In this article, we will explore the 'Bulk Payment Actions' feature and the various options available. This feature allows you to implement complex scenarios, simplifying your administration tasks.
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​IMPORTANT NOTE
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​Please be aware that the changes are irreversible, so take the time to read the entire article before implementing them. Additionally, you cannot schedule a bulk change for a future date.

Step 1:

To access the 'Bulk Payment Actions' area, first go to the 'Settings' menu in the top right. Then, scroll down to the 'Bulk Payment Actions' tab.

Step 2:

Click the 'Create new action' button.

Step 3:

Select the membership plan you want to change, then enter the effective date for the change.

For example, if you select January 1, 2021, the price change will apply to anyone after this date, while those before will not be affected.

Step 4:

Now select the changes you would like to make.

Change Membership Status: This allows you to bulk update the status of a membership plan, such as setting all members on the plan to inactive or frozen.

Change Payment: This option lets you update the price of a membership plan. Please note that direct debit price changes will take 4 working days to process and reflect the new amount.

Add Days to Contract End Date: For memberships with a fixed end date, you can extend the duration of the plan on the customers' accounts.

Step 5:

You can send a message to customers who will be affected by any changes to keep them informed.

Step 6:

Click the 'Check & Schedule' button in the top right

Step 7:

Here, you can review who will be affected by the change and verify their details.

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

If any customers are incorrect, please cancel and return to review the settings.