Set up two separate membership products in the system so adult members and junior members only see the correct option based on age. This SOP also ensures the senior product is restricted correctly and the junior product includes the required upsell fee.

View the video here

Key Steps

1. Restricting Adult membership 0:19

• Open the existing race membership product.
• Copy the information from the About this membership section.
• Use this copied content later when creating the new product so the setup stays consistent.
• Confirm the base product pricing and structure before making changes.

2. Restrict the senior membership to older members only 1:22

• Leave the main membership details unchanged except for the age restriction.
• Add a purchase rule for the senior membership.
• Set the rule to block anyone under 18 from purchasing this membership.
• In this setup, treat 18-year-olds as part of the junior group, so the senior product should only be visible to members aged 19 and over.
• Make sure it is based on Current Date
• Save the rule once the restriction is configured.

3. Create the junior membership product 2:30

• Create a brand-new membership product for juniors.
• Name it something identifiable in the backend, such as Race Junior.
• Paste the copied About this membership content into the new product.
• Match the color and other visual settings to the original product if needed.
• Ensure the product classification links it to the correct parent membership category.
• If no product categorization is set the member will not receive an AusCycling Membership

4. Link the junior product to the correct membership classification 3:07

• Verify that the product classification is set correctly.
• Link the junior product to the same underlying membership structure so it connects properly in the background.
• Confirm the junior product will function as the club-level version of the membership.
• This step ensures the system recognizes the product relationship correctly.

5. Set junior pricing and age-based visibility 3:26

• Set the junior membership price to $0 if the club-level membership is under the $25 threshold.
• Add a purchase restriction so the product is only available to members younger than 19.
• Use the current date as the reference date for the age rule.
• Save the restriction so only eligible junior members can see and purchase it.

6. Add the required upsell fee to the junior membership 4:04

• Add the upsell product fee of $15 to the junior membership.
• Mark the fee as required.
• In settings, enable pre-ticked and subscription mandatory so the fee renews automatically each year.
• Save the configuration after confirming the upsell is attached correctly.

7. Review the final product list and ordering 4:24

• Confirm that both products now appear in the race category:
• Senior membership
• Junior membership
• Verify that each product is restricted to the correct age group.
• Move the senior product to the top if needed so the products display in the correct order when users log in.
• Perform a final check to ensure members only see the membership option relevant to their age.

Cautionary Notes

• Be careful with the age cutoff: in this setup, 18-year-olds are included in the junior group, so the senior product should effectively be for 19+.
• Make sure the purchase restrictions are applied to the correct product; otherwise, members may see the wrong option.
• Confirm the upsell fee is marked required and subscription mandatory so it renews properly each year.
• Double-check the product classification link so the membership connects correctly in the background.