Guide

How to Switch Fitness Software Without Losing Clients 

A calm, step-by-step migration plan for moving platforms: contracts, free migration offers, payments and a four-week timeline.

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Switching software feels risky because your clients and payments live inside it. Done in the right order, a migration is boring, which is exactly what you want.

Before you sign: check the way out and the way in

  • Your current contract: many platforms are month-to-month, including TrueCoach, Wodify and Vagaro. Others need care: WellnessLiving reviewers report annual auto-renewals and hard cancellations, iClassPro Premium carries a 12-month commitment, and RhinoFit’s paid packages come with processing agreements that have their own terms. Find your renewal date and notice period first; Wodboard, for example, asks for 30 days’ notice.
  • Migration help on the new side: Wodify, Zen Planner and Exercise.com run the migration for you, and Vagaro and WellnessLiving migrate your data free. Glofox migrates member profiles and existing payment methods, and Wodboard migrates members and payments, usually within 24 hours. Walla includes migration only in its $429 Signature onboarding.

The migration checklist

  • Export everything: clients, programs, measurements, payment history.
  • Rebuild your core programs and templates in the new tool first.
  • Run both in parallel for one billing cycle.
  • Move payments deliberately: confirm the new processor and fees.
  • Announce the change to clients with a short, positive message.

Moving payments without losing members

Recurring billing is the step that loses members. Ask your current provider whether it will transfer stored cards to the new processor. Glofox and Wodboard say they migrate existing payment methods, and Walla moves client card data through Stripe. Where cards cannot move, every member has to enter a card again, and some will not.

If both platforms use Stripe, ask whether you can connect your existing Stripe account. Coachway, for example, settles payments in your own Stripe account, so client billing stays where it is.

Payments are the tripwire

Confirm the new platform’s processor and percentage before you sign, and migrate active subscriptions in a single, scheduled window so nobody is billed twice or not at all.

A four-week timeline

  • Week 1: export clients, programs and payment history, and start the new platform’s trial.
  • Week 2: rebuild templates and programs, and ask a few loyal clients to test the new app.
  • Week 3: announce the change and move payments in one scheduled window.
  • Week 4: run both side by side until the last old payment clears, then cancel the old plan.

Time it around your renewal

Start the new subscription when your old one is near renewal so you never pay twice for long. Use the fee calculators to confirm your new true monthly cost before committing; our pricing guide shows how card fees change the total.

See all 43 platforms side by side before you move.

Compare your options first

FAQ

Frequently asked questions

Will I lose client history?

Not if you export first. Most platforms let you export client data and payment history; measurement and program history may need manual rebuilding.

How long does a migration take?

Plan for one billing cycle of parallel running, typically 2–4 weeks for a small roster. Vendors that migrate for you can be faster: Wodboard says it usually moves members and payments within 24 hours.

Which platforms migrate my data for free?

Vagaro and WellnessLiving migrate data free; Zen Planner, Wodify and Exercise.com include done-for-you migration; Glofox and Wodboard migrate members and existing payment methods. Walla charges $429 for the onboarding tier that includes migration.

Can I export my data if I leave?

Usually, but check before you sign. Jackrabbit offers a free data export if you cancel, and Punchpass says you can cancel and export your data at any time.

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