Platform
  • Welcome to the Nexudus Platform
  • Planning your Nexudus set-up
  • Training
    • Training modules
      • Introductory Session I
      • Introductory Session II
      • Inventory
      • Operations I
      • Operations II
      • Billing
      • CRM
      • Bookings (Set-up)
      • Bookings (Operations)
      • Contracts
      • Community
      • Billing Reports
      • KPI Reports
      • Integrations
        • PaperCut
        • Salto KS
    • Webinars
    • Training Module Videos
    • AMA (Ask Me Anything)
  • The Basics
    • Dashboard Home
    • CRM module
    • Community module
    • Operations module
    • Finance module
    • Inventory module
    • Settings module
    • Networks
  • Day-to-day
    • Inventory
      • Products
        • What is a product?
        • Recurrent products
        • Adding a product
        • Product details
        • Product benefits
        • Product advanced options
        • Deleting or archiving a product
      • Managing Plans
        • What is a plan?
        • Managing plans
        • Adding a plan
        • Plan details
        • Plan price
        • Plan benefits
          • Assigning credit to a plan
        • Plan limits
        • Plan deposits
        • Deleting or archiving a plan
        • Prorating a plan
        • Plan legal terms and conditions
        • Plan discounts
        • Plan components
      • Passes
        • What are passes?
        • Type of passes
        • Adding a pass
        • Editing a pass
        • Customers with multiple passes
        • Pay As You Go passes
      • Resources
        • What is a resource?
        • Adding a resource
        • Resource details
        • Resource features
        • Resource prices
        • Resource rules
        • Resource access rules
        • Linking resources to each other
        • Resource products
        • Deleting or archiving a resource
        • Displaying resources in NexBoard
        • Using resource types to group related resources
      • Floor plans, offices and desks
        • Managing floor plans, offices and desks
        • Adding or editing a floor plan
        • Adding or editing an office or desk
        • Associating a contract with a desk
        • Linking an office or desk to a member or contact
    • Operations
      • Members & Contacts
        • About customers
        • Signing up a member
        • Signing up a contact
        • Viewing different types of customers
        • Editing a member
        • Editing a contact
        • Allowing access to the customer portal
        • Suspending members and contacts
        • Deleting a member or contact
      • Teams and groups
        • About teams
        • Adding a team
        • Editing a team
        • Teams and invoicing
        • Setting up a team profile on the website
      • Visitors
        • Managing visitors
        • Viewing the visitor list
        • Visitor Terms and Conditions
        • Checking in visitors
        • Adding visitors to a booking
        • Adding visitors directly in the members portal or administrator panel
      • Check-in
        • About checking in
        • Viewing who's in right now
        • Checking in manually
        • Checking in using Wi-Fi
        • Checking in by using NexIO
        • Checking in by using RFID readers and cards
        • Enabling access control integration
        • Enabling Pay As You Go
      • Deliveries
        • About deliveries
        • Viewing deliveries in the member portal
        • Receiving a mail delivery
        • Notifying a team when a delivery arrives
    • Finance
      • Managing Invoices
        • Invoices
        • Automatically creating invoices
        • Manually creating an invoice
        • How to invoice a customer for specific products, bookings, charges or event tickets.
        • Issuing refunds
        • Partial refunds
        • Cancelling an invoice
        • Editing invoices
        • Viewing invoices
        • Deleting invoice lines
        • Deleting invoices
      • Customer Balances
        • Viewing a customer balance
        • Editing a balance, adding/deleting payments
        • Exporting a balance
      • Payments
        • Managing Payments
        • Payment types
        • Manual payments
        • Online payments
        • Credit
      • Taxes
        • About tax rates
        • Using different tax rates
        • Tax rate settings
      • Accounts
        • About accounts
        • Adding and editing accounts
        • Linking plans, resource prices, passes and products to accounts
        • Viewing accounts in reports
        • Finding an invoice line without an account and how to fix it
      • Contracts
        • About contracts
        • Adding a contract
        • Editing a contract
        • Contracts and billing cycles
        • Cancelling a contract
        • Prorating a contract
        • Setting a main contract for a member
        • Setting multiple contracts for a member
        • Contracts and proposals
        • Digital signatures on contracts
        • Contracts: the most common scenarios
      • Discounts
    • Sales
      • Selling Products
        • About selling products
        • Managing products from the dashboard
        • Including a product in a plan
        • Selling a product directly to a member or contact
        • Buying products from the members portal
      • Bookings
        • About bookings
        • Making a booking
        • Editing a booking
        • Setting up a repeat booking
        • Cancelling a booking
        • The difference between invoicing and charging a booking
        • Invoicing bookings
        • Assigning credit for bookings
        • Defining booking notifications
        • Bookings and integrations
    • CRM
      • Managing CRM
        • About CRM
        • Viewing a CRM board
        • Configuring a CRM board
        • Automating a CRM board
        • Adding an opportunity
        • Boards and processes
        • Reminders
        • Managing message macros
        • Sending message macros from a member/contact account
        • Managing email accounts
        • Tasks and task lists
          • Managing tasks
          • Managing task lists
        • CRM boards and task lists
        • Custom fields
        • Using custom fields for directory filtering
        • Document templates
          • Merge Fields
        • Generating documents from templates
      • Proposals
        • About proposals
        • Adding and sending a new proposal
        • Understanding Proposal Documents
        • Creating multi-contract proposals
        • Adding products to a proposal
      • Sign up Form Customization
    • Community
      • Managing Surveys
        • About surveys
        • Adding a survey
        • Viewing a survey
        • Editing a survey
        • Managing survey questions
          • Types of survey questions
          • Adding a survey question
          • Editing a survey question
          • Deleting a survey question
        • Viewing survey results
      • Managing Events
        • About events
        • Viewing events
        • Adding an event
        • Editing an event
        • Recurring events
        • Grouping events with categories
        • Cancelling an event
        • Selling event tickets
        • Checking in event attendees
      • Managing News Articles
        • About News Articles
        • Creating and managing news articles
        • Managing article categories
        • Moderating article comments
      • Managing Community Boards
        • About the Community Board
        • Viewing a community board
        • Community board elements
        • Managing conversations
        • Managing messages in conversations
        • Managing groups on the community board
      • Managing Newsletters
        • About Newsletters
        • Adding a newsletter
        • Sending a newsletter
        • Subscribers
          • About subscribers
          • Managing subscribers
          • Managing subscriber lists
          • Nexudus and Mailchimp
      • Help Desk
  • Settings
    • General Settings
      • Name & Logo
      • Contact & Location Details
      • Timezone
    • Billing and Accounting
      • Invoice Details
      • Notifications
      • Contents
      • Formatting
      • Locked Period
      • Tax
      • Accounts
    • Payments
      • Setting up automatic payments
      • Payment currency
      • Default payment method
      • Configuring payment gateways
        • PayPal
        • GoCardless
        • Stripe ACH
        • Forte ACH
        • Authorize.net
          • Setting up Forte ACH
        • Quickbooks (Payments)
      • Supported payment service providers
      • Making a Test Payment
      • Strong Customer Authentication
    • Website
      • Website Settings
      • General
      • Setting up your own domain on Nexudus
        • Configuring your own domain in Nexudus
        • Configuring your DNS settings
        • DNS Settings: Configuring your Cloudflare Account
      • Enabling and disabling website sections
      • Configuring access rights
      • Adding contact details
      • Viewing translations for website terms
      • Adding and editing language tokens
      • Adding a custom page
      • Editing your website templates
        • Editing common files
        • Dropbox
      • Integrating services with your website
    • Website modules
      • Customising your website
    • Bookings/Reservations
    • Check-in System
      • General
      • Pay As You Go (PAYG) settings
    • Integrations
      • About integrations
      • Access Control
        • Salto - Clay
        • Kisi
        • Brivo
      • Accounting
        • Quickbooks Online
          • Quickbooks: Cancelled and Refunded Invoices
        • Xero
        • Moloni
      • Printing
        • Managing printers in your space
          • Printers: Ezeep
            • Installing Ezeep
            • Setting up your Ezeep account
          • Printers: Papercut
      • Video Conferencing
        • Zoom
          • Zoom for Events
          • Zoom for Meeting Rooms
          • Zoom for Bookings
          • Zoom for Community Board Messages
        • Jitsi
          • Managing Virtual Rooms
      • WiFi-based check-in
        • About WiFi-based check-in
        • Setting up WiFi-based check-in using MikroTik
        • Setting up WiFi-based check-in using RADIUS servers
          • WiFi-based check-in: Aruba virtual controller
          • WiFi-based check-in: Cisco Meraki
          • WiFi-based check-in: Cisco WLC
          • WiFi-based check-in: Ruckus Cloud
          • WiFi-based check-in: SonicWall
          • WiFi-based check-in: Ubiquiti UniFi
      • Other Integrations
        • Square
        • Setting up Zapier
          • Sample Connection with Zapier: Mailchimp
          • Advanced Options with Zapier
        • Envoy
        • Space Dashboard
        • Calendar Integration
          • Calendar integration: Google (one-way)
          • Calendar integration: Google (two-way)
          • Calendar integration: Outlook (one-way)
        • Google BigQuery
        • Configuring reCAPTCHA
        • Configuring Google Maps
        • Google Analytics
      • Validation Rules
      • Webhooks
    • Imports
    • Notifications
    • Defining Email Templates
    • Email Server
    • Email Queue
    • Users
      • Managing Users
      • Managing standard and admin users
    • Security
      • Users and security
      • Security considerations
      • About user roles
      • Adding and assigning a role
      • Example user roles
    • How to access the Nexudus Spaces API
  • Bookmarks
  • Reports
    • About reports
    • Viewing reports
    • KPI reports
    • Occupancy reports
    • Checkins reports
    • Bookings reports
    • Events reports
    • Passes reports
    • Visitors reports
    • Desks reports
    • MRM reports
    • Members & Contacts reports
    • Survey reports
    • Tasks reports
    • Products (invoiced) reports
    • Finance reports
    • Deferred Revenue Reports
    • Deposits reports
    • Debtors reports
    • Invoicing reports
    • Revenue reports
    • Revenue Exchange reports
  • Website
    • Managing Your Website
    • Website directory
    • About the Member Portal
      • Your account
      • My Team
      • Managing payments
      • Your bookings
      • Changing to a different plan
      • Checking available credit
      • Buying additional products
  • FAQ
    • Untitled
    • FAQ: Nexudus subscription
    • FAQ: Account settings
    • FAQ: CRM
      • FAQ: How to customize the sign-up form
    • FAQ: Community
      • FAQ: Events
      • FAQ: Newsletters
      • FAQ: Message Boards
    • FAQ: Operations
      • FAQ: Members, contacts and users
      • FAQ: Bookings
    • FAQ: Finance
      • FAQ: Discounts
      • FAQ: Invoicing
      • FAQ: Currency
      • FAQ: Contracts
      • FAQ: Taxes
    • FAQ: Inventory
      • FAQ: Plans
      • FAQ: Products
      • FAQ: Passes and check-in
      • FAQ: Resources
      • FAQ: Floor plans, desks and offices
    • FAQ: Settings
      • FAQ: General settings
      • FAQ: Online payments and payment gateways
        • FAQ: Migrating from Quickbook Merchant Services (QBMS) to Quickbooks payments
      • FAQ: Users and User Roles
      • FAQ: Notifications
      • FAQ: Integrations
      • FAQ: Networked accounts
    • FAQ: Reports
    • FAQ: Members Portal
    • How to setup an iTunes Development Account for the Passport (White-label Mobile App)
  • What's New?
  • Privacy Policy
  • Terms and Conditions
  • GDPR and Nexudus
    • Data Processing Agreement
  • Reseller Partners Program
    • Managing your Reseller Account
    • Managing Customers
    • Reseller Agreement
  • Contact Us
  • Apps
    • Passport by Nexudus
      • iBeacon setup for Passport app
    • NexBoard
    • NexDelivery
    • NexEvents
    • NexIO
    • NexClicker
    • Companion Apps
  • Third Party Apps
    • Square (ePOS)
      • Before you start
      • Square ePOS App
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  • Viewing a member, contact or individual
  • Viewing a visitor

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  1. Day-to-day
  2. Operations
  3. Members & Contacts

Viewing different types of customers

How to view lists of different types of customers.

PreviousSigning up a contactNextEditing a member

Last updated 5 years ago

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Viewing a member, contact or individual

  1. If the side menu is not visible, click.

  2. In the side menu, click .

  3. Select the tab as appropriate.

  4. Click the member, company, contact or individual whose details you wish to view.

Viewing a visitor

If the side menu is not visible, click.

In the side menu, click .

Under the Customers section, click .

Operations
Visitors
Operations
Members, Companies, Contacts or Individuals
Filtering the list of customers
Viewing a list of visitors to your location