Set up memberships for corporates
Enabling corporate accounts on a membership has two steps.
Step 1: Set the Corporate Account Configuration.
This setting controls whether a corporate account is required when the membership is sold. The setting has three options: required, optional, or not used. The setting is available in the Create Membership wizard when the membership is first set up. The setting can be updated later from the General tab of the Edit Membership page.
Step 2: Associate corporate accounts and define payments.
This step links one or more corporate accounts to the membership. For each account, the share of the membership fee that the corporation pays is defined per fee component. This step is performed on the Corporate accounts tab. The tab is available only after the membership is saved. To complete this step on a new membership, save the membership first, then reopen it from the Edit Membership page.
Create a membership with a corporate account
The Corporate Account Configuration sets the membership's relationship with corporate accounts from the first sale of the membership onward. The value chosen at creation governs every sale of the membership, both at the point of sale and on the Webstore. The field establishes only the rule. Administrators link specific corporate accounts and configure their payment shares later, after they save the membership. The steps below cover only the corporate account configurations. Refer to the Create a membership article for the complete membership creation procedure.
At the organization level, click the Master data icon.
Navigate to Memberships.
Click Add to open the Create Membership wizard.
Complete the wizard steps that capture the membership name, fees, services, and other base settings.
Scroll to the section that contains Membership Renewal options, Membership Upgrade options, and Membership Downgrade options.
From the Corporate Account Configuration list, select a value. Each value controls a different behavior at the point of sale and on the Webstore. Refer to the Corporate Account Configuration field section below for a full description of each value before making a selection.
Click Next to continue through any remaining wizard steps, or click Finish to save the membership.
To update the Corporate Account Configuration on an existing membership, follow the same steps on the General tab of the Edit Membership page.
The Corporate Account Configuration field on a membership controls whether a corporate account is required when the membership is sold. The field offers the following options:
Field | Description |
No Corporate Association | Corporate accounts do not apply to this membership. They are not displayed during membership configuration, at the point of sale, or on the Webstore. The membership is sold without any reference to a corporate account. |
Optional Corporate Association | Corporate accounts are displayed during membership configuration. The administrator can associate one or more accounts on the Corporate accounts tab or leave the membership unassigned. At the point of sale, the front desk can apply a corporate account or skip it. On the Webstore, the membership remains available for purchase without a corporate selection. |
Mandatory Corporate Association | At least one corporate account must be associated with the membership on the corporate accounts tab before it can be sold. At the point of sale, the front desk cannot add the membership to an invoice without selecting a corporate account. On the Webstore, the membership is hidden until at least one account is associated. |
Considerations
When you select Mandatory Corporate Association and try to save the membership without associating any corporate account, Zenoti displays the message: “Corporate is chosen to be mandatory. Please select at least one corporate account to open the membership for sale.”
If a membership is set to Mandatory Corporate Association and no corporate account is associated, the General tab displays a red banner: “Membership is not available for sale. Please select at least one corporate account.” The banner clears after a corporate account is associated and the membership is saved.
The Corporate Account Configuration field is non-versioning. Changing it takes effect immediately for future sales and does not affect existing members. When you clone a membership, the cloned copy starts with No Corporate Association. Reconfigure the field on the cloned membership if the original used a corporate account.
Associate corporate accounts and define payment splits
Use the Corporate accounts tab on the Edit Membership page to associate corporate accounts with the membership and to define how much each one pays per fee component. Each row on the tab specifies one corporate account, one fee component, and the amount that the corporate pays toward that fee component on every invoice raised for this membership.
An info banner at the top of the tab reads: “Payments for recurring fees will be automatically applied to all upcoming recurring collections.” The configuration set here drives the corporate share on every collection cycle for this membership.
Open the membership on the Edit Membership page.
Click the Corporate accounts tab.
From the Name list, select the corporate account that pays toward this membership. The list shows the corporate accounts created under Payments > Custom payments > Corporate accounts for memberships.
From the Fee type list, select the fee component that the corporate pays toward.
In the Payment field, enter the amount in dollars that the corporate pays for the selected fee type.
Click Add. The row appears in the table below.
Repeat steps 3 to 6 to add more rows. Each row represents one combination of corporate account and fee type. The same corporate account can appear in multiple rows for different fee types.
Click Save.
Fields on the Corporate accounts tab
Field | Description |
Name | A corporate account that pays toward the membership. The list shows all active corporate accounts in the organization. |
Fee type | Fee component that the corporate covers. See the Fee type options table below for the available values and what each one means. |
Payment | The dollar amount that the corporate pays toward the selected fee type on each applicable invoice. The remaining balance is collected from the member. |
Add | Adds the configured Name, Fee type, and Payment combination as a new row in the table. |
Fee type options
Field | Description |
Membership Collection | Applies the corporate share to every recurring collection invoice raised for the membership. Use this option for ongoing monthly or periodic dues. |
Setup fee | Applies the corporate share to the one-time setup fee charged when the membership is sold. The setup fee is collected only on the initial sale, not on recurring collections. |
Annual fee | Applies the corporate share to the annual fee charged on the membership. The annual fee is collected once per year on the cycle configured for the membership. |
Saved rows table
Each row added to the tab appears in the table below the input fields. The table shows the active configuration for the membership.
Field | Description |
Name | Corporate account configured for the row. |
Fee type | Fee component covered by the row. |
Payment | The dollar amount the corporation pays for this fee type on each applicable invoice. |
Delete icon | Removes the row from the membership. The corporate account stops paying for the associated fee type on future invoices. Existing collections that have already been processed are not affected. |
Note: The Payment value must be greater than zero. If you click Add with the Payment field set to 0, Zenoti displays the dialog “Payment should be greater than zero,” and the row is not created.
Note: Configuration changes on the Corporate accounts tab apply to future recurring collections on the membership. Adjust the configuration before the next collection cycle if the corporate share changes.
Configuration scenarios
The Corporate accounts tab supports different payment arrangements between the membership and one or more corporate accounts. Each row on the tab represents one corporate account and one fee component. The scenarios below serve as reference patterns for common arrangements.
One corporate, one fee component
Add one row. Select the corporate account, the fee component, and the amount. The corporate account pays that amount on every applicable invoice for that fee component. The member pays the remaining balance on that fee component and the full amount of every other fee component. Use this pattern when the business arrangement covers only one aspect of the membership fee.
One corporate, multiple fee components
Add one row per fee component, each referencing the same corporate account. For example, add one row for the setup fee and one row for Membership Collection to have the same corporate account cover both. Enter the corporate or company share in the Payment field on each row. Use this pattern when the business arrangement covers more than one fee component on the membership.
Multiple corporate accounts on the same membership
Add one row per corporate account. Each corporate account pays the amount configured on its row, independently of the others. Use this pattern when the membership is available to employees from more than one company, each with its own payment arrangement.
Different corporates covering different fee components
Add one row for each corporate and fee component combination. For example, add one row for the first corporate covering the setup fee, and one row for the second corporate covering Membership Collection. Each corporate account pays only for the fee component on its row. Use this pattern when different companies cover different parts of the membership fee.
Note
When the front desk selects a corporate account at the point of sale, Zenoti calculates the corporate share using only the rows that reference that account. Rows for other corporate accounts on the same membership do not apply to that sale.