> 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/portal-overview/setup-directory.md).

# How to Set Up Directory Profiles

Directory profiles are the cards displayed on the member portal under modules like Dining, Spa, and Activities. Each card can be informational, bookable, form-driven, or a combination. For an overview of the five directory card types, see: [What are Directory Profiles](/products/portal-overview/directory-profiles-overview.md).

### 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).
* **Categories**: Each directory card must be assigned to a category to appear on the correct portal module page. See: [How to Set Up and Use Categories](/products/portal-overview/setup-categories.md).

### Instructions

#### Create a directory profile

1. Navigate to [**ENGAGE > View Directory**](https://control.peoplevine.com/admin_businesses.aspx).

> **Note (Pro Dash):** Navigate to **SELL > Directory > View Directory**.

2. Click **Add Profile to Directory**.
3. Complete **The Basics**:
   * **Directory Name** (required)
   * **E-mail**, **Website**, **Phone Number** (optional)
   * **Country** (required)
4. Complete **Settings**:
   * **Status**: Active, Inactive, or Pending Approval.
   * **Assign to a Category**.
   * **Order #** — sort position (ascending from 0).
   * **Featured Flag** — check **Featured Content** to highlight this profile on the home page.
5. Complete **Content**:
   * **Slogan/Headline**
   * **Preview Text** — summary shown on the card.
   * **Page Content** — rich text editor for the expanded profile.
   * **Preview Graphic** — card thumbnail (at least 400px wide; keep ratio consistent).
   * **Page Banner** — top banner image (1200×300px).
   * **Attach Form** — optionally attach a form for inquiries.
6. Set **Visibility**: **Anyone (Public)** or **Active Members Only**.
   * If you choose **Active Members Only**, all of your membership programs appear below. You can then designate whether all members can see the profile or only specific membership programs.
7. Once content and visibility are set, click **CREATE NOW** to publish the profile. Avoid clicking **CREATE NOW** before adding content and setting visibility.

> **Bookable cards:** To make a directory card bookable, attach a scheduler to it from the **scheduler's** settings (not from the directory card). See: [How to Set Up a Scheduler](/products/control-panel-overview/events-engine-overview/setup-scheduler.md).

### What Happens Next

* **On the member side**: Directory cards appear on the portal module pages where their category is assigned. Members can browse, filter by attributes, and interact with cards based on their type (view info, book, submit a form, or follow a link).
* **Next step**: To rearrange the order of directory profiles, use the reorder function from the directory listing page.

*Last updated: 2026-06-11*


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