Adding or Editing a Membership Type

To access Membership Types, type membershiptypes into the Convobar, or go to Meevo > Data > Membership Types.

To add a Membership Type

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. 

  1. From the Membership Types search form, select Add New.
  2. Optionally, enter a Short Description that provides details on this Membership Type.
  3. Membership Ribbon Indicator Color:This determines the color of the membership ribbon that appears in an appointment. A blue ribbon is shown below.

  1. Taxable? This determines whether or not the Enrollment Fee, Recurring Fee, and Renewal Fee for this membership are taxed according to the Membership tax rate defined in Business Settings > Currency and Tax. Be sure to check out this FAQ on how taxes impact sales and redemptions.
    1. Tax Override: Overrides your default tax setting. See Configuring Currency and Tax for details on creating custom tax rates for various purchases (services, products, or memberships).

Note: In the register, you can choose to remove the tax from the sale of this membership by selecting No tax for memberships.

  1. Does this Membership Type count towards membership sale conversion ratios? Selecting Yes includes this membership in sales reporting (for example, New Client to Membership conversion rates). Selecting No means the membership type is non-counting, which omits this membership from sales reports. If you are creating an employee Membership Type, this option must be set to No.

Note: A client can have only one active, counting membership at a time. To sell a counting membership to a client who already has an active one, you must first cancel the active membership. Note that you do not have to cancel a client's active non-counting membership before selling them a counting membership. After selling a counting membership, the non-counting membership is terminated prior to the enrollment date of the counting membership.

  1. When finished, select Save.

To edit a Membership Type

Note: Some fields on the form may not be editable if the current location is not the item's Home Location. 

  1. Locate and select the Membership Type. .
  2. Select Edit, and then make your changes.
  3. When finished, select Save.