When you create Benefit Packages, any active Benefit Items will be available to add to the package. When a Benefit Item has been created, it is available for selection in all of your benefit packages, not just the one within which you created it.

1. Click Setup in the left-hand navigation panel.

2. Click Setup Benefit Tracking in the Member Options section.

3. Click the Benefit Package to which you wish to add the new Benefit Item. 

4. Click New Benefit Item.

5. Enter the details for the Benefit Item.
   • Enter a Name for the benefit item. This name will be displayed to the member when indicating what benefit items are used/available.
   • Select a Category for this benefit item. Categories are a way by which you will be able to report on the various benefit items. It will help in presenting a summarized view of used/available (75% of Facility Use Benefits have been used, 50% of Event Discounts, 80% of Advertising Benefits used, etc.). Default Categories are been seeded into the system: Advertising Benefits, Event Discounts, Facility Use Benefits, and Other Money-Saving Benefits. You can add additional categories by clicking the Manage Categories link.
   • Select the Benefit Type.

6. Click Save & Exit. Additional Benefit Items can be added by repeating this process.

Related articles

• Copy a Benefit Package
• Assign Benefit Packages to Members