Once you have decided to migrate from Cobot to an easier-to-use and modern alternative coworking space platform, you can follow this simple guide on smooth migration.
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.
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.
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.
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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.
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 coworking 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.