So you are ready to make the switch? Awesome! The good news is, we have helped 100's of businesses just like you through this process. We have a simple process and a dedicated team that will walk you through the steps your business needs to be up and running with Clubworx.
Timing
The migration process typically takes between 5 and 10 days. However, each business is different and the process can take as little as 1 or 2 days!
Step 1.
Activate your Clubworx account by adding your credit card and selecting the plan you need on the subscription page ("Your gym" >>>My subscription).
Step 2.
Contact our friendly support team via chat, or email support@clubworx.com to arrange an onboarding session. In this meeting you will meet the specialist who will talk through your specific requirements and set firm timeframes to complete the migration process.
Step 3.
Set a 'Go Live' date with Clubworx and Ezidebit. This is the date that your current payments will be 'switched over' from being scheduled by your current software to Clubworx. On the chosen cut over date, Clubworx will port customer payment methods held with Ezidebit to your Clubworx account (so you will not need to recollect these!).
Step 4.
Your current contact data base bulk import to your Clubworx account. This can be done by you or your team using the bulk import tool available through your account, or our team can do this on your behalf if you prefer.
Step 5.
Bulk importing/assigning memberships. This step ensures that your active members have payments set up that mirror their current payment schedule.
Step 6.
Import your Styles and Ranks (Martial Arts Gyms). Styles and ranks can be uploaded at any time after the member information upload, regardless of if a Go Live date has been set. This is a separate spreadsheet to the member information upload and the membership upload. Your Clubworx onboarding specialist can action this for you when you are ready.
Other modules that your onboarding specialist can help you with are:
Setting up waivers for online sign up process for members
Creating your weekly schedule of classes
Integrating Clubworx with your existing website
Creating workflow automations and communication campaigns through our sequences tool
Bulk Communications
Creating and using reports
Creating workouts