Bulk Plan Changes

You can use this feature to quickly update all members after changing a master plan (Products » Membership Plans) or to move a group of members to a new plan.

The Bulk Change list shows members based on the view you select (for example, Current shows all active members, Canceled shows only canceled ones), so select this list first.

Then go to Manage » Members, type a search term (like the plan name), and select the members you’d like to update.

Then choose Bulk Actions » Change Plan.

If you only want to adjust the plan price or resource access, you can do that without changing the whole plan.

On the next screen, you’ll see a list of the members you selected and can pick the new plan for them.

You can choose to switch their plan at the start of their next renewal date or set a specific date for the change.

If you choose to change the plan at the next renewal, the member stays on their current plan until their renewal date. On the members overview page, a small clock icon appears next to their name—hover over it to see their upcoming plan.

You can also view this by clicking the Member’s Name » Plan.

If needed, you can edit the upcoming plan by selecting Customize under the new plan.

If you choose to change the plan on a fixed date, you can set the exact day the change takes effect and even adjust the member’s next billing date. This lets you move them to the new plan right away while keeping their billing on the original renewal schedule.

Check out this guide to learn more about setting up your membership plans.