Bulk Change/Freeze of Memberships

How to Bulk Freeze of Memberships

Step 1

First, to access the bulk changes area you will go to the settings cog in the top right, then you will scroll down to the bulk actions tab.

You will then click the 'create new action' button.

Step 2

Select the membership plan* which you would like to change.

You can also filter by memberships started since a certain date (this is often blank for lockdown related freezes)

* We recommend using the "Active" option to freeze all memberships, leaving the date blank

Now we will select the changes you would like to make.

Step 3

Change membership status - bulk changing the status of the membership plan for example changing all on the plan to Freeze.

Step 4

Choose the date you wish to make this effective from (this is the date the "freeze" will begin)

VERY IMPORTANT NOTE at this point regarding GoCardless payments

It is really important to recognise that you MUST allow 4 working days for bulk actions to take place as it is NOT an instantaneous change made to Freeze the future payments.

Step 5

You are able to send a message to the customers who are going to experience any changes to keep them up to date, which is key so they know what is happening at all times.

Step 6

Click the check and schedule button in the top right

Within here you are able to see who will have the change made to and you will be able to check to ensure they are correct.

If all the customers in the list are correct you can confirm and schedule the changes.

If the customers showing up are not all correct please cancel and return to see the settings.