Difference between revisions of "Migration Strategies"
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== Migrating student data to Taramala == | == Migrating student data to Taramala == | ||
| − | If you have existing punchcard students, you should add them now along with their punchcard information. Other than that, student additions are quick and can be done the first time a student signs into class. Depending on whether you are switching from another yoga studio application or simply switching from a manual index card based punch card system you can follow different strategies. | + | If you have existing punchcard students, you should add them now along with their punchcard information. Other than that, student additions are quick and can be done directly from the [[Class Signin Tab]] the first time a student signs into class. Depending on whether you are switching from another yoga studio application or simply switching from a manual index card based punch card system you can follow different strategies. |
=== Starting from scratch === | === Starting from scratch === | ||
If you are opening a new studio or just starting to use payment packages such as punchcards or subscriptions, all you need to do is add student information (i.e. student names, emails and phone numbers). | If you are opening a new studio or just starting to use payment packages such as punchcards or subscriptions, all you need to do is add student information (i.e. student names, emails and phone numbers). | ||
Revision as of 19:41, 16 April 2020
Contents
Migrating student data to Taramala
If you have existing punchcard students, you should add them now along with their punchcard information. Other than that, student additions are quick and can be done directly from the Class Signin Tab the first time a student signs into class. Depending on whether you are switching from another yoga studio application or simply switching from a manual index card based punch card system you can follow different strategies.
Starting from scratch
If you are opening a new studio or just starting to use payment packages such as punchcards or subscriptions, all you need to do is add student information (i.e. student names, emails and phone numbers).
Starting from a manual punch card system
If you are using something like index cards to keep track of student punchcards, you can make a pass through the punchcards and for each punchcard
- add the student
- add a punchcard to Taramala for the student setting the number of classes in the punchcard to be equal to how many classes they have paid for.
Starting from another yoga studio application
- export punch card information from the yoga studio application
- for each punchcard
- add the student
- add a punchcard to Taramala for the student setting the number of classes in the punchcard to be equal to how many classes they have paid for
- for each subscription, create a corresponding subscription in Taramala
Note that Taramala also supports the scenario where a student owes for classes.
