Adding or Editing a Member Benefit Template
To get to Member Benefit Templates, type memberbenefit into the Convobar, or go to Meevo > Memberships > Member Benefit Templates.
To add a Member Benefit Template
Tip: If creating several records that have similar details, select Copy to create a new record with fields identical to the one you just copied. This can save you a lot of time when creating data in Meevo. Note Central Office cannot copy items that are owned by a location.
- From the Membership Benefit Template search form, select Add New.
- Enter a Display Name. Use a name that helps easily identify which template this is and which membership it should be applied to.
- Overall Discount Options: Discounts are applied to all Services, Products, and/or Packages in the form of "percent off."
- Service/Product/Package-specific Overrides: Discounts are applied to specific selections in the form of "percent off" or "specific price."
- Select the item from the drop-down, and then configure a percent off or price for the item. Select % or $ to alternate between the two units.
- Select the add icon to add the override.
- Repeat Step a and Step b as many times needed.
- When finished, select Save.
Business Types and data in Central Office
If you configured Business Types, select one from the Business Types drop-down. Only locations of the same Business Type will have access to this item once it is made available.
Reminder: Business Types are a way to categorize locations that offer vastly different services. For example, a Med Spa location would be set to a different Business Type than, say, a hair salon. In this way, Business Types ensure that unrelated data does not appear at a location (such as a Men's Haircut service appearing in a MedSpa's services list). For the vast majority of businesses, Business Types are not necessary.
Select Make available to locations to make this item immediately available to locations. In Location Options, you can exclude locations and manage how Meevo handles local overrides.
Note: If you select a Business Type and make an item available to locations, then after saving, you cannot change from one Business Type to another. However, you can at any time change from a single Business Type to All Business Types (as long as All Business Types is an available option for this item).
To edit a Member Benefit Template
Note: Some fields on the form may not be editable if the current location is not the item's Home Location.
Note: Once an item is saved with a Business Type selected and the item is made available to locations, then the Business type cannot be changed to anything other than All Business Types.
- Locate and select the Benefit Template.
- Select Edit, and then make your changes.
- When finished, select Save.