Viewing Membership Benefits and History
To get to Membership Manager, type mm into the Convobar, or go to Meevo > Membership > Membership Manager.
To view membership benefits
- Locate the client in Membership Manager.
- Select the Benefits tab.
- If necessary, Select a membership to view. The client's Active membership appears by default.
- This screen displays the following benefit information:
- Accrued Service Sharing
- Freeze Settings
- Enrollment Fee Includes
- Recurring Fee Includes
- Overall Discount Options
- Specific Discount Overrides
To view membership history
- Locate the client in Membership Manager.
- Select the History tab.
- Select a membership to view from the drop-down. The client's Active membership appears by default.
- The table lists all audited action items related to this membership, including:
- Any changes to the membership, including changes to auto-enroll, enrollment date, payment day, etc.
- Freezing or unfreezing a membership
- Changing or updating payment method
- Changing status of any payment