How to Bulk Award Membership Credits?

Summary

This guide explains how to award Membership credits to multiple members at once using the Bulk Action tool. For example, if a facility, such as a swimming pool, is closed, you may wish to offer a goodwill credit to all affected members. This credit can be redeemed against future membership payments. Using this tool, you can apply credits to all relevant accounts quickly, avoiding the need to update each account individually.

Important Note:

  • Membership credits can only be redeemed against future monthly Direct Debit (DD) payments whilst General credits can be used against all payments except DD collections.

 

Step-by-Step Guide

1. Access the Bulk Actions Module

  • From the Home page, navigate to the Bulk Actions Module.

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2. Select Customer Memberships

  • Click on Customer Memberships to proceed.

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3. Choose a List to Award Membership Credits

  • Select the list of members you wish to apply credits to.

    (If you haven’t created a list yet, please refer to the guide: "Bulk Action - Create a New List").

For Created Lists:

A) From the Bulk Actions > Customer Membership page, go to the My Lists section on the right.

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B) Select the relevant list and click View Details.

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Ensure the list data is accurate before proceeding, as some actions cannot be undone.

C) From the Bulk Actions column, choose Award Membership Credits.

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D) Click on Award Membership Credits to proceed.

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E) Enter the credit amount and click Continue.

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F) Choose the date for the action to be executed:

  • Immediately

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  • On a specific date

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G) (Optional) Add a note to accompany this action, then click Save and Continue.

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H) Review the details, then click Confirm to finalize the action.

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  • The credit will now be applied to all customers on the selected list.

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For Imported Lists:

A) From the Bulk Actions > Customer Memberships page, go to List Imports.

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B) Click View Details for the imported list you want to action.

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Follow the same steps outlined for Created Lists above.


Viewing the Awarded Credits

Once credits have been applied, you can view them on individual customer accounts:

  1. Navigate to the Customers Module.
  2. Search for a customer who received the credit.
  3. Open the customer’s profile and click the Credit tab to view the details.

Bulk Action History

You can review past bulk actions by following these steps:

  1. From the Bulk Actions page, click on Action Log.

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  2. Here, you can view a history of all previous bulk actions.

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