In this guide, we will show you how to cancel memberships for a list of members at once.
For instance, if one of your facilities is closed permanently and there is no other facility in the area, you might want to cancel all the memberships for that centre so that the members' monthly payments are stopped. This bulk action tool means you can complete this in just a few steps as opposed to actioning each customer individually.
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 cancel the memberships for
If you haven't created a list yet, please refer to 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 Cancel Memberships from the Bulk Actions column on the right
D) Click on Continue
E) Select the Cancellation Reason from the drop date and enter the Cancellation Date and click on Continue
F) Select Immediately or a specific date for the action to run and click on continue
G) Enter a note (optional) and click on Save and Continue
H) Check and Confirm Action
I) Your action is now complete
- 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