> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/applications-overview/create-partner-profile-application.md).

# How to Create a Partner/Spouse Profile During Application

### Before you begin (Prerequisites)

* **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).
* **Application Form**: An application must already exist with at least one page. See: [How to Set Up a Membership Application Form](/products/control-panel-overview/applications-overview/setup-application-form.md).

### Instructions

1. Navigate to [**ENGAGE > Survey & Forms > Manage Applications**](https://control.peoplevine.com/survey/groups).
2. Click the **Review** button next to the application.
3. Click **View Flow** (top-right) to see the current list of forms.
4. Add a new page to the application for spouse/partner details. See: [How to Add or Remove Pages from an Application](/products/control-panel-overview/applications-overview/add-remove-application-pages.md).
5. On the new page, add fields to collect the partner's personal details (name, email, phone, and any other relevant information).
6. In the **Form settings** for this page (not the application settings), check **"Generate a new CRM record when completed"**. This tells the system to create a separate CRM profile from the partner fields when the application is submitted. Enable this only on the spouse/partner form page.
7. Ensure all spouse/partner questions are on a **single form page** with this setting enabled. The CRM will automatically link the two CRM records (primary applicant and partner) when the application is completed.
8. Position this page at the end of the application flow.
9. Click **Save** or **Update**.

> **Note**: The partner's CRM record is created when the application is submitted, not when it is approved. The system automatically links the two CRM records (primary applicant and partner) when the application is completed, provided the **"Generate a new CRM record when completed"** setting is enabled and all spouse/partner fields are on a single form page.

### What Happens Next

* **On the system side**: Upon submission, the system creates two CRM records: one for the primary applicant and one for the partner. The records are automatically linked. Both records are searchable in [**CRM > View People**](https://control.peoplevine.com/customers). After approval, staff can add the partner as a sub-member on the primary member's Membership Card.
* **Next step**: Review and approve the couples application. See: [How to Process a Membership Application](/products/control-panel-overview/applications-overview/process-application.md).

***

*Last updated: 2026-05-24*


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