Customers may reach out stating they have an active plan in a legacy system, but are unable to locate the plan in the app to migrate.
If you see evidence of a plan in the legacy system, you can create a legacy record for the customer to migrate with.
For an explanation on how migration works, please see the following support guide: How Migration Works
Before creating a legacy record, check for the record in the portal:
There may be a record for the customer's plan under outdated information. In the portal you can search for these records by:
Customer name
Email
Phone number
RFID
License plate
Plan or Membership ID
If you are unable to locate the record with any of that information, then you can create a new legacy record.
To create a legacy record in the portal, follow these steps:
In the portal, click Users & Accounts > Legacy Members.
Click New Legacy Members in the top right-hand corner.
Locate the Legacy Customer ID and Legacy Plan ID.
These are the most important parts of the legacy record, as the system uses these IDs to effectively cancel the legacy plan in the POS. If the system has the incorrect IDs, there will be integration errors on the customer's account.
These can look different for each integration. For more information on these, please check this guide: POS Information for Migration
Fill in the POS Name and Integration dropdown.
Once the Customer and Plan ID have been added, fill in the corresponding fields with the POS system the legacy plan originates from.
Fill in POS Location field.
The POS location will be based on the location that the legacy plan was created at. You can find what code to enter under the location in the portal.
In the portal, under Locations & Washes > Locations.
Click on the specific location and find the Location Code. This will be used on the legacy record.
Fill in the Required fields.
(1) Next Billing Date - the recurring billing date for the plan.
(2) AMP Mapped Plan - the plan the customer will be on.
(3) AMP Plan Price - the price the customer will pay.
(4) License Plate/RFID - at least one must be filled out for the record.
Create the legacy record.