What is the most efficient way to update club membership records for the new year?

In the Help Center BoosterHub Academy video “2.6 People—Annual Clean Up,” you can see some of the best practice suggestions for updating your club for the new school year.

Here are some key items to update.  

  • Go to Settings > Admin Settings. Use the Remove icon to the far right of the person's row to remove all of the retiring Admins. Use the Add Admin icon at upper right to promote any current Members to become Admins.
  • To update membership, go through the Bulk Actions feature in People by choosing either Select All, or Select Current Page, or selecting a Tag, or selecting multiple contacts one-by-one. For example, you could select a graduation year Tag to collect the graduating class for a particular year, then add the Tag Alumni for that group, and then make those people Non-members. Making them Non-members will remove them from the active database and disable their logins, but they will remain on the mailing list.
  • It is also useful for clubs with paid memberships to remove the Tag that shows that the member has paid, in order to show that the person needs to pay for next year.