How to create an Eligibility Document Type?

Summary

This guide explains how to create a document type for membership concessions. Document types serve as eligibility proof that customers need to provide to purchase certain discounted memberships. They are also required for requests like membership freezes when proof is needed (e.g., freeze due to an injury or pregnancy).

For example:

  • A Student Membership may require a student ID.
  • A Corporate Membership may require proof of employment from a specific company.

Setting up document types is the first step in establishing eligibility criteria for your memberships.

Video walkthrough

1. Access the Memberships Module

  • From the homepage, go to the Memberships module.

    Memberships.png

2. Open Eligibility Management

  • Select the Eligibility Management option from the menu.

    Screenshot

3. Create a New Document Type

  • Click on Document Types,

    Screenshot

  • Then, select the Add Document Type button.

    Screenshot

4. Enter Document Details

Fill in the required fields:

  • Name: Enter the document name (e.g., Student ID).
  • Description: (Optional) Provide a description explaining the document’s criteria or usage.
  • Expiry Period: Set the duration for which the document is valid.
  • Expiry Warning: Choose a timeframe to notify customers when their document is nearing expiration.
  • Active Status: Check this box to make the document type available for use.

    Example:

    Screenshot 2024-09-23 at 11.18.05.png

5. Complete the Process

  • Click the Create button to finalize the setup of your document type.

Once these steps are completed, your document type will be available to enforce eligibility criteria for specific memberships.

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