Getting started
Importing members
Prepare your data, validate common issues, and send onboarding emails so customers can start using KwikPass without friction.
Export and prepare your data
- Export members from your previous system with status and plan details.
- Use the CSV template with columns for name, email, phone, plan, start/end dates.
- Normalize phone numbers to include country code; trim whitespace in emails.
Tip: Keep a backup copy of your raw export in case you need to re-import.
Validate and dry-run the import
- Upload the CSV to Imports in your dashboard.
- Fix highlighted issues like invalid emails or overlapping membership dates.
- Run a small dry-run batch to confirm plan mapping and access dates.
Validation reduces errors during check-in and avoids billing confusion.
Send invites and track adoption
- Enable Send invites to email customers with portal sign-in instructions.
- Monitor invite delivery and first sign-ins in the Members tab.
- Resend invites or share your landing page for quick self-serve access.
Track adoption rates per branch and follow up with customers as needed.