đ Overview
You can extend the expiration dates on your customers' packs and prepaid plans. You can do this individually for each customer, or via the Extend Expirations Tool if you need to extend dates in bulk.
â ď¸ If you are looking to freeze your customers' packs or prepaid plans instead, see the guide on putting memberships on hold here.
Note that with holds you can stop customers from booking classes completely while the hold lasts, and also extend the expiration dates if you need to.
đ ď¸ Extend Expiration Dates
There are two ways to extend expiration dates: individually from the customer's profile, or in bulk with the Extend Expirations Tool.
Click the arrow to learn more about extending expiration dates
Click the arrow to learn more about extending expiration dates
Method 1: For an Individual Customer
Head to Customers â Customer List â search the customer â click the Memberships tab â click the desired pack â click Edit â change the expiration date and save changes.
Method 2: In Bulk (Using the Extend Expirations Tool)
The Extend Expirations Tool under Memberships â Membership Tools allows you to extend the dates in bulk. To get started, click Extend Packs and Prepaid Plans.
First, select the desired packs and/or prepaid plans and click Continue:
In the next step, enter the number of days you would like to add, select the customers, and click Preview Change.
In the final step, you can review the changes (click Back if you need to edit). If you would like to email your customers about the changes made, make sure to copy their emails as seen below. You can then paste them somewhere else to save for later, or directly into an email.
If all looks good, click Confirm.
đ§ For packs, if all credits have been used, extending the membership expiration date is not possible. Any future registrations made would have to be cancelled first before being able to use this tool.
đĄ For a broader look at all the bulk tools, see An Overview of Membership Tools here.
â 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
What is the difference between extending an expiration date and putting a membership on hold?
Click the arrow to see the answer
Click the arrow to see the answer
Extending simply adds days to the pack or prepaid plan's end date. A hold stops customers from booking classes completely while the hold lasts, and can also extend the expiration dates if you need it to. If you want to freeze usage, use a hold instead.
Why can I not extend a pack's expiration date?
Click the arrow to see the answer
Click the arrow to see the answer
For packs, if all credits have been used, extending the membership expiration date is not possible. Any future registrations made would have to be cancelled first before being able to use the tool.
Can I let customers know their expiration dates were extended?
Click the arrow to see the answer
Click the arrow to see the answer
Yes. On the review step of the bulk tool, copy the affected customers' email addresses, then paste them into an email to notify them of the change.