If you are a 2 location business that is using 2 separate Wodify environments, you have the option to merge into one environment. In this scenario, Wodify will need to work with both owners to verify if anything is changing with the merchant/business account, determine which environment will become inactive, and determine a date for the client transfer. 

IMPORTANT: This is an involved process, so please know that this can take up to four weeks depending on the information and nature of the transfer. If you would like to merge a location into your environment, please reach out to support@wodify.com at your earliest convenience so we are able to give you an estimate of this process for your account!

In this scenario, Wodify WILL: 

• Manually transfer clients on a pre-determined date agreed upon by both admins
• Offer instructions on how to deactivate the original environment once the last Wodify invoice is successfully paid
• Offer instructions on how to disable your automatic billing from the old environment on a pre-determined date
• Initiate a Secure Payment Method Transfer for Wodify Payments users

In this scenario, Wodify will NOT:

• Assign client plans/memberships to the transferred clients
• Provide admin access to the new owners for the previous environment
• Export reports or information from the previous environment
• Re-create waivers or contracts in the new environment
• Add or re-create retail products in the new environment
• Transfer or cancel any active reservations
• Disable any existing settings, including website integrations, SMS messaging, mass emails, automated emails, memberships
• Be responsible for any unpaid invoices prior to the go-live date of the new environment
• Be responsible for any failed transactions that do not attempt to re-run once the processor information has been removed from the original environment
• Stop any payments from processing in the old environment

Once the clients have been transferred, the new owner will need to:

• Re-collect payment information if a payment transfer was not completed
• Re-assign client memberships or plans 
• Have clients sign new waivers and membership contracts
• Add payment information if a payment transfer did not occur
• Re-create Programs and Classes (as needed)
• Re-create Membership Templates and Payment Plans (as needed)
• Re-create retail products (as needed)

TIP: Please consider disabling the following features in the soon-to-be-deactivated environment during this transition:

• Automated Emails
• Unpaid Invoices
• Class Reservations, including no-show and late cancellation fees and emails
• Payroll
• Auto-Canceling classes
• Workout Integration
• Online Sales Portal
• SMS keyword

IMPORTANT: Please consider taking these items with you before the environment is made inactive:

• Any Client Reporting
• Any Attendance Reporting
• Any Financial Reporting 
• Workout List
• Recurring Class Schedule
• Any Waivers & Contracts
• Retail Product Information
• Anything else you'll find useful or will want to preserve before the 'old' location is deactivated

If you need any additional assistance with a change of ownership, feel free to reach out to us at support@wodify.com or via Priority Live Chat in your admin account (Promote & Grow only).