This video outlines our 3 Step Migration Process, will answer any questions and provide step by step details to ensure success.

Step 1 | Export your Member Information

You only want to import members active, paying members. Members who are on a Recurring Plan, Non-recurring Plan or Punchcard that is currently active. Use the links below for instructions on how to export data from your old platform. If you don't have a current platform, but have members, you can fill out our template in Step 1.

How to export from Mindbody
How to export from Pike 13
How to export from Wodify
How to export from Zen Planner


Create your CSV Spreadsheet and send to our Staff.

Click on Step 1 and download our TEMPLATE. Copy and paste information from your export to the PushPress Template. First name, last name and email must be complete for each member to upload. All other information is optional and members will have an opportunity to update their profile in Step 2.

"Send to Our Staff" will open a chat within Intercom. The team will do some pre-processing, scrub for duplicates, errors etc. and then upload it into PushPress for you.


Communication is KEY - Give your members a 'Heads up'

Preface the migration process by communicating to your members what you are doing. However you communicate this 'heads-up' message best with your members is up to you. Email, Call, Blog post, get coaches to announce etc. Make this communication compelling. Give them a good reason to do it. Create some excitement to get everyone moving forward together. YOU are a key component of migration success!

Sample Messaging for members - "We are changing to PushPress to provide a better member experience from reserving classes on the member app to checking in upon arrival. PushPress requires less time in the office and more hands on time with members."

Sample Messaging for Coaches - We want to provide a better member experience for our members as well as our staff. Ease of checking in members, displaying workouts inside the gym, locating member plans and selling plans... less time working on software is more time in the gym with the members.

Sample email to members

Subject:
Member management software change

Body:
Hi,
We are switching our member management platform from {insert old software name here} to PushPress™. Our goal is to run the gym more efficiently to provide the best member experience. Our goal is to focus more on being better coaches and spend our time on the gym floor with you.

This Transition will take place over the next few weeks. Expect an email from the new system requesting you set up and verify the existing information we have on file for you. The subject line will be "Action Needed - {insert your gym name here} Migration Request"

This email will be sent on {insert day of the week you plan to send this}.

Please open this email to update your set up your account information. If you have any questions, don't hesitate to ask, you can always catch me in the gym or email me at {insert your email here}.

Thanks again,
{insert your name here}


Step 2 | Request Account Setup

Now you are ready to fire off the Account Setup request email.

In your Control Panel, go to 'Step 2' of the Migration Assistant.

Select everyone you want to request the setup for using the checkboxes. Use the dropdown menu at the top to 'Select Billing from Selected Members'

Click "Select a Bulk Action"

Click on the first option to "Send Profile Set Up Request to Checked Members"

The reply-to will be your customer service email.

Scroll down to the bottom and "Perform bulk action".

This will send the email to all checked members.

Note: if you have cash members, you will want to use the 3 dot menu to select "cash member" before step 2 (sending profile setup request) .


Email to Members

This is the email that will get sent from the PushPress system.

Yes, you can customize your initial email that is sent.

Communicate > Automatic > Migration Account Setup Request

DO NOT REMOVE THESE BLUE LINKS when editing the Migration E-mail. Members will not be able to complete migration without it.

The 'Setup Account Now' link

The link in the email is a 'magic link'. It's a different generated link for each member that will automatically log them into a secure landing page to verify and collect additional info, but primarily we need this to collect their Credit Card info. Only the first name, last name and credit card are required fields.

This is what that setup account landing page looks like:
(any data you import will be pre-populated, example, first name, last name, email etc.)

Once members complete this information they will be prompted to download the member app, Branded or PushPress Member App.


Step 3 | Assigning Plans

Plans and discounts should be set up within your CORE system to complete this Step. Have your member list handy with plans, discounts and billing dates.

Keep an eye on your Migration Assistant. As members set up profiles and add billing members move from Step 2 to Step 3. Plans should only be assigned in the migration assistant. Plans assigned from profile will not have the options listed below and are assumed a NEW plan.

Go to Step 3 In the Migration Assistant.

Click on the 3 dots to "select plan".

Select Recurring, Non Recurring or Punchcard. Then Choose Plan.

Recurring Plans | Plan, Discount, Billing Date and Payment Method.

If you have a recurring plan with a specific amount of payments - example 12 month commitment with an end date you will need to plan for cancel of that plan. For these plan, we recommend a 12 month commit then month to month after so there is no end date.

Non Recurring | Plan, Plan End Date and Payment will be COMP since member already paid the one time payment in the old system.

Punchcards | Plan, Punches Remaining and if the punchcard expires, add that date as well. Payment will be COMP since member already paid the one time payment in the old system.

As soon as a plan is assigned, they will be active members, even if their bill date is in the future.

As you assign plans on PushPress, make sure to cancel their plan on the old software to avoid double billing.

Member is now done with migration, digital documents are emailed that correspond to people, discount or plans.

Members can also start reserving classes from the member app. They are prompted to download the app after digital documents are signed.


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