Core | ACH Start Guide to ensure ACH payments are enabled in your Core account.
Tips for Smooth Migration:
Credit Card First: Migrate members to credit cards initially, ensuring all members have plans assigned and the migration process is complete.
Introduce ACH: Enable ACH for plans once migration is done. Offer a discount on plan pricing as an incentive for members to switch to ACH.
Credit Card as Backup: Always recommend having a credit card as a backup to minimize failed transactions and disputes.
How to Bulk Request ACH Bank Information from Leads, Non-Members, and Members
Step-by-Step Process
Navigate to the ACH App:
From your Core Dashboard, select Apps, then click on ACH to access the ACH setup.
Enable Migration Mode:
In the ACH settings, locate the “Migration Mode” option from the right-hand menu and enable it.
Bulk Select Members:
Use the checkbox to select multiple members, non-members, or leads at once.
You can also choose individuals manually if needed.
Send Bank Connection Requests:
Once selections are made, send the bank connection request to all chosen individuals in bulk.
Key Notes:
This process allows you to gather bank information efficiently for ACH payments.
Members will receive instructions to connect their bank accounts via Plaid or manual verification.
Be sure to inform your members and leads about why you are requesting this information to build trust and encourage timely responses.
Help
If you would like more information or need further assistance, please use our HELP DOCs, just like this one or reach out through intercom, the little blue box in your CORE account or email us at support@pushpress.com. Our team is here to help.
About PushPress
PushPress is a gym management software that can help you a lot in managing your gym. We've helped thousands of local gyms streamline and professionalize their businesses with our intuitive, powerful solution for managing fitness facilities - all from the palm of their hands! Want to take charge? Give us 3 minutes on the phone or schedule an in-person demo today!