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How to Add Memberships in Bulk
How to Add Memberships in Bulk

Adding new memberships in bulk is a feature that can be activated by one of our support staff.

Updated over a year ago
  1. Go to the People Page, the click on the Bulk Changes option at the top right ahnd side of the screen and select Bulk Add Memberships.

2. A list of your members will display on the page with their associated memberships. You can filter by Contact Status or Membership plan, if you are adding memberships based on a certain report you can select that report from the 'In Report' dropdown menu.

3. Select the members that you'd like to add a membership to by ticking the box on the left hand side. Then click on Add Memberships on the right hand side.

4. Select the Membership plan, add the start date of the memberships and enter the email address you would like the results sent to. Click to Add the Memberships. You will receive a success message and an email will be sent to the email address that you specified.

5. After a few minutes you will receive an email to confirm that the memberships were added (or let you know that they were not added and the reason why). You can also check by looking at the Member's profile.

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