Let's talk about how to set up your members on Canadian Direct Deposit while going through the Migration Assistant process. Before we get started, make sure you requested to have the CAD Direct Debit turned on in your account.
The standard Step 2 email, Migration Account Setup Request, has a link that directs the members to complete their profile and put in their Credit Card information. If you want you members to setup their Direct Debit instead of Credit Card, you will need to follow the below process to adjust the migration process. By utilizing the Landing Pages, the members can set their billing method to Bank Account / Direct Deposit. Once the member enters their banking info, it will set their billing method to Bank Account and transposed into the Migration Assistant and they will be sent to Step 3 for Plan assignment.
Step 1 | Create a Plan then use the Landing Page
Step 2 | Place Landing Page link into Migration Account Setup email
Step 3 | Migration Assistant
After member has submitted their banking info, the system will recognize it as their primary billing method and will push them into Step 3 in Migration Assistant.
Continue through the migration process by assigning the member a plan and then their migration is complete.
HELP Articles Related to Migration.
Have more questions? Please send us a message through Intercom. the little Blue Box, or email the Customer Experience Team at firstname.lastname@example.org
We're the best gym management software company that helps to streamline and professionalize gyms. We use our decades of experience running successful establishments, combined with the latest technology, to help other businesses do just as well or better than they are doing already!