š Overview
The Bulk Edit/End Holds tool allows you to quickly edit or end existing holds in bulk. The tool can act on any hold that is either active or starting in the future, regardless of how that hold was created.
š ļø Use the Bulk Edit/End Holds Tool
The bulk hold tool lives under Memberships ā Membership Tools ā Bulk Edit/End Holds.
Click the arrow to view the process of editing or ending holds in bulk
Click the arrow to view the process of editing or ending holds in bulk
1ļøā£ Filter the Holds
In the first step, you can choose which membership types you want to filter. If you know beforehand that you want to bulk edit or end all memberships on hold, you can skip this step.
Note that only memberships with customer memberships that have applicable holds (active or starting in the future) are shown.
The available filters are:
Any Membership | Leave unfiltered or select a specific membership. |
Any Membership Type | Leave unfiltered, or select a specific type. |
Any Customer | Search by customer name. |
Start Date is All Dates | Choose the hold start date. |
Expiration Date is All Dates | Choose the hold end date. |
2ļøā£ Select the Holds
Then, select the holds you want to edit or end. You can select one, some, or all, as seen below.
3ļøā£ Configure the Edit
Next, you will see the list of customers and memberships you selected in the previous step, and you will be prompted to configure the edit.
Here you can choose to keep current values or update to a new value on the start and end dates. The "end" choice supports ending holds now or making them all open-ended. You can also leave the days to add to a membership expiry as is, or update to a different value.
4ļøā£ Preview and Confirm
Once you have completed the edit, click Preview. Here you will see a preview of the selected changes, and you will be asked to confirm them. In the example below, we are bulk-editing all customer memberships so that they end on June 10.
š” You can copy customer email addresses to send them any communication about the end of hold by clicking the Copy email addresses button.
If all looks good, click Confirm.
ā ļø Ending holds in bulk with this tool does not trigger any proration on payments or class usage allowance for partial months.
If you need prorated adjustments either side of the hold period, you will need to apply these for each customer as an ad-hoc payment, or use the individual hold tool instead, which does calculate proration automatically. For more on how to do this, see the guide here.
š” For the full picture of how holds affect billing, including how prorated amounts are calculated for individual holds, see the guide here.
š” If you are looking to push forward your customers' billing dates after the hold, see the guide here.
ā 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
Click the arrow to view frequently asked questions
Which holds can the tool act on?
Click the arrow to see the answer
Click the arrow to see the answer
The tool can act on any hold that is either active or starting in the future, regardless of whether the hold was created in bulk or individually.
Why can I not see a membership in the filter step?
Click the arrow to see the answer
Click the arrow to see the answer
Only memberships with customer memberships that have applicable holds, meaning holds that are active or starting in the future, are shown in the tool.
Can I let customers know their hold is being edited or ended?
Click the arrow to see the answer
Click the arrow to see the answer
Yes. On the preview screen, click the Copy email addresses button to copy the email addresses of the affected customers, so you can send them any communication about the change.
Are payments or class allowances prorated for partial months?
Click the arrow to see the answer
Click the arrow to see the answer
No, not when ending holds in bulk using this tool. If you need prorated adjustments either side of the hold period, apply these for each customer as an ad-hoc payment, or use the individual hold tool, which calculates proration automatically.