Active Membership Required

If you offer Member & Non-member pricing on any of your plans, then you want to use this customer requirement on an Enrollment Type.

1. Create the Customer Segment

Go to Manage > Customer Segments & Requirements > Segments > Add New Segment.

Name the segment - segment should be configured to return the customers that DO meet the requirement of "current active member"

Toggle the Admin only setting ON to protect it from unintended edits.  Editing the segment will break your requirement!

 

Add Condition and select Contracts/Enrollments condition in the Builder Tab

• Add the Plan/category/badge of plans that are considered Active members.
   
• Status is Active Only 
   
• Relative Date and leave as Start of Day > End of Day.  
  
  This ensures the customer is currently active when the segment is run.  In addition, it will look forward to the contract start date (ie, the future yoga class) and check to see if the customer will be active as of that date.  If they have an upcoming freeze that starts before the contract start date, they will be blocked.
   
• With customer as: Enrollment - this means that the enrollments of these plans are considered the active member, not the contract holder (assuming contract holder is not also an enrollee). 

2. Create the Customer Requirement 

Go to Manage > Customer Segments & Requirements > Customer Requirements tab

• Select the Segment you created.
  
   
• Resolution Action is None
  
   
• Enforcement  - decide level of enforcement. Contract will show in red and alert in the check in module if not matching the requirement.
  

3. Add Requirement to the Member Enrollment Type

Go to Build > Plans > Enrollment Types.

• Create/Edit Enrollment Type and add requirement with toggle at the bottom
   
• Any plan that uses this enrollment type will use this customer requirement
   
• Be sure to read about the Friends and Family function in Redpoint.  Members that want to book classes for their other member friends will need to first link up their online profiles via this tool, and they can self-manage it through their own customer portal!
  

Student Schedule required for Student membership

This is just one way of implementing a student requirement on the enrollment type. It requires an attachment be submitted, and a valid attachment is needed for the contract to remain un-alerted.
 

Learn More about Customer Requirements and managing customers missing valid attachments HERE

1. Create the Attachment to "receive" the student proof. 

Manage > Organization & Facility > Attachment Types

• Set the attachment to expire if you want to trigger the student to resubmit a schedule periodically
• Require Validation - toggle on to put the attachment in a queue for staff to view and validate/reject.

2. Create the Customer Segment in Manage > Customer Segments & Requirements > Segments

Toggle ON Modifications locked to administrators, otherwise someone with segment access may accidentally break your customer requirement!

Shown below is the segment to configure.  It looks for An Unexpired Student Attachment that has been validated.  People meeting this segment will be a valid student enrollment

• Click Add Condition and select the Attachments constraint under the Customer Activity tab
  
   
• Configure the constraint as follows:
  • Select the Student attachment type you created
  • Select Non-expired only
  • Create date: No filter
  • Validation Status : Validated

3. Create the Customer Requirement 

• Go to Manage > Customer Segments & Requirements > Customer Requirements tab
  
   
• Select the segment you created above
   
• Resolution Action - select Attachment. 
  • This will prompt them to upload an attachment when purchasing online. 
    • On a kiosk in the gym they can't upload, but once logged into their portal they CAN see that the attachment is due and can upload it after making their kiosk purchase. 
    • If needed, staff can also manually add an attachment on the attachments tab of the customer's record.  Manually added attachments are considered validated.  They will follow the attachment expiration rules
       
• Enforcement settings
  • Prevent/Prevent to restrict both staff and customers.  Certain staff can have override permission.  Prevent/Warn to Prevent customer but only warn, not restrict, staff.

4. Create Enrollment Type and Apply this Requirement

• Go to Build > Plans > Enrollment Types tab
  
   
• Create new or Edit existing enrollment type.  
  NOTE: if editing existing, expand the Enrollment type row to see other plans using this enrollment type to see what other plans use this enrollment type - they will also be impacted!
  
   
• Optionally add an age restriction (ie, 18+ to limit it to college students)
   
• At the bottom of the enrollment type settings, toggle on Customer Requirement and select the customer requirement made in step 3.

5. Add this Enrollment Type to a plan

• Build > Plans > Select the plan > Big Edit > Enrollment Ranges
  
   
• Once used on a plan.  This enrollment type will restrict those enrollees to people with a valid attachment OR have them upload an attachment to become valid.
   
• Test your plan from your storefront to confirm it works as expected/needed

First Time Member Only for a Trial Membership 

NOTE: Build your Trial Membership Plan first (with a unique enrollment type that will use the requirement built below), that way you can reference it in the segment.

This example has a loophole where a CURRENT trial member could buy themselves a duplicate membership.  You can create a segment to check for this periodically if needed, but this segment restricts it fairly well.
 

1. Create the Segment - Manage > Customer Segments and Requirements

• Toggle ON to restrict to admin.  This better protects your segments used in requirements and is HIGHLY recommended.  
   
• Conditions on the segment translate to "has not had a trial membership that ended between 100 years ago and yesterday AND has not been on any other membership plan that was active, started, ended, or cancelled in the last 100 years"
  • Adjust the pulldown menu at top to DOES NOT MATCH ALL of the following
  • Add the Contracts/Enrollments constraint (in Customer Activity) - you will add this twice
    • Contracts/Enrollments 1: include any existing memberships you want to exclude from doing the trial membership.  be sure to exclude the trial membership.
    • Contracts/Enrolments 2: include the Trial Membership only as Ended in the last 50 years

2. Create the Customer Requirement

• Manage > Customer Segments & Requirements > Customer Requirements
• Add New
• Assign Segment
• Set Resolution Action to None
• Enforcement: Prevent/Warn as desired (Prevent/Prevent to block without additional override access)

3. Add Requirement to Enrollment type of the Trial Membership Plan

• Build > Plans > Enrollments.  
• Edit the enrollment type used in the Trial Membership - make sure no other plans are using it as this requirement will apply anywhere this enrollment type is used.
• Toggle ON Customer Requirement at the bottom and select the Customer Requirement you made

4. Test it.

• Sell a customer the trial membership.
• After it ends try to sell them another - it should restrict.

Waive Initiation If Joining 30 Days After Trial Membership Ends

In this example, a customer segment will be used to restrict a promo code.  The customer requirement is NOT needed in this example.

Customer segment on a promo code means the contract holder must be in the segment for the promo to apply.

1. Create a segment

• Match any of the following: this will look for the contract holder OR the enrollment of a trial membership
• Contracts Enrollments condition is added twice. 
  • Plan: Trial Membership
  • Status: Ended
  • Relative date: 
    • Start of day: subdays 15 = contract ended 15 days ago (so they can join up to 15 days after the trial ended at $0 initiation).
    • End of day: add days 7 = end date is coming up in 7 days (so they can join at 0 before the trial is over if they want).
  • with customer as: Enrollment on the first condition; as Contract Holder in the second condition

2. Build > Promotions and create a promotion

See here for more info on building promotions

• On the Customer Requirement tab, apply the segment. 
  

   

• On the Codes& Redemptions tab, use a fixed code, restrict to single use per customer if needed. 

  

• On the Product Triggers tab select the initiation fee product
• On the Cart discount, select 100% and Limited to items in product trigger

The Promo Code will not work if the contract holder is not "valid" per that segment - they must be IN the segment for the promo code to work.

 

First Time Visitors only for a Guest Pass Plan 

 See here for how to build a guest pass plan.

Complete the following to set up a customer requirement on an enrollment type to restrict a guest pass to first time guests

1. Create the Customer Segment

Manage > Customer Segments & Requirements > Customer Segments > add new.

Determine what constitutes a first time guest.  Your segment should return the people that should be allowed as a first time guest. Here are two examples:

>Does not have a check in with one of those badge types in the last 100 years

>Does not have a check in between yesterday and 50 years ago (any check in, not just certain badged check ins) and exclude the Spectator badge.  In this case the spectator badge is on a plan for visitors that this gym does not want to exclude as a first time guest.

2. Create the Customer Requirement

Manage > Customer Segments & Requirements > Customer Requirements

3. Create Enrollment Type + Assign Requirement

Now go Add it to your plan!