Considerations

Corporate Account Configuration changes are non-versioning. 

A change to the Corporate Account Configuration field takes effect immediately on future sales. Zenoti does not create a new membership version when the field changes. Existing members retain the configuration that applied at the time of their sale, and their payment arrangements remain intact.

Cloned memberships reset the Corporate Account Configuration to No Corporate Association. 

The clone operation does not carry over the source membership's configuration. An administrator must set the field on the cloned membership before it goes on sale; the cloned membership sells without any corporate account involvement, regardless of the source membership's value.

Mandatory Corporate Association hides the membership from the Webstore. 

A membership set to Mandatory Corporate Association does not appear in the Webstore catalog because corporate accounts cannot be applied through Webstore checkout. The membership is available only at the front desk, where the front desk operator selects the corporate account manually at the time of sale.

Corporate accounts apply only at the time of original sale. 

The front desk links a corporate account to a membership invoice when the membership is first sold. Zenoti does not allow a corporate account to be added to a membership after the original sale. A membership sold without a corporate account remains without one for its entire duration.

The Corporate accounts tab is available only on the Edit Membership page. 

The tab does not appear during the membership creation flow. An administrator must save the membership first and then reopen it on the Edit Membership page to access the tab and configure the payment rows.

The Payment field on the Corporate accounts tab does not accept zero.

Each row on the tab requires a Payment value greater than zero. Zenoti blocks the Add action and displays a validation message if the Payment field is set to zero.

Each corporate account holds one saved payment method. 

A corporate account stores one credit card or ACH record at a time. To update the payment method, use the Change action on the Payment Accounts section of the General tab. The previous record is removed when the new one is saved.

Deactivating a corporate account removes it from all selection points. 

When an administrator sets the Active toggle to No on a corporate account, the account no longer appears in the Name list on the Corporate accounts tab or at the point of sale. Memberships already linked to the account are not affected, but the account cannot be selected for new associations until it is reactivated.

Corporate accounts follow the same statement and billing rules as guest house accounts. 

The statement cycle, due date, late fee, and decline fee settings that apply to guest house accounts apply to corporate accounts as well. Review the statement configuration for the organization to confirm these parameters align with the billing arrangement for each corporate account.

Restrict access to corporate account settings.

The Corporate Account Configuration field on the General tab and the Corporate accounts tab on the Edit Membership page carry significant billing implications. Limit access to these areas to administrator roles. Front desk roles should not have permission to modify corporate settings on the membership master.