Summary
In this guide, we will show you how to create an Eligibility Criteria.
An eligibility criteria is a requirement to purchase certain types of discounted memberships.
For example, a criteria can be 'Student', 'NHS Staff', 'Civil Servant' etc..
When applied to a membership type, they will require customers to provide an Eligibility Proof document such as a student ID before the membership can become active (it will be pending until the document has been uploaded and change to 'Suspended' if the document is not uploaded within a the time frame configured in the 'Days after a membership is created in which a customer should upload the relative eligibility document' setting (see Membership Settings).
This is stage 3 of the setting up your eligibility Criteria.
Before we get started, have you you created your 'document type' and 'rejection reason'? If not, I would recommend you setting these up too.
Video walkthrough
Step by step guide
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From the home page, select the 'Memberships' module
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Select 'Eligibility Management' option
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Select 'Eligibility Criteria' option
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Select the 'Add New Eligibility Criterion' button
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Fill in the required field
Name: The name of the eligibility criteria e.g. Military
Description: state what is included in this military criteria, this is optional.
Expiration Action: This is the action that will take place when the eligibility expires. E.g., when a military discount document expires, it cancels the membership.
Accepted Documents: the documents that will be accepted to grant this membership access
Select the 'Create' button