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.
When migrating from the Wodify system to Chalk It Pro, we have designed a path for you to make it seamless for your clients and cause them ZERO INVOLVEMENT.
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...
Login to your Wodify account and follow these instructions...
Login to Wodify --> Financial (left side menu) --> Settings --> Wodify Payments Configurations --> Click Your Active Account --> "Click Here to Change Any Other Merchant Account Info"
This will take you to your Wodify Stripe page
From here you will find your account id: acct_xxxxxxxxxxxxxx
It is located in the web address bar as seen in the picture below.
You will need to submit a Copy from a Stripe account to a Stripe Account request to Wodify and Stripe. You can find more information about our data copy process here.
Let's consider the Wodify account the "source account", and your new Stripe account (the one you just set up for your gym) the "destination account".
Wodify (Source Account) ----> Your New Stripe Account (Destination Account)
Stripe requires a secure intake request from the source account owner (Wodify) and a secure intake request from a destination account user (You).
SUBJECT: STRIPE COPY REQUEST FOR (GYM NAME HERE)
"Wodify, please login to your Stripe master account and process the copy request for (MY GYM HERE).
MY WODIFY SOURCE ACCOUNT: (Put Your Wodify - acct_xxxxxxxxxxxxxx from Step 2 Here)
DESTINATION ACCOUNT: (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 is 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."
Wodify Support Resources:
Phone: (267) 452-1249
Schedule a phone call: https://go.oncehub.com/Wodify1on1
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.
After your customer info has been migrated to your new Stripe account you can link up customer accounts in Chalk It Pro.
Administration-->Billing --> Billing Setup --> Link Customers (bottom of screen)
MAGIC! - Based on your client email addresses it connects everything for you.
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.