> 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/split-family-to-individual.md). # How to Split a Family Membership into Individual Memberships ### 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). * **Active Membership**: The family membership must be in Active or Pending/Paused status. See: [How to Identify Primary vs Sub-Members](/products/control-panel-overview/membership-management-hub/identify-primary-sub-members.md). * **Individual Program**: An individual membership program must exist to enroll the separated members into. See: [How to Create a Membership Program](/products/control-panel-overview/membership-setup-overview/create-membership-program.md). * **Payment Methods**: Each member who will have their own individual membership must have a valid payment method on file. ### Instructions 1. Use the **Search** icon (magnifying glass) in the top navigation bar. Type the primary member's name or email and select their profile. Then scroll to the **Memberships** section. > 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**. 2. Click **Edit** on the primary member's family membership card. 3. Note down all sub-members, their contact details, and current Member IDs for reference. 4. **Enroll the sub-member(s) into individual memberships first**: * Navigate to the sub-member's CRM profile. * Enroll them into the appropriate individual membership program. See: [How to Enroll a Member](/products/control-panel-overview/membership-management-hub/enroll-member.md). * Set up their individual billing (payment method, billing cycle, dues amount). * Confirm the new membership card is Active. 5. **Cancel the sub-member's old family membership card**: * Return to the sub-member's old membership card (the one linked as a sub-member) and change the **Status of Membership** to Cancelled. * This breaks the parent-child linkage. The sub-member's new individual membership (from step 4) remains active. > **Note**: The "Sub Member" tag on the old card will persist after cancellation — this is expected, as it reflects what the member was under that setup. 6. **Adjust the primary member's membership** (if needed): * If the primary member should also move to an individual program, cancel the family membership and enroll them in the new individual program. See: [How to Enroll a Member](/products/control-panel-overview/membership-management-hub/enroll-member.md). * When re-enrolling in an individual membership, the member will adopt the individual pricing set by that membership program. 7. Add **Staff Notes** to all affected profiles documenting the split (e.g., "Family membership split into individual memberships per member request 2026-02-15"). > **Note**: Splitting a family membership does not automatically prorate or refund the family rate. Calculate any billing adjustments manually and process refunds or credits as needed. See: [How to Add House Credit](/products/control-panel-overview/charging-payments-overview/add-house-credit.md). ### Best Practice Process the split at the beginning of a billing cycle to minimize proration complexity. Create the individual memberships before cancelling the family membership to ensure there is no gap in access. For the primary member, always enroll in the new program first and then cancel the old. ### What Happens Next * **On the member side**: Each member now has their own independent membership, portal login, membership card, and billing. Status changes on one membership no longer affect the other. * **Next step**: Send each member their new digital membership card. See: [How to Send a Member Their Digital Membership Card](/products/control-panel-overview/membership-management-hub/send-membership-card.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. 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. 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