Cycles Overview

Fulfillment cycles let you batch member orders together so you can process them as a group. Instead of handling each member's order one at a time, you create a cycle, assign members to it, and move everyone through fulfillment together. For details on individual reservation statuses and inventory holds, see:

Reservation Lifecycle — Every reservation status, what it means, and how orders transition between them
Inventory Holds and Blocking Issues — How inventory is held during fulfillment and what blocks an order from moving forward

What Is a Fulfillment Cycle?

A fulfillment cycle is a batch of member orders that are processed together. Cycles are used by subscription clubs that use Cycle-Based fulfillment mode. When you create a cycle, every eligible member gets a reservation (their individual order) within that cycle, and you move the entire group through preparation, packing, and delivery as one coordinated effort.

Cycles can be location-specific (applying only to members at one location) or group-wide (covering all members across your business).

How to Access Fulfillment

Click Fulfillment in the left sidebar navigation.
At the top of the page, use the Club selector dropdown (left) to pick which club you want to manage.
Use the Cycle / Release selector dropdown (right) to choose a specific cycle. For subscription clubs, this lists your cycles; for release clubs, it lists releases.
The Stats Bar appears directly below the selector bar.
The Member Table fills the remainder of the page below the stats bar.

Stats Bar

The stats bar is a horizontal row of clickable pill-shaped filter buttons at the top of the fulfillment view. Click any pill to filter the member table to show only matching orders.

Pills appear in this order (left to right):

Pill Label	Always Visible?	What It Filters To
All (with total count)	Yes	Shows every member in this cycle
Overdue (with count)	Only when count > 0	Members whose orders are past their expected processing date
Needs Attention (with count)	Only when count > 0	Members with issues requiring your follow-up
Pending (with count)	Yes	Members waiting to be set up or confirmed
Ready (with count)	Yes	Members whose orders are ready for pickup or shipping
Fulfilled (with count)	Yes	Members whose orders are complete
Pickup (with count)	Yes	All members designated for pickup (any status)
Shipping (with count)	Yes	All members designated for shipping (any status)
Skipping (with count)	Only for release clubs	Members who are skipping this release

Far right of the stats bar: Collected: $X,XXX — the combined total of product revenue + tax collected + fees collected for this cycle.

Cycle View vs. Individual View

The fulfillment page supports two viewing modes:

Cycle View

Shows all members in the selected cycle at once in the member table
Checkboxes appear on the left side of each row — check one or more members to select them for bulk operations
When members are selected, a bulk action toolbar appears above the table
Clicking a member row opens the Member Fulfillment Sidebar on the right

Individual View

Shows one member at a time — use the member selector above the table to switch between members
No checkboxes or bulk selection
The sidebar is wider since there is no table to share space with
The member's history across multiple cycles is shown

When you select one or more members using checkboxes, a bulk action toolbar appears above the table:

Situation	What Appears
All selected are in a Ready status	Resend Email button — resends the "ready for pickup/shipping" notification
Any selected are in Pending Choice	A message: "Pending Choice members must be confirmed individually"
All selected in the same non-Ready status	Process Selected — opens the Bulk Fulfillment Sidebar
Mixed statuses	Process Selected — opens the Bulk Fulfillment Sidebar

"Select all matching filter" mode: When you click the "select all" checkbox and there are more members than the current page, a banner appears to select all members matching current filters across all pages.

Processing a Cycle — Step by Step

1. Create or Select a Cycle

Click Fulfillment in the left sidebar.
Select your club from the Club selector dropdown.
Select an existing cycle or click + to create a new one.

2. Set Up Members (Assign Templates)

For individual members:

Click a member row to open the sidebar.
Select a Template from the dropdown at the top of the Items tab.
For exact set clubs: click Mark Ready.
For customer choice clubs: click Send Selection Email.

For multiple members at once:

Check the members you want to process.
Click Process Selected in the toolbar.
Select a Template, then click Mark Ready or Send Selection Email.
Confirm in the dialog.

3. Wait for Member Selections (Customer Choice Only)

Members in Pending Choice status are waiting to make selections via the emailed link.
Once submitted, the status changes to Confirmed automatically.
You can open a member's sidebar and click Confirm to confirm the pre-selected items on their behalf.

4. Mark Orders as Ready

Open the sidebar (individual) or select and click Process Selected (bulk), then click Mark Ready for Pickup or Mark Ready to Ship.

5. Complete Pickup Orders

Open the sidebar, check the items, and click Complete Pickup (all items) or Pickup Selected Items (partial). For bulk: select members, click Process Selected, then Complete All Pickups.

6. Ship Orders

Open the sidebar, configure shipping, and click Mark Shipped. For bulk: select members, click Process Selected, then follow the shipping wizard (configure packages → generate labels → mark shipped).

Confirmation Dialogs Reference

Every fulfillment action triggers a confirmation dialog before executing:

Dialog Title	When It Appears	Description
Send Selection Email?	Before sending a selection email	"This will send an email to the member with the available items for selection."
Set Available Items?	Before setting items without email	"This will set the available items for the member to choose from. No email will be sent."
Confirm Selection?	Before confirming on behalf of a member	"This will confirm the current pre-selected items on behalf of the customer."
Mark Ready?	Before marking orders as ready	"This will mark the order(s) as ready for pickup/shipping. This action cannot be easily undone."
Complete Pickup?	Before completing a full pickup	"This will mark the pickup as complete. Make sure all items have been collected."
Record Partial Pickup?	Before recording a partial pickup	"This will record the selected items as picked up. The remaining items will still be available for a future visit."
Mark as Shipped?	Before marking as shipped	"This will mark the order as shipped. Ensure the package has been dispatched."