How to Process Membership Renewals in Bulk

You can use the Membership Processing Tool to update membership statuses in bulk.

1. Open the Membership Processing Tool

From the main navigation, go to Memberships, then click Process Renewals in the upper-right corner.

You will be taken to the Process Membership Renewals page.

2. Select Your Filters

Use the available filter options to determine which memberships you would like to update.

Process: Choose whether you want to:

Deactivate Expired and then Renew the memberships
Deactivate Expired Only

Membership Type: Select the membership type you want to update. Leave this blank to include all membership types.

Next, choose how you would like to identify the memberships to process:

# Days Over: Enter the number of days past the membership's expiration date.
As of Date: Enter the date you would like to use when determining which memberships are expired. This defaults to today's date, but you can enter a different date if needed.

Expiration Date From/To: Enter a specific expiration date range to identify the memberships you want to process.

3. Generate the Renewal List

Once you have selected your criteria, click the green Generate Renewal List button.

This will display the memberships that meet your selected criteria and are available to process.

4. Exclude Any Memberships

Review the list carefully. If there are any memberships you do not want to include in the status update, click the Exclude icon on the far right next to the member's name.

5. Process the List

Once you have reviewed the list and confirmed that everything looks correct, click the blue Process List button.

The page will refresh, and the grid at the bottom should no longer contain any records. This indicates that the memberships have been processed and their statuses have been updated accordingly.