Summary
This guide explains how to create lists to make bulk membership changes quickly and efficiently.
For example, if a facility needs to close temporarily, you may wish to freeze all memberships for that center, suspending members' monthly payments during the closure. Using the bulk action tool, you can complete this process in just a few steps, instead of making changes for each customer individually.
Step-by-Step Guide
1. Access the Bulk Actions Module
- From the Home page, navigate to the Bulk Actions Module.
2. Navigate to Customer Memberships
- Click on Customer Memberships.
3. Create a New List
- Click Create New List.
4. Filter Your List
- Enter the criteria for the list by selecting from the available filters. You can use one or more filters to customize your list:
Integration
- None
- CoursePro Course
Payment Type
- Fixed
- Recurring
Membership Status
- Active
- Lapsed
- Cancelled
- Frozen
- Pending
- Provisional
- Suspended
- Future
- Expired
Membership Type
- Select from the dropdown menu to view all membership types you’ve created.
Membership Group
- Select from the dropdown menu to view all membership groups you’ve created.
Home Centre
- Select from the dropdown menu to view all centres you’ve created.
5. Create and Save the List
- Click Create List.
- Enter the name you wish to assign to the list and click Save and Continue.
6. Import a List via CSV File (Optional)
If you already have a list in a CSV file, you can import it directly:
- Click Import CSV File in the top-right corner.
- Click Choose File, select your CSV file, and enter the desired List Name.
- Click Import.
CSV File Requirements
Ensure your CSV file includes the following headers:
- ID
- Customers
- Membership Status
- Payment Type
- Membership Group
- Home Centre
- Join Date From
Access Imported Lists
Imported lists can be found under List Imports on the right-hand side of the screen.
Related Articles
To learn more about specific bulk actions, refer to the following guides:
- Bulk Action - Cancel Memberships
- Bulk Action - Freeze Memberships
- Bulk Action - Award Membership Credits
- Bulk Action - Change Memberships