At this time, Walla does not support plan sharing or the "pays for" relationship. This means that if you have two client accounts using the same email address, they will not migrate into Walla correctly. To ensure a smooth and successful migration, it is important to take the following actions prior to the migration process.
Step 1: Update Account Information
The first step is to update one of the accounts so that each account has its own unique email address. This will prevent any conflicts during the migration process.
Step 2: Ensure Proper Payment Setup
Once step 1 is completed, it is important to ensure that the client who was previously paying for the other client now has their own pricing option, unique email, and a credit card on file. This is especially important if they are on an auto-renewing plan. If the same client will continue to pay for both plans in Walla, it is recommended to have the same credit card on file for each account prior to the migration.
Step 3: Actions for Parent/Child Relationships
If the two clients have a parent/child relationship, it is important to take the following actions:
By taking these actions, both clients will migrate into Walla with their own plans on their own accounts. This will also ensure that their credit card information transfers over, so they do not have to worry about adding it manually post-migration.
Please note that if these actions are not taken, the parent (client A) will migrate into Walla with both plans, while the child (client B) will not have a plan or a credit card migrate over. This is especially important for Mindbody Migrations, as any visit history will only come over to client A's account. The new account created for client B will not retain this information.