Customers
  • 15 Nov 2023
  • 1 Minute to read

Customers


Article summary

What are Customers?

Customers are people and companies who use your space. Customers can either be members or contacts. All members and contacts are also one of two types - individual or company.

Members

Members are customers who are currently signed up to at least one plan. Members can 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 contracts, they automatically become contacts in Nexudus as the contract ends.

Contacts

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 contacts 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.

Customer Types

You always need to choose a customer type when adding members and contacts from the Admin Panel. There are two customer types: individual and company.

Customers_TypeDD.png

Individual customers are usually directly linked to a person who uses your space.
For example a freelancer who books hot-desks

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 you import using CSV files are also labeled as individual customers by default. You can change this setting at any point via the customer's record.


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