Reconciliation after a Union Migration
If you are doing a full migration to Union, we will preform one reconciliation for you and your business. This will be preformed on your invitation date that was decided between you and your onboarding manager. It is recommended that you and your team preform a final reconciliation to account for the two days prior to your cutover date. The following reports are suggested:
- Sales Report from your Invite day to "today"
- Registrations/Visits Remaining
- Active and/or Canceled Subscriptions
Sales Report
Pulling a recent sales report (from your invite day until "today") will allow you to add the purchase to a new or existing customer in Union. Here are some support articles that can help you add this in to your Union account.
- Adding a new customer : Learn how to add a new customer in the register or in the check-in flow
- Adding a pass: This will show you how to attach any pass (non auto-renew) in the register. If you are adding a new pass from your previous provider, please be sure to add the pass as a comp as it's more than likely the original purchase was made in your previous software. Adding it as a comp will prevent double charges.
Pro-Tip: If you're adding a new class card, once you complete the order, you can quickly adjust the expiration date and registrations remaining.
- Adding a subscription with a Trial Period: If your customer needs a new subscription (or was not a part of the conversion), you may need to add a new subscription to the Union account. Just like a pass, you'll want to ensure the customer is not charged in Union until their next billing cycle. It will be important you add the subscription with a "trial until". The date you add will be the date the customer is charged. This will allow your customer to continue registrations but will not be charged until their normal billing cycle.
Registrations/Visits Remaining Report
Pulling a registrations/visits remaining report from your previous provider can help manage the registrations remaining for the pass they now have in Union. While Union will preform the initial reconciliation, your customers may have used their pass between the invitation and cutover date. If you would like to adjust the registration count in the Union account, you can easily do this by editing the customer's pass.
If you are adding a new pass to the account, you may need to adjust the expiration date as the new pass you add will inherit the new rules you have in Union.
Active and/or Canceled Subscriptions Report
While you will likely have an update on any new purchases that occurred for your subscriptions (auto-renew), you may want to run a report of any cancelled subscriptions that may have happened to ensure customer's who may have canceled require a change in their Union account.
If you need to cancel a customer's subscription in Union, please visit our support article here.
If the customer has a paused subscription, you can enable a pause in Union to match the reporting from your previous provider.
If you need to edit or change the customer's billing cycle, you can visit our support article to learn how to quickly adjust this.