Manual Member Migration

Re-tokenize members at the pay tablet and sidestep per-token exit fees.

FlexWash makes it easy to migrate members by re-tokenizing their cards at the pay tablet. Use this as an alternative to, or alongside, member token migration.

Some POS vendors, faced with mounting churn, now charge an exit fee for every token you migrate out. Even though these are your members and your data.

Manual member migration helps you reduce that cost: re-tokenize a large share of your membership base at the lane, then run a formal token migration only for the remaining balance.

Prerequisites

1. Turn off unattended mode

   If your lane is gated, turn off unattended mode so the gate does not open automatically for members.

2. Run a recent Interim Import

   Make sure you have recently completed an Interim Import. FlexWash uses this data to populate your CRM, including each customer’s name, phone, and email, during the tokenization process.

The Process

Identify the Member

1. The member pulls up to the pay station

   With unattended mode off, staff check the vehicle in manually.

2. Check in the vehicle

   After check-in, look at the customer name.

3. Confirm the interim import

   If the name shows Interim Import, proceed with the re-tokenization process below.

Tokenize the Card

1. Open the profile

   Select Profile to open the customer profile.

2. Add the card

   Select Add Card and ask the member for their card.

3. Capture the card

   Tap or insert the card on the payment reader.

4. Confirm the save

   Wait for the system to save the card to the account.

Complete the Wash

1. Return the card

   Hand the member’s card back.

2. Redeem the wash

   Redeem the wash as normal and send the vehicle through.

Cancel in the Ex-POS

Open the Tokenized Interim Members report for each day. Here you can bulk apply promotions, if any, to the members you tokenized.

Make sure you manually cancel every one of these subscriptions in your ex-POS.

If you skip this step, you will double charge your members. Cancel each tokenized subscription in your ex-POS the same day you re-tokenize it.

Tips

One of our customers, Rising Tide, manually migrated most of their impressive membership base. Their advice for others follows.

Schedule for Success

Minimize disruption to your members’ routine. Assign an employee to each lane you run this on.

Schedule dedicated time outside your busiest hours and staff it well. If a lane gets too busy, turn unattended mode back on. Do not hold up a long line.

Standardize the Explanation

Give your staff a short pitch to memorize:

“Hey! We upgraded our system recently and your card didn’t carry over. I just need to swipe it for $0 to keep your membership active. It won’t charge you.”

Hand each customer a printed postcard.

Incentivize the Outcome

If your ex-POS imposes an exit fee of $2 per token, offer your employees something less than that for each re-tokenization they complete.

The Tokenized Interim Members report records which employee performed each re-tokenization, so calculating commissions is straightforward.