What are Task Lists? Task lists are simply a collection of tasks that an admin has to complete. You can link task lists to CRM boards and automate operations such as onboarding in your space. How Task Lists Work You

You can organise your custom fields into custom groups. Custom field groups are displayed on the Members Portal as they are added in Nexudus. Log in to dashboard.nexudus.com  if you aren't already. Click CRM > Custom Fields . Scroll

Easily link products to resources and offer them as Additional Services suggested to customers when they book resources on your Members Portal or app. Admins can also add the same products to bookings from the Admin Panel . For example, customers

All you need to integrate Gallagher is a Gallagher and a Nexudus account. If you don't have a Gallagher account yet, we recommend you get in touch with them via their contact form . They will help you set up

What are Revenue Forecasts? Revenue Forecasts are revenue estimates calculated based on the active contracts currently active in each of your locations. The Admin Panel includes a general revenue forecast that aggregates all revenue streams in each location. You also

You can credit any paid invoice line on the Admin Panel . Crediting invoice lines creates credit note for the value of the credited items. Nexudus then uses this credit to partially or fully cover the customer 's next invoice. Log

You can easily copy one or more customer contracts in a few clicks on the Admin Panel. Copying contracts is a great way to manage renewals, upgrades, or downgrades as separate contracts as customers renew their memberships. It saves you

You can add financial accounts from the Settings section of the Admin Panel . Planning on using an accounting integration such as Xero or QuickBooks Online ? Make sure the financial accounts you create in Nexudus are an exact match (name and

We strongly recommend assigning floor plan units to contracts rather than customers . This ensures floor plan units become available again as soon as contracts end. It also helps you track and forecast occupancy based on the start and end dates

Each one of your floor plans uses a color-coded system to show the availability status of every unit at a glance. By default, the view shows availability for today, but you can select any past or future date to