--- title: "How to Switch Club Management Software: A Step-by-Step Plan | SportyPlus" description: "How to switch club management software without losing members, future bookings, prepaid credit or payment history. Covers contracts and notice periods, picking the switch date, exporting data, saved cards and telling members." lang: "cs" canonical: "https://www.sporty.plus/cs/blog/switch-club-management-software" --- 1. [Domů](https://www.sporty.plus/cs) 3. [Blog](https://www.sporty.plus/cs/blog) 5. How to Switch Club Management Software Without Losing Members, Bookings or Payments ![How to Switch Club Management Software Without Losing Members, Bookings or Payments](https://www.sporty.plus/_og/r/blog/switch-club-management-software.png) # How to Switch Club Management Software Without Losing Members, Bookings or Payments How to switch club management software without losing members, future bookings, prepaid credit or payment history. Covers contracts and notice periods, picking the switch date, exporting data, saved cards and telling members. Most clubs that are unhappy with their software don't stay because they like it. They stay because switching feels risky: members might lose their bookings, prepaid credit might disappear, and the volunteer who set the old system up has moved on. When we contact clubs, the most common reason they give for not changing is a contract that runs another year or two, or a switch they made recently and don't want to repeat. Both reasons come down to timing and preparation. This guide is a plan for how to **switch club management software** without losing members, future bookings, balances or payment history: what to check in the contract, when to switch, what to export, what to do about saved cards, and how to tell members. ## Why switching feels risky Club software holds more than a member list. By the time a club thinks about leaving, the old system usually holds: - **Members and their memberships**, including who has paid for which season and when it ends. - **Future bookings**, including recurring ones such as a weekly league slot or a coaching block. - **Money the club owes members**: prepaid credit, wallet balances, unused class packs. - **Saved cards** for members who pay automatically. - **History**: past bookings, invoices and payments that the club's accountant may need. - **Rules nobody wrote down**: booking windows, peak-hour prices and guest fees, all configured years ago. Lose any one of these and members notice on the first day. That is why many clubs never start. ## How clubs usually handle it There are two common approaches, and both go wrong in predictable ways. **The big bang.** Someone sets up the new system over a weekend, emails members a link, and switches the old one off on Monday. Future bookings that were not moved are lost, prepaid balances become an argument at the front desk, and members who missed the email turn up for a court someone else has booked. **Waiting for the right moment.** The club agrees it should switch "after the season", then the season ends, the contract renews automatically, and the club is committed for another year. The approach below avoids both: it fixes the date first and works backwards from it. ## Step 1: read the contract before anything else Look for three things: 1. **The end date and the notice period.** Many contracts renew automatically unless you give notice a set number of days before the end date. Write down the last day you can give notice. That date, not the end date, is your real deadline. 2. **Data export.** Check whether the contract says you can export your data, in what format, and for how long after the contract ends. Under GDPR, members have a right to their personal data, and the club, as the controller, needs to be able to get it out. 3. **Payment processing.** Find out whether payments run through your own payment account (for example your own Stripe account) or through the vendor's. This decides what happens to saved cards (see step 5). If you only just signed or renewed, you can still prepare now. The export and the member communication take the same work whenever you do them. ## Step 2: choose the switch date The best date is one where little is in flight: - **Between seasons** for clubs with a summer/winter split, or just before the **membership renewal**, so members renew straight into the new system. - **Not during a league or tournament.** A competition halfway through its fixtures should finish where it started. - **Not on the contract's last day.** Switch two to four weeks before the old contract ends, so you can still look something up in the old system if you need to. Then set a **freeze date** a few days before the switch. From the freeze date, new bookings go into the new system only. The old system stays readable but takes no new bookings. ## Step 3: export everything while you still have access Export more than you think you need. Storage is cheap, and access to the old system ends with the contract. What Why Move it or archive it? Members (name, email, phone, date of birth) Accounts in the new system Move Membership type and end date per member So nobody pays twice or plays for free Move Parent–child links for juniors Parents manage their children's bookings Move Prepaid credit and wallet balances This is money the club owes Move, then confirm with each member Future bookings, including recurring ones Courts already promised Move Invoices and payment history Accounting and refunds Archive Past bookings and results Reports and rankings Archive, move results if they feed a rating Booking rules, prices, opening hours The setup of the new system Re-create, don't import Two things are easy to forget: - **Clean the member list before you import it.** Duplicate accounts, old email addresses and members who left five years ago all make the switch worse. Importing is the cheapest moment to fix them. - **Write down the rules.** The booking window, the cancellation deadline, peak hours and guest fees are often only in the old system's settings. Copy them into a document first. It is also a good moment to ask whether they still make sense; our guides on [how far in advance members should book](https://www.sporty.plus/blog/how-far-in-advance-should-members-book-courts) and the [cancellation policy](https://www.sporty.plus/blog/court-booking-cancellation-policy) can help. ## Step 4: settle the money before the switch Prepaid credit is the part members care about most. Before the freeze date: 1. Export every member's balance. 2. Load each balance into the new system as an opening balance, with a note that says where it came from. 3. Tell each member who has credit what their balance is in the new system, so a wrong amount is spotted in the first week, not in six months. Unpaid bookings are the mirror image. Collect them in the old system before the switch wherever you can, so the new system starts clean. ## Step 5: plan for saved cards Card numbers cannot be moved in a spreadsheet. They are held by the payment processor, not by the club software, and no export will include them. There are two ways forward: - **Members add their card again** the first time they pay in the new system. This is the simple option, and it works well when the switch is announced in advance. - **A processor-to-processor transfer.** If the old and new systems use different payment processors, some processors can transfer card data securely between themselves on request. This takes weeks and goes through the processors, not through you, so ask both early if you have many members on automatic payments. If you already use your own account with a processor and the new system can connect to the same account, the cards may not need to move at all. Ask before you decide. ## Step 6: tell members three times A single email gets missed. Send three short messages: 1. **Two to three weeks before:** what is changing, the date, and what stays the same (their membership, their credit, their bookings). 2. **The week before:** how to sign in, a link to the app, and what to do if something looks wrong. 3. **On the day:** "We have switched. Book here from today." Brief the front desk and coaches before the first message goes out, because they are the ones members will ask. A [mailing list](https://www.sporty.plus/blog/sports-club-mailing-list) that also reaches parents and regular non-members makes sure the people who book without a membership hear about it too. ## Example: a six-court tennis club switching at the start of the season This is a hypothetical club, used to show the timeline. A club with 6 courts and about 280 members has a contract that ends on 31 March and renews for a year unless notice is given 90 days before the end. The outdoor season opens on 1 April. Date Step By 31 December Give notice in writing (90 days before 31 March) January Export members, memberships, balances and future bookings; clean the list Early February Set up courts, prices and booking rules in the new system; import members 25 February First message to members 4 March Second message, with sign-in instructions 8 March Freeze date: new bookings only in the new system 11 March Switch; third message to members; opening balances confirmed 31 March Old contract ends; final exports archived Because the switch is three weeks before the season opens, the busiest booking period starts on a system members have already used, and the old system is still there to check against until it expires. ## How SportyPlus can help SportyPlus imports the export from your old system directly, in two steps: upload the file, and see what would happen to every row before anything is saved. - **Members.** Columns are recognised by name, so the old system's export usually works as it is. Members who already have a SportyPlus account, for example from another club, are added to your club instead of getting a second account. A junior without an email is added under their parent's account. - **Memberships.** Each member keeps their membership type and end date, and nobody is sent a "thank you for your purchase" email for a membership they bought from the old system. - **Prepaid credit.** Balances land in each member's club wallet as an opening balance, once. Importing the same file again does not add them twice. - **Standing weekly bookings.** A member, a court, a day and a time until a last date become that member's bookings for every week. Dates when the court is already taken are skipped and listed rather than overwritten. Members are not emailed unless you choose to send them sign-in instructions, so you decide when they hear about the switch. Membership types and their prices are set up in [memberships](https://www.sporty.plus/modules/memberships), and booking windows, cancellation deadlines and peak-hour prices in [court booking](https://www.sporty.plus/modules/court_booking), so the rules you wrote down in step 3 become settings instead of habits. ## Practical recommendations - Find the **last day to give notice** in your current contract and put it in the calendar now. - Switch **between seasons or before renewals**, never in the middle of a competition. - Set a **freeze date** and stop taking bookings in the old system from then on. - **Export everything**, clean the member list, and keep the archive after the contract ends. - **Move balances as opening balances** and confirm them with each member. - Decide how **saved cards** will move before you tell members anything. - Tell members **three times**, and brief staff first. ## Related questions ### Can we switch in the middle of a season? Yes, but move the future bookings and the balances with extra care, because both are full mid-season. Leave running leagues and tournaments in the old system until they finish, if the contract allows it. ### Do members need to create new accounts? Not if the new system imports the member list. Members then sign in with the email address the club already has for them. Members whose email has changed are the ones who will need help, which is another reason to clean the list first. ### Should we run both systems in parallel? Only for reading. Two systems that both take bookings will double-book a court within a day. Use a freeze date and keep the old system as a read-only reference. ### What if the old vendor will not give us an export? Ask in writing and refer to the data export clause in your contract. Members' personal data belongs to the club and its members, not to the vendor. If there is no export at all, the member list can still be rebuilt from the club's own records and a sign-up link, but the balances need a manual check. ## Related SportyPlus guides - [How to manage court bookings without spreadsheets](https://www.sporty.plus/blog/court-booking-management) - [Five signs your club needs online court booking](https://www.sporty.plus/blog/five-signs-your-club-needs-online-court-booking) - [How to manage junior members and their parents](https://www.sporty.plus/blog/manage-junior-members-and-parents) - [How far in advance should members be allowed to book courts?](https://www.sporty.plus/blog/how-far-in-advance-should-members-book-courts) --- **Planning a switch?** [Book a demo](https://www.sporty.plus/demo) and bring your current export. We will show you how your members, memberships and booking rules would look in SportyPlus. ## Související průvodce SportyPlus - [How to Manage Court Bookings Without Spreadsheets, Messages and Manual Work](https://www.sporty.plus/cs/blog/court-booking-management) A complete guide to replacing spreadsheets, WhatsApp groups and manual scheduling with booking rules the system enforces on its own. - [Five signs your club needs online court booking](https://www.sporty.plus/cs/blog/five-signs-your-club-needs-online-court-booking) Five warning signs that phone-and-notebook court booking is costing your club time and money. - [How Far in Advance Should Members Be Allowed to Book Courts?](https://www.sporty.plus/cs/blog/how-far-in-advance-should-members-book-courts) Too long and the best slots vanish a month out. Too short and nobody can organise a match. How to pick the number deliberately. - [How to Manage Junior Members and Their Parents at a Sports Club](https://www.sporty.plus/cs/blog/manage-junior-members-and-parents) Most clubs have juniors on the books under a parent's email, a shared login, or no account at all. Here is a structure that works for the parent, the child and the club's records. - [How to Build a Sports Club Mailing List That Reaches Beyond Your Members](https://www.sporty.plus/cs/blog/sports-club-mailing-list) Your member list is not your audience. The parents, the trial players and last summer's camp all want to hear from you, and none of them are members yet.