> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/membership-setup-overview/batch-update-membership-rates.md). # How to Batch Update Subscriptions ### Before you begin (Prerequisites) * **Permissions**: You must be an **Administrator**, **Supervisor**, or **Support**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md). * **Subscription Export**: Export the current subscription list before making bulk changes so you can identify and restore any custom or grandfathered rates. Navigate to [**SELL > View Subscriptions**](https://control.peoplevine.com/subscriptions), filter by the program, and click **EXPORT DATA**. * **Member Communication**: Notify members before processing batch rate changes, per your organization's rate change policy. ### Instructions 1. Navigate to [**SELL > View Subscriptions**](https://control.peoplevine.com/subscriptions). 2. (Optional) Use the filters to narrow the subscription list to the subscriptions you want to update. 3. Click **ADJUST BILLING** (green button). The **Auto Update Subscriptions** page has three independent sections. Toggle on the action(s) you need, then select the programs to apply them to. #### Push the Next Billing Date Use this to align all billing to the same date (e.g., during an opening phase or to synchronize renewal cycles). 4. In the **Push the Next Billing Date** section, either: * Enter a number in **By How Many Months?** to push all next billing dates forward by that many months, OR * Enter a specific date in **or Set the Next Date to be** to set all active subscriptions to that date. #### Modify Subscription Rate Use this after updating a program's pricing to push the new rate to all existing subscriptions. 5. In the **Modify Subscription Rate** section, toggle on **Update their subscription rate to the latest service rates for their next billing cycle**. > **Warning**: This overwrites **all** subscription amounts including members with custom or grandfathered rates. There is no selective option. Use the exported subscription list to restore any custom rates afterward. #### Set Subscription to Invoice Billing Use this to switch all selected subscriptions from automatic card/ACH billing to invoice billing for the next cycle. 6. In the **Set Subscription to Invoice Billing** section, toggle on **Set all selected subscriptions to invoice billing**. #### Select programs and apply 7. Under **Select which Services to Adjust**, check the programs you want to update. Leave all unchecked to apply to all programs. 8. Click **UPDATE BILLING**. 9. Review the updated subscription list to confirm the changes are correct. ### Restoring grandfathered rates If the rate update overwrote custom pricing: 1. Open the exported subscription list you saved before the batch update. 2. Identify members with custom rates that should not have changed. 3. Navigate to [**SELL > View Subscriptions**](https://control.peoplevine.com/subscriptions) and click **EDIT** next to each affected subscription. Alternatively, use the **Search** icon (magnifying glass) to find each member's CRM profile and update the subscription from there. 4. Manually enter the original rate. 5. Click **UPDATE SUBSCRIPTION**. ### Best Practice Always export the full subscription list before running any batch update. The export serves as your rollback reference. After the update, compare the new subscription values against the export to identify any members whose settings need to be restored. ### What Happens Next * **On the system side**: All subscriptions in the selected programs now reflect the updated settings. The changes apply starting with the next scheduled billing cycle. Changes are logged in each subscription's Change History. * **Next step**: Review the subscription list to verify the update, then restore any grandfathered rates as needed. See: [How to Adjust Billing for a Membership Program](/products/control-panel-overview/membership-setup-overview/configure-program-billing.md). *Last updated: 2026-05-24* --- # Agent Instructions This documentation is published with GitBook. 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