Path 2: Stripe Connect Migration Guide

overview the stripe connect migration requires members to re enter their payment information on sweatpals while this adds steps for your members, our 3 month risk free guarantee protects your revenue during the transition timeline 2 3+ months , depending on your migration approach batched migration all members migrate simultaneously ( 2 months) rolling migration members migrate as their billing cycles end ( 3+ months) before you start what you'll need current member roster with billing information access to communicate with all members understanding of your current billing cycles decision on future billing structure what your members experience ⚠️ need to re enter payment information 💳 $0 50 card verification charge 📅 defined migration window to take action ✨ access to enhanced platform features migration timeline overview month 1 preparation phase member notification campaign begins data collection and setup billing structure decisions month 2 migration phase migration links distributed member enrollment period technical implementation month 3 completion phase final member onboarding push platform deactivation revenue protection begins step by step migration process step 1 member communication (start 30 days early) first announcement 30 days before subject important your \[community name] membership is moving to sweatpals hi \[member name], in 30 days, we're upgrading to sweatpals — a platform that will transform how you experience our community this move allows us to offer enhanced features while maintaining the quality programs you love what this means for you \ re enter your payment information on sweatpals (one time setup) \ small card verification charge of $0 50 \ \[optional mention any rate adjustments] \ access to powerful new features new features you'll love ✓ unified platform for classes and membership ✓ mobile app access ✓ enhanced community features ✓ streamlined booking experience action required by \[date] you'll receive a personalized migration link in 2 weeks please complete your setup to maintain uninterrupted membership access questions? we're here to help make this transition smooth! \[your name] follow up communications 2 weeks before migration link coming soon 1 week before migration links sent migration week daily reminders final 48 hours urgent action needed step 2 share your member data with sweatpals information to provide member roster (csv or excel format) full name email address phone number current membership type current billing amount current billing date/frequency membership structure tier names and benefits pricing for each tier any promotional rates special arrangements billing preferences preferred billing structure (see step 3) any rate adjustments planned grace period preferences note on rate adjustments if implementing fee adjustments to support enhanced features and growth tools, clearly document current rate vs new rate justification (unlimited ad support, new features, etc ) any grandfathering plans 🗓️ timeline complete within first 1 2 weeks step 3 select your billing schedule structure aspect option 1 consolidated billing ( recommended ) option 2 maintain individual dates description all members bill on the same date(s) based on their cadence (monthly, quarterly, biannual, annual) each member keeps their existing billing date benefits predictable cash flow easier financial planning simplified administration clear communication no change for members maintains cash flow distribution less member confusion smoother transition considerations may require members to adjust their billing dates adds complexity for monitoring billing success across multiple dates requires more ongoing administrative oversight example setup all members bill on the 1st or split half on 1st, half on 15th john bills on the 5th sarah bills on the 18th mike bills on the 23rd best for communities wanting operational efficiency communities prioritizing member experience step 4 distribute migration links to members we provide custom enrollment links for your members featuring pre populated membership details clear migration deadline ⚡️ result streamlined enrollment process to maximize member participation step 5 sweatpals technical implementation our team handles the backend migration configures billing schedules based on your selected approach validates payment processing provides migration completion report ⚡️ result seamless technical transition with your preferred billing structure in place step 6 member onboarding & platform access your members gain access to unified event booking and membership management interface mobile and web platform accessibility enhanced communication and community features plus, powerful growth tools for your community ad support complimentary ad campaigns to drive new member acquisition and event attendance member engagement tools integrated chat and community features to improve retention and activity ⚡️ result improved member experience on the sweatpals platform step 7 deactivate previous platform cancel previous platform memberships after confirming successful sweatpals migration checklist export all member data download financial records save communication history cancel all active subscriptions set up forwarding/redirects communicate platform sunset handling stragglers export list of non migrated members final outreach campaign offer special re enrollment document for follow up 🗓️ timing after migration deadline passes