This article will show you how to add a Prerequisite Session to a session or Activity. If a prerequisite is added to a program, a participant must register for the prerequisite to enroll in the new session. Some use cases for prerequisites include:
Level-based classes (for example, participants must register for Dance Level 1 before enrolling in Level 2)
Classes that are limited to Members
Verification (for example, Insurance and residency)
Important Notes:
The prerequisite session must already exist in the Recreation Management.
Existing Memberships that are imported into the Recreation Management solution during implementation through the Membership Import cannot be used as valid prerequisites.
Prerequisites do not require that users pass a previous session before enrolling in the next session. If you require participants to pass a level before registering for the next one, please Utilize Account Flags.
Instructions
Sign in to your solution
Create both the prerequisite session and the session the prerequisite will be added to.
For example, create session Level 1 and session Level 2.
Navigate to the Activity List:
Expand the Activities menu
Select Activity List
Locate the session that needs a prerequisite and click the edit pencil icon.
Navigate to the Advanced tab
Next to Prerequisite Sessions, click the Add Item button:
Note:
Prerequisites can also be added to activities by selecting add item when you create a new activity.
Search for and select items to add as prerequisites:
Configure the Prerequisite options:
Any Account Member: This will allow any individual account member within the entire account to register for a Session as long as one account is registered for the prerequisite
Block Registration: This will block registration for the attempted Activity if the prerequisites are not met. If this box is not checked, the Prerequisite Session will automatically be added to the cart
Allow Expired: This will allow an expired prerequisite to be used during registration (for example, if an Annual Membership expired on February 1st but registration occurs on February 5th, the Annual Membership will still be recognized as meeting the prerequisite)
If multiple prerequisites need to be added, repeat steps 4 through 6.
If adding multiple prerequisites, choose whether to Require All or Require One prerequisite.
Require All: The customer needs to complete all of the session's prerequisites before they can attend the session.
Require One: The customer needs to complete 1 of the session's prerequisites before they can attend the session.
Click the Save New Session button:
On the Catalog, when your prerequisites are configured to Block Registration, if the participant has not enrolled in the prerequisite, they will receive an error and will be prevented from registering.
On the catalog, when your prerequisites are not configured to Block Registration if the participant has not enrolled in the prerequisite, they will not receive an error and can add the session to their cart.
Notes:
If there is only one option for a prerequisite, the prerequisite session will be automatically added to the customer's cart if they have not enrolled in it.
If the session has multiple prerequisite options, the customer can choose the prerequisite session they wish to register for.