Why This Matters

Wodify offers the ability to efficiently group data together to complete certain actions using our Bulk Action feature. Sections such as Workouts, Clients, Leads, Programs, Classes, Progressions, Invoices, and more have this as a convenient tool Admins can use when making critical changes.

How to Activate Bulk Actions

1. Click the uppermost checkbox on the lefthand side of the screen to select all items on the page
   • In most locations, if more than one page exists, a clickable link to Select All Items will appear on the right -- Click this as well to select the entire list.
2. Uncheck any rows that will not be included in the mass update
3. Click the ellipses (...) icon beside the checkbox
4. Choose the action you would like to perform

Bulk Action Locations and Options in Core

• Perform > Daily Workouts > List
  • Add tags, remove tags, export, delete
• Perform > Library
  •  Components: Add component tags, remove component tags, export, merge
  • Section Headers: Export, delete, merge
• People > List
  • Add client tags, remove client tags, change status, update client owner, change SMS subscription, change email subscription, change default location, change default program, export, reactivate, deactivate, delete
• People > Leads (List View)
  • Change status, update lead owner, change SMS subscription, change email subscription, delete leads, add lead tags, remove lead tags, change default location, change source, export.
• People > Drop-Ins
  • Convert to leads, change default location, export, delete drop-ins, add drop-in tags, remove drop-in tags
• People > Retain
  • Email, snooze, add client tags, remove client tags, deactivate, export
• People > Progressions
  • Set level,  export, generate certificate. add client tags, remove client tags
• Classes > List
  • All Classes: Export, cancel classes, delete classes, change coach, change pay rate, change drop-in pricing
  • Recurring Classes: Add recurring class tags, remove recurring class tags, export, delete classes, change drop-in pricing
  • One-Time Classes: Export cancel classes, delete classes, change coach, change pay rate, change drop-in pricing
• Classes > Memberships 
  • Memberships: Export, delete
  • Mass Updates
• Appointments > Memberships
  • Export, delete
• Communication > Announcements
  • Export
• Communication > Marketing Emails
  • Export, delete
• Financial > Invoices
  • Pay invoices (cash), void invoice, update due date, turn autobill on, turn autobill off, add invoice tags, remove invoice tags, export
• Financial > Payouts
  •  Sync QuickBooks Online, export QuickBooks .iif, add payout tags, remove payout tags
• Retail > Products
  • Add product tags, remove product tags, export, delete
• Retail > Inventory
  • Add product tags, remove product tags, export
• Legal > Contracts
  • Signed: Download
  • Unsigned: Send contracts
• Legal > Waivers
  • Signed: Export, convert to lead, download
  • Unsigned: Send waivers, export waivers, delete waivers

TIP: If you see a box to the top left of the table, there will more than likely be a bulk actions option with each catering to its specific section.

FAQs

1. "Is there a way I can select multiple pages of clients to utilize bulk actions?"
   Answer: Yes! When you first select the upper left checkbox on each of the page, on the right hand side you will be able to select all items in the appropriate list