Migration Strategies - Revision history

Admin: /* Starting from a manual punch card system */

2025-02-03T15:46:21Z

Starting from a manual punch card system

← Older revision		Revision as of 15:46, 3 February 2025
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	=== Starting from a manual punch card system ===		=== 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 punch card		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 punch card
	* Add the student		* Add the student or ask us to [[Importing_Students_into_Taramala\|import your student data]].
	* Select the student in the student grid to edit		* Select the student in the student grid to edit.
	* Select the punch card button to add a punchcard for the student (the button looks like a credit card).		* Select the punch card button to add a punchcard for the student (the button looks like a credit card).

Admin: /* Starting from another yoga studio application */

2025-02-03T15:45:22Z

Starting from another yoga studio application

← Older revision		Revision as of 15:45, 3 February 2025
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	=== Starting from another yoga studio application ===		=== Starting from another yoga studio application ===
	* Export punch card information from the yoga studio application		* Ask us to [[Importing_Students_into_Taramala\|import your student data]].
			* Export punch card information from the yoga studio application.
	* For each punch card, add a punch card to Taramala for the student setting the number of classes in the punch card to be equal to how many classes they have paid for as described [[Migration_Strategies#Starting_from_a_manual_punch_card_system\|here]].		* For each punch card, add a punch card to Taramala for the student setting the number of classes in the punch card to be equal to how many classes they have paid for as described [[Migration_Strategies#Starting_from_a_manual_punch_card_system\|here]].
	* For each subscription, create a corresponding subscription in Taramala. Set the start date of the subscription to be the next billing date for the existing subscription. Cancel the subscription in the system being migrated from so your students are not billed twice.		* For each subscription, create a corresponding subscription in Taramala. Set the start date of the subscription to be the next billing date for the existing subscription. Cancel the subscription in the system being migrated from so your students are not billed twice.

Admin: /* How do students see punchcards transferred in the migration process? */

2023-02-18T16:13:27Z

How do students see punchcards transferred in the migration process?

← Older revision		Revision as of 16:13, 18 February 2023
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	=== How do students see punchcards transferred in the migration process? ===		=== How do students see punchcards transferred in the migration process? ===
	When students create a new online student ~~online~~ account in Taramala, they will be able to see and use any punchcards that have been created in this migration process. One thing to note is that the student must use the same email that was used to migrate the punchcard.		When students create a new [[Studio_Website_Student_Signin\|online student account]] in Taramala, they will be able to see and use any punchcards that have been created in this migration process. One thing to note is that the student must use the same email that was used to migrate the punchcard.

	To put this differently, when the student creates an account in Taramala, the system will look for an existing account with a matching email. If found, Taramala will use that account for the student and if a punchcard is associated with that account, it will be available for use immediately.		To put this differently, when the student creates an account in Taramala, the system will look for an existing account with a matching email. If found, Taramala will use that account for the student and if a punchcard is associated with that account, it will be available for use immediately.

Admin at 16:05, 18 February 2023

2023-02-18T16:05:39Z

← Older revision		Revision as of 16:05, 18 February 2023
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	* For each punch card, add a punch card to Taramala for the student setting the number of classes in the punch card to be equal to how many classes they have paid for as described [[Migration_Strategies#Starting_from_a_manual_punch_card_system\|here]].		* For each punch card, add a punch card to Taramala for the student setting the number of classes in the punch card to be equal to how many classes they have paid for as described [[Migration_Strategies#Starting_from_a_manual_punch_card_system\|here]].
	* For each subscription, create a corresponding subscription in Taramala. Set the start date of the subscription to be the next billing date for the existing subscription. Cancel the subscription in the system being migrated from so your students are not billed twice.		* For each subscription, create a corresponding subscription in Taramala. Set the start date of the subscription to be the next billing date for the existing subscription. Cancel the subscription in the system being migrated from so your students are not billed twice.

			=== How do students see punchcards transferred in the migration process? ===
			When students create a new online student online account in Taramala, they will be able to see and use any punchcards that have been created in this migration process. One thing to note is that the student must use the same email that was used to migrate the punchcard.

			To put this differently, when the student creates an account in Taramala, the system will look for an existing account with a matching email. If found, Taramala will use that account for the student and if a punchcard is associated with that account, it will be available for use immediately.

Admin: /* Starting from another yoga studio application */

2022-11-22T17:50:35Z

Starting from another yoga studio application

← Older revision		Revision as of 17:50, 22 November 2022
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	=== Starting from another yoga studio application ===		=== Starting from another yoga studio application ===
	* Export punch card information from the yoga studio application		* Export punch card information from the yoga studio application
	* For each punch card, add a punch card to Taramala for the student setting the number of classes in the punch card to be equal to how many classes they have paid for		* For each punch card, add a punch card to Taramala for the student setting the number of classes in the punch card to be equal to how many classes they have paid for as described [[Migration_Strategies#Starting_from_a_manual_punch_card_system\|here]].
	* For each subscription, create a corresponding subscription in Taramala. Set the start date of the subscription to be the next billing date for the existing subscription. Cancel the subscription in the system being migrated from so your students are not billed twice.		* For each subscription, create a corresponding subscription in Taramala. Set the start date of the subscription to be the next billing date for the existing subscription. Cancel the subscription in the system being migrated from so your students are not billed twice.

Admin: /* Starting from another yoga studio application */

2022-11-22T17:48:56Z

Starting from another yoga studio application

← Older revision		Revision as of 17:48, 22 November 2022
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	=== Starting from another yoga studio application ===		=== Starting from another yoga studio application ===
	* Export punch card information from the yoga studio application		* Export punch card information from the yoga studio application
	* ~~for~~ each punch card, add a punch card to Taramala for the student setting the number of classes in the punch card to be equal to how many classes they have paid for		* For each punch card, add a punch card to Taramala for the student setting the number of classes in the punch card to be equal to how many classes they have paid for
	* ~~for~~ each subscription, create a corresponding subscription in Taramala. Set the start date of the subscription to be the next billing date for the existing subscription. Cancel the subscription in the system being migrated from so your students are not billed twice.		* For each subscription, create a corresponding subscription in Taramala. Set the start date of the subscription to be the next billing date for the existing subscription. Cancel the subscription in the system being migrated from so your students are not billed twice.

Admin: /* Starting from another yoga studio application */

2022-11-22T17:48:33Z

Starting from another yoga studio application

← Older revision		Revision as of 17:48, 22 November 2022
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	=== Starting from another yoga studio application ===		=== Starting from another yoga studio application ===
	* ~~export~~ punch card information from the yoga studio application		* Export punch card information from the yoga studio application
	* for each ~~punchcard~~		* for each punch card, add a punch card to Taramala for the student setting the number of classes in the punch card to be equal to how many classes they have paid for
	** add the student		* for each subscription, create a corresponding subscription in Taramala. Set the start date of the subscription to be the next billing date for the existing subscription. Cancel the subscription in the system being migrated from so your students are not billed twice.
	** 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

Admin: /* Migrating student data to Taramala */

2022-10-07T11:39:10Z

Migrating student data to Taramala

← Older revision		Revision as of 11:39, 7 October 2022
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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 directly from the [[Class Signin Tab]] the first time a student signs into class. You can also send us a comma separated file of students to be imported.		If you have existing punchcard students, you should add them now along with their punchcard information.

			Other than that, if a student doesn't have an active punch card you don't need to add them since student accounts are created as students create their accounts in Taramala.

			Student additions are quick and can be done directly from the [[Class Signin Tab]] the first time a student signs into class. You can also send us a comma separated file of students to be [[Importing_Students_into_Taramala\|imported]].

	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.		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, you don't need to add students since student accounts will be created as students sign up for classses.

	=== Starting from a manual punch card system ===		=== 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 punch card		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 punch card

Admin: /* Starting from a manual punch card system */

2021-10-01T10:50:15Z

Starting from a manual punch card system

← Older revision		Revision as of 10:50, 1 October 2021
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	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).
	=== Starting from a manual punch card system ===		=== 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~~		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 punch card
	* ~~add~~ the student		* Add the student
	* ~~select~~ the student in the student grid to edit		* Select the student in the student grid to edit
	* ~~select~~ the ~~punchcard~~ button to add a punchcard for the student (the button looks like a credit card).		* Select the punch card button to add a punchcard for the student (the button looks like a credit card).
	[[File:Updatepunchcard.png\|center\|Create a punchcard]]
	* ~~select~~ 'Edit Details' to set the number of classes in the ~~punchcard~~ to be equal to how many classes they have paid for and update the expiration date.
	[[File:studentpunch.png\|center\|Update punchcard details]]		[[File:Updatepunchcard.png\|center\|Create a punchcard\|300px]]


			* Select 'Edit Details' to set the number of classes in the punch card to be equal to how many classes they have paid for and update the expiration date.


			[[File:studentpunch.png\|center\|Update punchcard details\|400px]]

	=== Starting from another yoga studio application ===		=== Starting from another yoga studio application ===

Admin: /* Starting from another yoga studio application */

2021-10-01T10:46:46Z

Starting from another yoga studio application

← Older revision		Revision as of 10:46, 1 October 2021
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	** 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		** 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		* for each subscription, create a corresponding subscription in Taramala

	~~Note that Taramala also supports the scenario where a student [[Student Unpaid Classes\|owes for classes]].~~