How do I use bulk actions to manage my members?

Bulk actions let you apply the same change to many members at once from the Manage Members page, instead of opening each profile one by one.

Where to find them
Go to Members >> Manage. The Bulk Actions bar sits just below the filters.

How to run a bulk action

Narrow the list first (optional but recommended). Use the filters at the top - Location, Status, Package, Programme, Payment Type, Assigned Staff, Cancellation Requested - or the Search box, so only the members you want to act on are shown.
Select the members. Tick the checkbox next to each member, or tick the checkbox in the header row to select everyone on the current page. The Bulk Actions bar shows how many members are selected.
Click the bulk action you want to apply, then confirm any details it asks for. The action is applied to all selected members.

⚠ Selection is per page. The header checkbox selects the members shown on the current page (25 per page by default). To act on more members at once, increase Per Page at the top right, or work through the pages one at a time.

The available bulk actions

Communication

Send Comm - send a communication (email/message) to the selected members.
Send Welcome Email - resend the welcome email, with login details, to the selected members.
Send Statement - send an account statement to the selected members.

Invoices, contracts & waivers

Generate Invoice - create an invoice for each selected member.
Generate Contract - create a contract for each selected member.
Send Contract - send their contract to the selected members to accept/sign.
Send Waiver - send the waiver to the selected members.

Billing & packages

Change Payment Type - change the payment type (e.g. Card Subscription, Debit Order, Cash/EFT) for the selected members, and set the next billing date.
Add Package - add a package to the selected members.
Update Package - update the package on the selected members.

Programme

Change Programme - change the workout programme assigned to the selected members.

Status

Activate - activate the selected members' profiles.
Place On Hold - put the selected members on hold (pausing their membership).
Suspend - suspend the selected members.
Deactivate - deactivate the selected members' profiles.

Risk flags

Mark as High Risk - flag the selected members as high risk.
Remove High Risk - remove the high-risk flag from the selected members.

You can also use CSV Export (top right) to download the filtered member list to a spreadsheet.

How do I use bulk actions to manage my members?

Apply the same change to many members at once from the Manage Members page.