Skip to main content

Bulk Setup/Cancel Capabilities

Sometimes you need a faster way to make changes to multiple clients at once...Fons is here to help!

Jen avatar
Written by Jen
Updated this week

Get things done faster with Bulk actions...but be careful and make sure you are working accurately as bulk actions have the potential to create bulk sized mistakes.

The following actions are available to do in bulk from the Client tab actions button:

Hourly Rate

Clients > Actions:

Setup for multiple - if you have multiple clients who all have the same hourly rate, easily get them established.

Edit for multiple - increasing rates or have a large number of hourly rates to adjust? Easily edit clients who already have an hourly rate established.

  • Clients who do not have an hourly rate set for them will not show up as an option to edit.

Subscriptions

Clients > Actions:

Set up Subscriptions - easily establish a subscription for multiple clients at once.

Edit Subscription rate - easily adjust the rate (amount) of a subscription - great for when rate increases occur or clients start taking longer/shorter lessons.

Pause - temporarily stop a subscription from running

Resume - restart a subscription

Cancel - end recurring subscriptions

  • Note: in order to change the date a subscription runs you must cancel it and create a new one.

Label

Clients > Actions > Label

Allows you to add a label to many people at one time

Import

Client > Actions > Import

Quickly import many clients into Fons from a spreadsheet or client export from another studio management platform. More information can be found in our Import Clients help article. (see link below)

Archive

Clients > Actions > Archive

Archiving clients keeps their contact information for future reference...but it will cancel all future appointments, cancel all outstanding payments, and remove billing info for all family members.


Related Articles:

Did this answer your question?