits and use their plan's benefits.
All users can book by paying online via the connected payment gateway at any time.
To set up automatic invoice payments in the app while migrating from Cobot, your members must manually make only the first payment for the invoice in the new app; therefore, they'll be set on auto-pay. After paying the first invoice online, all further payments will be fully automated by default.
Throughout the entire process, a dedicated happiness manager will be available to support you and answer any questions.
Step 6. Order branded mobile apps
Get fully white-labeled mobile apps for your space to improve user engagement and manage your workspace on the go. To proceed, do the following:
Submit a simple order form.
Wait for our team to inform you about your apps ready 🚀.
If you have any questions on the migration process, contact our support.