This guide covers how to put packs and prepaid plans on hold and extend the expiration date on them, individually and in bulk.
How can I put a customer's pack or prepaid plan on hold?
If a customer will be away for a certain period of time, you can extend the expiry date on their pack or prepaid plan.
To do this, head to Customers >> Customer List >> search customer >> click the 'Memberships' tab >> click the desired pack >> click 'Edit' >> change the expiration date and save changes.
How can I put packs and prepaid plans on hold in bulk?
If you need to close your business temporarily, you'll be able to stop all registrations during this time and extend the end date on all packs and prepaid plans* by the desired number of days at once.
*Note: this tool has been designed for packs and prepaid plans, it can't be used to extend the date on recurring memberships.
Bulk holds for packs and prepaid can be handled by completing the following actions:
- Bulk-cancel your classes so that customers won't be able to book any sessions during the closure. You can cancel your classes from the Tools and Resources section.
- Extend the expiration date on your packs and prepaid plans to allow customers more time to use their packages. You can extend your packs using the bulk extend tool here: Tools and Resources section. Keep reading to see how it works.
How to use the bulk extend tool
Head to the Tools and Resources page.
First, select the desired memberships and then click 'Continue'.
Now, enter the number of days you'd like to add and which customer memberships it should apply to.
By default, all customer packs and prepaid plans that already have expiration dates are included as options. If you wish, you can untick any that shouldn't get the extension.
In the next step, you'll see a confirmation with a preview of the new expiration date. On this page, you'll be able to copy customer email addresses by clicking the clipboard icon next to 'Copy email addresses' (see screenshot below).
lf all looks correct, click 'Confirm'.