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

1. Locate the client in Membership Manager.
2. Select the Benefits tab.
3. If necessary, Select a membership to view. The client's Active membership appears by default.
4. 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

1. Locate the client in Membership Manager.
2. Select the History tab.
3. Select a membership to view from the drop-down. The client's Active membership appears by default.
4. 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