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 Credits next to the relevant membership
In the Update Available Count box, set the number of credits the student should have left for the current billing cycle
Click Submit
Total Credits and Used Credits at the top of that window are read-only — they are shown for reference only. Total Credits recalculates by itself as used + available, so the available number is the only one you set.
If the membership uses tag specific limits, adjust the Available figure for each tag individually in the table instead.
If you can’t see the Edit Credits option: it is hidden for memberships that are cancelled, still upcoming, waiting on a scheduled first payment, having a bank payment processed, or already past their next payment date.
If the membership has class rollover turned on, credits you add here behave exactly like earned credits — whatever is still unused at the end of the cycle rolls over along with the rest.
🎁 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 Update Credits next to the package (shown as Update Credit Count in the actions menu)
In the Update Available Count box, set the number of credits the student should have left
Click Submit
As with memberships, Total Count and Used Count are read-only. If you are restoring credits after an error, set the available number back to what the student should have remaining.
This option appears only while the package is Active or Pending Activation.
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.