> 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/membership-management-hub/edit-membership.md). # How to Edit a Membership ### 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). * **Admin Setup**: If changing to a paid program, a payment processor must be connected. See: [How to Link a Payment Processor](/products/control-panel-overview/admin-overview/link-payment-processor.md). * **Member Status**: The member must have an existing membership enrollment. ### Instructions 1. Use the **Search** icon (magnifying glass) in the top navigation bar. Type the member's name or email and select their profile. Then scroll to the **Memberships** section and click **Edit** on the card. > Alternatively, navigate to [**MEMBERS > View Members**](https://control.peoplevine.com/membership/0/members), search by member name or member ID, click **APPLY**, and click **Edit** next to the member. > **Note (Pro Dash):** Navigate to **REWARD > Members > All Members**. #### Memberships with a linked subscription (Paid Subscription type) The card edit page shows: * **Membership Number**, **Alternate ID Number**, **Joined On**, **Perk Date** — editable. * **Expiration Date** — read-only. Controlled by the subscription's cancellation date. * **Status of Membership** — not editable here. Edit the subscription instead. To change status or expiration, edit the subscription — either from the **Subscriptions** section on the member's profile (click **Edit** on the subscription row) or via [**SELL > View Subscriptions**](https://control.peoplevine.com/subscriptions). #### Memberships without a subscription (ID / complimentary type) The card edit page shows: * **Membership Number**, **Alternate ID Number**, **Joined On**, **Perk Date** — editable. * **Expiration Date** — editable, with a **This membership never expires** toggle. * **Status of Membership** — dropdown available. Options: Active, Pending/Paused, Suspended, Upgraded, Downgraded, Expired, Cancelled, Archived. > **Note**: Setting the card status to Cancelled deactivates access, but does **not** automatically cancel associated subscriptions. If subscriptions exist (service or paid membership), those must be cancelled separately. #### Common fields (both types) 4. To **change program**, click **(Change Membership)** next to the program name. For paid memberships with a subscription, do **not** use Change Membership — it will most likely break the subscription. Instead, cancel the current subscription (which cancels the membership) and re-enroll in the new program. This preserves historical tracking. > **Perks on upgrade/downgrade**: When a member moves to a new program, the old program's perks stop re-issuing, but any already-issued perks (guest passes, vouchers) remain on the member's profile. The new program's perks begin issuing on the new schedule. To clear outstanding perks from the old program, manually redeem them from the member's profile. 5. **Set as Primary Membership Card** — check to make this the primary card for check-in. 6. **Attach Member Photo** — upload a photo for the membership card. 7. Click **Save**. ### Best Practice Always add a note on the member's CRM profile documenting why you changed a membership. The edit membership page does not have a notes field — use the CRM profile's Take a Note section instead. ### What Happens Next * **On the member side**: Status changes take effect immediately. If suspended or cancelled, the member loses portal access and check-in privileges. If reactivated, access is restored. * **Next step**: [How to Add a Sub-Member](/products/control-panel-overview/membership-management-hub/add-sub-member.md) or [How to Manage Subscription Billing](/products/control-panel-overview/billing-payments-hub/manage-subscription-billing.md). *Last updated: 2026-05-24* --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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