This article will walk you through understanding the Bulk Update Users Tool in ClubReady. This tool will allow you to update users in bulk.
Step 1 - Access Bulk Update Users Tool
Navigate to Tools > Customers > Bulk Update Users.
Step 2 - Using the Tool
Lead Type - Select from the drop down a specific lead type.
When selecting a Lead Type, it will prompt Update lead type date? - Select the checkbox and choose from the calendar a specific date.
Membership Type - Select from the drop down a specific membership type.
Referral Type - Select from the drop down a specific referral type (How They Heard About The Club?).
Assigned To - Select from the drop down the staff member the users are assigned to.
Assigned To For Retention - Select from the drop down the staff member the users are assigned to for retention.
Trainer - Select from the drop down the primary/preferred trainer the users are assigned to.
User Ids - Type the users ClubReady ID (separated by a comma)
Click Get Users to proceed.
Once the list has been generated, click Update Users to complete the process.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Tools: Can access tools
- Tools: Can access customers tools