Within this article we are going to go over extending the length of a membership plan with a set end date.
βIMPORTANT NOTE
β
βPlease 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.
Select the membership plan which you would like to change, then you can also enter in the date you would like to change from.
For example if you select the 1st of January 2021 this means anyone after this time will have a price change, however anyone before then will not.
Step 3:
Now we will select the changes you would like to make.
'Add days to contact end date' - For those with a set end date you can extend how long the plans are active on the customers accounts for.
Step 4:
Click the 'Check & Schedule' button in the top right
Within here you are able to see who will have the change made and you will check to ensure they are correct.
If all the customer in the list are correct you can 'Check & Schedule' the changes.
If the customers showing up are not all correct please cancel and return to see the settings.