Migrating (and importing) to MemberSpace

Migration to MemberSpace from another platform is a straightforward process and we'll be here the whole way to help you!

Below are a few details to keep in mind.

Before we import any members, you'll need to choose your Member Pages, create your Member Plans, and add any custom sign up fields you want.

Manually Inviting Members

You can manually invite members whenever you want by going into your Member Account > clicking "Members" in your top navigation > then clicking "Invite New Member".

If you invite someone to a paid Member Plan then they will receive your Invite Email (which you can edit by going to "Customize" in your top navigation > then click Member Emails).

In the Invite Email there will be a link to enter and pay for the Member Plan you invited them to.

Importing Members

If you need to import members in mass (more than 10), our support team will be happy to help out. Just contact us via the blue bubble in the bottom right of our website or simply email [email protected]

  1. We'll send you an online spreadsheet to fill in with your member's first & last name, their email address, and which Member Plan you want to add them to. You can import as many members as you want!
  2. If you have any custom sign up fields you can also add those in.
  3. You then tell us approximately when you want the import to be run.
  4. After we run the import, every member will be sent an Invite Email. You can change the default subject line and text of the email easily by going to "Customize" in your top navigation > then clicking "Member Emails" > then clicking "Invite Email".

Importing Payment Details

Before running the import, if your members currently have their subscriptions in the Stripe payment gateway, and you have both a customer and subscription ID for each member, we can easily sync up their payment details (via the import) to your new MemberSpace plans so the transition is seamless and they won't need to enter their billing details again or have any delayed payments.

If your members are currently paying you via a different 3rd party payment gateway (e.g. PayPal or Teachable), we won't be able to sync their payment details.
Below are two other options to handle this transition.

Legacy Members Plan (no expiration)

  1. You create a free Member Plan in MemberSpace (e.g. "Legacy Members") which will give access to whichever Member Pages and content you have on your website.
  2. We can then run your import and assign all your members to this free Legacy Members plan.
  3. These legacy members would continue to pay you via whichever 3rd party you were using previously and any payment details would be handled via the 3rd party (e.g. cancelations, failed payments, etc).

    If a legacy member cancels via your legacy 3rd party system you'll need to manually remove their Legacy Member plan from their account so they no longer have access to your Member Pages and content.
  4. If a legacy member wants to upgrade or downgrade plans we'd recommend you send them a sign up link for one of your newer Member Plans (connected to Stripe). They will need to enter their credit card details (and nothing will be prorated) but going forward you won't need to worry about managing their payment details in your legacy 3rd party system any longer.

    After they upgrade/downgrade you can safely cancel their plan in your legacy 3rd party system.
  5. All new member sign ups would be paying through MemberSpace (via Stripe) so all their payment details would be handled in one place.
  6. At any point you could manually reach out to legacy members by providing them with a new plan sign up link so they can enter their payment details in MemberSpace (via Stripe).

Legacy Members Plan (with expiration)

  1. You create a free Member Plan in MemberSpace (e.g. "Legacy Members") which will give access to whichever Member Pages and content you have on your website.
  2. We can then run your import and assign all your members to this free Legacy Members plan and have the plan expire after a certain period of time (e.g. 3 months).
  3. If a legacy member cancels via your legacy 3rd party system you'll need to manually remove their Legacy Member plan from their account so they no longer have access to your Member Pages and content.
  4. All new member sign ups would be paying through MemberSpace (via Stripe) so all their payment details would be handled in one place.
  5. In the meantime, you would manually reach out to all your legacy members letting them know you're switching membership systems so they'll need to re-enter their payment details (send them your Member Plan sign up link).

    You could even include some kind of coupon offer (e.g. 1 month free) to help ease their transition.
  6. After you have finished converting your legacy members over to MemberSpace you can safely cancel whatever legacy 3rd party system you were using.

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