Summary
This guide explains how to freeze multiple memberships at once using the Bulk Actions tool. This is particularly useful if a facility needs to temporarily close, such as for maintenance, allowing you to freeze all associated memberships and suspend payments during this time. By using the bulk freeze feature, you can complete this task in a few steps, rather than handling each customer individually.
Step-by-Step Guide
1. Access the Bulk Actions Module
- From the Home page, navigate to the Bulk Actions module.
2. Go to Customer Memberships
- Select Customer Memberships from the available options.
3. Select the Membership List to Freeze
You can freeze memberships for either Created Lists or Imported Lists.
If you haven't created a list yet, please refer to this guide.
A. Created Lists
If you’ve already created a list of members whose memberships you want to freeze:
- On the Customer Memberships page, click My Lists on the right.

- Select the list you want to apply the bulk freeze to, then click View Details.
Important: Verify the data before proceeding, as bulk actions may be irreversible.
- In the Bulk Actions column on the right, select Freeze Memberships.

- Click Continue.

- Choose the Applicable Freeze Type from the dropdown.

- Select a Start Date for the freeze and specify the Freeze Duration (e.g., 1 month), then click Continue.

- Choose whether to apply the freeze Immediately or on a specific date, then click Continue.

- Optionally, add a Note explaining the reason for the freeze, and click Save and Continue.

- Once confirmed, the memberships will be frozen in bulk.
B. Imported Lists
If you’ve imported a list of members:
- On the Customer Memberships page, click List Imports.

- Find the list you wish to freeze and click View Details.

- Follow the same steps outlined above for Created Lists.
4. Review Bulk Action History
To check the history of your bulk actions:
- From the Bulk Actions page, go to Action Log.

- You will see a record of all past actions, including freezes.
Notes:
- Be careful when performing bulk actions, as they might not be reversible.
- You can always verify the status or details of past actions in the Action Log.
By following this guide, you can quickly freeze multiple memberships at once, ensuring that payments are paused for the duration of the closure.