DaySmart

Switching to TeamUp from ZenPlanner

Preparing your customers for the switch

Switching to TeamUp from GloFox

Does TeamUp offer a customer import service? How can I get my customers on TeamUp? Importing customers to TeamUp.

An overview of switching to TeamUp

Switching to TeamUp from Wodify

Switching to TeamUp from a spreadsheet

Switching to TeamUp from Stripe

Switching to TeamUp from Bookwhen

Switching to TeamUp from Mindbody

Switching to TeamUp from GoCardless

How to export Stripe subscription data

In the article you can learn more about our Support team

Meet the Support Team

Angel Horowitz

Sabrina Herrera

Costa Bontioti

Switching to TeamUp

This guide explains how to complete the import spreadsheet so our switching team can move your customer data into your account.

How to complete the import spreadsheet

This guide explains how to complete the recurring reservation spreadsheet so our switching team can place your customers onto recurring time slots.

How to complete the recurring reservation spreadsheet

This guide explains how to complete the class pack import spreadsheet so our switching team can move your customers and their class packs into your account.

How to complete the class pack import spreadsheet

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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