How to Remove Eligibility Requirements for Memberships?

Summary

This guide outlines the steps to remove the requirement for members to upload eligibility documents when activating a membership. Depending on your business needs, you can choose between the three scenarios described below. If your specific situation is not covered, please contact us for support.

Scenario 1: Removing Eligibility for Specific Membership Types

If you want to keep eligibility requirements active for certain memberships but remove them for specific membership types, follow these steps:

Step-by-Step Guide

1. Access Membership Types

   • From the Home Page, navigate to the Memberships Module.
     
     
     
     
   • Select Membership Types.
     
     
     
     

2. Edit the Membership

   • Locate the membership you want to update and click Edit.
     
     
     
     

3. Update Eligibility Settings

   • Go to the Advanced Tab.
   • In the Eligibility Criteria field, select None.
   • Click Update to save your changes.
     
     
     
     

4. Repeat as Needed

   • Perform the above steps for each membership type where eligibility requirements should be removed.

Result

• Existing Members: Current members with the updated membership type will no longer need to upload eligibility documents.
• New Members: Future customers selecting this membership type won’t be prompted to upload documents.
• Eligibility Criterion Remains Active: It can still be applied to other membership types as needed.
  Note: If you reapply the eligibility criterion to this membership type in the future, all members (existing and new) will be required to upload proof of eligibility.

Scenario 2: Making an Eligibility Criterion Inactive

If you want to deactivate an eligibility criterion entirely, ensuring it cannot be applied to any current or future membership types, follow these steps:

Step-by-Step Guide

1. Access Eligibility Management

   • From the Home Page, navigate to the Memberships Module.
     
     
     
     
   • Select Eligibility Management.
     
     
     
     

2. Edit the Eligibility Criterion

   • Go to Eligibility Criteria.
     
     
     
     
   • Locate the criterion you want to deactivate and click Edit.
     
     
     
     

3. Deactivate the Criterion

   • Uncheck the Active box.
     
     
     
     
   • Click Update to save your changes.
     
     

Result

• Existing Members: Customers with memberships tied to the now-inactive criterion will no longer need to upload eligibility documents.
• New Members: Future customers selecting such memberships won’t be prompted to upload documents.
• Criterion Deactivated: The criterion will no longer appear in the Eligibility dropdown for existing or newly created memberships.
  Note: If you reactivate the eligibility criterion in the future, all memberships previously associated with it will require proof of eligibility from both new and existing members.

Important Notes

• Always double-check the membership types and criteria settings to ensure the changes align with your business requirements.
• If you have questions or need further customization, contact our support team for assistance.

By following these steps, you can effectively manage and adjust eligibility proof requirements for your memberships while maintaining flexibility for future changes.