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Eligibility rules

Eligibility rules let you control who can purchase a membership package. You can use them to limit a package by age, gender, a custom profile field value, or previous membership history.

When to use eligibility rules​

Use eligibility rules when a package should only be available to a specific group of members. Common examples include:

  • Junior packages for members under a certain age.
  • Gender-specific packages.
  • Packages that only apply to members from a certain club, squad, or claim category.
  • Packages that depend on answers collected through custom profile fields.
  • Introductory or trial packages that should only be available to first-time members.

If you do not add any eligibility rules, the package can be purchased by anyone who can see it.

How eligibility rules work​

Eligibility rules are split into rule groups.

  • Each rule group must pass for the package to be available.
  • Inside a group, you can choose Match all (AND) or Match any (OR).
  • The editor shows the current connector between rules so you can see how the group will be evaluated.

This means you can build logic such as:

  • Members must be under 18 and have a specific profile field value.
  • Members can be male or non-binary within the same group.
  • Members must satisfy one group and another group.

Create eligibility rules​

The screenshot below shows the Edit Package page with the Eligibility Rules section.

Edit Package page showing an age range rule in the first group and a second rule group underneath it. Click the image to zoom.
  1. Go to Admin > Membership > Packages.
  2. Open the package you want to restrict.
  3. Click Edit.
  4. Scroll to Eligibility Rules.
  5. Click Add Rule Group to create your first group.
  6. Choose the group mode:
    • Match all (AND) means the member must satisfy every rule in that group.
    • Match any (OR) means the member only needs to satisfy one rule in that group.
  7. Click Add Rule.
  8. Choose a rule type and complete the settings.
  9. Add more rules or groups if needed.
  10. Click Save Changes.

Available rule types​

Age range​

Use Age Range when the package depends on the member's age.

  • Minimum age sets the youngest eligible age.
  • Maximum age sets the oldest eligible age.
  • Leave a boundary empty if you only need one side of the range.

This is useful for junior, senior, or masters memberships.

Previous membership​

Use Previous Membership when the package should only be available to members who have not held a membership before. This is the right rule for introductory or trial packages that are intended for new members only.

  • Leave Within years blank to block anyone who has ever held a membership that ended, regardless of when.
  • Set Within years to a number to only block members whose most recent membership ended within that window. A member whose membership ended longer ago than the configured period will be allowed through.

For example, setting Within years to 2 means a member who last held a membership three years ago can purchase the package again. A member whose membership ended six months ago cannot.

note

ClubPal checks for memberships that have a recorded end date. A membership only receives an end date when it has conclusively finished. This means a member's current active membership does not count against them.

Gender​

Use Gender when the package should only be available to specific gender values recorded on the member profile.

Select one or more allowed options.

Profile field value​

Use Profile Field Value when the package depends on a custom field, such as club, team, county, or claim status.

  1. Choose the profile field.
  2. Enter or select the expected value.

If the profile field is a dropdown, the editor uses the configured dropdown options.

What members see​

When a visible package has eligibility rules, the public membership page shows an Eligibility requirements section on the package card.

Public Membership page showing how requirement summaries appear to members. Click the image to zoom.

This helps members understand the restriction before they start checkout.

If a member does not meet the requirements, ClubPal blocks purchase for that package.

Tips for admins​

  • Keep rule groups simple so the summary is easy to read.
  • Use profile field rules for data you already collect and validate.