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How do I transfer Paid in Full memberships from my old software?
How do I transfer Paid in Full memberships from my old software?

Transferring Paid in Full memberships from your old software is easy

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Written by Support Team
Updated yesterday

You have 2 options - both are a simple process if you have Paid in Full memberships in an old software that you need to transfer over to CHIP.

Option 1:

Step 1 - Click "Add Membership" on person's account

Step 2 - Locate the membership and assign for free. They've already paid for it in your old software, so no need to set-up payment.

Step 3 - Adjust expiration date to renew date

Done.

Option 2:

Step 1 - Click "Add Membership" on person's account

Step 2 - Set-up Payment on a Paid in Full membership

Step 3 - Assign Free Trial until renewal date

Note: this option will cause the membership to auto-renew after the free trial ends.

Done.

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