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 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 the members portal. Members can be suspended and have their members portal access revoked at any point.
You can add members to teams in Nexudus. 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 can edit your settings so that members have to pay as they purchase products or make bookings.
When members cancel their plan or their plan ends, they automatically become contacts in the system.
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. Contacts can be suspended and have their members portal access revoked at any point.
You can add contacts to teams in Nexudus. Unlike members, contacts are charged and invoiced as soon as they purchase a product or make a booking.
When contacts sign up to a plan, they automatically become members in the system. Contacts don't become members when they purchase recurring products.
You need choose a customer type when adding members and contact from the admin portal. 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 will automatically be labelled as individual customers. You can change that at any point by editing their account in the system.
If you want to create a company and an individual account for the same customer, make sure you use two different email addresses.