In this guide, we will show you how to award Membership credits to a list of members at once.
For instance, if one of the resources at a particular facility is closed (e.g., the swimming pool) you might want to add a gesture of goodwill credit to all the memberships for that centre - this credit can then be redeemed against future membership payments. This bulk action tool means you can complete this in just a few steps as opposed to actioning each customer individually.
N.B: Once you have added credits, you cannot remove them from a customer account. Membership credits can only be redeemed against their Membership monthly Direct Debit and the general will not apply to their DD.
Step by Step Guide
1. From the Home page, go to the Bulk Actions Module
2. Go to Customer Memberships
3. Select the list you wish to Award Membership Credits to. If you haven't created a list yet, please refer to Bulk Action - Create a New List
- Created lists
A) From the Bulk Actions> Customer Membership page, go to 'My Lists' on the right.
B) Choose the list you want to do a bulk action to and click on 'view details'
Before selecting an action, make sure the data is correct as the actions may be irreversible.
C) Select Award Membership Credits from the Bulk Actions column on the right
D) Click on 'Award Membership Credits'
Click on 'Continue'
E) Enter the desired amount and click 'Continue'
F) Select the date for the action to run
On a specific date
Click on Continue
F) Write a note to accompany this action (optional)
G) Click Save and Continue
H) Check and Confirm Action
The action is now complete
Once you have added the credit, you can see it on the customer's account by going to the Customers Module, search for one of the customers you bulk added the credit to. Click on the Credit tab
- Imported Lists
A) From the Bulk Action> Customer Memberships page, go to 'List Imports'
B) Click on 'View details' on the list you wish to action and follow the same steps as above for the created lists
N.B You can view a history of bulk actions via the following steps:
- From the Bulk Action page, go to Action Log
Any action past action will be displayed here