> 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/primary-membership-card.md). # How to Set a Primary Membership Card ### 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). * **Multiple Memberships**: The member must have more than one active membership card on file. This typically happens when a member belongs to multiple programs (e.g., a social membership and a fitness membership) or has been upgraded but retains historical cards. Note: both primary and sub-members can have a primary membership card — this setting is not related to the primary vs sub-member distinction. ### Instructions 1. Use the **Search** icon (magnifying glass) in the top navigation bar. Type the member's name or email and select their profile. > Alternatively, navigate to [**MEMBERS > View Members**](https://control.peoplevine.com/membership/0/members), search by member name or member ID, and click **APPLY**. > **Note (Pro Dash):** Navigate to **REWARD > Members > All Members**. 4. Scroll to the **Memberships** section. 5. Click **Edit** on the specific membership card you want to set as primary. 6. On the card edit page, check the **Set as Primary Membership Card** checkbox. 7. Click **Save**. The primary card moves to the top of the membership list on the CRM profile page. When a member holds multiple cards, this controls which one is displayed first under the **Memberships** section. > **Note**: The primary card appears first on both the CRM profile and the Member Portal. The portal does not display a "primary" tag, but the card order reflects the primary designation. > **Note**: Each membership card has its own independent subscription and billing cycle. Setting a primary card does not consolidate billing. > **Note**: Setting a primary card does not deactivate other cards. All active membership cards remain valid. ### Best Practice When a member is upgraded to a new tier, set the new membership card as primary immediately. This ensures check-in, portal, and integrations all reflect the current tier rather than an outdated one. ### What Happens Next * **On both sides**: The primary card appears first in the Memberships section — on the CRM profile for staff and in the Member Portal for the member. * **Next step**: To send the member their updated digital card, see: [How to Send a Member Their Digital Membership Card](/products/control-panel-overview/membership-management-hub/send-membership-card.md). To upgrade a membership tier, see: How to Upgrade or Downgrade a Membership Tier. *** *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. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.peoplevine.com/products/control-panel-overview/membership-management-hub/primary-membership-card.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.