Membership prerequisites are membership packages that must be held or owned (currently or previously) by a customer before being allowed to buy or own another membership package.
Select the Administration tab.
Select the following menu links: Membership Settings > Packages.
Search for and select the desired package.
Select the Prerequisites link.
| Name of Field | Type | Description |
Package |
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| Package Name | Read only | The name of the membership package for which the prerequisite is defined. |
Prerequisite Group |
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| Prerequisite Held by |
Radio buttons | Option to denote that prerequisite package requirements can be met if held by the Client Only, or by Any Family Member. |
| Current Membership in | Dropdown list | Package that the customer must have current membership in to
allow them to purchase the package above (for which the prerequisite
is defined), as selected from a predefined list.
For example, a customer needs to have a current Country Club membership before they can get a Golf membership.
Note: Click the binocular
icon |
| Immediate sale? | Checkbox | Option to automatically include the sale of the prerequisite membership package in the transaction if customer does not have the required membership. |
| Current Membership in Package Category | Dropdown list | Customer must have current membership in any package that belongs
to the selected package category to allow them to purchase the
package above (for which the prerequisite is defined).
For example, a customer needs to have any of the available Sports memberships before they can get a Country Club membership. |
Past Membership in |
Dropdown list |
Package that the customer must have past membership in to allow them to purchase the desired package above (for which the prerequisite is defined), as selected from a predefined list.
For example, a customer needs to have past Country Club membership before they can get a Golf membership.
Note: Click the binocular
icon |
Past Membership in Package Category |
Dropdown list |
Select a package category which a customer must have previously been a member of in order to purchase membership in the membership package.
Note: You can select a prerequisite for Current Membership in a Package Category or Past Membership in a Package Category, but not both. |
Time Limit (for past membership) |
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| Within the last | Numeric | If past membership in a package is selected as a prerequisite,
the customer's past membership must have been within the time
period specified, in number of years, months and/or days.
For example, a customer needs to have been a past Country Club member within the last 5 years to be allowed to purchase a Golf Club membership. |
GroupingA prerequisite group encompasses all packages that satisfy the prerequisite.
Only one of the prerequisites listed in the same group is needed to fulfill the requirement. However, all prerequisite groups must be met prior to membership in a package.
For example, to qualify for an Elite Status Club Membership, a customer needs to have a membership in any of the Adult packages AND a membership in any of the Sports packages.
When creating these prerequisites, we can group the Adult packages in one group (for example: Group Number 1) and the Sports packages in another group (for example: Group Number 2). The prerequisites are met if a customer holds a membership in any Group 1 package AND any Group 2 package.
Note: You can group "immediate sale" prerequisites with ordinary prerequisites. |
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