Customers Overview

Learn more about the three different types of customers in Nexudus.

Customers in Nexudus are either members or contacts. They have a user account and usually pay to access and use your space.

• Members 
• Contacts

Members 

Members are customers who are signed up to a plan. Members have user accounts and can access the Members Portal. They can make bookings, edit their account details, communicate with other customers or pay their invoices from their account. You can suspend members and revoke their access to the  Members Portal at any point from the Administrator Panel.

You can add members to teams. Members are charged as they make bookings or purchase products. They are invoiced at the end of every billing cycle, as defined in their plan's contract. You also have the option to invoice members as they purchase products and make bookings. 

When members cancel their plan or their contract ends, they automatically become contacts in Nexudus.

Contacts

Contacts are customers who use your space but aren't currently signed up to a plan. Contacts have user accounts and access to the Members Portal. They can make bookings, edit their account details, communicate with other customers or pay their invoices from the Members Portal. You can suspend members and revoke their access to the  Members Portal at any point from the Administrator Panel.

You can add contacts to teams. Contact are charged and invoiced as they make bookings or purchase products. 

When contacts sign up to a plan, they automatically become members in Nexudus. Contacts don't become members when they purchase recurring products.

Customer Types

You need choose a customer type when adding members and contacts from the Administrator Panel. There are two customer types: individual and company.

Customer type options in the new customer form

Individual customers are directly linked to a physical person using your space.

Company customers are linked to a company with a primary contact who is a physical person using your space. Company customers aren't teams. 

When customers register via the members portal, they are automatically labelled as individual customers. Customers imported from CSV files are also labelled as individual customers by default. You can change that at any point by editing their account in the system.