CONGRATULATIONS!!!

Welcome to the Chalk It Pro family. We're excited to prove to you why we offer the industry's gold standard software platform for workout tracking, class management AND comprehensive billing. Please follow these steps to help you most efficiently transfer your billing backend from your current provider over to Chalk It Pro. 

LET'S GET THIS DONE WITH 3 EASY STEPS

 

When migrating from the YOUR CURRENT STRIPE BASED system to Chalk It Pro, we have designed a path for you to make it seamless for your clients with them needing ZERO ACTION.

STEP 1:

If you have not done so yet, please make sure you set up your NEW free business Stripe account.

(This is the first step to be taken when setting up the Chalk It Pro billing module and ensures that your business is the rightful owner of your businesses financial processing, not your software provider.)

 

That can be done at www.stripe.com

 

Once it's set up and you're logged in...

Grab your new account number to have available for the steps below...

Your NEW Stripe Account Number: 
 
Follow this link to find and copy your NEW Stripe account number:
https://dashboard.stripe.com/settings/account

Upper right you will find your Account Number.  

Account ID.png

STEP 2:

You will need to submit a Copy from a Stripe account to a Stripe Account request to YOUR CURRENT PROVIDER and Stripe. You can find more information about that data copy process here.

 

DEFINITIONS:

Let's consider the YOUR CURRENT PROVIDER account the "source account", and your new Stripe account (the one you just set up for your gym in step 1 above) the "destination account".

YOUR CURRENT PROVIDER (Source Account) --> Your New Stripe Account (Destination Account)

ASK YOUR CURRENT PROVIDER FOR, OR FIND YOUR:

"Source Account" Stripe ID number. You will have one associated to the Stripe account they have set up for you. It would be helpful to have this information handy. 

 

COPY REQUEST:

Stripe requires a secure intake request from the source account owner (YOUR CURRENT PROVIDER) and a secure intake request from a destination account user (You/Your NEW Account).

 

 

SEND YOUR CURRENT PROVIDER THIS (copy and paste w/ your information inserted to their support team)...

 

SUBJECT: STRIPE COPY REQUEST FOR (YOUR GYM NAME HERE)

"Dear (PROVIDER HERE), please login to your Stripe master account and process the copy request for (MY GYM NAME HERE). 

MY SOURCE ACCOUNT STRIPE ID # IS: (Put the Stripe ID from YOUR CURRENT PROVIDER Here)

Copy to...

DESTINATION STRIPE ACCOUNT ID #: (Put Your New Stripe ID # from Step 1 Here)

You will need to login to your Stripe account and complete the copy source intake request, here's the link to complete that process: https://support.stripe.com/contact/email?topic=migrations (for migration type, select "data copy", then indicate that the account is the 'source').

When completing this form, please indicate that we would like to complete a "data copy from one Stripe account to another Stripe account" and complete the additional information accordingly."

 

 

 

 

YOU NOW DO THE FOLLOWING...

You should login to your new Stripe account (Destination Account) and complete the copy destination intake request here: https://support.stripe.com/contact/email?topic=migrations (for migration type, select "data copy", then indicate that the account is the 'destination')

When completing this form, please indicate that you would like to complete a "data copy from one Stripe account to another Stripe account" and complete the additional information accordingly."

This process can take about a week, but Stripe will copy all your customer data over to your brand new Stripe account that you now manage.

STEP 3:

Once the migration process is finished... let's get it all linked up for you...

 

Your Chalk It Pro client accounts linked to your NEWLY copied Stripe customer accounts. In Chalk It Pro go to...

 

Billing --> Billing Setup --> Link Stripe Customer Accounts

MAGIC! - Based on your client email addresses it connects everything for you.

BILLING SETUP.png

You will also see any accounts that were not automatically connected due to an email address difference. For these, you will have to instruct your clients to update their billing information  directly into their Chalk It Pro Account...

Instruct your clients to:

Account Info --> Billing --> Payment Methods --> Update

Helpful Billing Setup Guide:

 

Just make sure you've followed the BILLING SETUP GUIDE HERE to set up all your memberships and payment plans in Chalk It Pro.