Key Steps

 1. Open the membership product and locate rule settings 0:00

• Open the target membership product (for example, the race product).
• Go to the main component of the membership.
• Find the section for restrictions, discounts, and surcharges on the membership form under Members Benefits.
• Use this area to control who can buy the product and at what price.

2. Create a purchase restriction rule 0:37

• If you need to prevent certain people from purchasing the membership, add a purchase rule.
• Example use case: block junior members from buying a membership.
• Enter a clear rule name, such as No Junior Members.
• Select Add new rule to begin configuring the restriction.

3. Choose the rule type and available conditions 0:55

• In the rule automation section, review the available predefined rule types.
• Common rule options include:
• Member age
• Club profile information
• Membership type held
• Role held
• Date-based rules
• Credentials
• Choose the rule type that matches the business requirement before setting the condition details.

4. Configure an age-based restriction 1:49

• To restrict membership by age, set the rule to use a specific date.
• Example configuration:
• Condition: member is older than a specified age
• Date reference: previous 1st of January
• Age threshold: 18
• Untick the check cart option – if required
• Save the rule so the product is restricted to members who meet the age requirement.

5. Set up a discount for a specific member group 2:20

• Use the same rule functionality to create a discount instead of a restriction.
• Example use case: offer a lower price for junior members.
• Create a discount rule and define the group that should receive the reduced price.
• Confirm whether the discount should apply automatically when the member meets the rule.

6. Choose percentage or fixed-dollar discount 2:37

• Decide how the discount should be calculated:
• Percentage discount: enter the decimal value, such as 0.15 for 15%.
• Fixed-dollar discount: enter the dollar amount to subtract from the price, remember that all prices are monthly so the $ figure you include will calculate each month for monthly payment, or 12 times for an annual payment e.g a $1 discount in this section will provide a $12 discount annually.
• Use the percentage option when the discount should scale with the product price.
• Use the fixed-dollar option when the final price needs to be a specific amount.

7. Apply date-based discount logic 3:24

• If the discount depends on a date condition, choose either:
• Specified date
• Current date
• You can also use a year-based reference such as:
• Previous January 1st
• Next January 1st
• Set the age/date condition so the discount applies only to the intended group, such as members younger than 18 on the selected reference date.

8. Review surcharge setup and confirm the rule behavior 3:47

• If needed, configure a surcharge using the same process as restrictions and discounts.
• Verify that the rule logic matches the intended outcome before saving.
• Confirm the product now reflects the correct restriction, discount, or surcharge behavior for the selected member group.

Cautionary Notes

• Ensure age and date conditions are set correctly, especially when using previous or next year references.
• all prices are monthly so the $ figure you include will calculate each month for monthly payment, or 12 times for an annual payment e.g a $1 discount in this section will provide a $12 discount annually.
• Percentage discounts must be entered as decimals, not whole numbers (for example, 0.15 instead of 15).
• Double-check whether the rule should restrict, discount, or surcharge the product before saving.
• Test the rule with a sample member profile to confirm the system applies the correct pricing or access control.