During the onboarding process, you may need to manually assign memberships and packages to students transitioning from another system. This guide walks you through how to set them up correctly, adjust their credits, and ensure everything is aligned with their previous payment history.
You’re welcome to follow these steps yourself—or if you’d prefer us to handle it, just let us know. We’re happy to help or hop on a quick call if needed.
💳 Assigning a Membership During Onboarding
Once the student has been added to the system:
Go to
Checkout→ Choose Student → Open the Memberships tabSelect the correct membership
In the Total box, change the price to
0Check the option "Revise for first payment only"
Click Schedule for future
Choose the Last Payment Date the student made in your old system
The system allows past dates, so this keeps their payment history intact.
Set an Expiry Date if needed
Click Complete
🔧 Adjusting Membership Credits
After assigning the membership, you may need to align their available credits:
Go to
Manage Studio→StudentsSelect the student
Open the Memberships tab
Click Edit next to the relevant membership
Update the Total Credits field accordingly
🎁 Assigning a Package During Onboarding
Go to
Checkout→ Choose Student → Open the Packages tabSelect the package
Override the price to
0Click Complete
🔧 Adjusting Package Credits
To ensure their package credits reflect what they had previously:
Go to
Manage Studio→StudentsSelect the student
Open the Packages tab
Click Edit next to the package
Update the Total Credits field as needed
Tip: These steps are especially helpful when you're onboarding students from another platform and want to avoid double-charging or losing track of what they’ve already paid for.