Bulk Actions for Install, Promos & Protection Plans

Managing your settings just got a whole lot easier 🎉

Bulk Actions in Appliance.io let you update multiple Install services, Promos, or Protection Plans at once — saving time and reducing repetitive clicks.

Instead of editing items one by one, you can manage them in bulk to streamline onboarding and keep your settings organized.

Before getting started, make sure you have permission to manage Settings. If you’re unsure, check with your account administrator.

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📍 Accessing Bulk Actions

To begin, navigate to the relevant Settings page:

• Go to Settings • Select Install, Promos, or Protection Plans

Each page now supports bulk selection and actions for easier management.

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🔧 Bulk Actions in Install Settings

Managing Install services is now faster and more efficient.

From the Install Settings page:

1. Select the checkboxes next to the services you want to update.

2. Choose one of the available bulk actions: •Archive • Unarchive • Toggle Website visibility • Toggle POS visibility

3. Confirm your selection.

Your changes will instantly apply to all selected install services.

This is especially helpful during onboarding or when updating visibility across multiple services at once.

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🎉 Bulk Archive for Promos

Need to clean up expired or inactive promotions?

From the Promos Settings page:

1. Select the promos you want to update.

2. Click the Bulk Archive option.

3. Confirm your selection.

The selected promos will be archived together, helping you keep your promo list organized without deleting historical campaigns.

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🛡️ Bulk Delete for Protection Plans

Removing outdated protection plans is now simple.

From the Protection Plans Settings page:

1. Select the plans you want to remove.

2. Click the Bulk Delete option.

3. Confirm the action.

The selected protection plans will be permanently deleted.

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⚠️ Important Reminder

Archiving hides items from active use but keeps historical records intact. Deleting permanently removes the item and cannot be undone.

Always double-check your selections before confirming a bulk action.

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🎉 You’re All Set!

You’ve successfully learned how to manage Install services, Promos, and Protection Plans using Bulk Actions — all in just a few clicks.

Using bulk actions helps you stay organized, work more efficiently, and keep your store settings clean and up to date in Appliance.io.