Assign Membership Type to multiple families

Objective


Assign a Membership Type to multiple families at once.

Solution


Assign Membership Types in bulk from the All Families grid, using Mass Actions.

  1. Go to Families > All Families.
  2. Select the families to update.
  3. Click the Mass Actions menu (3 Dots).
  4. Select Membership Type.
  5. In the Update Membership Type window, from the Select Type drop-down menu, choose a value.
  6. Click Update.
  7. In the Confirm Mass Update window, click Confirm Update.

⚙️ User Permissions may limit access to this feature or functionality.

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