Get started setting up your workplace

See our pricing page for the full list of available plans.  

First time setting up an office with Robin? You're in exactly the right place. Follow this checklist and you'll be up and running in no time.

Using the "Getting started" dashboard

When you first create your Robin organization account, the Getting started dashboard is the first thing you’ll see. It provides a centralized view of the essential tasks required to get your organization running.

• As you finish a task, manually check the Done box on the card to update your progress bar.
• Progress is shared across your organization, so all admins see the same "Done" states, allowing your team to divide and conquer the checklist together.
• The dashboard remains pinned to your main navigation sidebar for quick access until every task is marked complete. Once finished, the dashboard will automatically hide, though you can find it again under the Manage tab.

Note: Cards will not automatically mark themselves as complete after you finish a task (like uploading a logo). Be sure to check the "Done" box manually to see your progress reflected in the dashboard!

Build & customize your office building

Before jumping in, do you have multiple office locations to set up and manage? Appoint dedicated Office Admins in Robin to delegate office location-specific tasks.

• During the onboarding process, Robin will prompt you to add your building. Then, you can add more building details later (e.g., working hours, timezone, and address). 
• During the onboarding process, Robin will prompt you to add floors to your building and submit floor plans to be converted to Robin maps for each floor. 
• Keep the office running smoothly and gain a better perspective of how it is being used with our scheduling policies and desk policies.
  • Pro tips: Turn on the abandoned meeting & desk protection policies. These allow desk & meeting space reservations to be automatically canceled if no one checks in by a certain time. This helps free up office resources for others to use and gives office managers a better understanding of office utilization. 
  • Allocate desks effectively and give priority desk booking access to specific users to maximize office space usage. 
• Customize your organization with branding. 
• Add your own custom amenities options under Manage > Amenities so users can easily find exactly which rooms or desks are equipped with the tools they need.
• [Requires Advanced Authentication & User Management] Do you need to restrict who is allowed to sit where or have special roles for managers who can assign and reserve seats for others? Set up groups and permissions.
• Need a way to manage office visitors? Use our Visitor management feature found under the Visits tab in the web dashboard to pre-register guests, notify the host of guest arrival, and monitor visitors with the visitor log.
  • Set up a badge printer to provide your guests with a name tag. 
  • Add a guest pre-arrival health questionnaire and documentation agreements (NDAs) at check-in. 
• Easily track incoming office deliveries and promptly notify the recipient with our Delivery management system.
• Share office updates, policies, & events with employees in real-time with our Workplace Announcement feature.
• Bring people together, creating a social atmosphere and a sense of community by creating and joining office activities.
• Do you want to understand what drives employees to come into the office and how to make it a place folks go to do their best work? Or managing a new facility and curious how employees are liking it? Check out our Workplace Experience survey here.

Create interactive office maps

• From a floor map, add spaces, desks, parking, lockers, soft furnishings, work areas, and points of interest for an interactive office experience. 
• Assign seats to employees who need a permanent desk with our desk assignment planning tools:
  • Large-scale planning
  • Quick seat assignments