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Update Expiration Dates (in bulk)

Updated
The Goal: Review and update membership expiration dates in bulk, relative to each membership’s next bill date.
Before You Begin:
  • You need staff access to the Memberships area.
  • This tool updates memberships with an Annual frequency.
  • By default the system sets the expiration date to 1 day before the next bill date. For example, a 12-month membership that renews in January expires 12/31. Use this tool only if you need a different date.

Step-by-Step Instructions

  1. Click Memberships in the left-hand rail.
  2. In the Memberships section, click Settings.
  3. Click Mass Update Expiration Dates. The Mass Update Expiration Dates window opens.
    Mass Update Expiration Dates window
  4. Select the Membership Type(s) to update (required).
  5. Select the Membership Status to update.
  6. In Activation Exp. Date, enter the number of days after the next bill date that the membership should expire. To expire before the next bill date, enter a negative number (for example, -2 for two days before).
  7. Alternatively, select Month End Dates to set the expiration date to the last day of the month before the next bill date.
  8. If your membership types are set up for auto-drop, enter the Grace Exp. Date: the number of days after the activation expiration date that the grace period ends.
  9. Click the Load button. The list shows each membership’s current and proposed expiration dates so you can review them.
  10. If the proposed dates are correct, click the Update button.
Common Pitfalls
  • Changing settings after Load: The selections in place when you click Update are what get applied. If you change a setting after loading, click Load again and re-check the proposed dates before updating.
  • Skipping the review: Always click Load and review the proposed dates first; Update applies the change to every membership matching your filters.

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