Your comments

Hi Kim, I reached out to the customer success team and after two days of communication, it was confirmed that what my comment states is true. There is not automatic reassignment of membership types of based on the "End Date" entered, but rather automatic reassignment applies only in two cases, when "expire after x number of days" or "cancel after x numbers of days past due" options are used. 

These functions do not work for my seasonal membership options. My seasonal membership options (Summer/Winter memberships) run for 6 months and automatically renew every month and end based on the end date I enter in the system, not after X number of days, so this reassignment option is greyed out and unavailable. Secondly, due to the End Date I enter in the system, the system doesn't generate an upcoming billing cycle for the membership past that end date, so there the member never becomes past due, since there is not payment, so it doesn't reassign it via that method. 

There should be a way to systematically reassign a member from a membership to a new membership based solely off the end date entered in the system. This would be a great addition for memberships that are paid monthly and automatically renewed, but end on a certain date. Again, it seems like the system has the functionality to do so, but lacks the ability to do so.

Hi Kim, I will reach out to a live customer success team member. I had used Rally AI and it told me several times that the system will not automatically reassign due to an End Date in the system and it has to be done manually.

It was stated that the system will only automatically reassign under two conditions, "Expire after x numbers of days" and "Cancel after x numbers of days past due". I originally reached out because my Winter Membership season ended and I had about 15 members unassigned that I had to manually reassign and I couldn't find an option for it to automatically reassign after the End Date.

Following. I second this. 


The option to auto reassign their membership when it expires. I run seasonal paid membership options, when one expires due to the set end date in the system, it does not automatically reassign their membership, nor give me the option to set one. As mentioned above, you can set it if "expire after x number of days" is set or "cancel after x numbers of days past due", but not when the membership expires due to the end date. 


The system clearly has the function to be able to auto reassign, so it seems strange it cannot reassign under these circumstances. It would make it much easier for both the member side and and admin side. The member wouldn't then need to sign in and select a new membership type, nor would the admin need to manually reassign all the members of the ended paid membership. 

I second this. I have a new free Senior Membership with discounted rates. I want to move a select group of members, who qualify, over from the regular free membership option to the new Senior option. There are only 60 members that I am trying to move over and wanted to use the Mass Update function to do this, rather than going into each account individually and making the update. 


However, after reaching out to live support, I was told I cannot make the change, but it could be done on the back end at an additional cost. I shouldn't need to pay additionally to have someone do a task I could/should be able to handle, especially when a function exists for it and is admin facing. Access needs to be given to admins to make these changes. Making a function that is built for this, but not allowing access to it is very frustrating. I had to resort to searching each member and individually make the change to their accounts, but would have taken 5-10 if the mass update option was available.

I second the ability for admins to mass update membership type. The function to be able to mass update membership types should be something that admins should be allowed to handle and access. 


I have a new membership type that I want to transfer 60 members from a different membership type. I ran the report and have the list of names I need to transfer, but we don't have access to Change/Re-assign membership types. So instead of it taking 10 minutes by searching the players name from the report and mass updating, I have to individually search each member to make the change. 

Any update to this? Would be invaluable around the holidays. Getting lots of questions from customers. 

Hoping to follow up on this. This seems to be a very sought after feature. It would be very useful. 

I have a specific use for this feature, as well. I am hoping to limit the number of reservations a member can make by reservation type. I have two reservation types assigned to this membership, but wish for them to only schedule one of the reservation types once per day. Hoping