What are Bulk Edits?
Bulk edits let you change the settings of a selected customer group instead of manually changing that setting in each customer account.
You can change several customer settings in one go, saving your team precious time.
For example, instead of manually enabling payment email notifications for each member of a team, you can enable it for all customers in teams in just 3 clicks!
How Bulk Edits work
Bulk edits are a simple three-step process:
- Pick a customer group that your bulk edits should apply to.
- Select the settings and options you want to change in bulk.
- Review and apply your selection of changes.
Your update can take up to a few minutes if you're editing a large number of customers and settings.
For more details, check out Applying Bulk Edits
Bulk edits options
You can select any number of bulk edit options from a selection of settings categories. Click on each category below for more details on the options available:
Notifications
Professional profile
Payments
Printing
Square
Access
You can mix and match the options available in all categories as long as they're all relevant to your customer group.
For example, you can change notifications and payment settings in one go, as long as you're happy with the edits applying to the customer group you've selected.
FAQ
How can I fix a bulk edit I've applied by mistake?
If you've changed a simple setting such as granting or removing access to specific areas of your platform, just reselect the original option and apply your changes again.
Why can't I apply bulk edits?
You can't apply bulk edits unless you are a full unrestricted admin. Either ask a full unrestricted admin to give you full unrestricted rights or have them apply the bulk edits for you.
Can I apply bulk edits to multiple locations?
Yes, if you apply bulk edits from a network location, the changes will apply to all customers within the network and all other locations under it.