Managing Visitors on Members Portal 5

Visitors are people who aren't currently members or contacts in Nexudus. Customers can register visitors with your space on a one-time or repeat basis.

For example, a customer wants to collaborate with a colleague who isn't a member of your space.

Customers can also reinvite visitors and cancel visits.

Registering Visitors

Customers can register visitors and add the details of their visit. Visitors can be registered on a one-time or a repeat basis.

1. Log in to the Members Portal if you haven't already.
2. Open the drop-down menu next to your profile.
3. Select My Activity.
4. Select Visitors.
5. Click Register visitor.
6. Select the Location where you'd like to register the visitor.
7. Enter the visitor's Full name
8. Enter the visitor's Email.
9. Under Expected Arrival, enter the date and time the visitor will arrive.
10. Enter the visitor's Phone Number.
11. Enter any Notes you'd like to add.
12. Select if you'd like to make this a Repeat visit.
13. Click Save.

All set! The visitor will receive an email with the details of their visit.

You'll receive an email notification that a visitor has been registered. You can view a list of all visitors to your space on the Admin Panel under Operations > Visitors.

Reinviting Visitors

You can easily reinvite visitors you'd like to visit again without filling in all their details from scratch.

1. Log in to the Members Portal if you haven't already.
2. Open the drop-down menu next to your profile.
3. Select My Activity.
4. Select Visitors.
5. Click Reinvite next to the visitor you'd like to reinvite.
6. Edit their Expected Arrival time.
7. Edit any other details as needed.
8. Click Save.

All set! The visitor will receive an email with the details of their visit.

You'll receive an email notification that a visitor has been registered. You can view a list of all visitors to your space on the Admin Panel under Operations > Visitors.

Cancelling Visits

You can easily cancel visits if plans change and your visitor can no longer make your appointment.

1. Log in to the Members Portal if you haven't already.
2. Open the drop-down menu next to your profile.
3. Select My Activity.
4. Select Visitors.
5. Click Delete next to the visit you'd like to cancel.
6. Click Yes, delete visitor.

All set! Your visit has been cancelled. The visitor will receive a notification letting them know the visit has been cancelled.