- What are products on Nexudus Spaces?
- Product Types
- How can I add a single product?
- How can I add a bundled product?
- How can I sell a product?
- Products - Field Resources
What are products on Nexudus Spaces?
Products let you have a series of services or goods that space members and contacts can buy on your Nexudus Spaces account. Products can be bought directly from the space website by members or contacts as long as you configure such from your Nexudus Spaces account settings. Products can also be sold directly from the dashboard.
Products can be added to member's accounts either as a single purchase or as a service added to their primary contract. For the latter, Nexudus Spaces will charge for the product every time the invoice is renewed. Products can also include optional time passes, resource credit or booking credit. If you would like to offer a 10-day pass, you would only have to add a product (e.g. "10-Day Pass") and include 10 day passes to access the space.
Remember that the product price is always the price that the member is charged, rather than the individual price of the items that it includes. This could be useful when you'd like to offer discounts, for example. In the case that we have mentioned above, a "10-day pass" could be lower in price than the 10 day passes it includes, as an offer for buying a certain amount.
There are as many product examples as services or goods that you want to make available to your users: day passes, hours, prints, virtual office services, lockers, parking, etc. When you set up these products, space members or external contacts will be able to buy them through the space website when they are set as "visible". Remember that if you have a payment solution or gateway set up on Nexudus Spaces, all payment and invoice processes can be automated.
Products can be sold individually as "single products" or in "bundles" and can be bought from the space website or sold via the dashboard as a one-off or recurrent purchase.
They are the simplest type of products: they are goods or services that are assigned a price and added to a member's account to be charged via an invoice. An example of a simple product can be a catering service that a member or contact contracts for an event.
Bundled products can include time passes, resource credits or booking credits. This can give you a lot of flexibility when setting up your space's services and offers. For example, you may study the reports available on Nexudus Spaces and realise that one of the meeting rooms is not used very often on certain days of the week. It may be a good idea to add a meeting room pass with a special discount for the days that it is least popular. You would only have to create the product and add the resource credit that manages the meeting room hours' usage.
Remember that the price you assign the product will always be what is charged, rather than the price of the items (time passes, resource credits, booking credits) that it includes.
We recommend using tags on Nexudus Spaces when setting up your products, which we will look at in more detail later. By grouping your products together using tags, your space website will look more organised and clearer for users.
How can I add a single product?
Adding a single product is very easy. You just have to follow these simple steps:
- Go to the products section via Billing > Products and click on the Add Product button.
- Fill in the required fields and click on Save. Here is a more detailed explanation of each of the fields and their purpose.
How can I add a bundled product?
A bundle is a product that includes certain added items: time passes, resource credit, booking credit, for example. To set up bundles, you must firstly create a simple product as shown above. In this practice run, we are going to add a bundle called "10-day pass", which will have 10 day passes to the space. We are going to allow the bundle to be bought on a one-off and recurrent basis and it will cost a total of $100.
- Go to Products and add the product, including the details above and following the steps for adding a simple product, as seen in the last section. As you can see in the screenshot, we've added the tag "time passes" to organise the products on the space website.
- In the product list, view the details of the product you have just added.
- Go to the Time Passes tab and click on the Add Product Time Pass button.
- Choose the time pass that you want to include in the product from the drop-down menu and enter the amount.
- General - Details
|Product*||Choose the product that you want to add the time passes to.|
- General - Uses
|Time Pass*||In this field, choose the time pass that you want to include for the product.|
|Passes Included *||Enter the number of time passes for the type selected, which will be included for the product. When the product is bought recurrently, time passes are renewed every time that the product is renewed and cannot be accumulated.|
- General - Expire Date
|Expire Period *||If you would like to set an expire period for the time passes, choose whether this period is in months or weeks.|
|Expires in (months)||Enter the number of weeks or months that the time passes will remain on the member's account when they are not used.|
Adding a resource credit to a product
We have just set up a product that included time passes. And what happens if I want to add an hourly pass for meeting rooms instead of a pass to access the space? Let's imagine that you want to offer a 10-hour pass for the small meeting room. To do so, you only have to add a resource credit to the product that grants 10 hours of small meeting room use.
- Firstly, add the product following the steps in the previous sections. We will call it "10 hours - small meeting room". To include resource credit, view the product details in the list.
- Then, go to the Resource Credit tab and click on the Add Product Resource Credit.
- Lastly, fill in the mandatory fields to set up the Resource Credit. Bear in mind that time can be set up in minutes/uses. For example, if you would like to include 10 hours of resource credit, it would be 600 minutes.
- General - Details
|Product*||Choose the product that you want to add the resource credit to.|
- General - Uses
|Resource Rate*||From the drop-down menu, choose the Resource Rate linked to the Resource Credit that you want to include in this product. For example, if you have several types of meeting rooms at different prices, you may want to assign the product minutes usage for each type.|
|Uses Included*||Enter the amount in the unit that the resource credit is configured (i.e. minutes, days, weeks, months, uses). For example, meeting rooms are usually charged in minutes, while prints are normally counted in uses.|
- General - Expire Date
|Expire Period*||If you would like to set an expire period for the resource credit that you are setting up, choose whether this period is in months or weeks from the drop-down menu.|
|Expires In (months)||Enter the number of weeks or months that the resource credit will remain in the member's account when they are not used.|
Adding booking credit to a product
Adding booking credit can sometimes be more useful for you. As such, members can use said booking credit for the resource rates that you specify. Adding a booking credit to a product is very easy! You just have to follow these simple steps:
- We add the product by following the previous examples and view the product details in the list. We have added a pass that will have $50 booking credit.
- Then, in the Booking Credit tab click on the Add Booking Credit button.
- Fill in the required information on the settings screen. Enter the name of the booking credit that you want to assign the product and the resource rates that it can be used for. What's more, you can also let those people who buy this product use the credit to buy tickets for events. If you enable the Can be used for events option, the members or contacts that buy this product will be able to pay for tickets to events that you sell via Nexudus Spaces.
- General - Details
|Name*||Enter the name of the booking credit that you are going to assign. We recommend choosing a name that describes what the credit is used for. For example, if you have a product that is going to offer different credits for several resources, you can use their names so that they can be identified more easily, e.g. "$50 Yellow Meeting Room Credit", "$25 printing credit", etc.|
|Product*||Choose the name of the product from the drop-down menu.|
- General - Credit
|Eligible resource credits*||Choose the resource rates that will use the booking credit from the drop-down menu. As such, every time the member or contact that has this product makes a booking, the credit included in said product will be used to pay for it based on the price of said resource rates, until the credit runs out.|
|Credit*||Enter the amount of credit that you are going to include for the product.|
|Can be used for events||Enable this option if the credit that you are setting up can be used to buy tickets for the events that you post via your Nexudus Spaces account.|
NOTE: Remember that credit units are counted in the currency that you use on your Nexudus Spaces account.
- General - Expire Date
|Expire Period*||If you would like to set an expire period for the credit that you are setting up, choose whether this period is in months or weeks from the drop-down menu.|
|Expires In (months)||Enter the number of weeks or months that the credit that you are setting up will remain on the member's account when it is not used.|
How can I sell a product?
Products can be sold via a price plan or directly to members or contacts. When a product is bought from the space website, members signed up to a price plan can choose whether to add the product to the price plan, which would renew it and charge for it recurrently every invoicing period.
Managing products from the dashboard
- Including a product in a price plan
You can include products in a price plan from the dashboard. As such, when a person signs up to the price plan, these products will be included on their account. Remember that these products will be included on the account for all members that are signed up to said price plan. If you would like to include individual products to certain members, you can do so directly via the member's profile.
IMPORTANT: When you include a product as part of a price plan, its price is charged on top of the price plan's price. For example, if you have a fixed price plan that costs $300, which includes a product ("10-day pass"), which is worth $100, the total amount to be invoiced to the member signed up to that price plan would be $400.
Products must be enabled so that they can be used, and there are two ways to do to such. The first case is that they are enabled when paid via an invoice. The second case is when a member buys a product via the space website and chooses to add a product to its plan, which will be enabled once the buying process is complete. If you are selling a product to a member or contact from the dashboard, you can enable it at the time it is bought if you want the product to be used immediately.
To include a product as part of the price plan, you must follow these steps:
- View the details of the price plan that is going to include product via the list, Billing > Price Plans.
- In the Products tab, click on the Add Price Plan Product button.
- Choose the product you want to include from the drop-down menu and click on Save.
- Check if it has been included correctly on the list.
Remember that this product's price will be added to the price plan when it is invoiced to the members signed up to it.
- Directly selling a product to a member or contact from the dashboard
Another way to sell products to members or contacts is by directly accessing their profile from the dashboard on Nexudus Spaces. An important difference that you must bear in mind is that products sold via a price plan are automatically renewed with the price plan, whereas products sold directly to the member can be one-off or recurrent.
To sell a product to a member, firstly go to the member's profile via the main menu Space > Members / Contacts.
- In the Products tab, click on the Add Product button.
- Choose the product that you would like to include and fill in the required fields. Below is a guide that explains each of the fields:
- General - Details
|Member*||Choose the member that you are assigning the product to from the drop-down menu.|
|Issued by *||Choose the name of the space that the product belongs to. You do not normally have to modify this field. If you manage several spaces from your Nexudus Spaces account, choose the one where the product is to be used.|
|Product||Choose the product that you want to sell.|
|Notes||You can opt to show this field when an invoice that includes the product is raised. Include as much information as you see necessary. You can make product notes visible on invoices by going to Space Settings > Billing > Invoice Contents.|
|Activate Now||Enable this option if you want the product to be available for the member immediately. If not, the product will only be available when it has been paid via an invoice.|
- General - Price
|Unit Price||Only fill in this field when you want to offer a price that is different to the product's price. An example of such is when you have agreed to give a member or contact a discount.|
|Quantity*||Enter how many units of the product are to be invoiced.|
- General - Invoicing
|Recurrent||If you enable this option, the product will be invoiced regularly in accordance with the cycle that you choose from the different options. If the member is signed up to a price plan, you can indicate if the product follows the primary contract cycle.|
|Due Date||Only enter a date if you do not want the product to be invoiced before this day. If you leave this field blank, the product will be included on the next invoice that is raised for the member or contact.|
|Invoiced||Only enable this option if the product has been invoiced by other methods and you do not want it to be included in future invoices.|
Buying products from the space website
The products that you are setting up on your account can also be visible on your space website so that they can be bought by members and contacts. Furthermore, if you have a payment solution integrated on your Nexudus Spaces account, products can be paid for online.
If you want to make a product visible on your space website, remember that you must set it as "visible" when you add it or edit its details. To do so, view the product's details via Billing > Products and enable the Visible option.
- Then, you can check that the products appear on your Nexudus Spaces's space website.
Bear in mind that you can control the level of access to the space website, for example, by limiting certain sections to users with a login. Furthermore, products can be offered exclusively to members that are signed up to certain price plans, meaning that they would be the only ones that could see these products on the space website.
- Go to your Nexudus space website. You can access the website via the space website button, which is in the top right corner of the dashboard, or via the URL nombredetuespacio.spaces.nexudus.com
- The products available are shown above the footer on the space website's home page. In this case, since you added tags to classify them, you'll see that they appear under different tabs. This will be really useful when you have different product categories that you want to group together. A product can be bought by clicking on the Buy link.
- At this point, Nexudus Spaces will ask the member to log in or sign up if he or she does not have an account.
- Once the member has signed in, the platform will ask for confirmation before completing the process.
Note: By clicking Continue in the pop-up window, the product will be bought as a one-off purchase. If the member would like to add the product to their price plan, he or she must click Cancel and choose "Add to my plan" in the product section.
If the member selects Cancel, he or she will be taken to a general screen where the product can be included in to the member's price plan.
By default, members in a price plan can purchase products and they will be invoiced with the following price plan invoice. Enable on the dashboard the "Always invoice products" option at Space Settings > Features if you want to always raise an invoice after each purchase.
When a member chooses the "Add to my plan" option when purchasing a product, the platform will add this product every time an invoice is raised until the product is cancelled.
- At this point, we can assume that we've added the product to the price plan. The pop-up window shows the amount that will be added to the price plan for the next invoice.
- Lastly, we can see that the product has been included on the member's account. The product is enabled and ready to be used by the member at any time.
Buying products from the members area on the space website
Lastly, members can buy products whenever they wish from the private area on the space website linked to your Nexudus Spaces account. To do so, they must go to My Account > Additional Products. Then, the member will go through the same buying process as above, i.e. he or she can add the product to the plan or a make a one-off purchase.
You can set up your Nexudus Spaces account so that all purchases are invoiced, even for members that are signed up to price plans that add products to the plan. To enable this option go to Space Settings > Features > Store > Always invoice products.
Products - Field Resources
General - Details
|Business*||Select the space name that will be linked to this product from the drop-down menu. If you manage several spaces with Nexudus Spaces, choose the one you want to link to this product from the drop-down menu.|
|Name*||Enter the name you want to give the product. For example, "catering", "locker", "company registration service", etc.|
|Description||Enter the product details. This information will be displayed on the space website when the product is set as "visible".|
|Tags||Tags help you organise the products that feature on the space website. By adding tags, you'll create tabs in a product submenu on your space website. For example, you can have a tag called "Virtual Services" which groups together all of these products, such as Fiscal/corporate address, dedicated broadband, etc. This will make it a lot easier for users to find the product they are looking for on your space website.|
|Visible*||Enable this option if you want the product to be visible on your space website.|
|Display Order*||Set the order that the product is displayed on the space website. The lowest number appears first. If you leave this field blank, the products will be listed in order of price.|
General - Price
Enter the price that you want to give this product. Remember that the product's price is the amount that the member or contact will be charged, not the price of the items that could be included in said product (time passes, resource credit, etc.).
|Currency*||Choose the currency of the product. It must be the same as the default currency that you are using in the space.|
|Tax Rate||This field is for the tax rate that is applied to the product when it is invoiced. In general, you should not fill in this field if the tax rate is set by default to the space account. You can edit the general tax rate by going to Space Settings > Billing > Tax. Sometimes the tax rate may be different for certain products. All you have to do is add a tax rate with the applicable percentage and select it when you set up the product.|
- General - Availability
|Available as||Products can be set up so that they can be a one-off or recurrent purchase, or both options. In this field, you must specify if the product that you are setting up will be available as a single or recurrent purchase, or both.|
|Only available for||Products can be set up so that they can only be purchased by members who are signed up to certain price plans. If you would like to limit the product to members signed up to certain price plans, choose said price plans from the drop-down list.|
- Lastly, check that the product has been added correctly to the list.