Membership Manager: Icons and FAQs

What do the client membership indicators mean?

Membership indicators are icons that provide information related to the client's membership, such as whether it is frozen or suspended. Client membership indicators will appear in client profiles, Appointment Editor, the register, Confirmation Manager, and Client Quick Find. 

Note some client indicators also appear in Membership Manager.

What do the payment icons mean in Membership Manager?  

How do I store a client card on file?

Important: Do not use the Apple Pay payment method to capture cards on file. Cards on file captured via Apple Pay cannot be checked out in the register, as Apple does not store any actual card data.

Payment methods stored in the client profile are separate from payment methods stored in Membership Manager. Removing a payment method from one area does not remove it from the other. However, membership cards on file can be selected in the register if the client is paying via Card on File.

• Adding a card to a client profile allows the client to use that card for general purchases at the register. Those cards can be found in the Credit Card tab of the client's profile.
• Memberships with recurring fees require a client membership card on file. This can be done through the register at time of sale, or via the CC/ACH tab of Membership Manager (which is where membership cards on file are stored).
• Payment Plans also require a credit card on file which must be associated with the Payment Plan at the time of sale.

Note: If the client selected in the Appointment Editor’s Paying Client field does not have a credit card on file, Meevo can display a prompt to add one. For this to occur, the Business Preferences setting Prompt for card on file when booking appointments must be enabled and the Meevo user booking the appointment must have Grant access to the Data > Client > Credit Cards security key.

Does Meevo store client credit card information?

No, Meevo never actually "sees" or stores a client's entire card number. Client card data is handled by your credit card processor; Meevo only stores a token for the card along with supplementary info like the expiration date and last four digits of the card. As a result, your business can have client cards on file without the liability of storing and protecting personally identifiable information. Worldpay customers should refer to Refreshing a Worldpay Card On File Token for important information on tokens.

Note: For ACH payment methods, Meevo stores the full Bank Routing # and Bank Account #.

What does the Funding Source field mean?

MeevoPay captures a card's Funding Source to help you get a complete picture of what the card is and whether it is eligible for surcharges (if surcharges are enabled). Funding sources can be Credit, Debit, Prepaid, Unknown (if no funding source was captured by MeevoPay), or Not Captured (for cards on file that were added using a non-MeevoPay Merchant Account). 

How are cards on file deleted from Meevo?

There are three ways a card on file can be deleted from Meevo:

1. Client profile cards on file and membership cards on file can both be manually deleted from Meevo. When a deletion occurs, Meevo notifies the Merchant Account provider and the stored token is deleted from Meevo and the merchant's records.
2. Meevo will automatically delete a token under the following conditions:
   1. Card on File (client's profile): If a card on file remains expired for 4 months (120 days) from its date of expiration, Meevo will automatically delete those cards and their tokens via a service that runs each evening.
   2. Membership Card on File (Membership Manager): For membership cards on file, Meevo first identifies all memberships that have been terminated or expired for 4 months (120 days) or more, and then Meevo removes the membership credit card's token from each of those memberships.
3. A Business Information > Preferences option enables additional purging of cards based on the card activity at the business.

What happens in Meevo when I transfer (share) a package item to another client?

That depends on how you transfer the item:

Membership Manager: When you transfer a service via Membership Manager, the service is placed on the receiving client's profile and the transferred service is no longer available to the original client. Use this method if the client will not be redeeming the package immediately.

Register: When you transfer an item in the register, the item is placed on the receiving client's Smart Receipt for immediate redemption. The transferred item is no longer available to the original client. Use this method if the client is redeeming the item immediately.  

Regardless of how you transfer the item, the following will always be true:

• The transferred item remains a liability at the original location until it is redeemed.
• The package price/tips cannot be edited or modified after a transfer, not even during redemption.
• Pre-paid tips are also transferred, if applicable.
• If transferring an item between locations, see this article for details on package transfer royalties.