In this article, we will explain how to delete or move all members from a specific membership plan to another. This is a great feature, especially when importing members.
We recommend importing all members in a membership plan that has no other members so that could easily bulk delete them if there was an issue with the import. The imported members can be easily moved to an active membership plan once the import is complete and verified.
Deleting Members
To delete all members from a specific membership plan please follow these instructions:
- Go to Finance >> Membership Plans.
- Click on "Actions" and select "Delete":
- Select an option:
- Only delete members from this membership plan.
- Delete membership plan and all its members. - Click "Yes, Continue"
- All members listed in that membership plan will be deleted.
Moving Members
To move members from one membership plan to another, please follow these instructions:
- Go to Finance >> Membership Plans
- Click on "Actions" and select "Move Members":
- Select the membership plan where these members need to be moved and hit "Continue":
- Click "Yes, Continue":
This action will move all members to the new membership plan. However, it is important to note that new subscriptions will not be created automatically as part of this process.
Any existing subscriptions will remain unchanged. To assign different subscriptions under the new plan, the current subscriptions would need to be canceled, and new ones manually created.
The steps for creating new subscriptions are outlined in this guide.