When customers are onboarded to the app, they may have a current plan created in the legacy POS that they have been using that they want to continue to use. We can migrate these customers to allow them to easily continue to use their plan through the app.
This is beneficial for a few reasons:
Easier management of plan and vehicles in app.
The customer keeps their billing date.
You don't have to cancel the old plan manually.
AMP uploads the legacy customers and plans into the portal. These are listed under Users & Accounts > Legacy Members. A customer must use a legacy record listed in the portal to have the option to migrate.
When customers attempt to migrate their membership, they can search for their legacy record in the app either by RFID or License plate.
There are a few outcomes that can occur after a customer attempts migration:
The customer successfully migrated the plan.
Happens in the vast majority of circumstances. Now the customer can use the app to view their plan and membership.
The customer was unable to migrate, the plan could not be found.
The plan couldn't be located by the information provided by the customer, the legacy record may be outdated, or missing altogether.
Please see the following article about finding or creating legacy records: Creating Legacy Records
The customer was unable to migrate, the plan was found, but there was an error mentioned in the app.
Please see the following article for troubleshooting migrations: Migration Errors
After a plan is migrated from the POS to the app, the AMP system processes the following:
The system looks up the legacy plan in the POS
AMP uses the information listed on the legacy record. It specifically searches with the plan id, customer id, and RFID/License plate.
The system cancels the legacy plan in the POS, and invalidates the plate/RFID.
This ensures, above all, that customers aren't double-charged. This additionally allows AMP to conform to legacy POS rules, and the customer can continue to wash with uninterrupted service.
An amp-managed plan is created or reused in the legacy system.
AMP manages this plan in the POS so that customers are able to wash via LPR or RFID. LPR/RFID washing is the sole reason for the existence of this plan.
IMPORTANT: All billing, renewals, plan changes, vehicle updates, etc., should be processed through the AMP portal following migration.