Summary
This guide explains how to Update Adjustments in Bulk. For example, you may want to increase a booking price adjustment for all classes by 5% for a particular membership.
Note: Before bulk updating, you must have an adjustment already added to the relevant pricing options. Please refer to our articles Create a new adjustment or Bulk Add Adjustments
Step-by Step-Guide
1. From the home page, go to the Pricing Options module.
2. Within the Pricing Options module, go to the Bulk Management submodule.
3. Select 'Bulk Update Prices & Adjustments'.
4. Choose Export Settings
- In the Export tab, choose the type of pricing options you want to update. You can either select a specific type or leave it blank to apply to all types.
5. Select the Venue or Setting Group.
Select the venue or setting group where you want to apply the bulk adjustment and click Export Adjustments.
This will download a CSV file for you to edit. that will look like this
6. update the CSV File.
- Open the downloaded CSV file. Locate the Adjustment(s) you want to update (e.g., change the Summer Discount for Football from 5% to 6%).
- Update the value in the Adjustment Value column (Column N) and save the file.
7. Import the Updated Adjustments.
- Return to the platform and click Import Adjustments.
8. Initiate the Import Process.
- Click Initiate Import, select the updated CSV file, and choose the start date for the new adjustments. Then, click Import.
9. Review Completed Imports.
- After the import is complete, the most recent import will appear at the top of the page in the Completed column.
- Click View on the right-hand side to see the details of the actions taken.