This is available on Subscription Tiers:
Engage, Grow, Promote, Free Unlimited, Essentials, Accelerate, & Ultimate.
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, and Invoices have this as a convenient tool Admins can use when making critical changes.
Step-By-Step How To: Bulk Actions under People > Clients
- Click on the uppermost checkbox on the lefthand side of the screen
- Uncheck any clients that will not be included in the mass update
- Choose Change Default Program, Change Default Location, Change Status, Reactivate, Deactivate, Add Client Tags, Remove Client Tags, or Export to perform a mass update on all selected clients
- Perform the changes in the next dialogue box and click Save
Step-By-Step How To: Bulk Actions under Classes > List
- Click on the uppermost checkbox on the lefthand side of the screen
- Uncheck any classes that will not be included in the mass update
- Choose Export, Export as CSV, Cancel Classes, Delete Classes, and Change Coach to perform a mass update on all selected classes
- Read the warning in the next dialogue box and click Ok to confirm changes
Step-By-Step How To: Bulk Actions under Financial > Invoices
- Click on the uppermost checkbox on the lefthand side of the screen
- Uncheck any invoices that will not be included in the mass update
- Choose Pay Invoices (Cash), Void Invoice, Update Due Date, Turn Auto Bill On/Off, Add/Remove Invoice Tags, or Export to perform a mass update on all selected invoices
- Perform the changes in the next dialogue box and click Ok/Save
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.
Scribe
FAQs
- "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
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