What is a Walla Plan Map?
The Plan Map is a critical part of your migration as it is what we use to map your existing pricing options into the correct plans in Walla. This ensures your clients will have access to their active memberships and packages once you migrate.
In preparation for your migration to Walla, our data wizards will prepare a Walla Plan Map for your business. The Plan Map includes a list of all *active* pricing names and details from your previous software. Active pricing means that at least one client in your system currently has an active plan/package with that pricing option--even if you haven't sold that pricing option recently!
One week before your scheduled Data Review Call, you'll be sent a preview of your Plan Map along with a list of clients, pricing options, packages, and contracts that are valid in your current software.
You will use this list to decide whether or not you want to keep or skip a plan/package when your clients are moved into Walla.
Then, you'll add your memberships and pricing into Walla and add that information to your Plan Map.
Example Walla Plan Map
Column A: your existing plans, packages, and pricing options from your previous software
Column B: any contracts associated with the specific pricing option
Column C: the price of the plan
Column D: what the plan will be called in Walla (this is also where you can choose to skip a plan, meaning it will NOT migrate into Walla)
Column E: the plan ID number in Walla (used by the Data Migrations Team)
Column F: is the plan recurring or not?
How do I fill out my Walla Plan Map?
Once you receive your Walla Plan Map, you need to decide which plans you want to keep/migrate into Walla and which plans can be skipped/won't be migrated.
For any active pricing options, package, or membership that you want to keep/migrate, you will create a corresponding plan in Walla.
Here are steps to follow:
Open your Walla Plan Map and review the active pricing options, packages or memberships listed in column A.
Add plans into Walla for any active pricing options, packages or memberships listed in column A that you want to accommodate in Walla. If you want your clients to continue paying the same rate, there must be a corresponding plan in Walla at that price point.
Once the plan is created in Walla, add the corresponding plan name into column D.
For any pricing options, packages, or memberships you don't want brought over, add “skip” to column D.
Example: A client has a Workstudy package, and you don't offer Workstudy anymore. You can choose to skip that plan which means the client will not come into Walla with an active plan.
For any pricing options in your previous software that issue a single class session you will want to issue a Comp Pass. In column D, enter “comp_pass”.
Example: Several clients have a single Drop-In on their account. You will map these clients into a Comp Pass in Walla.
You may also choose to issue a Comp Pass to any pricing options/packages that issue a limited number of classes/sessions that you don't want to sell it in Walla.
Example: A client has 5 sessions remaining on a Black Friday Class Pack. You can choose to issue them comp passes instead of creating a Black Friday Class Pack in Walla.
NOTE ABOUT SKIPS:
If you choose to skip a pricing option/package from your previous software, we will not import the plan even if it is currently active on a client's account. This means that client will not migrate to Walla with a plan or package. Before your migration, we will provide you with a list of clients who will be affected by any skips.
FAQs
How do I handle historical or legacy pricing?
Learn more about accommodating historical pricing here.
Can we break out one plan into multiple Walla plans?
No. Each plan coming over from your previous software will be on a 1:1 basis and can only be mapped to one plan in Walla. In other words, all clients on a single rate must migrate into the same plan. For example, if you have 5 clients paying a legacy rate of $99 per month for an unlimited monthly membership, all 5 must migrate into the same plan in Walla.
Can we migrate a non-recurring plan into a recurring plan?
No. Walla cannot migrate non-recurring plans into recurring plans.
What is a comp pass and why do Drop-Ins or single classes need to be given one?
Drop-Ins are created at the class level in Walla, not as a plan. For that reason, you don't need to create a Drop-In Plan for your clients to migrate into. Instead, you'll give them a comp pass to use for their single session. A comp pass is a free class that allows your clients to book any scheduled class at your studio.
How do I know I filled out my Plan Map correctly?
Your Data Migration Specialist will review the Plan Map with you in depth before your migration to ensure your clients and plans will be migrated properly.