Home → Records → General page → Membership Benefits section
6.14. Membership Benefits section
The Membership Benefits section allows you to monitor how a record is using the benefits included with their membership. Benefit usage is tracked automatically against the company's current membership period, giving your team clear visibility of the benefits available, those already used, and any remaining entitlement.
Viewing Membership Benefits
- Open the primary record.
- Navigate to the Membership Benefits section.
- The panel displays:
- Benefit name
- Available quantity
- Used quantity
- Remaining quantity
- Overall membership benefit usage
Unlimited benefits are clearly identified and are not restricted by usage.
Configuring Benefits
Benefits are configured against each Membership Type.
- Navigate to System → Lists → Membership Types.
- Open the required membership type.
- Under Benefits Included, add the relevant benefits.
- Specify either:
- A fixed quantity, or
- Mark the benefit as Unlimited.
Any record assigned to this membership type will inherit these benefit allocations.
Recording Benefit Usage
When a benefit is used, RubiCRM records the usage against the member.
The Membership Benefits section updates automatically, allowing staff to see:
- Total entitlement
- Benefits used
- Remaining allowance
This provides an accurate record throughout the membership year.
Benefits of this Feature
- Track benefit usage for every member.
- Prevent benefits being overallocated.
- Support both limited and unlimited benefits.
- View benefit usage directly from the primary record.
- Improve reporting on membership value and engagement.
Please watch the video below for a complete overview of how to use this feature.