🔄 5.5 Paid Membership Migration

first identify your payment setup before we start, we need to understand how your membership payments are currently processed, as this will determine your migration process how to identify your setup path 1 your own stripe account (streamlined migration available) you log into stripe com directly with your own credentials you can view all subscriber data and payment history in your stripe dashboard you control payment processing directly migration impact members' saved payment methods transfer automatically via stripe's secure data migration—no action required from them path 2 platform managed payments (this guide covers your process) your current platform (e g mindbody, kajabi, circle, pushpress, wodify) processes payments on your behalf the platform collects member payments and distributes funds to you you don't have direct access to a stripe dashboard with subscriber data migration impact members will need to enter their payment information on sweatpals (includes a $0 50 card verification charge) need help determining your setup? your sweatpals success manager can quickly identify which path applies to you and provide the appropriate migration documentation why migrate your memberships to sweatpals? revenue protection members maintain their core membership value, with potential fee adjustments to support enhanced platform features and community growth tools (including unlimited ad campaigns) enhanced member experience provide your members with a unified platform for membership management and event booking operational efficiency consolidate membership management, event hosting, and community engagement in one platform path 1 stripe standard migration this section is for stripe standard migration this process applies if you have your own stripe account with direct login access to stripe com members' payment methods transfer automatically—no action required from them timeline 2 4 weeks using a platform that processes payments for you? skip to the stripe connect migration section below the migration process 1\ initial coordination with sweatpals share your current membership structure member list and billing rates subscription tiers and pricing current billing dates/schedules your success manager will provide sweatpals' stripe account id coordinate migration timeline set up your community structure on sweatpals 2\ stripe data migration (you initiate) what happens you'll use stripe's secure customer data copy feature to transfer member payment information process log into your stripe dashboard navigate to customers → copy customers select all customers (or specific members migrating to sweatpals) enter sweatpals' stripe account id submit the copy request what gets transferred customer records saved payment methods (cards, bank accounts) payment method tokens (not raw card numbers—completely secure) \</aside> what does not transfer subscription objects payment history invoice records \</aside> 🗓️ timeline stripe typically completes the data copy within 72 hours 3\ export and share customer data once the stripe transfer is complete, you'll need to export the customer data and share additional information with sweatpals export from stripe log into your stripe dashboard navigate to customers export the list of imported customers to a csv file download the file to your computer share with sweatpals send the following to your success manager the exported csv file from stripe complete member list with names (if not included in export) member phone numbers (if not included in export) next billing date for each member (if not included in export) why this step matters this ensures we have all the information needed to map subscriptions accurately and match them to the correct billing schedule 4\ sweatpals creates new subscriptions what we do once the customer data arrives in our stripe account, we recreate each member's subscription on sweatpals we match same pricing and billing cycle same billing date (or your preferred consolidated date) active subscription status ⚡️ result subscriptions are ready to go live, but not yet charging members—we wait for your approval 5\ member communication (optional but recommended) even though members don't need to take action, it's good practice to notify them "your \[community name] membership is moving to sweatpals for an enhanced experience your payment method and billing date remain the same—no action needed from you you'll soon receive access to \[list key features] " we provide communication templates tailored to your community 6\ testing & verification before going live, we verify all subscriptions are correctly configured billing dates align with your preference member data is accurate payment methods are valid you review and approve before any charges process 7\ go live activation we activate subscriptions on sweatpals according to your billing schedule members experience automatic billing continues on their normal schedule access to sweatpals platform features no interruption in service 8\ deactivate previous platform once you've confirmed everything is working smoothly on sweatpals cancel subscriptions on your previous platform ensure no duplicate billing 🗓️ timeline typically 2 4 weeks from start to finish common faqs who handles refunds, chargebacks, and tax reporting after migration? refunds you'll handle these directly through your sweatpals dashboard super easy once you're migrated chargebacks right now we handle disputes for you (and cover any losses), but we're launching a dispute center soon so you can manage these directly if you want more control taxes you're responsible for your own tax reporting we don't withhold or remit anything on your behalf who retains ownership of member records and payment data post migration? member data 100% yours you keep full ownership of your community and membership records payment security all payment info is tokenized through stripe (neither you nor we can see actual card details) members can manage their saved payment methods through their profiles path 2 stripe connect migration (data export method) this section is for stripe connect migration this process applies if your platform uses stripe connect and can export tokenized payment data members' payment methods transfer automatically via secure token decryption—no action required from them timeline 2 4 weeks have your own stripe account with direct access instead? see the stripe standard migration section above the migration process 1\ request data export from your current platform contact your current platform's support team and request a complete member data export what to request csv file containing all member records tokenized payment data (credit card tokens from stripe connect) billing schedules and subscription details current membership status for each member understanding tokenized data the credit card information in your export will be tokenized—meaning it appears as encrypted strings rather than actual card numbers this keeps payment data secure during transfer 2\ share export data with sweatpals send the exported csv file to your sweatpals success manager what we need complete member export with tokenized payment data current billing dates and subscription tiers any special pricing or membership structures 3\ sweatpals uploads to stripe what happens we securely upload your tokenized member data to our stripe account stripe's secure decryption process stripe uses cryptographic ciphers to decode the tokenized payment data decryption occurs entirely within stripe's secure environment no raw credit card numbers are ever exposed during this process payment methods are safely transferred to sweatpals' stripe account security guarantee this token migration process is stripe certified and maintains pci compliance throughout neither you, nor sweatpals, nor anyone else can view actual credit card details during transfer 4\ sweatpals creates new subscriptions what we do once payment methods are successfully transferred, we recreate each member's subscription on sweatpals we match same pricing and billing cycle same billing date (or your preferred consolidated date) active subscription status ⚡️ result subscriptions are ready to go live, but not yet charging members—we wait for your approval 5\ member communication (optional but recommended) even though members don't need to take action, it's good practice to notify them "your \[community name] membership is moving to sweatpals for an enhanced experience your payment method and billing date remain the same—no action needed from you you'll soon receive access to \[list key features] " we provide communication templates tailored to your community 6\ testing & verification before going live, we verify all subscriptions are correctly configured billing dates align with your preference member data is accurate payment methods are valid you review and approve before any charges process 7\ go live activation we activate subscriptions on sweatpals according to your billing schedule members experience automatic billing continues on their normal schedule access to sweatpals platform features no interruption in service 8\ deactivate previous platform once you've confirmed everything is working smoothly on sweatpals cancel subscriptions on your previous platform ensure no duplicate billing 🗓️ timeline typically 2 4 weeks from start to finish common faqs what platforms support tokenized data export? most platforms that use stripe connect can provide tokenized payment data exports, including if you're unsure whether your platform supports this, contact your sweatpals success manager—we can help you find out mindbody marana tek pushpress glofox luma kajabi circle is this migration process secure? yes, completely secure payment data remains tokenized throughout the transfer stripe's decryption happens entirely within their certified secure environment process maintains full pci compliance no actual credit card numbers are ever exposed or accessible who retains ownership of member records and payment data post migration? member data 100% yours—you keep full ownership of your community and membership records payment security all payment info is tokenized through stripe (neither you nor we can see actual card details) members can manage their saved payment methods through their profiles