Statuses of a wellness plan membership
It is important to know the function of each status that a wellness plan membership can have.
This table gives each status and its function:
| Status | Function |
|---|---|
| Active | A client has a wellness plan membership and can use its benefit products. ezyVet makes related invoices for the membership. |
| Imported | A staff member imported a wellness plan membership. The imported data includes the benefit products used and the invoices that ezyVet made. Note: When ezyVet makes the first invoice for the imported wellness plan membership, ezyVet sets the membership to Active.
|
| Paused | A client has a wellness plan membership. But they cannot use its benefit products and ezyVet stopped the related invoices. |
| Cancelled | A client stopped their wellness plan membership before the end of the wellness plan term. ezyVet will not automatically renew the membership. Note: It is possible that ezyVet keeps the membership's Active status until the end of the membership term. The cancellation method that a staff member selects controls if this occurs.
|
| Completed | The wellness plan term is at the end. (A client usually has a new wellness plan membership with the Active status.) |
| Upcoming | A client is enrolled in a wellness plan. But the wellness plan membership does not have the Active status and ezyVet does not make related invoices. |
| Locked | A client has a wellness plan membership with the Active status. But the client cannot use the benefit products of the membership. (This usually occurs when a client has unpaid invoices for a wellness plan.) |