Bulk price changes let you update the price for many members on a plan at once, rather than editing each member individually. You can set everyone to a new fixed price, add a fixed amount to what they currently pay, or change only members paying a specific amount. This article explains how to set one up and what to check before you do.
Important: Bulk payment actions are irreversible once they run, so read this article and check your setup carefully before scheduling.
Before you proceed, please read and understand the following:
Any payment already collected, or already sent to the bank, goes at the old amount. The new price starts from the next payment after it.
In line with UK Direct Debit rules, members paying by Direct Debit receive an email confirming their existing subscription is being cancelled and a new one set up at the updated price. This can cause confusion, so we recommend telling members about the change in advance and letting them know no action is needed on their part.
Note: Bulk price changes are part of a specific ClubRight package and may not be available on your plan. If you cannot see Bulk Payment Actions, click the chat button to contact our Customer Success team to check what your package includes.
Creating a bulk payment action
Go to the Payments area and select Bulk Payment Actions under Tools in the left-hand menu.
Click Create new action in the top right.
Give your action a name so you know why it was created, for example "Peak Plan price change", then click Save & Edit to open it.
The action editor has three sections: Setup (name your action), Select memberships (choose which memberships to update), and Changes to make (set the status, payment, and date changes).
Selecting which memberships to change
In the Select memberships section, choose one option from the Memberships dropdown: a status (Active, Prospective, Frozen or Expired) or a single plan. Choosing a plan updates that plan's active memberships. To update everyone on every plan, choose Active. To update some plans but not all, create one action per plan.
⚠️ Note: Choosing Active does not include frozen memberships. To change the price for frozen members as well, create a separate action with Frozen selected in the Memberships dropdown.
Use the Started since date to include only memberships that began on or after a certain date. There is no filter for visits or attendance.
Choosing the price change
In the Changes to make section, leave Change membership status set to Do not update membership status if you are only changing prices. Under Payment changes, choose one of the following options:
Set fixed payment: set every member's payment to a specific amount. Enter the new price in the Change to field. For example, enter 49.99 to move everyone on the plan to £49.99 per month.
Increment payment: increase every member's payment by a set amount. Enter the amount in the Increase by field. For example, increasing by 5.00 moves a member paying £30.00 to £35.00, and a member paying £35.00 to £40.00.
Change specific payment: change only members paying a particular amount. Enter the From and to values. For example, move only members paying £30.00 up to £35.00, leaving everyone else unchanged.
Leave the option on No payment change if you do not want to change prices.
Setting the effective date
When you change payments, the Effective date can be today or earlier. Any payment already collected or already sent to the bank goes at the old amount, and the new price starts from the next payment after it. You can also use Add days to contract end date if you want to extend members' contracts at the same time.
If you want a price rise to start from a set date in the future, create the action on that date, or click the chat button and our Customer Success team can schedule it ahead for you.
Telling members about the change
Under Notify members of these changes, tick Send a message to send members a message alongside the change, or Add as note to record it on their profile. We recommend letting members know their new payment amount in advance. To send a standalone message instead, use the Communications tool.
Note: Members paying by ClubRight Pay or GoCardless are also told about their new subscription amount by email automatically. You may want to mention this in your own message to avoid confusion.
Reviewing and scheduling
Click Check & Schedule at the top of the action.
Review the list of members whose prices will change. If the right members are shown and the setup is correct, confirm to schedule the change.
The new price applies from the next payment after your effective date.
Important: A bulk price change only affects active and overdue memberships, unless you select Frozen. To change the price the plan is sold at to new members, update the plan's price in the membership plan settings.
