If your old software has your clientâs upcoming bookings, Walla can transfer them over. But, if we don't know their payment method, we'll issue a Migration Pass in Walla.
Client upcoming bookings are migrated and a Migration Pass is provided as the booking method, not a plan.
Post-migration these passes must be converted to the active plans corresponding to each client to maintain accurate reporting.
It's important to note that there's no need to deduct passes from clients' plans manually, as pass counts were already considered during migration. Therefore, switching from a Migration Pass to an active plan won't result in any deduction from the clients' current plans.
How do I change a Migration Pass to apply to a plan?
From the main navigation menu select Class Schedule
Find and select the class the client is booked in
Locate the client in the class roster and select the three dots on the right hand side of the clientâs reservation
Select Change Plan
Select the plan this client should use as payment method for the reservation
What happens when a client cancels their upcoming booking in Walla with a Migration Pass?
The Migration Pass, which acts as a temporary pass for the booking, becomes invalid. Because there's no specific plan tied to the pass, so it can't be returned and the client loses the Migration Pass and the service will need to be re-booked.
What if a client used their last credit on their migrating plan?
If the clientâs last credit/pass was used for their upcoming booking, that plan would now be considered depleted/complete and will not be brought over to Walla.
What if a client has an upcoming booking that previously used a depleted plan?
Since the clientâs depleted plan is not migrated, you will not be able to âChange Planâ from a Migration Pass to a plan on their account. This will remain a Migration Pass.
Here is an example: Imagine John had a yoga class plan in the previous system with only 5 sessions. Before the migration, John used up all 5 sessions by making bookings, which made his plan inactive. However, since the bookings are still valid and need to be transferred, they are migrated over to the new system.
Now, in the new system, since John's plan is inactive and couldn't be migrated, his payment method is set as a Migration Pass to cover those bookings. You will either need to add comp passes to his account or sell a plan at $0. Keep in mind that this will affect payroll.
What happens if a client cancels a migration booking?
If a migrated booking is canceled the client will need to be issued a comp pass or be sold a new plan so they are credited back the session to use later.
What if a client has a Limited Auto-Renewing Plan that has been depleted and wants to cancel their upcoming booking?
An auto-renewing plan will be brought over from your previous software but will contain 0 credits/passes to be used. You will be unable to âChange Planâ in this instance. To resolve, you will assign a comp pass in this case.
Are Migration Passes assigned to all bookings?
No. Migration Passes will only be assigned to upcoming bookings that the Data Migration team brings over during the migration period. All bookings made in Walla will require the client to use/purchase a plan.