> 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-setup-overview/create-membership-program.md). # How to Create a Membership Program ### 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). ### Instructions 1. Navigate to [**MEMBERS > Manage Membership Programs**](https://control.peoplevine.com/admin_membership_list.aspx). > **Note (Pro Dash):** Navigate to **REWARD > Manage Membership Programs**. 2. Click **NEW MEMBERSHIP PROGRAM** (green button, top right). 3. In **The Basics**, enter the program details: | Field | What to Enter | | ------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------- | | **Internal Name** | For internal reference. Members do not see this. | | **Membership Card Title** | What members see in the Member Portal, on their downloaded digital ID card, and in billing statements for membership dues. | | **Brief Description** | Displayed on the member portal under the Membership Title on the memberships page. | | **Long Description** | Displayed on self-signup enrollment forms. | | **Member ID** | Auto-generated by default at length 5. Adjust **Member ID Length** or add a **Prefix** only if your club has specific ID format requirements. | 4. In **Billing for this Membership**, select the program type: | Type | When to Use | | --------------------- | ----------------------------------------------------------------------------------------------- | | **Paid Subscription** | Recurring billing — creates a subscription with scheduled charges | | **Add-On Feature** | Upsell access when a member subscribes to another membership (e.g., Wine Club or Locker Rental) | | **ID Card** | No payment required for membership access (e.g., Comped Memberships) | | **Temp Guest** | Temporary guest access (e.g., hotel guests) — separated from reporting totals | > **Paid Subscription programs**: If you selected Paid Subscription, configure billing and pricing before continuing. See: [How to Set Up Billing for a Paid Membership](/products/control-panel-overview/membership-setup-overview/setup-paid-membership.md). 5. In **Settings**, configure program options: | Setting | Description | | ------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Status** | **Active** = available for enrollment immediately; **Draft** = saved but not yet available for enrollment | | **Select a Confirmation Page** | Page shown to members after enrollment is complete. See: [How to Create a Confirmation Page](/products/control-panel-overview/applications-overview/setup-confirmation-page.md). | | **Capture More Data** | Attach a sign-up form to collect additional information at enrollment. Use **When to Capture More Data** to control whether members are prompted before or after payment. See: [How to Create a Form](/products/control-panel-overview/forms-overview/create-form.md). | | **Capture Data on Check-In** | Attach a form to prompt members at check-in. See: [How to Create a Form](/products/control-panel-overview/forms-overview/create-form.md). | | **Membership SKU** | Used for importing members via data import | | **Min Age / Age Out** | Minimum age to join and age at which members auto-transition to another program. Set the target program in **When they reach this age, upgrade to**. | | **Enable House Account** | When checked, new members are automatically set up with a house account — charges accumulate on invoices instead of requiring real-time payment. See: [How to Configure House Account Billing](/products/control-panel-overview/admin-overview/configure-house-account-billing.md). | 6. In **Member Signup**, configure how members can enroll: | Setting | Description | | ------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Self-Signup (Public)** | Members can sign up via the memberships page | | **Self-Signup (Private)** | Members can sign up via a direct URL | | **Full-Service/Admin Only** | Staff-managed enrollment only — members cannot self-enroll | | **Applicants Must Apply Here** | Attach an application form; membership activates automatically on approval | | **Application Fee** | Charged at submission. For Paid Subscription programs, enable **Apply Application Fee to Membership Dues** to credit it toward the first billing cycle. | 7. In **Member Perks**, configure benefits included with this program: | Setting | Description | | --------------------- | ------------------------------------------------------------- | | **Member Discount %** | Automatically applied at checkout for members in this program | | **POS Discount Code** | Micros Only — for POS discount rules at point of sale | | **Spending Money** | Issues a digital credit to the member's account on enrollment | 8. In **Membership Card Design**, customize the visual design of the digital membership card: * Configure the graphic and color scheme: | Field | Options | | ---------------- | -------------------------------------------------------------- | | **Graphic Type** | No Graphic / Upload New Graphic / Display Member Photo | | **Color Scheme** | Use Default or Create New (set text and background hex colors) | * (Optional) Check **Require members to upload a photo to activate their card** if using Display Member Photo. * Configure up to **6 card fields** — set each field's label and value source: | Value Source | What It Displays | | ---------------------------- | ----------------------------------------- | | **(Auto) Member's Name** | Full name | | **(Auto) Membership Number** | Assigned membership number | | **(Auto) Start Date** | Membership start date | | **(Auto) Expiration Date** | Membership expiration date | | **Same for All Cards** | Static text you enter | | **Entered by Member** | Value entered by the member during signup | | **No Value** | Field hidden | 9. In **Options**: | Setting | Description | | ---------------------- | ----------------------------------------------------------------------------------------------------------------------------- | | **Enable Sub-Members** | Set the maximum number of sub-members per card. Enable the portal toggle to allow main members to add sub-members themselves. | | **Scan Type** | **QR Code** (default) or **Barcode** (requires Peoplevine Check-In App) | 10. In **Notifications**, leave **Notify Me** unchecked. Instead, configure notifications separately so you can control the triggers and recipients. See: [How to Set Up Alerts and Notifications](/products/control-panel-overview/admin-overview/manage-alerts.md). 11. Click **CREATE**. ### Best Practice Start with **Full-Service/Admin Only** to maintain control over who gets enrolled. Before opening enrollment, test the program by enrolling a staff profile — preview the membership card design, verify the portal experience, and confirm the check-in flow works as expected. ### What Happens Next * **On the system side**: The program appears in [**MEMBERS > Manage Membership Programs**](https://control.peoplevine.com/admin_membership_list.aspx) and is available for staff enrollments immediately. For Paid Subscription programs, a subscription record is automatically created under [**SELL > View Subscriptions**](https://control.peoplevine.com/subscriptions) when a member is enrolled. * **Next step**: For Paid Subscription programs, configure billing. See: [How to Set Up Billing for a Paid Membership](/products/control-panel-overview/membership-setup-overview/setup-paid-membership.md). For guest passes and family memberships, see: [How to Configure Guest Pass Allocation](/products/control-panel-overview/membership-setup-overview/configure-guest-pass-allocation.md) or [How to Enable Family Memberships](/products/control-panel-overview/membership-setup-overview/enable-family-memberships.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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