We’re well aware that switching systems can be a daunting thought - we know this because we’ve spoken to thousands of businesses who have done this in the past. We don’t want the stress of a switch to fall on our customer’s shoulders, or the shoulders of their own customers, and so our expert team help make it as easy as possible to switch to TeamUp from another system.
Our fine-tuned switching process ensures you and your customers will have a smooth transition from your existing booking platform to TeamUp. Our team will be on hand to ensure your customer data is imported to TeamUp with no fuss - all we need from you is an idea of what data we should be bringing across and access to your existing data, we’ll take care of the rest. With thousands of previous imports in our locker, we’re experienced at making sure the transition is as effortless as possible. The expert managing your import will be with you throughout and easily contactable anytime you need help.
What customer data can be transferred to TeamUp?
If you integrate your existing Stripe account to TeamUp, we'll be able to link saved card details to imported customers. If you exclusively use subscriptions in Stripe to charge customers each month, you can also download a subscriptions report and send that to us via the Dropbox link we'll supply to you. See our guide on how to extract that report here.
Please note that if you are not using Stripe subscriptions, we will need the customer data from your existing system or on a spreadsheet to complete a Stripe import. Below details the data we can bring across if you can provide this to us.
Contact information i.e. name, email, phone, address, DOB.
Form data i.e. PARQ fields, emergency contact info.
Customer memberships - packs, prepaid or recurring plans. We’ll import memberships to customer profiles so they’re set up and ready to start booking with their existing membership.
Card details - We can import any saved card details to customer profiles in TeamUp. If card details are not saved in the Stripe account already, we’ll simply prompt customers to add payment details to their membership as soon as they accept a personalised invitation to manage their TeamUp account.
What TeamUp will do for you
Create profiles for your customers including all their contact information - name, email, phone, address, DOB, etc.
Add form data to each profile i.e. PARQ fields, emergency contact info.
Add memberships or unused packs to each customer profile. Note that billing dates and amounts can be imported per customer to suit your needs, and don’t necessarily have to align with your old system. The memberships can therefore reflect the ‘new’ pricing to all new customers while loyal customers are grandfathered into the old pricing.
Copy over stored card details from the Stripe account.
Invite everyone via email on your behalf with a unique link to their own TeamUp profile.
Show you who has accepted the invites and if required, added their payment information.
What is required from you to make the switch?
1. An idea of what customer data you would like importing to TeamUp
Should we:
Import just customers with memberships?
Import just customers with registrations since X date?
Do you need old data?
Tip. We often recommend that an offline copy may be better to keep your TeamUp account up to date and relevant with just active customers.
2. An indication of when you would like to go live with TeamUp
We can agree on a sensible switch date based on any notice you need to give your current booking supplier.
We can switch customers onto TeamUp while their final payments are processed elsewhere, aligning their next payment perfectly in TeamUp, so they can begin enjoying the benefits and booking into sessions straight away and keeping your sessions filled up.
You always have the final say as to when the customers are invited and ‘go-live’. We’ll never communicate anything without your say-so.
3. Setup your TeamUp account
We need at least memberships set up in order to complete the import, but we’d recommend completing or reviewing the rest of the setup guide to ensure you’re ready to go live. Payment method/s should be added to ensure your customers can complete purchases when you’re live, for instance.
Note that we’ll either need memberships to match the names of the memberships in your previous system, or we can ask for the matches before completing the import.
If you’re already using Stripe please integrate your existing account in Settings>>Payment>>Manage payment method so that we can move across saved payment details to TeamUp.
4. The customer data
If all customers are currently billed via Stripe subscriptions, you can extract those subscriptions and send the file to us to create the customer profiles and memberships. See this guide to download the file below and send it to us via the link below that.
Next, just complete our import template and we’ll do the rest. If you haven’t already done so, just complete this simple form.
You can send us the subscriptions file if you already have it, just here.
If at any point you’d like to speak to us about the switch just book a call here.
5. Inform your existing provider of the switch
We’ll help you to ensure billing is ended with Stripe or another booking system, before billing starts in TeamUp.
We’ll be able to offer guidance on the best time to make the switch.
During the switch
Review the imported data - we’ll let you know once we’ve completed the import so you can check it out.
Note that we'll never send any invites to your customers until you give us the green light.Inform your members of the switch. Check out our handy template to help with this.
Review and update the invite email as required: https://goteamup.com/providers/configure/notifications/ >> Customer: Invitation.
Give us the go-ahead to send the invites.
After the switch
Double-check that your former booking supplier has cancelled down any recurring payments or memberships.
Ask for help when needed - we’re always happy to assist. You can also check out our in-depth help centre for step-by-step guides.
Enjoy all the benefits of TeamUp, but don’t hesitate to ask what else you might be able to do with TeamUp!
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