INTRODUCTION
Feature Summary: Add, remove, or adjust the Start Date, End Date, and Eligible Items fields on packages sold to members.
Use Case: Previously, members who purchased a package could not use those punches to pay for an event registration with a new event category. Now, system users can mass-update previously sold package types to adjust the eligibility for package usage.
PREREQUISITES
Mass updating is only possible if the organization has sold the package type.
SETUP REQUIREMENTS
To mass-update an active package type:
Go to Settings > Billing Settings > Packages.
Locate the package and click Edit.
Updating sold packages
System users can mass-update these fields:
Package Start Date
Package End Date (Dynamic Expiration and Expire on Specific Date)
Allow Package to be Used While Unpaid
Eligible Items: Court Time
Eligible Items: Lessons
Eligible Items: Event Categories
After system users update the package type, additional information and settings populate below the Eligible Items table. Below the table, red text shows the number of active packages affected if the system user checks the Update Sold Packages box and clicks Save. The red text also shows which parameters will be updated based on page edits.
If the system user checks the Update Sold Packages box and clicks Save, a confirmation message confirms the updates. It also shows the number of updated active packages.
These updates only affect sold ACTIVE packages. If a system user uses the mass-update tool to change a package type's end date to the current date, all sold packages will expire. This change cannot be undone.
The package type's audit log shows all mass-updated parameters. The log shows all changes, when they were made, and the name of the system user who made the changes. Update Sold Packages will appear at the top of the audit log action if a mass-update took place during this edit.
