VORALINK - STUDIO BOOKING-SYSTEM MIGRATION CHECKLIST

A planning aid. Confirm the actual migration scope with both providers.

1. Agree what is moving
[ ] List active members and remove duplicates before exporting.
[ ] Export unused class credits with expiry dates and the date of the export.
[ ] List future bookings, recurring classes, instructors and session capacities.
[ ] Confirm which records can be imported and which need manual entry.

2. Check payments separately
[ ] List current recurring payment arrangements and agree how each will be handled.
[ ] Confirm cancellation and restart dates before creating any new recurring charges.
[ ] Do not assume saved payment details or existing subscriptions transfer between systems.

3. Rehearse with a small sample
[ ] Check one member with unused credits, one with a future booking and one with an expiring pack.
[ ] Try a member booking, cancellation and waitlist journey.
[ ] Check the roster and attendance view with an instructor.
[ ] Compare imported balances and bookings with the original export.

4. Prepare the handover
[ ] Agree a changeover window and who owns each task.
[ ] Keep a dated reference export and a plan to restore the old booking process if checks fail.
[ ] Tell members where to book, when the switch happens and who can help.
[ ] Stop accepting changes in the old system during the final reconciliation window.

5. Review after launch
[ ] Check the first live class roster against actual attendees.
[ ] Review payment and credit questions each day during the initial handover.
[ ] Confirm the old booking links and payment arrangements have been handled as agreed.
[ ] Record any unresolved differences and assign an owner before closing the migration.

Discuss your studio: https://voralink.co.uk/demo