Woo hoo!! We're psyched that Punchpass can help you out!
We recommend that you pick a date to go "live" with Punchpass. Make a clean break and you'll be surprised at how quickly you can move off your old system.
You may have existing customer data that you want to get onto Punchpass before then. It's important to remember we are talking about two different things here:
- Your CUSTOMER information (like their name, email address, birthday, contact info, etc.)
- Your customer's CURRENT PASS information (what pass they currently have, and where are they in that pass. How many punches are left, or when does the pass expire?)
This information can be entered together, or separately - it depends on your current situation. But this is the information you need - your customers and their current pass situation.
NOTE: We do NOT recommend you enter past attendance or sales information in Punchpass. Just print off your old reports & keep them for your records.
How do you get your customer data ready? It depends where you're coming from...
I am leaving MindBody
I have a spreadsheet of customers that I want to load.
If you want us to upload your customer list, just send it to us and we'll load it into Punchpass for you. We recommend first name, last name, and email address at a minimum. We can load other fields as well.
Your existing pass data (such as number of punches left) is something that you'll add to each customer after your customers are in Punchpass. It's an easy process...and it only has to be done once! Here's how to do it. If you have memberships and would like to move those to Punchpass, here's our handy guide to converting memberships.
Some thoughts about your customer list....We've found that many businesses have a lot of inactive customers cluttering their customer lists. While Punchpass can certainly handle thousands of customers, it makes things like taking attendance a bit slower if you have that many names in the list. So, this is a good opportunity to review your list & consider loading only your active customers.
Remember that every time a customer uses your Punchpass public pages to reserve a spot in class or buy a pass, that person is added to your customer list automatically if Punchpass doesn't recognize their email address. So you'll find that your customer list grows really quickly as you start to use the system. It's also super easy to add a new customer & sell them a pass while you're taking attendance.
I don't have a spreadsheet and/or
I want to add my customers to Punchpass myself
Once you've figured out how Punchpass works, it's pretty quick to just bite the bullet, sit down, and type it all in. We've had lots of customers who told us they just poured themselves a glass of wine, turned on the TV, and got it done! (We love that attitude BTW.). We recommend entering a customer's first name, last name, and email address at a minimum.
If a customer has a pass that's in progress, you can use the "Create Customer AND Pass" button to enter a customer and their current pass situation at the same time.
When you assign a customer pass, it's easy to edit it right away so it reflects the past attendances applied to the original pass. Here's how to do it.
Trust us - this doesn't take as long as you'd think, and you'll quickly become familiar with Punchpass which pays off in the end.
I am just starting my business - I don't have any customers yet
No data conversion necessary! Every time a customer uses your Punchpass public pages to reserve a spot in class or buy a pass, that person is added to your customer list automatically if Punchpass doesn't recognize their email address. So you'll find that your customer list grows really quickly as you start to use the system. It's also super easy to add a new customer & sell them a pass while you're taking attendance.
Just remember - it may seem overwhelming, but you only need to do it once! Take the time to think through how to get your current users into the system and you'll be up and running in no time! We've literally had businesses use Punchpass for attendance a couple of hours after signing up.
PLEASE feel free to contact us if you have any specific questions. We are happy to help you get started.