Contents x
- Getting Started
- Admin Panel 2
- Home Dashboard
- Account Check-up
- CRM
- Community
- Operations
- Customers
- Managing Customers
- Editing Customer Details
- Switch Customer Profile
- Granting Members Portal Access to Customers
- Revoking Members Portal Access to Customers
- Managing Customer Pin Codes
- Adding Files to Customers
- Messaging Customers
- Managing Customer Location Access
- Exporting Customers
- Customer Suspension
- Archiving Customers
- Restoring Customers
- Multiple Customer Accounts
- Company Structures
- Managing Members
- Managing Contacts
- Managing Customers
- Visitors
- Bookings
- Teams
- Check-ins
- Access Tokens
- Deliveries
- Help-desk
- Customers
- Finance 2
- Accounting
- Deposits
- Contracts
- Discounts New 1
- Invoices
- Invoice Activity
- Ledgers
- Payment Methods
- Inventory
- Equipment
- Products
- Passes
- Resources
- Resource Types
- Pricing Resources
- Managing Resources
- Resource Categories
- Floor Plans
- Managing Floor Plans
- Nexudus Floor Plan Editor
- Floor Plan Items
- Managing Floor Plan Items
- Adding Floor Plan Items
- Editing Floor Plan Items
- Connecting Floor Plan Items to Resources
- Renaming Floor Plan Items
- Including Floor Plan Items in Proposals
- Assigning Floor Plan Items to Contracts
- Assigning Floor Plan Items to Customers
- Exporting Floor Plan Items
- Finding Floor Plan Item IDs
- Deleting Floor Plan Items
- Floor Plans
- Credits
- Plans
- Reporting & Analytics
- Reports
- Using Reports
- Reports Categories
- KPI Reports
- Churn Reports
- Occupancy Reports
- Checkins Reports
- Bookings Reports
- Events Reports
- Time Passes Reports
- Visitors Reports
- Desks Reports
- MRM Reports
- Members & Contacts Reports
- Surveys Reports
- Tasks Reports
- Products (invoiced) Reports
- Discounts Reports
- Finance Reports
- Finance - Liable Reports
- Deferred Revenue Reports
- Invoicing Reports
- Revenue Reports
- Revenue Exchange Reports
- Form Pages
- Nexudus Explore
- Revenue Forecasts
- Trends
- Reports
- Settings
- General Settings
- Website Settings
- Users & Security
- Billing & Payment Settings
- Features Settings
- Automation Tiles
- Communications Settings
- Embedded Pages
- Sensors
- Add-ons
- Security Options Settings
- Bulk Edits
- Members Portal
- Upgrading to the Latest Version of the Members Portal
- Members Portal Customization
- Understanding Members Portal Customization
- Recommended Image Dimensions for the Members Portal
- Members Portal Basic Customization
- Changing Your Members Portal Banner
- Members Portal Languages
- Using Your Own Domain or Subdomain
- Prevent Images Crop on the Members Portal
- Changing Your Members Portal Font
- Expand the product units drop-down on the Members Portal
- Redirecting customers to their home location when they try to log in via the network
- Changing Your Logo URL Redirect
- About us Page
- Members Portal Advanced Customization
- Members Portal Sections
- Managing Plans on the Members Portal
- Adding Visitors from the Members Portal
- Bookings on the Members Portal
- Accessing Bookings on the Members Portal
- Tracking Available Benefits on the Members Portal
- Teams on the Members Portal
- Managing Teams on the Members Portal
- Purchasing Products on the Members Portal
- My Building
- Team Attendance
- Members Onsite
- Desk Availability
- Tours
- Integrations
- Door Access Control
- Accounting
- Analytics
- Building Management
- Calendar
- Dropbox Sign
- Printing
- Wi-Fi Network
- Video Conferencing
- Single Sign-On (SSO)
- Room Displays
- Validation Rules
- Creating Validation Rules
- Validation Rule Formula Functions
- Validation Rules Examples
- Prevent plan signups if the plan is from a different location
- Bookings must have notes
- Prevent members from booking if they don't have booking credits
- Making Sure a Phone Number is Valid
- Visitors Can Only Be Members or Contacts
- Customers cannot sign up to the same plan twice
- Customer home location cannot be a network or subnetwork location
- Customers must buy a product to book a resource
- Customers Must be Over 18 to Sign up
- Preventing product sales in a location
- Preventing Plan Sales in a Location
- Access Cards Must Have Set Number of Digits
- Prevent bookings without an assigned customer on the Admin Panel
- Prevent new contracts in network locations
- Prevent product purchases if a booking is shorter than a set amount of time
- Prevent the creation of draft invoices
- Non-members must purchase a pass to book a resource
- Product can only be purchased by a team paying customer or a team admin
- Invoices cannot be issued from a network location
- Sensor Integrations
- Other
- Salto Gantner Lockers
- Nexudus Apps
- Nexudus Subscription
- Nexudus Reseller Program
- Tutorials & Webinars
- Navigating the Admin Panel
- Webinars
- Workspace Insights Made Easy: Mastering Nexudus Home Dashboards
- Sensory Overload: Maximizing your office potential with sensors
- Supercharge your help-desk using OpenAI x Nexudus ⚡
- Boost your customer retention with AI with Nexudus' Churn & Engagement dashboard
- Nexudus and HubSpot: Seamlessly synced, always
- Protecting your Nexudus account with Roles and 2FA
- Passport by Nexudus Version 3 - New features and white-label options
- Paving the way towards a contactless future
- Coworking: the Survivor of the Pandemic
- Automate Workflows Using the Zapier Integration
- API
- Legal
- ✨ Product Updates
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Contents
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