> 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/setup-corporate-membership.md).

# How to Create a Corporate 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).
* **Payment Processor**: At least one processor must be connected. See: [How to Link a Payment Processor](/products/control-panel-overview/admin-overview/link-payment-processor.md).
* **Tax Groups**: Tax groups must be configured. See: [How to Configure Tax Groups](/products/control-panel-overview/admin-overview/configure-tax-groups.md).
* **Company Profile**: The corporate entity should exist as a Company record in the CRM before enrolling employees.
* **Agreement Terms**: Know the number of seats, per-seat pricing, and billing arrangement (company-billed vs. individual-billed).

### 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**.
3. Select **Paid Subscription** as the membership type.
4. Enter the program details in **The Basics** section:

| Field                     | What to Enter                                                             |
| ------------------------- | ------------------------------------------------------------------------- |
| **Membership Card Title** | e.g., "Corporate Membership" or "Corporate Partner Program"               |
| **Internal Name**         | Short label for internal reports (e.g., "Corp"). Members do not see this. |
| **Long Description**      | Description of corporate benefits, seat allocations, and terms            |

5. In **Billing for this Membership**, enter the rate in the relevant frequency field (e.g., **Annually** for annual corporate billing, **Quarterly** for quarterly). Enter the **Initiation Fee** if applicable.
6. Set the **Allow Signup Option** to **Full-Service/Admin Only**. Corporate enrollments should always be staff-managed.
7. In **Taxes**, assign **Tax Groups** to each billing line item.
8. In the **Options** section, set **Enable Sub-Members** to the number of employee seats included in the corporate plan (e.g., set to 10 for a 10-seat corporate membership).
9. Click **UPDATE MEMBERSHIP**.

### Enrolling corporate members

After creating the program:

1. Create or locate the **primary contact** for the corporate account in CRM.
2. Enroll the primary contact into the Corporate Membership program.
3. Add employee members as **sub-members** under the primary contact's profile. See: [How to Enable Family Memberships](/products/control-panel-overview/membership-setup-overview/enable-family-memberships.md) (the sub-member mechanism is the same for corporate and family programs).

> **Note**: This setup allows the company to pay for membership access (dues). Each employee adds their own card on file for personal spend (dining, events) and is individually accountable for that. If the company should also cover all employee charges, enable family billing on the primary member's account and configure house accounts.

### What Happens Next

* **On the system side**: The corporate program appears in [**MEMBERS > Manage Membership Programs**](https://control.peoplevine.com/admin_membership_list.aspx). The primary contact's subscription covers all seats. Employee sub-members receive membership cards and access according to the program's perk configuration.
* **Next step**: Add employees as sub-members. See: [How to Enable Family Memberships](/products/control-panel-overview/membership-setup-overview/enable-family-memberships.md).

*Last updated: 2026-05-24*


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