About customers
How to manage the various types of customers at your location.
Last updated
How to manage the various types of customers at your location.
Last updated
There are three main types of customer in Nexudus:
Members are customers who are signed up to a plan. They will automatically be billed, based on the associated contract, for all products and resources defined in the plan. A member will usually have a user account, which grants them access to the member portal, where they can make bookings, communicate with other members, pay invoices online and more. When a member's plan ends, they automatically become a contact.
Contacts are people who use your space but are not currently signed up to a plan (although they may have had one in the past). Like members, contacts also usually have a user account to grant them access to the member portal.
Visitors are people who are not registered as members or contacts, but who want to use your space on a temporary basis, for example to take a tour or to meet a member. Administrators, members and contacts can grant access to visitors. Visitors do not have access to the member portal. For more information see visitors.
Customers that you have added in the admin panel do not have user accounts by default. If you want to set up a user account for them, you must enable the option Send a welcome message to each customer with their access details when adding the customer.
You can also create a user account for a customer at any time by clicking next to the customer and then selecting Create User Account.
In Nexudus, you can organize a group of members or contacts into a team. For example, they might all be members of an organisation that uses your space, which you would manage using a team. You can allow team members to share booking credit, printing credit or access to the space.
You can suspend any member or contact, and they will not be able to carry out most of the actions normally available on the space website. Read more about suspending a member or contact in Suspending members or contacts.
You can also make user accounts inactive.
