Must know
- Uplifter’s team moves your club for you, from a backup of your Uplifter 1.0 site. You don’t export anything, and your Uplifter 1.0 site keeps running while you prepare. Uplifter retires it after you go live and confirm your new site.
- A preview import sets up your data for review, with member emails and texts paused and no balances, invoices or saved cards carried over. The final import, Import and go live, brings everything over and turns member emails on. Your monthly program registrations are set up to bill from the first preview, so plan the preview window with Uplifter’s team.
- Your new site can’t be published during a preview, and after the final import it still needs your payment setup finished.
- Anything you add in Uplifter 1.0 after the backup date isn’t included until Uplifter runs the import again. A re-run doesn’t update most records already brought over, so make fixes in the new Uplifter.
1
Review your Uplifter 1.0 data with Uplifter
Before the preview, Uplifter goes through a report of your Uplifter 1.0 data with you: what comes over in each area, and anything the import can’t carry exactly or had to guess, so you can decide each one. See How do we get ready to move from Uplifter 1.0?
2
Preview import
Uplifter runs a Preview import so you can check your data in the admin dashboard.
- Finish setup first. Until it’s finished, signing in opens the setup steps. Select Continue on Brand your site (your imported logo and colors are filled in) and Set up your homepage (if Your gym’s details appears in between, fill it in or select I’ll add this later), then Go to my dashboard on the go-live checklist. Payments and publishing can wait.
- What pauses. Member emails and texts are paused, a Preview import mode banner shows, and your site can’t be published yet.
- What comes later. Balances, invoices and saved cards come over only with the final import.
- Billing starts now. Monthly registrations are already set up to bill, so plan the preview window with Uplifter’s team: see What is a preview import, and what changes when we go live?
3
Import and go live
When you’re ready, Uplifter runs Import and go live. It brings everything over, including balances, invoice history, gift certificates and, if your Uplifter 1.0 site already took card payments through Uplifter’s payment provider, saved cards. Member emails turn on once it finishes, and saved cards attach to your monthly registrations, which bill on your billing day.
4
Finish payments and publish
Finish your payment setup, then publish. Publishing needs your final import done and your payment setup finished: see Do we need to set up payments again after the move?
5
Your new site takes over
Once you publish, your club’s card in the Find your club directory points to your new site. After a completed final import, Uplifter retires your Uplifter 1.0 site once you confirm the new one. See What happens to our web address and our Uplifter 1.0 site?
Get ready for the move
What to prepare first.
Preview import and going live
What pauses, what turns on.
What things are called now
Old terms, new names.
What comes over
Area by area.
What doesn't come over
What to rebuild.
Families after the move
Accounts and signing in.
Staff and coaches after the move
Logins and permissions.
Programs and schedules after the move
How they arrive.
Balances, invoices and gift cards
Balances, credits, past invoices.
Payments and billing after the move
Saved cards and payment setup.
After-the-move checklist
What to review.
Your website and the old site
Web address and retiring Uplifter 1.0.