What is a Plan Map?
In preparation for your migration to Walla, our data wizards will prepare a Walla Plan Map using data from your previous software and the new plans you have created in Walla. We use this document to map the old pricing options into the correct plans in Walla so your clients will have access to their active memberships and packages once you migrate.
Your Data Migration rep will use reports available in your current software to locate what pricing options, memberships and packages your clientâs currently have and add them to a spreadsheet like the one below.
How do I fill out my Walla Plan Map?
Once you receive your Walla Plan Map, you will want to ensure that there are pricing plans created in Walla for each active pricing option, package or membership currently active in your previous software. Here are steps to follow below:
Open your Walla Plan Map and review what pricing options, packages or memberships are still active listed in column A.
Add plans into Walla for any active pricing options, packages or memberships listed in column A that you want to accommodate in Walla.
For the plans you wish to migrate, once the plan is created in Walla, add the corresponding plan name into column D.
For any pricing options, packages or memberships you no longer wish to honor, add âskipâ into column A.
For any pricing options in your previous software that issue a single class session you will want to issue a Comp Pass. In column D you will enter âcomp_passâ.
You may also choose to issue a Comp Pass to any pricing options or packages that issue a limited number of classes or sessions but you no longer wish to sell in Walla so clients can use the remaining classes.
Special Considerations
If you wish for clientâs to continue paying the same rate there must be a corresponding plan in Walla at that price point.
Learn more about accommodating historical pricing here.
All clientâs on a single rate must migrate into the same plan.
For example, if you have 5 clients paying a legacy rate of $99 per month for an unlimited monthly membership, all 5 must migrate into the same plan in Walla.
Walla cannot migrate non-recurring plans into recurring plans.
â