GYM SOFTWARE MIGRATION CHECKLIST
CornerDesk | Reviewed November 1, 2026

BEFORE CHANGING BILLING
[ ] Confirm your current vendor's cancellation notice period.
[ ] Export members, memberships, next bill dates, credits, ranks and notes.
[ ] Export payment history, prospects and weekly schedule.
[ ] Preserve original attendance and signed waiver records separately.
[ ] Keep dated originals in private storage; work on copies.
[ ] Never include card numbers in CSVs.

IMPORT AND REVIEW
[ ] Create plans with correct prices and billing intervals.
[ ] Map source columns and review duplicate warnings.
[ ] Reconcile member totals, family contacts and pack balances.
[ ] Check each member's price and next bill date.
[ ] Review preview before committing.
[ ] Check schedule, capacities, time zone and public booking links.

MOVE BILLING
[ ] Ask the processor about a secure saved-card transfer.
[ ] Keep one billing owner per member during overlap.
[ ] Confirm old autopay is off before enabling the new first charge.
[ ] Tell members what changes and what action is required.
[ ] Send secure card links to members whose cards did not transfer.
[ ] Reconcile each member after the first billing run: charged once, correct amount and date.
[ ] Replace website widgets and public booking links.
[ ] Cancel the old system only after records and billing are verified.

Instructions: https://cornerdesk.app/guides/export-zen-planner-members
Free migration: https://cornerdesk.app/switch