Customers

You can archive members, leads, or contacts to make them inactive in Kube and to revoke member access to the Member Portal. For more information, see Archiving and activating companies, Archiving and activating a member, Archiving and activating a lead, and Archiving and activating a contact.

If a company or member has active services associated with them, you cannot archive them and must terminate those services first. For more information, see Terminating a contract.

If a member, lead, or contact is the primary contact for a company, you must assign a new primary contact before you archive. For more information, see Updating a company's primary contact.

Yes, you can convert a member to a lead, a lead to a member, or a contact to a member or lead. For more information, see Converting a member to a lead, Converting a lead to a member, and Converting a contact to a member or lead.

You can update the customer's information on the Essentials screen of their profile. For more information, see Reviewing and editing company information, Reviewing and editing member information, Reviewing and editing lead information, and Reviewing and editing contact information.

You cannot change member, lead, or contact email addresses or the company they are associated with.

You can update a member's role from their Essentials menu of their profile. You can also set which roles are assigned to a member when they are converted and when they are added. For more information, see Reviewing and editing member information and Setting default member portal options.

You can use the History screens to see a record of changes made to company, member, and lead information. For more information, see Reviewing company history, Reviewing member history, and Reviewing lead history.

You can also use the Lead Reports to see information about changes made to your leads. For more information, see Lead Reports overview.

You can create announcements in the Member Portal to alert members of information they may need to know. For more information, see Adding a banner announcement to the Member Portal.

You can also use discussions to chat privately with a single member or publicly with all of your members. For more information, see Adding a discussion to the Member Portal.

You can also send mass email communications with the Email Campaigns. For more information, see Creating an email campaign.

You can use the Activity Feed to log notes and other types of information. For more information, see Activity Feed.

You can manage support tickets from the Support Tickets menu. For more information, see Creating a support ticket, Reviewing and editing a support ticket, Replying to a support ticket, and Closing a support ticket.

You can use the Groups & Hours screens to see company and member balances:

You can assign a 24/7 Booking Access Group to members to allow them to access certain properties or spaces after hours. For more information, see Assigning a 24/7 booking access group to a member.

You can assign Booking Discount Groups to members to automatically give members the specified discount when making bookings. Member Pricing uses the member price set on the space's Pricing screen. Custom Booking Discount Groups deduct a percentage from either the space's Retail or Member pricing, depending on the group's configuration. For more information, see Assigning a booking discount group to a member.

When Kube adds a lead that came from any of these sites, it automatically assigns Yardi as the major and Prospect Portal, or the applicable Yardi ILS subscription as the minor, depending on the lead source. The major and minor stay with the lead record if the lead is converted to a member.

Yes, you can set billing and group default settings that Kube uses to prepopulate fields when adding a company. For more information, see Setting default company billing options and Setting default company group options.