Summary
This guide will show you how to create an Eligibility Criteria for discounted memberships. Eligibility criteria define the requirements customers must meet to purchase certain memberships, such as "Student," "NHS Staff," or "Civil Servant."
When eligibility criteria are applied to a membership type, customers will be required to upload proof of eligibility (e.g., a student ID) before their membership becomes active. If the required document is not uploaded within the specified time frame, the membership will be marked as "Suspended". This can be configured in the Membership Settings.
This guide covers Stage 3 of setting up your eligibility criteria.
Before You Begin: Make sure you have already set up your Document Type and Rejection Reason. If not, refer to those guides first.
Video walkthrough
Step-by-step guide
1. Access the Memberships Module
- From the homepage, go to the Memberships module.
2. Open Eligibility Management
- Select the Eligibility Management option.
3. Create a New Eligibility Criterion
- Click on Eligibility Criteria from the menu.
- Then, select the Add New Eligibility Criterion button.
4. Fill in the Eligibility Details
- Name: Enter the name of the eligibility criteria (e.g., "Military").
- Description: (Optional) Provide a description of what is included in this criteria.
- Expiration Action: Specify the action to be taken when the eligibility expires (e.g., cancel the membership if a military discount document expires).
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Accepted Documents: Select the types of documents that will be accepted as proof for this eligibility (e.g., Military ID).
5. Save the Eligibility Criteria
- Click the Create button to finalize the setup.
Once completed, the eligibility criteria will be available for use when assigning requirements to membership types. Ensure that all necessary proof documents and expiration actions are properly configured to maintain compliance with your membership rules.