Bulk Actions allow you to update multiple member accounts simultaneously, saving time compared to editing accounts individually. Use bulk actions to change payment statuses, update account types, manage guest credits, modify tags, and update custom fields across your entire membership or selected groups.
What Are Bulk Actions?
Bulk Actions let you apply the same change to multiple accounts at once. Instead of opening each account individually to make updates, you can select all the accounts you want to modify and make the change in one step. This is essential for tasks like resetting all accounts to Unpaid at the start of a new season or moving waitlist members to active membership.
Available Bulk Actions
You can perform the following bulk actions on member accounts:
Change Payment Status - Mark accounts as Paid or Unpaid in bulk (commonly used at season start)
Change Account Type - Move accounts from one type to another (such as Waitlist to Offered Membership)
Update Guest Credits - Add credits, reset to zero, or set to a specific number
Manage Tags - Add, delete, or replace account tags for selected accounts
Update Custom Fields - Modify custom field values across multiple accounts
Create Mailing Labels - Generate mailing labels for selected accounts
Before You Begin
Important: Bulk actions affect all selected accounts immediately and cannot be undone. Always double-check your selection before clicking Start Action.
Best Practice: Test bulk actions on a few accounts first to ensure they work as expected, then apply to your full membership.
How to Access Bulk Actions
Navigate to Membership > Accounts from your Member Splash dashboard. This opens the Accounts screen where you can filter, select, and perform bulk actions on your membership.
Selecting Accounts for Bulk Actions
Before performing a bulk action, you need to select which accounts to update. You have three options:
Select Specific Accounts - Check the box next to each account you want to update. Use this when you need to update just a few specific accounts.
Select All on Current Page - Click the checkbox at the top of the account list to select all accounts visible on the current page. This typically selects 25-50 accounts depending on your view settings.
Select All Accounts - After clicking the top checkbox, a message appears asking if you want to select all accounts matching your current filter. Click this option to select all accounts in your system (or all accounts matching your filter criteria).
Using Filters Before Bulk Actions
Use the Manage Filters button to narrow down which accounts you want to update before selecting them. Common filter combinations include filtering by Account Type to select only Waitlist members, filtering by Payment Status to find all Unpaid accounts, filtering by Account Tags to target specific groups, or filtering by date ranges for recently added accounts.
Once your filter is applied, select the accounts and perform your bulk action. The action will only affect the selected accounts, not your entire membership.
Bulk Action: Change Payment Status
Changing payment status in bulk is most commonly used at the start of a new season when all accounts need to be reset to Unpaid.
How to Change Payment Status
Navigate to Membership > Accounts
(Optional) Apply filters to select specific account types or groups
Select the accounts to update using one of the selection methods above
Click the Bulk Actions dropdown and select Change Payment Status
Click the Start Action button
A confirmation dialog appears showing how many accounts will be updated
Select the payment status you want (Paid or Unpaid)
Click Update
The system will process the changes, which may take a few minutes depending on how many accounts you're updating. Payment status updates may also sync with external systems like Member Mail, which can add processing time.
Bulk Action: Update Guest Credits
Guest credits can be managed in bulk to add credits to accounts, reset credits to zero at season end, or set all accounts to a specific number of credits.
How to Update Guest Credits
Navigate to Membership > Accounts
(Optional) Apply filters to select which accounts should receive the update
Select the accounts to update
Click the Bulk Actions dropdown and select Update Guest Credits
Click the Start Action button
A confirmation dialog appears showing how many accounts will be updated
Choose your update method:
Add Credits - Adds a specified number of credits to each account's existing balance
Set Credits - Sets all selected accounts to an exact number of credits
Reset Credits to 0 - Removes all guest credits from selected accounts
Enter the number of credits (if adding or setting)
Click Update
Common Use Cases:
At the start of the season, use Set Credits to give all Family accounts 10 guest passes. At the end of the season, use Reset Credits to 0 to clear all unused guest passes. For special promotions, use Add Credits to give all accounts 5 additional passes.
Bulk Action: Change Account Type
Changing account types in bulk is commonly used to move members from Waitlist to Offered Membership, or to reclassify accounts when restructuring your membership tiers.
How to Change Account Type
Navigate to Membership > Accounts
Use Manage Filters to filter by the current account type (e.g., Waitlist)
Select the accounts you want to move
Click the Bulk Actions dropdown and select Change Account Type
Click the Start Action button
A confirmation dialog appears showing how many accounts will be updated
Select the new account type from the dropdown (e.g., Offered Membership)
Click Update
Important: Changing account types may affect which products members see and their payment requirements. After bulk updating account types, verify that the correct products are displaying for those accounts.
Bulk Action: Manage Tags
Account tags help you segment and organize your membership beyond account types. You can add tags to identify board members, swim team participants, volunteers, or any other group you need to track. Bulk tag management lets you add, delete, or replace tags across multiple accounts.
How to Add Tags
Navigate to Membership > Accounts
Use Manage Filters to find the accounts that need the tag
Select the accounts
Click the Bulk Actions dropdown and select Manage Tags
Click the Start Action button
In the modal, select Add Tags from the dropdown
Select the tag(s) you want to add
Click Update
The selected tags are now added to all selected accounts.
How to Delete Tags
Deleting tags is useful when preparing for a new season and you need to remove tags from the previous year, such as removing "2024 Swim Team" tags before adding new "2025 Swim Team" tags.
Navigate to Membership > Accounts
Use Manage Filters to filter by the tag you want to remove
Select all accounts with that tag
Click the Bulk Actions dropdown and select Manage Tags
Click the Start Action button
In the modal, select Delete Tags from the dropdown
Select the tag(s) you want to remove
Click Update
The selected tags are now removed from all selected accounts.
How to Replace Tags
Replacing tags lets you swap one tag for another in a single action, which is useful when renaming or updating tag categories.
Navigate to Membership > Accounts
Select the accounts with tags you want to replace
Click the Bulk Actions dropdown and select Manage Tags
Click the Start Action button
In the modal, select Replace Tags from the dropdown
Select the tag to remove and the tag to add in its place
Click Update
The old tag is removed and the new tag is added to all selected accounts.
Bulk Action: Update Custom Fields
Custom fields allow you to track additional information about accounts beyond the standard Member Splash fields. If you've created custom account fields, you can update their values in bulk.
Setting Up Custom Fields First
Before you can bulk update custom fields, you need to create them. Navigate to Membership > Accounts, then click the Settings button in the upper left corner. Scroll to the Manage Custom Account Fields section and add any custom fields you need, such as Account Balance, Locker Number, or Parking Spot.
How to Update Custom Fields
Navigate to Membership > Accounts
Select the accounts you want to update
Click the Bulk Actions dropdown and select Update Custom Fields
Click the Start Action button
In the modal, select which custom field you want to update
Enter the new value for that field
Click Update
All selected accounts will now have the updated value in that custom field.
Example Use Case: If you use a custom field to track Account Balance and need to set all accounts to $100 at the start of the season, select all accounts, choose Update Custom Fields, select the Account Balance field, enter 100, and click Update.
Common Bulk Action Workflows
New Season Setup
At the start of each season, you typically need to reset payment statuses and update guest credits. First, select all active account types (exclude Non-Members or inactive types using filters). Then change payment status to Unpaid for all selected accounts. Finally, reset guest credits to your seasonal allocation (or to 0 if you're starting fresh).
Managing Your Waitlist
When offering membership to waitlist members, use filters to select only Waitlist account type. Review and select which waitlist accounts to offer membership. Change account type to Offered Membership. Optionally, add a tag like "2025 New Member" to track this group.
End of Season Cleanup
At the end of the season, you may want to remove seasonal tags like "Swim Team" or "Board Member" if those designations don't carry over. Filter by the tag you want to remove, select all accounts with that tag, and use Manage Tags to delete it. You can also reset guest credits to 0 if credits don't roll over to the next season.
Troubleshooting
Bulk action isn't affecting all accounts
Check your filters - you may have an active filter limiting which accounts are visible. Verify you selected "All accounts" not just "All on this page" if you intended to update your entire membership. Some accounts may not meet the criteria for the bulk action (for example, you can't change payment status on inactive accounts).
Changes are taking a long time to process
Bulk actions on large numbers of accounts (500+) can take several minutes. Payment status changes sync with Member Mail which adds processing time. Don't close your browser window until you see the confirmation message. If the process seems stuck after 10+ minutes, contact support.
Accidentally applied bulk action to wrong accounts
Most bulk actions cannot be undone automatically. If you changed payment status, you can run another bulk action to change it back. If you added or deleted tags, run another bulk action to reverse it. If you changed account types incorrectly, you'll need to identify those accounts and change them back. For large mistakes, contact support for assistance.
Custom fields not showing in bulk update
Custom fields must be created first in Settings > Manage Custom Account Fields before they appear in the bulk update options. Only account-level custom fields can be bulk updated (not member-level fields). Verify the custom field is published and active.
Best Practices
Always Filter First - Use filters to narrow your selection before performing bulk actions. It's easier to select the right accounts when you've filtered out the irrelevant ones.
Test on a Small Group - Before updating hundreds of accounts, test the bulk action on 5-10 accounts to make sure it works as expected.
Document Your Changes - Keep notes on bulk actions you perform, especially at season transitions. This helps you remember what you did and troubleshoot if issues arise.
Double-Check Your Selection - Review the confirmation dialog carefully before clicking Update. The number of accounts being updated should match your expectations.
Use Tags for Complex Segmentation - If you frequently need to bulk update the same group of accounts, add a tag to them. This makes it easy to filter and select that group in the future.