- 06 Sep 2022
- 1 Minute to read
- Updated on 06 Sep 2022
- 1 Minute to read
What Are Customers?
Anyone who's registered in your space is considered a customer. Admins can register customers on the Admin Panel or customers can register themselves via the signup form on your Members Portal. Customers can either be members or contacts.
Members are customers who are currently signed up to at least one plan. Members will usually have a user account and have access to your Members Portal to make bookings and manage their account. You can suspend members and revoke their access to the Members Portal at any point from the Admin 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 are customers who use your space but aren't currently signed up to any plan. Contacts can also have user accounts and access to the Members Portal to make bookings and manage their account. You can suspend members and revoke their access to the Members Portal at any point from the Admin Panel. You can also add contacts to teams.
When contacts sign up to a plan, they automatically become members in Nexudus. Contacts don't become members when they purchase recurring products.
You need to choose a customer type when adding members and contacts from the Administrator Panel. There are two customer types: individual and company.
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 labeled as individual customers. Customers imported from CSV files are also labeled as individual customers by default.
This setting can be changed at any point via the customer's record.