Entity and Corporate Memberships

There are a couple of ways to set up corporate memberships: 

  1. The Entity (the business) is billed for all of their employees, using the billing information on the Entity customer record. The corporate members (the actual members) have all of the settings on their membership tab configured by the entity setting, which means you can make bulk changes to things like dues rates if you negotiate a new deal with the company.

This is what the company/Entity record would look like:

In the corporate member record, when you assign the member type as Corporate, the items under the Membership tab are grayed out and the only selection that can be made is the Corporate Entity. Once the corporate entity is chosen, the dues will be assigned according to what is on the Entity's record:


Add-on products can only be attached to the Entity if you choose to do it this way. 

2. The other option is to simply choose Member, not Corporate, as the member type and assign the discounted dues to each individual corporate member. Under Membership Payment Options in the customer record, choose EFT - Bill Responsible Member Listed Above and choose the Entity. Add-on products can be attached to individual members if you do it this way. 

Note: Customer accounts (Corporate or Member) that are tied to an Entity as their responsible party will be able to do on account sales. In other words, if a Corporate member tries to make an on-account purchase (such as snacks or retail) at the POS, the payment completion window will not allow escalation to the parent Entity.

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