Playbooks
Migrating to Sweatpals
Identify Your Payment Setup
11 min
before starting your migration to sweatpals, it's crucial to understand how your membership payments are currently processed this determines your entire migration process and timeline path 1 your own stripe account how to know this is you you have your own stripe account if you can answer yes to these questions ✔️ do you log into https //stripe com directly with your own email and password? ✔️ can you see all your subscribers' information in your stripe dashboard? ✔️ do you have full access to payment history, customer data, and billing settings? ✔️ did you personally set up your stripe account (not through another platform)? what this looks like when you log into stripe, you see a dashboard showing your business name direct access to all customer records ability to issue refunds directly full transaction history migration impact for your members good news! members' saved payment methods transfer automatically via stripe's secure data migration they won't need to take any action or re enter their card information your migration timeline typically 3 5 weeks from start to finish, though complex accounts with a high volume of membership or special billing arrangements may require additional time path 2 platform managed payments how to know this is you you have platform managed payments if ✔️ you use platforms like mindbody, kajabi, circle, pushpress, or wodify ✔️ your platform collects payments from members and sends you payouts ✔️ you don't have direct login access to a stripe account ✔️ you manage subscriptions through your platform's interface, not stripe directly what this looks like you log into your fitness/community platform to manage memberships you receive regular payouts (weekly/monthly) from your platform refunds are processed through your platform's support you can't directly access raw payment data or customer payment methods your platform handles all payment processing compliance common platform examples fitness platforms mindbody pushpress wodify zen planner community/course platforms kajabi circle mighty networks teachable thinkific migration impact for your members members will need to re enter their payment information on sweatpals complete a micro card verification charge ( $0 50) take action within the migration window to maintain their membership your migration timeline typically 2 3 months to allow for member communication and action timeline varies based on migration approach batched migration all members migrate at once (faster, 2 months) rolling migration members migrate at their billing cycle end (smoother, 3+ months) still not sure? here's how to check quick test #1 try to log into stripe go to https //www stripe com click "sign in" can you log in with credentials you know? yes → you likely have path 1 no → you likely have path 2 quick test #2 check your platform settings log into your current membership platform look for payment or billing settings do you see options for "stripe connect" or "connected accounts"? yes → path 2 (platform managed) no, i see my own stripe info → path 1 quick test #3 review your financial statements path 1 charges appear directly from stripe inc path 2 charges appear from your platform provider need help determining your setup? don't worry if you're still unsure! our team can help review your current setup with you identify your payment path provide the correct migration documentation answer any questions about the process mailto\ support\@sweatpals com why this matters understanding your payment setup is critical because it determines member experience whether they need to take action or not communication needs what you need to tell members technical process different migration procedures your workload level of involvement required next steps once you've identified your payment setup path 1 (own stripe account) → review the stripe standard migration guide path 2 (platform managed) → review the stripe connect migration guide still unsure → contact our team ( mailto\ support\@sweatpals com ) remember there's no wrong answer here — both paths lead to the same destination we just need to know which route to take!