What should we review after our data comes over?

Must know

Assign roles to imported staff first. They arrive with no permissions.
Activate your draft discounts, and check surcharges and tax, before families are charged. Surcharges and tax are under Settings > Financials > Checkout & Taxes.
Re-create any auto-renewing membership plan still due to renew, and schedule your next term. Nothing is added after your last Uplifter 1.0 session.
Your dashboard keeps opening in setup until you finish it. Publishing needs your final import plus verified and finalized payments.

People first.

Check	Where	Why
Assign staff roles	My Organization > Staff, row menu Edit Permissions	Staff with an email came over with no permissions.
Invite staff and coaches who can’t sign in	My Organization > Staff, row menu Send Invite	A seat with no Uplifter 1.0 login came over pending. A coach with no email shows Imported - no email yet: add their email under Edit Details first, so they keep their programs.
Invite families with no Uplifter 1.0 login	Athletes > Guardians, row menu Resend invite link	They came over Invited. Send these after your final import: invitations go out even during a preview. Email Code at sign-in only resends an invitation that has already gone out.
Check combined athletes	Athletes > Directory	Records with the same name and birthday became one athlete, linked to every guardian on those records. For two children, add the second by hand.

Then money settings.

Check	Where	Why
Activate discounts	Settings > Financials > Discounts	Imported discounts are Draft: none applies until you activate it. Read the review notes, then Mark as reviewed.
Check surcharges	Settings > Financials > Checkout & Taxes, Surcharges card	A card fee from Uplifter 1.0 comes over Inactive. Once active, it applies to the whole card order and renewals. A service fee comes over Active and charges every order.
Check tax	Same page	Your tax lines come from Uplifter 1.0. Where a tax applied item by item, items it never taxed are marked tax exempt. A tax that applied to only some kinds of items may not have come over, so check those items are taxed.
Check monthly registrations	Financials > Recurring Billing	Monthly program registrations came over as recurring charges and bill automatically on your Monthly billing day. Check them, and tell families, before your first billing day.
Turn on gift cards if you imported certificates	Settings > Organization > Features	Imported store credit can’t be spent until Gift Cards is on. If it shows Not included, contact Uplifter support.
Fix billing plans	Athletes > Memberships	Re-create each auto-renewing membership plan still due to renew before its renewal date. A payment plan whose schedule couldn’t carry came over unpublished as one full charge: price it, then publish it.
Attach rate cards (if Rate Cards is on)	Registrations > Programs	Imported rate cards aren’t attached yet. Attach one once weekly hours are set; nothing bills differently until then.

Then programs and your site.

Check	Where	Why
Review program rules	Registrations > Programs	Age limits that couldn’t carry over exactly (some have none now), programs that now require a level or badge, and per-class programs held in draft because their classes or price didn’t come over.
Turn hidden items back on	Registrations > Programs, Store > Products, Athletes > Memberships	Items Uplifter 1.0 kept off its listing pages came over hidden.
Hide plans added at registration	Athletes > Memberships	A plan Uplifter 1.0 added at registration is now for sale. Hide it if no program needs it.
Check rosters	Registrations > Programs	A checkout a family never finished in Uplifter 1.0 doesn’t come over. Check any family who says they’re missing.
Check your time zone	Settings > Organization > Overview	Class times match Uplifter 1.0. Reminders and today’s schedule read them in your club’s zone.
Check waivers	Athletes > Waivers	Your waivers and signatures came over. Make sure each waiver you still need is there.
Add your logo and colors	Settings > Website > General, Branding card	If they didn’t come over.
Schedule your next term	Registrations > Programs	Nothing is added after your last Uplifter 1.0 session.

Finish setup and publish. Until setup is finished, signing in opens the setup steps. Brand your site shows your imported logo and colors, but it and Set up your homepage still need Continue. Your gym’s details is skipped when street, city and phone are on file. Optional tasks such as Invite your team, Create a program, Create a season, Set up training levels and Set up waivers tick off once records exist. Publishing shows “Finish your final import before publishing.” until the final import runs, and needs verified, finalized payments. See How do I finish setup and put my club site live? Related: How do I set staff roles and permissions? · How do I review discounts imported from my old Uplifter site? · How do I add a surcharge at checkout or on renewals? · What happens to our web address and our Uplifter 1.0 site?

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What comes over

After the import

What should we review after our data comes over?