We can create your members ahead of time without sending invitations first.
This allows you to set up everything in advance for your members. (payments, memberships, etc). You can ask them to register and get access to the platform later.
SEND A CSV SPREADSHEET WITH FIRST/LAST/EMAIL to support@chalkitpro.com with subject line Member Import .
Optional columns such as telephone, date of birth (m/d/yyyy), telephone, gender can also be included in the spreadsheet.
Get customers payment info into Chalk It:
If you are migrating customers/payment info from another provider please wait until the migration is complete. After the migration is done you will link the Stripe customers to the members in CHIP. To do so go to: https://app.chalkitpro.com/billing-setup and press the Link Customers button
If you are asking members to re-enter payment info manually now is the time to ask them to register for the app and begin that process under their ‘Account Info’ area
Once your customers have a payment method in the system you can begin assigning them memberships . Watch the Assigning memberships video at https://www.chalkitpro.com/billingsetup
You can also use this as an opportunity to choose your Coaches and Admins. You've navigated getting everyone over into CHIP, now you can just access their profile and choose 'Y' for each Coach and/or Admin.