Create and Manage Corporate Accounts
Learn how to create and Manage Corporate Accounts in Topo, including corporate profile, subsidies, eligibility, member association, selling corporate memberships, reporting, and billing considerations.
When to use this
Use this article when you need to create and Manage Corporate Accounts in Topo. The main staff surface is Staff > Membership > Corporate. It is written for Owners, Managers.
What this covers
Corporate profile, subsidies, eligibility, member association, selling corporate memberships, reporting, and billing considerations
Before you start
Use a staff role that can view and edit membership products.
Create needed locations, categories, tax rates, and payment setup before publishing a sellable plan.
Decide whether this workflow affects member signup, POS, staff-only sales, existing members, or billing rules.
Review the plan summary and test with a realistic member before making the product broadly available.
When changing sold terms, use the guided version, migration, switch, freeze, cancel, or refund workflow instead of assuming old access records update automatically.
Steps
Open the corporate accounts area.
Create the company profile and key contacts.
Configure subsidies, eligibility rules, and member association process.
Sell or attach corporate memberships through the supported staff flow.
Review corporate reports and billing details with the account owner before launch.
What happens after saving or completing this
Topo saves the record in your gym account and updates the related staff screens.
Member-facing visibility, checkout behavior, access, email delivery, inventory, or reports may change depending on the workflow.
Review the affected profile, checkout, signup page, report, or audience before considering the task complete.
Common issues and fixes
A visible plan does not appear to a member: review active status, signup visibility, age rules, dependent suitability, and location scope.
Editing a sold plan opens a guided change flow: existing members keep their current terms unless you migrate or switch them.
Stripe sync fails: save did not fully complete for billing checkout. Retry after payment setup is ready or ask an owner to review Stripe readiness.
Related articles
Plan and Access Model Overview
Sell Access from POS
Understand Customer Access