SwimOffice Admin - Super User

When I try deleting a Billing Group I keep getting this message, “Please delete/change all the Members of these Billing Groups before deleting them.”

If you are getting this message then you still have members attached to that particular Billing Group. You must move them all to another billing group.

  1. Go to Member Admin.
    1. Chameleon users: In the side menu click Team Admin > Account/Member Admin > Members tab.
    2. New CMS users: In the side menu click Team Tools > Members.
    • If you see a "NEW!" blue banner at the top please click Try Now! to switch to the new Account/Member Admin interface
  2. Click Customize Filters
  3. Click Member Status on the left
  4. Uncheck all statuses on the right
  5. Click Billing Group on the left
  6. Check the box(es) of each Billing Group you want to delete
  7. Click Done
  8. Select all members (click check box by Last Name header)
  9. Click Edit > Multi-Edit Members
  10. Check Set Billing Group
  11. Click the drop down menu and choose the Billing Group to move them to
  12. Click Save
  13. To resume your normal view of members click Unsaved Views > All Active Members
  14. Go to Team Admin > Team Profile > Setup Billing Groups/Roster Groups/Location
  15. Click the Billing Group tab
  16. Select the Billing Group(s) to delete
  17. Click Delete
See Also
Delete a Roster Group

Can't delete a Sub Billing Group