Contents x
- Getting Started
- Admin Panel
- 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
- Accounting
- Deposits
- Contracts
- Discounts
- 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 1
Members Portal
- 17 Nov 2021
- 1 Minute to read
- DarkLight
Contents
Members Portal
- Updated on 17 Nov 2021
- 1 Minute to read
- DarkLight
Article summary
Did you find this summary helpful?
Thank you for your feedback
What Is the Members Portal
The Members Portal is the customer-facing side of the Nexudus platform. The portal lets your customers manage their account, place bookings, connect with other members of your space and so much more!
Members Portal Sections
Home Page
The home page is the first page customers see when they aren't logged in.
The home page lets them sign up or sign in to the portal. They can also access the different sections of the Members Portal you've set as public via Settings > Website > Access on the Admin Panel.
Customer Page
This page is the first page customers see when they log in to your Members Portal.
Logged in customers know at a glance:
- How many customers are currently checked in to the space compared to the space's maximum capacity.
- How many deliveries are waiting for them, if any.
- Their current bookings, if any.
- Their current unpaid invoices, if any.
- The help desk requests they've raised, if any.