Introduction - If your current Wodify account is closing, you have the option to move all existing clients into another Wodify environment. 

In this article, we will cover:

• What Wodify WILL do in this scenario
• What Wodify WILL NOT do in this scenario
• Steps for owners to take after the transfer 

In this scenario, Wodify WILL: 

• Get permission required from the previous business owner to transfer clients to a new location on a specified date, agreed upon by both owners
• Deactivate the original environment once the last Wodify invoice is successfully paid
• Disable your automatic billing from the old environment on a pre-determined date

In this scenario, Wodify will NOT:

• Transfer payment information
• Assign membership plans for the transferred clients
• Provide the new owner admin access in the previous environment
• Export reports or information from the previous environment
• 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 clients have been transferred, the new owner will need to:

• Re-collect payment information
• Re-assign client plans
• Have clients sign new waivers and membership contracts 

IMPORTANT: Please consider the following features that may need your attention from the environment that is undergoing deactivation:

• 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:

• Existing Leads
• Signed contracts and waivers
• Retail products and inventory
• Membership and financial reports
• Online Sales Portal permalinks
• Attendance reports

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