Overview

If you're opening a new location or need to delay the first billing for a pre-sell member, you can update their payment start date before billing begins. This guide shows you how to safely move the payment schedule forward — without cancelling the membership.

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Prerequisites

Before you begin:

• Make sure the member’s membership is in pre-sale mode with future-dated transactions
• Know the new opening date or desired billing start date
• Avoid editing payments for active billing cycles — this only works before billing begins

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Step-by-step instructions

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Step 1: Adjust the date from the client profile (recommended)

1. Go to the Clients section
2. Search for and select the client
3. In their profile, click on the eye icon next to their membership
4. You’ll see all upcoming future transactions
5. Tick the first transaction (or all if needed)
6. Click Bulk update payment schedule
7. Use the pencil icon to enter how many days you want to move the payments forward
   • For example, if your launch is delayed by one week, enter 7 days

Tip: Payments can only be moved forward, not backwards — start with small increments if you’re unsure.

8. Confirm the change. All future billing dates will shift forward.

 

 

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Step 2: Use the bulk cancel tool (alternate method)

Only use this if all clients are on the same weekly billing cycle and have consistent start dates.

1. Go to the Retail Dashboard
2. Click Bulk Edit Future Transactions
3. Filter by:
   • Date range (e.g. next Monday to Sunday)
   • Membership type (e.g. “Gold Weekly”)
4. Click View details
5. Select all clients listed
6. Click Cancel and download

This will cancel all future transactions within that range. You’ll then need to manually restart billing from the new desired date.

Tip: This method doesn’t shift existing payments — it just cancels them.

 

 

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Expected outcome

Your pre-sale members will now start billing on the new date you’ve set. Future transactions will align with your location’s launch or adjusted timeline, without needing to cancel the membership.

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FAQs

Q: Can I move payments backward if I make a mistake?

A: No — you can only move them forward. Start with a few days at a time to avoid overshooting the date.

Q: Is it better to cancel transactions or move them?

A: Moving them is cleaner. Cancelling works in bulk but risks confusion if dates don’t align.

Q: Can I bulk update all clients across different billing cycles?

A: Only if they’re all on the same weekly cycle. Monthly and fortnightly plans may require manual updates.

Q: Can I change the membership activation date when the status is active? A: Unfortunately once a membership is activated we cannot simply change the activation date of the membership itself.

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Still need help?

Reach out to our support team via support@hapana.com