Covers: data migration, import old data

Migrate your old data from Excel file with a self guided import helper

1. Go to Import Members (on the left navigation menu)

2. Download the Excel template

3. Fill required columns and save the file

4. Upload and validate

5. Confirm the import (assign a default trainer for imported memberships if prompted)

6. Review results and open member profiles to fix any issues

• Fix validation errors before confirming

• After import, check a few profiles and assign or correct memberships if needed

How to assign or renew a membership

How to add staff