APPLIES TO: Admins
Last updated: March 16, 2023
If you've just signed up for Upper Hand and are wanting to migrate some of your client's data over to the software, below are some frequently asked questions in regards to the process to complete certain migration actions in the software.
Transferring Credits/Sessions into Upper Hand
If you have a current list of clients that need credits they have already paid in your previous system transferred to Upper Hand, you first need to purchase the appropriate amount of credits in Upper Hand using a 100% discount via manual discount or coupon code. You can also create a free credit pass or membership that provides them with the credits that they need and enroll them in those. You will not be able to add clients to open booking sessions without credits.
Can I transfer over credit card information?
No at this time, Upper Hand does not offer any credit card token migrations so you or your clients will need to manually input card information into Upper Hand.