Summary
This guide will walk you through the process of changing memberships for a list of members in bulk. This is useful when retiring a membership type and transitioning customers to a new membership.
Important Notes:
- You cannot change suspended memberships to the same membership type; it must be a different membership.
- You can only change a recurring (monthly paid) membership to another recurring membership, or a fixed (paid in full) membership to another fixed membership.
- For fixed memberships, the new membership must have the exact same duration as the old one.
Step-by-Step Guide
Prerequisite: Create a List (if not done yet)
- If you haven’t created a list of members to bulk change, please refer to the "Create a New List" guide.
1. Navigate to the Bulk Actions Module
- From the homepage, go to the Bulk Actions module.
2. Access Customer Memberships
- Select Customer Memberships from the Bulk Actions menu.
3. Choose Your List
-
Select the list of customers for whom you want to change memberships.
For Created Lists:
A) In the Bulk Actions > Customer Memberships page, go to the My Lists section on the right.
B) Choose the list you want to update and click View Details.
C) Review the list carefully to ensure accuracy, as bulk actions may be irreversible.
D) Select the desired action from the Bulk Actions column on the right, then click Continue.
4. Configure Membership Changes
E) Select the Home Centre and the New Membership Type for all members on the list.
- You can choose whether to keep the current membership fees by enabling the Fix Membership Fees option.
- Click Continue.
5. Schedule the Change
F) Select the date for the membership change:
- Immediately
-
On a specific date
Click Continue.
6. Add Optional Notes
G) Write a note to accompany the action (optional), then click Save and Continue.
7. Complete the Action
H) The bulk action is now complete.
For Imported Lists
A) In the Bulk Actions > Customer Memberships page, go to List Imports.
B) Click View Details for the imported list you want to act on, and follow the same steps as outlined for Created Lists above.
Viewing Bulk Action History
To view a history of past bulk actions:
- Go to the Bulk Actions page and select Action Log.
- All previous actions will be displayed here.
This guide provides a clear, step-by-step process for bulk changing memberships efficiently. Be sure to verify all details before proceeding with any action, as bulk changes can be irreversible.