We have all seen a fast-changing period with Omicron across the UK, that may or may not force a change we would all very much like to avoid in the form of a Lockdown again.
The option of bulk changes is normally found in our Complete product, but in the interests of a changing climate that could happen over the festive period, we have made it available across all products today, so that if there is a need to freeze your memberships you can easily using this tool.
Please be aware that the changes made are irreversible so take the time to read the whole article before you deploy those changes. the changes take 4 working days to complete.
This ONLY works if you use GoCardless and Stripe
All DFC and Harlands customers should contact them directly to implement a Freeze as this is part of their service.
You will freeze 5 days before the freeze takes place. For example if you want to freeze from the 1st June, you need to ensure you start the freeze 5 working days before hand.
Step 1 :
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.
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.
Change membership status - bulk changing the status of the membership plan for example changing all on the plan to Freeze.
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.
So in the case of the current Omicron potential rule changes that could take place over the Christmas period the dates could look like this.
Example This membership freeze is being applied to memberships due to be collected on 1st Jan 2022.
Will be pushed forward by 4 days as the 1st is a Saturday, 2nd Sunday, 3rd Bank Holiday therefore collection is 4th January
Create Bulk Freeze Action Will prevent payments from
28th Dec 4th Jan
29th Dec 5th Jan
30th Dec 6th Jan
If a payment is due on the 4th of January, and the bulk action is created on the 29th of December, then payments due on the 4th of January WILL be collected as they have been submitted to the banks for collection.
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.
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.
We are making this Bulk change tool available to all GoRight and ClubRight customers (from 22nd Dec to 6th Jan 2022 only) in addition to ProRight who already have this feature so that in the event of the government making changes that mean you might like to set up a Freeze on your member's payments it is easy to do this by following these instructions.
This feature is exclusive to Complete customers.