Switching
Switching to Joul, step by step.
Moving from Momence, Mindbody, TeamUp, Glofox or bsport? Free assisted migration is included on every plan: we map your files and check a dry run with you before anything is saved. Your current system keeps running until you are happy.
From your system
What to bring, system by system.
The files our import reads, and how sure we are of each system’s columns.
Momence
Template: a best guess, checked in the dry runFiles to export from Momence
- Customers
- Bought memberships
- Session bookings
Our import has a template for these files, built from public information. It is not yet confirmed against a real export, so we check every column with you in the dry run.
Mindbody
Template: a best guess, checked in the dry runFiles to export from Mindbody
- The client export
- Client pricing options (“series”), with the sessions left
- The visits report, for future bookings
Our import has a template for these files, built from public information. It is not yet confirmed against a real export, so we check every column with you in the dry run.
TeamUp
Template: a best guess, checked in the dry runFiles to export from TeamUp
- Customers
- Customer memberships
- Registrations
Our import has a template for these files, built from public information. It is not yet confirmed against a real export, so we check every column with you in the dry run.
Glofox
No template of its own: use oursFiles to bring, in our CSV templates
- Clients
- Passes or memberships with the credits left
- Future bookings
Our import has no template of its own for it yet. Copy the details into our CSV templates, or upload your own files and match each column by hand on the Columns step.
bsport
No template of its own: use oursFiles to bring, in our CSV templates
- Clients
- Passes or memberships with the credits left
- Future bookings
Our import has no template of its own for it yet. Copy the details into our CSV templates, or upload your own files and match each column by hand on the Columns step.
Step by step
From your first export to your first full week.
A checklist to work through with us. Most of the work is checking the dry run together, and nothing changes for your clients until you choose the day.
Step 1: Before you start
- Export your clients, their passes and memberships with the credits left, and future bookings, as CSV files.
- List your passes and memberships and what each one costs.
- Copy your waiver text.
- Note your timetable: each class, its room, its instructor and its time.
Step 2: Set up your studio
- Start your studio on our website, then follow the set-up wizard: your brand colour, your location, rooms and beds on the map, class types, your first instructor, an opening timetable and your booking policies.
- Add your intro offer, packs and memberships, and publish your waiver.
Step 3: Do a dry run together
- Upload your files in Settings → Import and export, clients first.
- Before anything is saved, the dry run shows who will be created, which credits carry over and which future bookings move.
- Match your pass names and class names to the ones you set up. We go through every column with you.
Step 4: Run both side by side
- Keep taking bookings in your old system while you set up and test.
- Book yourself into a class on your new site, as a client would.
Step 5: Cut over on a quiet day
- Stop new bookings in your old system for dates after the switch.
- Export again and import the latest files. Running a file again never makes duplicates.
- Check the dry run once more, then go live.
Step 6: Tell your clients
- Share your new booking link.
- Clients sign in with their email and a one-time code, so there are no passwords to reset.
- Their credits and bookings are already waiting for them.
- Waivers are not imported: each client signs yours before their first booking with you.
Step 7: Afterwards
- Check your first full week: classes, credits and waitlists.
- Once nothing is booked or billed in your old system, keep its data or a full export for your records, then cancel it.
What waits on online payments
Saved card details and Direct Debit mandates stay with your current provider for now, because moving them needs online payments. Online payments are coming soon.
- Until then, clients pay at the studio as they do today, and your team adds their credits in a couple of clicks.
- Keep collecting recurring memberships where they are today until online payments launch.
- Past visit history, membership billing schedules and saved cards are not imported.
Read more
The details, when you want them.
Importing your data
The import step by step: what it reads, the dry run and what to expect.
Read the help articleOur CSV templates
Blank templates for clients, passes and bookings, for any system or spreadsheet. Download them in Settings → Import and export.
Where the files come fromYour data, any time
Every table as CSV in one ZIP, whenever you like, without asking us.
Exporting your dataSwitching questions
How long it takes, and whether clients have to sign up again.
See the switching FAQ
See it with your own timetable.
A 30-minute video call, shaped around how your studio runs. No sales script, and no obligation.