Migrating Customers from an Existing Club

If you’re transitioning from another software over to the PodPlay system, you can provide your PodPlay Customer Success Manager (CSM) a CSV file with all of the information about your current Customers

The information needed is:

• Customer's first name

• Customer’s last name

• Email address

• Phone number

• Date of birth (optional)

• Gender (optional)

• Membership (if applicable/if you want to migrate memberships over)

  • Membership name

  • Price

  • Monthly or Annual

  • Next charge date

• Credits (if applicable)

  • Must be provided in a $value format

Once you share this CSV, the PodPlay team will import these Customers into your new environment

PLEASE NOTE:

• Unless you are already working with Stripe as a payment processing system with your current reservation software, migrating your current Customer’s credit card (CC) information is not possible for the following reasons:

  • Payment processing systems will not share CC information

  • Payment processing systems do not want to lose revenue

  • Payment processing systems want to keep your Customer’s charges on their system

• If you are using Stripe as a payment processing system with your current reservation software, please notify your PodPlay CSM so they can begin an exchange with Stripe

Questions to also answer:

• Do you want the imported Customers to have their Terms of Service signed for them?

• Do you want the imported Customers to have their Liability Waiver signed for them?