The Goal: Update membership expiration dates for multiple members at once using the bulk edit tool.
Before You Begin:
- For very large member lists, use the Customize Results option to filter and limit the list before editing — this is best practice to avoid accidentally editing unintended records.
- Expiration dates may also be updated when performing a membership upgrade, downgrade, or adjustment.
Step-by-Step Instructions
- Click Memberships in the left-hand rail.
- Click the icon next to the Add button. If you have a very large list of members, use the Customize Results option to limit the list.
- The Edit Expiration Date screen displays the following details for each member:
- Member Name
- Membership Type
- Membership Start Date: The date this membership was first activated.
- Current Expiration Date: The expiration date of the membership, calculated based on the start date or last renewal date and the membership term as defined in the membership type setup.
- Membership Balance: Displays the member's current balance for membership dues only.
- Expiration Date After Payment: The date to which the expiration date will be updated after the member pays the membership dues invoice. This field will be empty if the member has no balance.
- Status: The current status of the member.
- Modified: Displays "Yes" if an expiration date has already been manually modified.
- Click the name of the membership for which you wish to update the expiration date.
- Modify the Current Expiration Date and/or the Expiration Date After Payment as needed.
Note: If a membership balance exists, setting an Expiration Date After Payment is also important. If there is no balance, set both dates to the same date. - Click Done.
Common Pitfalls
- Large member lists: Always use Customize Results to filter the list before editing to avoid making unintended changes to members outside your intended scope.
- Balance present but no Expiration Date After Payment set: If a member has an outstanding balance, failing to set the Expiration Date After Payment means the expiration won't advance correctly when they pay.