We're excited to welcome you and help you make the switch in your software!
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 on 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.
At a minimum, we require the customer's first name, customer's last name, and email address. Any dates should be in MM/DD/YYYY or DD/MM/YYYY format.
Here is a list of all the fields of information we can import:
Customer information:
Any items that aren't required are optional, so if you don't have that information, that's okay!
First name (required)
Last name (required)
Email address (required)
Phone number
Street Address
City
State/ Province
Country
Birthday (in MM/DD/YYYY or DD/MM/YYYY format)
Emergency contact name
Health status
Referral source
Customer Pass Information:
Any items that aren't required are optional, so if you don't have that information, that's okay!
First name (required)
Last name (required)
Email address (required)
Pass name
Pass start date*
Pass expiration date*
Price
Number of visits remaining (required if the pass is not an unlimited pass)
*Any dates should be in MM/DD/YYYY or DD/MM/YYYY format.
When your spreadsheet is ready, please reach out to the team using the chat box in the lower-right corner. Here you can attach your file using the paperclip icon.
Here's a Google Sheets spreadsheet template you can copy and work with
The team will review your spreadsheet and upload the data in 1-2 business days. We'll then message you when the upload is complete.
I have Passes and Memberships I want to Import
Start with our guide to Selling with Stripe to make sure your online payments are set up, your passes and memberships are in place, and you're ready to go.
https://support.punchpass.com/en/articles/1096511-how-do-i-sell-my-passes-tickets-and-memberships-online-with-stripe
Converting Partially-Used Passes
Let us import your customer information and passes into Punchpass for you!
Please create a spreadsheet and/or export your pass information, making sure it includes the above information, and reach out to the support team for assistance via the chat or by emailing [email protected].
Here's the information we need to upload your customers and passes
Assign a Partially-Used Pass
You can also assign a pass to a customer account and edit the details to allow your customers to access their pass when taking attendance. Here's how to assign a partially-used pass.
Migrate Your Memberships
If you had memberships or other offers that renew, before moving to Punchpass, you will want to transition your current members into the new system.
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 and I don't have any customers yet
No data conversion is 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.