What switching takes
Move to Yoga Sync
Turn one large, uncertain move into a sequence of steps that we will walk you through one by one.
Send us the export from your current software, or the spreadsheet you keep, and we bring in the records that can move, with you. You see the report of what came in before any ongoing charge from it starts.
- You send us the export. We map it, check it, and bring in the records that can move, with you.
- Ongoing charges from the import wait until you accept the report of what came in.
- Before a date is set, we help you get your current processor's written answer on whether your students' stored cards can move.
- A person from Yoga Sync replies about your studio.
- You talk through what your current system holds and what would need to move.
- You decide, and nothing changes until you do.
Who does what
Know who does each part of the move
The old system is yours to close. The records, the checks, and the hold are shared, and each step names who does it.
| Step | Yoga Sync | Your studio |
|---|---|---|
| Stored cards | Records which account holds the cards, and whether your studio can reach it. | Signs in to the old payment processor or, if needed, asks the old system which account holds the cards. |
| The export | Says which records the import accepts. | Asks the old system for the export, and uploads it. |
| Mapping and checking | Maps the file to the import, checks it, and releases the preview. | The owner or studio manager reads the mapped preview and confirms it. |
| The trial run | Runs it without changing anything, as often as you like. | A named person acknowledges its report for that exact file before anything comes in. |
| Before anything bills | Holds every ongoing charge from the file. | A named person accepts the report of what came in. |
| Messages to students | Sends nothing to a student about the move until the owner's approval is recorded. | The owner approves student contact, and the approval is recorded. |
| The old system | Works out the date the old payment account may close, from the refund and dispute windows. | Serves notice, cancels the recurring billing there, and keeps the old payment account open and funded until that date. |
| The first billing run | Reconciles it with you by hand. | Signs off. |
Yoga Sync maps the export to the records the import accepts. The core platform does not include typing records in, cleaning them up, or settling records that contradict each other.
Your export, checked
See what your export holds before it comes in
A file can open cleanly and still be wrong, so the check is read against what you know about your students.
- Compare what the file says it holds with what could be read: people, passes, unused classes, payments already taken, and ongoing charges.
- See each figure that does not match, marked, before you decide to bring the file in.
- Read each ongoing charge the file would start by student, what it is for, its next charge date, and its amount.
Before anything bills
Charge nothing from the file until you accept it
A wrong charge reaches a student's card, so nothing from the file is charged until a person at your studio says so.
- Run the import as a trial as often as you like. It records nothing, and payments your old system already took are listed as already paid, not charged again.
- The import goes ahead only after a named person says they have read the trial run's report for that exact file, and their name and the time are recorded.
- Ongoing charges from the file stay on hold, with the number held shown, until a named person at your studio accepts the report of what came in. Nothing else releases them.
Stored cards
Plan the switch so renewals keep coming in
Whether a stored card can move depends on who holds it today and on the payment processors on both sides.
Each student's own renewal
Where a student has to authorize payment again, the ask is dated from their own next renewal, not from cutover day.
Who holds them
Before a cutover date is set, we work out with you which account holds your students' cards today, and get the payment processors' written answer on whether and how they can transfer.
Booking moves at once
Booking moves to Yoga Sync for every student at cutover; only payment moves in stages. A student whose missing authorization blocks a booking sees why, and what clears it, without calling the studio.
Help during the move
Get support from people who know your studio
Work with a support team that keeps the context and gives every issue a clear next step.
- A person, weekdays. As of October 2, 2026, a person works support cases weekdays, 9 a.m. to 7 p.m. Eastern, and replies to a new case by the end of the next business day.
- Open a case. Open a support case in Yoga Sync whenever you need help.
- See the next step. Each case shows what happens next, so you can see where it stands.