Migrating from another provider

Whatever software your academy runs on today, all of it can move to TrainOS — your members, their history, your membership plans, and your payment records.

Your members' saved payment cards come across too. They move directly from your old processor into your own Stripe account, encrypted the whole way, so no member ever re-enters a card and no subscription stops. Everyone keeps the price they pay now and the date they pay it on.

Transfer cards to Stripe

Move your members' saved cards into your own Stripe account — the request to Stripe, the form answers, and the email your old provider needs.

Migrating from MindBody

The full path out of MindBody: cancelling, the card export, which reports to pull, and what to check before you export.

The Migration Center

The dashboard workspace that turns your exports into a live roster, with subscriptions running in TrainOS.

The four steps

Every migration takes the same four steps, whichever platform you are coming from.

Open your TrainOS account

Free to create, plus a Stripe account

New members join in TrainOS

From today on, nothing new in the old system

Export and upload

Your records, and your members' cards

Finish in the Migration Center

Every subscription runs in TrainOS

Migrated

Steps two and three overlap — you can be signing new members up in TrainOS while your old provider is still preparing the export.

1. Create your account and connect Stripe

Creating an academy on TrainOS is completely free, and it takes about 10 minutes. Create your academy walks through it.

Part of that setup is your payments account. You can open a brand new Stripe account, or sign in with one you already have.

Already billing through Stripe?

If your old provider bills your members through a Stripe account you own, connect that same account to TrainOS. Your customers and their saved cards are already sitting in it, so there is nothing to transfer and you can skip the card steps entirely.

From today on, every new member signs up in TrainOS. Your public signup page works from the moment your academy exists — see Adding a member for the link, the QR code, and the email invite.

There is a good reason to switch on day one. Your export is a snapshot: anyone created in the old system after it is taken is not in it, and many providers charge for every export they run. Keeping all new signups in TrainOS means you pay for one export and nothing gets left behind.

3. Request your export and upload it

Two things travel, and they travel separately.

Your records come out of your old platform as CSV files, and you upload them in the Migration Center. MindBody runs end to end today — Migrating from MindBody has the export steps. For any other platform, book a migration call or email [email protected] and we will run the import with you.
Your members' cards move processor to processor, which is the only way card data is allowed to travel. Transfer cards to Stripe is the request you send to Stripe, and it is worth starting early.

Once your old processor finishes moving the cards into Stripe, those customers appear in the Migration Center on their own — one click of Refresh Stripe Customers and they are there, ready to match to your members. There is no second file to upload.

4. Complete the migration in the Migration Center

Before the Migration Center creates your members' subscriptions in Stripe, cancel their subscriptions with the old provider — the wizard warns you at that step and asks you to confirm you have. If the old subscriptions are still running, the old platform can charge your members on the same date their TrainOS subscription starts.

Once subscriptions are created, the Migration Center promotes everything — members, plans, payment history, subscriptions — into your live academy.

For your members, nothing changes. Same price, same billing date, no gap in access, and no card to re-enter. The Migration Center covers each step of the wizard in detail.