Here’s how to perform actions for multiple clients on your list at the same time.
1. In your client page, select the check boxes next to the names of clients you would like to edit.
2. You will also be able to select or deselect all of the clients on the page.
3. Once you’ve completed your selection, click on the Actions drop-down bar at the top of the list.
4. You will be able to do the following for your clients:
a. upgrade accounts to Pro
b. downgrade accounts to Starter
c. or Send invitation emails
5. Click on the action that you would like to carry out and confirm your selection.
Your bulk action is now complete.
You might also be interested in how to add a client.