Merge Existing Clients to Greenlite

Q+A

  • Will I be able to bring my current Clients to Greenlite from another software?

    • Yes, we can transfer your current Clients over to Greenlite. Once you sign-up to use Greenlite at your studio, contact us at Sales@GreenliteCheckIn.com to ensure you have the template and requirements to merge your existing Clients. We provide you with a template for you to input your Clients First, Middle, Last Name, email address, expiration date of clients memberships, and how many classes they have left in their package. You can easily gather this information from any software program you are leaving from. Then schedule a time to perform this import so there is no down-time at your facility. Contact us for a more detailed description on merging your client database.

  • How long should I keep my old software around to access it?

    • We recommend to keep your old software for a month or so at least. We know your anxious to get out of the old software but experience has shown us that it is good to keep around for a little bit. You may need to check something out, download waivers or run reports you need in the future. Never cut one software off one day and start with Greenlite the next day. Start with Greenlite to make sure the transition was smooth. Maintain access to all the data you've gathered with your last software until you've had the chance to capture it all.

  • Can I import my Clients credit card numbers from my existing software to Greenlite?

    • The credit card business is extremely secure for good reason. Your old software will not give you your Clients credit card information because they are not allowed to keep Clients credit card numbers, in it's entirety, on file. You will enter your existing auto draft Clients credit card by swiping or hand inputting on dates you and your customer deem fit to make it a seamless transition.

  • How do I set-up an import on the day I want to switch to Greenlite?

  • Will existing Clients without current packages be merged?

    • No. Including Active Clients only is the best way to Merge your business to Greenlite. If you wish to have contact information to past clients, we suggest saving them from your old software before you cancel access.

  • Is there a cost to have Greenlite Merge in my existing Clients?

    • Not all merges are the same but Greenlite can usually perform a one-time mass merge at no cost.

  • Will existing Client’s Private Lessons and Workshops be transferred with the mass merge?

    • No, only Class Packages. You can manually enter Private Lessons and Workshops names, dates, and Clients in Greenlite.

  • What to expect with Waivers.

    • If you merged a database of Clients from another software upon signing up for Greenlite, those Clients will not have signed waivers in Greenlite. We recommend downloading/printing old Client waivers (if in another software) before stopping your last software access. Store you old waivers in case you need to reference at a later date. Greenlite will still pull up a waiver for the merged Client but the signature will be blank.

    Manually Merge your existing clients instead?

  • There are advantages to manually merge your existing Client database instead of a mass merge.

    • You can capture all your existing Client’s updated contact information.

    • Your entire Clientele will have signed your most recent policies and liability waivers. You will have confidence knowing all Clients who you do business with are up-to-date on important business practices.

  • A couple ways to do a manual merge.

    Keep your existing check-in software for a while to check-in existing Clients the old way. When an existing Client with classes/visits left comes in, input their name in Greenlite and have them sign your waiver. It will take about 10 seconds to do this. All new purchases will go through Greenlite.

    or

    Have a list of clients, expiration dates and class visits left at the front desk so you know whether to allow them access. Capture your existing Clients contact information (possibly updated) and waiver signature in Greenlite. At the end of the day or week, assign that member the number of visits they have left with the expiration date. You can do this by creating a membership package for $0 and manipulating the dates and visits left for each Client.

    or

    Provide punch cards to all existing Clients with expiration dates and/or visits left. When the punchcard runs out or expires, sign them up in Greenlite with updated contact information, signed waiver and new membership package purchase.