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An Overview of Membership Tools

This guide gives an overview of the Membership Tools section, where you can extend expiration dates and create, edit, or end membership holds in bulk.

Written by Costa Bontioti

📝 Overview

The Membership Tools section features a set of tools designed to allow you to manage membership holds and freezes in bulk, and to extend expiration dates across many customers at once.


🛠️ The Membership Tools

From this section you can use three tools. Click the links below for more information on each one:

  1. Extend expiration dates on packs and prepaid plans. Extend the end date on your prepaid plan and pack memberships in bulk.
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  2. Hold customer memberships in bulk. Freeze your customers' memberships (recurring, packs, prepaid plans) in bulk.
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  3. Edit or end holds in bulk. Make edits to multiple holds at once, or end holds in bulk.

💡 Looking to remove a hold entirely instead? See the guide here.


❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions

Which membership types can be put on hold in bulk?

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The bulk hold tool can freeze recurring memberships, packs, and prepaid plans.

Can I change a hold after it has been created?

Click the arrow to see the answer

Yes. The Bulk Edit/End Holds tool lets you make edits to multiple holds at once, or end them in bulk. See the guide here.

Where do I find the Membership Tools section?

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Head to Memberships ➜ Membership Tools, or go there directly here.

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