This video and article explains the options for setting Eligibility on a sales package at the Corporate level. This allows you to limit which customers are able to purchase the sales package.
Navigate to Setup > Sales & Metrics > Sales Packages and select your sales package to open to the Eligibility tab.
Here you can define what classifications of customers can purchase this sales package.
Must Be A Non Member - allows to select if the client must have previously purchased a membership agreement.
Must Already Be A Club Member - only allows those who are currently an active member to purchase the package.
Gender - sets to only allow Males or Females to purchase this package.
Minimum Age - will prevent anyone below this age from being sold this package.
Maximum Age - will prevent anyone above this age from being sold this package.
Has No Other Bookings - only allows a customer who has never had a booking to purchase the package.
Must Have Also Booked - only allows a customer who has previously booked into the selected service/class to purchase this package.
From this screen, you are able to select if this sales package is eligible and Can be Sold As: Upgrade, Downgrade and/or Renewal.
Once you have made your selections click Update to save.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Corporate - General: Can access corporate setup