Do we need to set up payments again after the move?

Must know

If your club took card payments through Uplifter’s payment provider in Uplifter 1.0, your payment account and families’ saved cards come over with the final import, already verified. With another card processor, nothing carries over: verify your business like a new club, and families add their card again.
Monthly program registrations keep billing. They become recurring charges at the first preview and bill automatically on your Monthly billing day, so plan the preview window with Uplifter’s team (why). Tell families before your first billing day.
Auto-renewing membership plans don’t come over. Re-create any still due to renew before the next renewal date.
An Uplifter 1.0 card fee comes over switched off, but a service fee comes over switched on, so review both under Settings > Financials > Checkout & Taxes.

The short answer. It depends on how your club took card payments in Uplifter 1.0. Whatever carries over comes over only with the final import that Uplifter runs (Import and go live), never with a preview.

	Took cards through Uplifter’s payment provider	Used another processor
Payment account	Comes over, marked verified	Nothing comes over
Saved cards	Come over, available for future billing	Families add a card again
Set up payments on the go-live checklist	Verified and ready	Verify your business to accept payments: choose Set up

If your club used Uplifter’s payment provider. Saved cards are on file, and your monthly program registrations charge them on your billing day (see the table below). One-off cards that were never saved, and saved cards the payment provider no longer holds, don’t come over. During the preview, the go-live checklist still shows Set up payments as Verify your business to accept payments, because your account comes over with the final import. Don’t start a new verification. After the final import it reads Verified and ready. Watch for three things:

Country mismatch. If the payment account’s country differs from your club’s, the final import stops.
Setup still finishing. Uplifter’s team may tell you card payments aren’t switched on yet, or that payment setup is still finishing with the payment provider. If your identity check is still open, Uplifter asks you for anything it needs.
Account couldn’t be verified. Nothing carries over: get verified as a new club does, and families re-add a card.

If your club used another processor. Get verified as a new club does. What else to check.

Item	What happens	What you do
Monthly program registrations	Become recurring charges at the first preview and bill automatically on your Monthly billing day, or on each registration’s own start date if no day is set. Once the final import brings a family’s saved card, charges go to that card. Before then, or with no saved card, each charge leaves an unpaid invoice.	Tell families before your first billing day, and check Financials > Recurring Billing. See What are recurring charges?
Monthly billing day	All recurring registrations bill on one day for your club. If your club has none, you pick one with Uplifter before the import, or leave it unset so each registration bills on its own start date. A preview sets it too.	Change it any time under Settings > Financials > Payment Schedule, Monthly billing day.
Auto-renewing membership plans	Uplifter 1.0’s auto-renewing membership (subscription) plans don’t come over or resume on their own, even with saved cards carried over. Monthly program registrations are different: they keep billing.	Re-create each one still due to renew before its next renewal date.
Payment plans	Programs that offered one keep offering it to new families, with the same deposit, number of payments and schedule. Payment plans are switched on if needed.	Nothing, unless a plan couldn’t carry: see the review checklist.
Card fee from Uplifter 1.0	Becomes a card surcharge, Inactive. Once active, it applies to the whole order on card payments, and to renewals.	Review it in the Surcharges card under Settings > Financials > Checkout & Taxes.
Service fee from Uplifter 1.0	Becomes an Active surcharge on every checkout order from the moment you go live. If the fee’s name mentions cards, it charges card payments only. It doesn’t apply to renewals.	Review it there too.

Publishing. Your site can be published only with verified and finalized payments, and never during a preview. See How do I finish setup and put my club site live? Related: How do I get verified to accept payments? · How do I set my club’s monthly billing day and grace period? · How do I add a surcharge at checkout or on renewals? · What are stored cards, and who manages them?

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What comes over

After the import

Do we need to set up payments again after the move?