The bulk hold tool allows you to quickly add a hold/freeze to your recurring memberships. Currently this tool functions in the same way as the hold tool for individual customers.

The Hold function in TeamUp will allow you to set a time period where the customers membership won't be valid for class bookings and all billing will also be put on hold. 

Note. No prorates are calculated on payments or class usage allowance for partial months so if you want to make other adjustments to payments either side of the hold period you will have to do this manually. See Add a payment to a recurring membership for more on how to do this.

How to use the bulk hold tool

The bulk hold tool currently lives in the Tools and Resources section.

The tool only supports adding holds to recurring memberships. The Bulk Extend Expiration Dates tool can be used for other types i.e. packs and pre-paid plans.

The select page allows the provider to create holds with or without end dates.
Note that a tool is coming soon to bulk end holds with an open-ended hold date.

Only customer memberships without existing active holds are shown here.

On the confirmation page you'll be able to copy customer email addresses to send them any communication about the hold.

Jump to

Hold a specific customer's membership

How to edit or end holds in bulk

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