📝 Overview
This guide explains how to use TeamUp’s bulk hold tool to pause multiple customer memberships at once by placing holds on them through the Membership Tools section.
It walks you through selecting which memberships to freeze, applying filters to narrow down the list, choosing hold start and end dates (or making holds open-ended), and managing options like extending expiration dates and prorating payments or class usage.
Once configured, you can preview and confirm the holds, and even copy customer email addresses to notify them. The guide also links to related tools for editing or ending holds in bulk and offers best practices for managing these pauses across different membership types.
📖 How to use the bulk hold tool
The bulk hold tool lives in the Membership Tools section which you can access by going to Memberships ➔ Membership Tools ➔ Hold Customer Memberships
To get started, click 'Bulk Hold'.
Then, select which memberships you want to put on hold. You'll then be able to exclude/include specific customers in the step after this. Click 'Continue'.
First, you'll be able to use the filters at the top to find/select the memberships you want to place on hold. These filters are:
Any Customer | Search a customer name to view their active memberships |
Any Membership | Select a specific membership |
Any Membership Type | Filter by membership type - pack, recurring plan, and/or prepaid plan |
Any Start Date | Use this filter to view memberships starting on a specific date or date range |
Any Expiration Date | Use this filter to view memberships ending on a specific date or date range |
After selecting the customers, click 'Create Holds'.
The next step allows you to create holds with or without end dates. You'll be prompted to enter a hold start date. Under 'Hold type', you'll be able to pre-set an end date or choose the open-ended option.
If you choose "Open-ended", you can edit the hold to add an end date or end the hold immediately at any time.
💡Under 'Advanced' you'll be able to extend expiration dates if you wish. If selected, expirations are extended by the hold's duration in days for packs and prepaid plans. For recurring plans, expirations and commitments are extended by the number of billing periods the hold spans.
When creating a hold with a pre-set end date, prorates will be calculated on payments and class usage allowance for partial months. If an account credit is due to the customer it will be given to the customer when the hold is created.
💡 For more details on how prorates are calculated, see How to put a customer membership on hold .
💡 If you don't want the system to calculate prorates, select 'Disable all proration behaviour as a result of these holds'.
Click 'Preview change' at the bottom of this page once done.
On the confirmation page, you'll be able to copy customer email addresses to send them any communication about the hold, or download this list as a CSV file.
Click 'Confirm' to finalise, or 'Back' if you need to make any changes.