12a. Importing your current members into Chalk It Pro
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.
Short answer:
DOWNLOAD AND SEND A CSV SPREADSHEET of your members to support@chalkitpro.com with subject line Member Import.
Rules:
There are MANDATORY columns and OPTIONAL columns of data that you can import. Headers of the columns of data are text sensitive - titles of columns must read as they are below:
Mandatory Columns:
First Name
Last Name
Optional Columns:
Phone Number
Birth Date (m/d/yyyy)
Member Since (m/d/yyyy)
Gender
Attendance Count
Address Line1
Address Line2
City
State
Zip
Country
Keep in mind that columns can not be combined - ex: Name (Tony Stark) needs to be in separate columns First Name (Tony) and Last Name (Stark).
*An option to you is to download your member data, download the member template below, and paste the info into the appropriate columns. See video below for example. Then save it as a .csv file and send to support@chalkitpro.com with subject line "Member Import".
12b. 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 (Step 13).
Once your customers have a payment method in the system you can begin assigning them memberships.
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.