Adding Customers

Learn how to add new members and contacts in Nexudus.

You can add one or several members and contacts at a time from the Administrator Panel. Members and contacts are created through the same form. If you assign a plan to the new customer, they automatically become a member. If you don't assign a plan to the new customer, they automatically become a contact.

  If you want to be guided through the process in the admin portal, ask Monika how to add a customer.

Adding New Members

  1. If the side menu is not visible, click .
  2. In the side menu, click on Operations > Members & Contacts.
  3. Click on Add customer.
  4. Click the Type dropdown menu and select the relevant customer type.
    Individual customer records are linked to a person who uses your space.
    Company customer records are linked to a legal entity. Company customer records are useful when you have teams with a paying member.
  5. Add your customer's name in the Full name field.
  6. Add your customer's email address in the the Email field.
  7. Click on the Plan dropdown list and select the relevant plan.
  8. Add the details to Team, Home location, Contact details, Billing details and Notes.
  9. Click Save.

Adding New Contacts

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

  2. In the side menu, click on Operations > Members & Contacts.

  3. Click on Add customer.

  4. Click the Type dropdown menu and select the relevant customer type. 

    Individual customer records are linked to a person who uses your space.
    Company customer records are linked to a legal entity. Company customer records are useful when you have teams with a paying member.

  5. Add your customer's name in the Full name field.

  6. Add your customer's email address in the the Email field.

  7. Add the details to Team, Home location, Contact details, Billing details and Notes.

  8. Click Save. 

Adding Multiple New Customers 

Nexudus gives you the option to add multiple new customers at once to streamline your operations. Bear in mind that the details such as printing preferences, teams or billing details will be applied to all customers added simultaneously.

  1. If the side menu is not visible, click .
  2. In the side menu, click on Operations > Members & Contacts.
  3. Click on Add customer.
  4. Tick the Add more than one customer option.
  5. Click the Type dropdown menu and select the relevant customer type.
    Individual customer records are linked to a person who uses your space.
    Company customer records are linked to a legal entity. Company customer records are useful when you have teams with a paying member.
  6. Add your customer's name in the Full name field.
  7. Add your customer's email address in the the Email field.
  8. If you want to sign up your customer to a plan, click the Plan dropdown list and select the relevant plan.
  9. Repeat steps 4,5,6, and 7 for every additional customer.
  10. Add the details to Team, Home location, Contact details, Billing details and Notes.
  11. Click Save. 
Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

Please sign in to leave a comment.