Change of studio for members

In this article, you will learn: How to perform a studio change for members.

• Requirements for the studio change
• Performing a studio change for individual members
• Performing a studio change via bulk processing

Quick guide to using the functionality:

1. In Magicline, go to a member who is to be transferred to another studio.
2. Click on the three-dot menu of personal data in the member overview.
3. Select “Perform studio change.”
4. Enter a “Description” for the studio change, the “Target studio,” and the “Time” of the change.
5. Complete the process.

Requirements for the studio change

When changing studios, the selected member is assigned to a new studio. For this to be possible, the following requirements must be met:

• Source and target studios must belong to the same operating company.
• The “Studio currency” must be identical across both studios.
• The “Tax configurations” of the studios must be identical.

In the course of this change, the member is linked to the new studio, and all demands of the member (based on the selected “Changeover date”) are transferred to the target studio. A retrospective change can only be carried out up to 3 months in the past.
If the above conditions are not met, a change is not possible.

Performing a studio change for individual members

For individual members, you can perform a studio change via the member overview in Magicline. Navigate to the desired member. Via the three-dot menu of personal data, you can select the “Perform studio change” function. In the following modal, you can now enter the information for the studio change.

You have a “Description,” the selection of the “Target studio,” and the “Date of the change” available. If a studio change is carried out and the “Dunning configuration” of the source and target studios differ, and the member has or had a dunning level on one or more demands in the past, then a further query for an assignment of the dunning levels from the old to the new studio is needed in the modal. In this mapping, it must be specified which dunning level from the old studio can be transferred to the new one. The dunning levels of the studios differ as follows:

For the dunning levels to be transferred, Dunning Level 2 from the target studio is assigned to Dunning Level 3 and Dunning Level 4. In this case, all members of Dunning Level 3 or 4 from the source studio are added to Dunning Level 2 of the target studio.

Performing a studio change via bulk processing

A studio change can also be carried out for several members via bulk processing. For this, select the type “Perform studio change for members” in the bulk processing. In the following modal, as usual, you can select your members via a filter list, an Excel file, or all members of your location. The process is the same as for the transfer of individual members and creates a preview of the bulk processing as usual. When a member is transferred to a new studio, the following data is transferred:

• From the selected date, all contributions in the member account will be transferred to the new studio
• The member's balance in the member account
• If there is an existing MySports studio connection, the member will be moved to the new studio - the member does not need to connect with the new studio via MySports
• The member's reminder levels will be migrated to those of the target studio
• Payment group will be removed if not whitelisted. Member codes will be removed if not whitelisted.